how to access and run reports on tescolink microstrategy · 2018-09-17 · supplier training 1 may...

Supplier Training 1 May 2018 v2

How to access and run reports on TescoLink Microstrategy


Contents Logging into TescoLink Microstrategy ................................................................................... 3

Basic navigation .................................................................................................................. 3

TescoLink Reports............................................................................................................... 4

KPI report: Sales and Stock Daily .......................................................................................... 5

KPI report: Sales and Stock Weekly ....................................................................................... 6

Record keeping repot: Amendment to Cost Price ................................................................. 8

Record keeping report: Amendment to Purchase Order ....................................................... 10

Analysis report: Range Conformance Weekly ....................................................................... 12

Analysis report: Supplier Performance Summary ................................................................. 15

Analysis report: Profit Breakdown ....................................................................................... 17

Analysis report: Waste Analysis Daily ................................................................................... 18

Analysis report: Waste Analysis Weekly ............................................................................... 20

Data Downloads ................................................................................................................. 21

Availability report: Service Levels Exceptions – Supplier to DC .............................................. 21

Availability report: Service Levels Weekly ........................................................................... 23

Availability report: Sales Based Availability (Fresh & Packaged) ............................................. 26

Managing Personal Product Lists (PPLs) .............................................................................. 26

Help and Support .............................................................................................................. 26


Logging into TescoLink Microstrategy To access the migrated reports, use your existing TescoLink credentials and log onto TescoLink Microstrategy via: https://www.tescolink.com/ .

Enter your TescoLink log in ID and password

Ensure that LDAP is selected if it’s requested.

You will then be directed to the landing page.

Basic navigation

Record keeping notification messages are always available on the right hand side.

The reports are located in a ribbon along the top.

Select the Report Category and then select the report via the report icons

Quick access to KPIs can be found on the landing page as well as a scrolling news message.

https://www.tescolink.com/reporting/MicroStrategy/servlet/mstrWeb


Most of the report screens in TescoLink share very similar navigation. You can see an example of navigating a report below:

TescoLink Reports KPI reports:

o Sales and Stock Daily o Sales and Stock Weekly

Record Keeping reports: o Amendments to Cost Price o Amendments to Purchase Orders

Analysis reports: o Range Conformance Weekly o Supplier Performance Summary o Profit Breakdown o Waste Analysis Daily o Waste Analysis Weekly

Data downloads: o Data Download Sales and Stock Weekly o Data Download Sales and Stock Daily

Availability report: o Service Level Exceptions – Supplier to DC o Service Levels Weekly o Sales Based Availability (Fresh and Packaged)

Use the navigation icons to:

1. Report information 2. Return to home page 3. Export to excel

Use drop down arrows to drill down to sub groups

Navigation options:

- Right click option to for drill down options

- Double click on the TPNB or base product description for drill down options

Product TPNB and descriptions hidden for training purposes


KPI report: Sales and Stock Daily This report gives information on Key Performance Indicators (KPI’s) which are: sales (LFL), profit, margin, waste, stock cover and supplier to distribution centre service levels on a weekly basis. It is drillable to item level.

Please note: the profit and margin measures displayed are calculated at buying gross level

The data is built on a daily basis and shows comparative measures against the same day last week and last year.

This report can be used in many ways for example:

to monitor sales performance for products

to review product performance at both Format and Store level

to highlight any issues where further analysis is required

to monitor waste

to manage stock cover

How to select and run the report

Select the Sales and Stock weekly from the KPI Daily section and the report will open at top level showing the latest complete week.

Use the drop down menu arrow to specific Supplier Numbers to view.


Report information Return to home page

Export table to Microsoft Excel by clicking on the right side drop down

Right clicking your mouse on Division displays further navigation and functionality within report. You can view data by Format/Store/ Distribution Centre. You can also drill to department level. Right clicking your mouse on Tesco Org Unit allows you to

drilldown to product level


KPI report: Sales and Stock Weekly This report gives information on Key Performance Indicators (KPI’s) which are: sales (LFL), profit, margin, waste, stock cover and supplier to distribution centre service levels on a weekly basis. It is drillable to item level.

