Having a user-friendly and top-quality dashboard in a Distribution Management System is extremely crucial for users. A dashboard presents all the information and data that users and management need to know about the orders, sales, distribution channel processes, and manpower.
When you navigate from one tab to another on the dashboard, you must be able to view all the data that will help you make informed decisions. And so, Sokrio DMS has a top-notch dashboard that allows users to navigate and view the information and data in real-time and accurately.
Here, we will discuss the features and benefits of the Sokrio DMS dashboard to help you understand how to navigate and where to go to find information.
Let’s find out how.
Entering the Dashboard
Once you enter the Sokrio homepage, the dashboard is to the left of your screen, at the top. Below it, there are other tabs, like the User, Tracking, Orders, Payments, Reports, etc.
When you click on the Dashboard tab, you will see the following screen:
The first feature to the left is the Overview screen. It gives you a glimpse of the following:
Order Amount
Scheduled Calls.
Invoice amount
Delivery amount
Outlets visited
Total number of orders
Total number of invoice
Total number of delivery
And other important metrics.
Besides the Overview, there is the Sales Growth feature. When you click on the tab ‘Sales Growth’, you get to see the following:
Here, you can see the sales growth and changes in sales volumes for particular dates and months. This helps you track the sales growth for each day of the week. This is turn can help you measure where the ups and dips in sales occur, helping you make solid plans and decisions.
When you click on Filters, you will see a pop-up screen show-up like the following:
Here, you can select
the Territory,
frequency of days,
to-from days,
the field force, and
the product to view the sales report.
When you scroll down, you can view the Product Revenues that will help you make well-informed decisions about your products. The information is shown via a histogram where on the vertical axis you have and the revenues are shown on the horizontal axis.
The filter button shows the Fast-moving and slow-moving products for each territory.
Miscellaneous Section
Besides the Sales Growth feature, you have the ‘Miscellaneous’ tab where we see a pie chart of Target vs Achievement for a particular period.
Here, we can see that the revenue achievement, marked in green is more than the initial revenue target, showing good revenues for the period. This all-important section helps you see and understand where the business is headed in terms of financial gains.
Analyzing the Orders
One tremendous factor about Sokrio DMS is how it tracks orders in real time and automates information pertaining to order management. When you click on the Outlet Order tab, you see that it shows the number of outlets there are in the divisions and territories of Bangladesh. These outlets are where the orders go.
When you navigate to the Basic Reporting tab, you can see
the daily average users,
average working hours,
visits to outlets,
newly added outlets, and
outlets not covered.
This section also lets you see the gist of daily reports.
The next tab, Outlet Heat, shows the outlets spread throughout the country. It is a vital part of this DMS service because it gives a mapped view of the outlets. You can select the territory, channel type, outlet category, location type, etc.
You can also zoom in and out of the map area to get a closer look at the area. To provide you with more options, the DMS gives you
a Default version
Street version
Dark, version and
Navigation Night version.
All of these provide you with different types of views of the map.
The Main Menu of the DMS
When you are at the homepage of the Dashboard, you will notice the Main Menu to the left of your screen with lots of tabs. The tabs are the core features of the DMS. Thus, when you click on them, you are viewing the factors that set Sokrio apart. Let’s look at what these tabs offer you:
User:
This tab basically lists the names and roles of the users/personnel who use the DMS. Besides that, the other subfeatures show you the allowance, transport, targets, and app information related to the users.
Territory:
Under this feature, you get to see the list of territories where the retailer does business, along with the type of territory. The territories are the districts and divisions in Bangladesh where the business of the brand takes place. It also shows the areas or districts where no businesses or outlets are present at the moment.
The type of territory indicates whether it’s a high business area or a low-business area. This is indicative of how much sales are generated from these areas.
Customer Master
Under this feature, you will find:
The channels of business
To which stores you are doing business with and their details
The badges the stores get for discounts
And the category and location type of the store.
Product Master
This tab gives you everything you need to know about the products like category, brand, batch, variant, and unit of the product. Also, it shows you what promotions were undertaken for a particular product.
Tracking
Now this feature is an extremely important one. It shows the visit plans of the sales reps or field forces, the details of the field forces, and a Google map of where they are situated.
You can view and track where the field forces are present and whether they are visiting the outlets correctly or not. It also shows the assigned outlets, so you would know which sales rep is assigned to which outlet.
Field Force
Map View
Visit Plans
This feature helps you track where the field forces are and whether they are meeting the assigned goals or not.
Attendance
The Attendance feature lists which employee was present and which employee was absent on any given day. You can also view who is enjoying leave. This HR information is essential to keep the operations flowing accordingly. Also, it helps to eliminate any confusion that you could have in assigning tasks, duties, or outlets to particular sales reps.
Primary and Secondary Order:
These aspects of the DMS dashboard show vital information for the business:
What orders were placed on a daily/weekly/monthly/quarterly/yearly basis?
What were the sales returns for the particular orders?
Which orders are ready to be dispatched, are on their way to delivery or delivered?
Stock:
Another important feature of the DMS, the Stock, shows the product stocks available at particular outlets of the retailers or distributors they are doing business with. Here, you can
Add a new stock of products available,
update the existing stock of products, or
even add different product stocks in bulk.
This will help you keep a streamlined inventory management and there won’t be a stockout before an order is placed. You will have enough data to not face a shortage of stock.
This feature also indicates
which products are free to release;
What is the market retail price (MRP) of the product;
the delivered amounts;
the delivery pending amounts of a stock of product;
and how much stock of a product is available.
Report, Custom Report, and Manager Report
These three sections present the different types of reports to you about all the aspects of the DMS. From HR, Performance, and Stock, to the Payment History, Bounce Rate, Delivery Summary, etc., all the reports are under the Report section.
Also, Custom Report entitles you to generate custom order and delivery reports and Manager Report lets you see Check-Ins of the supervisors.
KPI Report
Custom Report
Check-in Report
The Sokrio DMS Dashboard Advantage
If you want to enjoy smooth navigation, top features, visual data, and real-time, quick report generation, Sokrio DMS’s Dashboard is the way to go. The Dashboard lets you select multiple options to view and track orders and field force movements. It also presents to you various data and reports that can help you make streamlined and informed decisions.
Also, inputting data and recording information is a breeze in this automated system. All these reasons make Sokrio DMS the first choice as a solution for distribution.
Summing Up
Having a well-structured and user-friendly dashboard is paramount for any DMS solution. And Sokrio DMS’s dashboard is a quintessential exponent of this. Each of its tabs and features has at least one purpose. And, they are pretty straightforward to understand and use. But that also does not mean the features lack detail. They provide you with the full information and data that you need to execute the distribution process properly.
