Scheme results: what each scheme sold
Each scheme shows what its items sold to the dealers it covers during the scheme, against the same number of days before. It also shows the extra sold and the cost of each extra unit.
PLANSScale only
The problem it solves
- Scheme money is spent every quarter and nobody can say what it sold.
- The sales head compares a scheme month with last year by hand, with different dealers in each figure.
- A scheme that cost more than the margin it brought runs again next season.
How it works
- Open any scheme in Schemes and Claims > Schemes and go to its Results tab.
- During the Scheme shows what its items sold to the dealers it covers, from its start to its end or today.
- As Long Before shows the same for as many days just before the scheme started.
- Extra Sold is the difference in quantity. Cost per Extra Unit divides what the scheme has spent by the extra sold.
- Compare schemes side by side and drop the ones whose extra unit costs more than it earns.
Everything it does
What is counted
- Confirmed dealer orders only, dated in the period
- The scheme's items and categories (sub-categories included)
- Only dealers the scheme covers: its dealer groups and areas (sub-areas included), and its entity
- Free goods are left out
- Value is after line discounts and before tax
Figures on the Results tab
- During the Scheme: Sold During, Sales During, Extra Sold
- As Long Before: Sold Before, Sales Before, Cost per Extra Unit
- The scheme's cost is its Spent figure: free goods and discounts on confirmed orders plus settled claims
- No extra sold: Cost per Extra Unit shows 0
- A scheme that has not started shows zeros
Not counted
- Returns after the order
- Orders retailers place with their dealer, even for a retailer scheme
- Seasons or other schemes running at the same time: the figure is a plain before and after
Who uses it
Sales headReads which schemes brought extra sales and at what cost per unit.
Distribution managerUses the results to plan the next scheme and its budget.
FinanceChecks the scheme's spend against what it sold.
Where you use it
- Web: Distribution > Schemes and Claims > Schemes, Results tab on each scheme
- Not as a report across schemes: the figures are on each scheme's form
- Not on the dealer portal or in the app
What you control
Settings
- None: the before period is always as many days as the scheme has run, just before it started
Questions
Which period is the comparison?
As many days as the scheme has run, ending the day before it started. A 30-day scheme is compared with the 30 days before it.Does it count sales to dealers outside the scheme?
No. Both periods count only the dealers the scheme covers, by its dealer groups and areas, so the two figures are like for like.What does Cost per Extra Unit include?
Everything the scheme spent: free goods at their price, discounts on confirmed orders and settled claims, divided by the extra quantity sold.Can I see all schemes' results in one list?
Not yet. The results are on each scheme's Results tab. A list or report across schemes is not built.Which plan has it?
Scale. Schemes, budgets and claims start in Growth; results are added in Scale.Related features
SCHEMES AND DEALER SALESSchemes with budgets and approved claimsRun free goods, slab and value discount schemes by dealer group and area, with dates and a budget that stops them once spent. Dealers' claims are approved through your chain and credited by a credit note.LARGE NETWORKSControl tower alertsEvery morning SmartMy Distribution checks the network and raises alerts for the right area manager. Dealers not ordering, retailers who stopped buying, stock-outs, late dealer figures, salesmen without visits or away from the shops. The manager closes each one as Dealt With.MARKET INTELLIGENCESlab schemes over a month or quarterA quantity slab scheme can be reached on everything a dealer buys over the scheme's period (QPS) instead of order by order. When the period ends, the slab each dealer reached, less goods it sent back, is claimed and credited through your approval chain.MARKET INTELLIGENCEHead office drill-down to the outletOne screen goes from the whole country down to a region, area, beat, dealer and one outlet. Every level shows sales against last month and last year, billed outlets, coverage and launches. Pick any item and every figure follows it, on the web, a phone or the manager's app.SCHEMES AND DEALER SALESDealer stock and secondary salesEach dealer's closing stock and its sales to retailers, item by item, reach you from the dealer portal, an Excel sheet or your office. Sell-through shows what really left the dealer's shelf, and primary sits beside secondary for every dealer and item.
See your market on it.
Tell us how many dealers and salesmen you have, and how orders and claims reach you today. We will set up your dealers, price lists and beats with you.