Please note: the profit and margin measures displayed are calculated at buying gross level

The data is built on a weekly basis and the report opens at the latest complete week (with 8 weeks’ data available) and shows comparative measures against the same week last year.

This report can be used in many ways for example:

to monitor sales performance for products

to review product performance at both Format and Store level

to highlight any issues where further analysis is required

to monitor waste

to manage stock cover

Sales Value, Volume, Margin and Profit Metrics

Sales Value TY - Sales value in at point of sale. Sales % Var LW - Percentage variance in sales value to the same day last week. LFL % TY - Percentage sales value change, in stores open this year and last year. Sales Volume TY - Sales volume in units this year. Sales % Var LW (Vol) – Percentage sales volume variance to the same timeframe last week. Margin % TY - Retail margin at point of sale this year. Profit TY / (Sales Value TY exc. VAT + RTC Waste Value TY exc. VAT).

Margin % LY - Retail margin at point of sale last year. Profit LY / (Sales Value LY exc. VAT + RTC Waste Value LY exc. VAT). Profit TY -Tesco Gross Profit Sales Value TY exc. VAT - Cost of Goods Sold + RTC Waste Value TY exc. VAT + Supplier Funded

Discount exc. VAT + Additional Supplier Funding Value. Profit % Var LY - Percentage profit variance to last year. (Profit TY - Profit LY) / Profit LY x 100

Waste % TY - Store waste value as a percentage of sales value. (RTC + DAM + OOC) / Sales Value TY x 100. Days Cover TY (Vol) - Stock holding in DC, Store, measured in days, based on average daily sales. (DC Stock (Vol) + Store Stock

(Vol) / Sales Volume TY (average daily)). Days Cover Var LW (Vol) – Days cover variance to last week (days). (Days Cover TY Days Cover LW). Supplier to DC Gross SL % TY - Service level measure from Supplier to DC, Gross percentage fulfilment of Cases Ordered.

(Cases Delivered To Order TY / Cases Required TY) x 100. Note: This calculation is available after 2 days. DC to Store SL % TY Service Level Measure from DC to Store - Percentage fulfilment of store delivered to store ordered. (100

* Store Delivered / Store Demand). CSL % TY (Vol) - Customer Service Level - Sales volume as a percentage of total of Sales Volume and Lost Sales Volume.

Sales Volume / (Sales Volume + Lost Sales Volume).

Please Note: The CSL % TY (Vol) is accurate from Day -2, due to delays of accurate data from the source systems on Day -1 (Yesterday).



Select the Sales and Stock weekly from the KPI Weekly section and the report will open at top level showing the latest complete week.

Example report - Sales and Stock weekly





Right clicking your mouse on Division displays further navigation and functionality within report. You can view data by Format/Store/ Distribution Centre. You can also drill to department level.

Sales Value, Volume, Margin and Profit Metrics

Sales Value TY - Sales value in at point of sale. LFL % TY - Percentage sales value change, in stores open this year and last year. Sales Volume TY - Sales volume in units this year. Sales % Var LW (Vol) – Percentage sales volume variance to the same timeframe last week. Margin % TY - Retail margin at point of sale this year. Profit TY / (Sales Value TY exc. VAT + RTC Waste Value TY exc. VAT).

Margin % LY - Retail margin at point of sale last year. Profit LY / (Sales Value LY exc. VAT + RTC Waste Value LY exc. VAT). Profit TY -Tesco Gross Profit Sales Value TY exc. VAT - Cost of Goods Sold + RTC Waste Value TY exc. VAT + Supplier Funded

Discount exc. VAT + Additional Supplier Funding Value. Profit % Var LY - Percentage profit variance to last year. (Profit TY - Profit LY) / Profit LY x 100

Waste % TY - Store waste value as a percentage of sales value. (RTC + DAM + OOC) / Sales Value TY x 100. Days Cover TY (Vol) - Stock holding in DC, Store, measured in days, based on average daily sales. (DC Stock (Vol) + Store Stock

(Vol) / Sales Volume TY (average daily)). Days Cover Var LY (Vol) – Days cover variance to last year (days). (Days Cover TY Days Cover LW). Supplier to DC Gross SL % TY - Service level measure from Supplier to DC, Gross percentage fulfilment of Cases Ordered.

(Cases Delivered To Order TY / Cases Required TY) x 100. Note: This calculation is available after 2 days. DC to Store SL % TY Service Level Measure from DC to Store - Percentage fulfilment of store delivered to store ordered. (100

* Store Delivered / Store Demand). CSL % TY (Vol) - Customer Service Level - Sales volume as a percentage of total of Sales Volume and Lost Sales Volume.

Sales Volume / (Sales Volume + Lost Sales Volume).

Please Note: The CSL % TY (Vol) is accurate from Day -2, due to delays of accurate data from the source systems on Day -1 (Yesterday).

Right clicking your mouse on Tesco Org Unit allows you to drilldown to product level


Record keeping repot: Amendment to Cost Price The Amendment to Cost Price report details changes to cost prices made in Tesco cost files that have a direct impact on either basic or invoice cost displaying: the size of the impact, effective start and end dates, reason code for the amendment and the products it has been applied against. It only displays cost price amendments to product SKUs in the last month.

This report can be used to:

review cost price changes agreed with your buyer that have been set up in the Tesco cost files

ensure that the correct cost price is used when invoicing Tesco for stock delivered to either depot or directly to a store

facilitate the alignment of Tesco and Supplier systems and accurate invoicing

cross check your records to ensure the correct quantity arrives on the correct day at the correct depot

Daily Alert

There is a record keeping alert notification on the landing page. This alerts you to any changes made to your cost prices or purchase orders. Daily checks are required as the message will be overwritten daily based on the date input not the effective date. Note: cost price changes are only loaded with your prior agreement. The commercial contact who agreed the change should also receive an email notification when the change is loaded.

Changes made today will take 72 hours to appear in the Tesco system. Suppliers with a non-profit view will not have access to this data.



Select the Amendment to Cost Price from the Record Keeping section. You can search for amendments to cost prices: by date, by week, and by product.

By Date/ By Week

Select the dates to review any cost prices using the drop down boxes. There are 52 weeks of historical data available from when products were launched.

Then click on the “run” icon at the bottom of the screen and it will take you to the product list screen. Select the product list and then select run.

The report will return all the products that were available for that time periods.

By Product Select the specific products (SKUs) that you wish to review using the product list screen. This will return any amendments made to the cost price for those products.

Example report - Amendments to Cost Price (Search by Date)

Use the drop down menu to filter on Supplier number.

Use the navigation icons

1. Report information 2.Return to homepage 3.Export to Microsoft Excel.

The Excel table then shows all the metrics to allow you to check a cost price change, the data the cost price change was made, the difference between the original and new cost price and the reason for the cost price change.


Record keeping report: Amendment to Purchase Order This report details purchase order amendments in Tesco’s ordering system which will facilitate improvements in service levels.


confirm that any purchase order amendments agreed with the buyer have been actioned;

review changes in delivery quantities, confirm a change in delivery depot or change in delivery has been actioned in the Tesco system; and

cross-check your records to ensure the correct stock quantity arrived on the correct day and in the correct depot.

Note: Suppliers with a non-profit view will not have access to this data

Daily Alert

The Record Keeping notification on the TescoLink welcome screen alerts you to any changes made to your Cost Prices or Purchase Orders. Daily checks are required as the message will be overwritten daily based on the date input not the effective date.

Changes made today will take 72 hours to appear in the Tesco System.



Select the Amendment to Cost Price from the Record Keeping section. You can search for amendments to cost prices: by date, by week, and by product.

By Date/ By Week Select the dates to review any cost prices using the drop down boxes. The date version of this report displays the Tesco calendar for you to select dates. There are 52 weeks of historical data available from when products were launched.

Then click on the “run” icon at the bottom of the screen and it will take you to the product list screen. Select the product list and then select run.

The report will return all the products that were available for that time periods.

By Product Select the specific products (SKUs) that you wish to review using the product list screen.

The report will return all Purchase Order amendments for the specific products selected.

Example report I Amendments to Purchase Order (Search by Date)

Use the navigation icons

1. Report information 2. Return to homepage 3. Export to Microsoft Excel

5.

Use the drop down menu to filter on Supplier number.

In summary, the data in the Excel table details the Tesco depot to which the order was placed, the date change, the new delivery date , the current purchase order, the amended quantity and/or case size, the reason for change to the purchase order.

You will find a full list of all the metrics displayed in the report glossary within TescoLink.


Analysis report: Range Conformance Weekly The Range Conformance report is a snapshot analysis which illustrates how each product is ranged. It displays the overall number of stores the product has been ranged in, the sales value and the rate of sale. It also shows where stock is ranged and has sales, stock is ranged but has no sales and stock is not ranged but has sales.

It reflects ranging as at the latest complete week only. You can drill down in the report to both format level and store level.


check that products are ranged in the correct stores as agreed with your buyer

work proactively with your buyer to address any ranging inconsistencies and resolve

drill down to Store level in order to target field teams more effectively

help identify reasons why overall sales are down, by pinpointing problems with distribution


Select the Range Conformance report from the Analysis section and click on the Range Conformance icon to access the report.

1. Click on subgroup to select/deselect the product groups you want to run the report on. The selected products will appear on the right hand box.

2. Click on the Run Document button in the bottom left corner.

3. The report will run on latest complete week.


Example report - Range Conformance Report Weekly

Range conformance by format

To access range conformance by format right click the TPNB in the first column of the Range Weekly report. Select the Format filter and it will return the report which highlights at Store format level: the ranged stores not selling, the non-ranged stores that are selling and the ranged stores that are selling. It also provides you the Sales Value TY against each store for that TPNB.

Right click on TPNB to filter on Selections – Reduces the list to the product selected

Right click on the arrow an the end of the TBNB enables you to filter to Store or Format level and a new page will appear with your filter options selected

Use the drop down menu arrow to select sub-groups to view.

To run the report for all subgroups just select the “Run Document” button, found at the bottom left of report.

Sales Value TY – sales value at point of sale

Rate of Sales TY – The rate of sales for the week (Sales Value TY/ Total Stores Selling).

Range Store Count – The number of stores that this product has been ranged in.

Ranged Store Selling – The number of ranged stores that have recorded either sales or stock in the week.

Ranged Store Not Selling – The number of ranged stores that have recorded neither sales, nor stock in the week.

Non-Ranged Store Selling – The number of stores that are not ranged for the product, but recorded either sales or stock in the week.

Total Stores Selling – The total number of stores with recorded sales or stock for the week.


1. Report information 2.Return to homepage 3.Export to Microsoft

Excel.

Use the drop down to select specific Supplier numbers.

Right click on TPNB to filter on Selections – Reduces the list to the product selected.

Right clicking on the arrow at the end of the TPNB enables you to filter to Store or Format level - a new page will appear with your filter options selected.


Range conformance by store

To access range conformance by store right click the TPNB in the first column of the Range Weekly report. Select the Store filter and it will return a report at high level that shows ranged stores not selling, non-ranged stores selling and ranged stores selling.

This list shows where the product is ranged and has no sales .You can target the range stores not selling to understand why this is the case.

This list shows stores where the product should not be ranged but has sales. This could be for a variety of reasons e.g. following a range change, the Store Manager continues to order as it is a strong selling product for that store, or product distribution expanded due to overstock.

This list shows stores where the product is ranged and its sales performance. Use this to manage and take action e.g. use for business negotiations with buyers to negotiate product distribution.


Analysis report: Supplier Performance Summary This report acts as a template for meetings between you and Tesco. This report benchmarks your performance against last year.

It is drillable to sub-group level, and displays key performance measures against both last year and a variable target. The target can be set on each data request by selecting the relevant version of this report

When downloaded into Microsoft Excel, it gives you meeting notes on one page and the data on another.


Click on the Supplier Performance Summary Report and the report will automatically open at top level for the latest complete week.

Example report - Supplier Performance Summary

This report has a Blue, Red, Amber & Green (BRAG) measure, which provides an indication on how well each KPI is performing year on year as a percentage. There is the option in the report to drill down to division and department.

BRAG definitions

Blue – target exceeded Green – target met Amber – target not met, but plan in place Red – target not met


This report gives you this year figures and your last year figures and BRAG’s accordingly

All data is drillable using the right hand mouse function on any text that is blue in colour.

This measure is a direct comparison against last year’s figure and then % variance also provided.

RAG reporting based % variance to last year (Tesco year).

RAG reporting based on this year’s variance to the service level target (98.5%)

Metrics

Sales Value – Sale value at point of sale. (This Year, Last Year and Var %). Sales volume – Sales volume in units at point of sale. LFL% - Percentage value change in stores open this year and last year. Profit –Tesco gross profit sales value exc. VAT – (Cost of Goods Sold +RTC Waste value exc. VAT + Supplier Funded

Discount exc. VAT + Additional supplier funding). Cost of Goods Sold – Cost of goods sold – (Sales Volume*Weighted Average Cost) (This Year, Last Year and Var %). Margin % - Retail margin at point of sale this year Profit/(sales Value) x100. Waste % - Store waste value as a % of sales value. RTC waste % - RTC waste value as a % of sales value. OOC waste % - Percentage of retail value of goods destroyed due to out of code. DAM % - Percentage our retail value of goods damaged. WIBI Waste % - Percentage retail value of WIBI waste. Supplier to DC Gross SL- Service level measure from Supplier to DC, Gross percentage fulfilment of cases ordered.

Target 98.5%*. DC to Store CSL DC to Store CSL%TY – Service level measures from DC to Store, percentage fulfilment of cases

ordered. Target 98.5%*.


Analysis report: Profit Breakdown The Profit Breakdown report gives you a breakdown of the sales value of your products. This include waste values, agreed funding, cost of goods, profit value and margin percentage.

You can drill this report right down to product level as well as run it by week, period to date, a rolling 52 weeks or year to date.


check the impacts of waste against profit values

work proactively with your buyer to address waste issues

view the relationship of agreed funding to overall profitability


Select the Profit Breakdown report from the Analysis section and the report will automatically open at top level for the latest complete week.

Example report – Profit Breakdown





Right clicking your mouse on Division displays further navigation and functionality within report. You can view data by Format/Store/ Distribution Centre. You can also drill to department level.

Right clicking your mouse on Tesco Org Unit allows you to drilldown to product level


Analysis report: Waste Analysis Daily The Waste Analysis Daily report gives you a breakdown of your waste figures as a value and as a percentage with your daily sales value as a comparative.

You can drill this report to DC, format, store or product level as well as changing the days you wish to view.


investigate where waste is having the biggest impact

see what kind of waste is the biggest issue


Select the Waste Analysis Daily report from the Analysis section and the report will automatically open at top level for the latest complete day.

Metrics

Sales Value TY (Ex VAT) – Sale value at point of sale excluding applicable VAT RTC Waste Value TY (Ex VAT)-Total value of Reduced To Clear waste this year excluding applicable VAT Funded Discount Ex VAT – Will show agreed funding of any discounts applied excluding applicable VAT Fixed Cost Funding – currently unused Other Funding – currently unused Cost of Goods Sold – Will show total of the cost of goods sold Profit TY –Tesco gross profit sales value exc. VAT – (Cost of Goods Sold +RTC Waste value exc. VAT + Supplier Funded

Discount exc. VAT + Additional supplier funding). Margin % TY - Retail margin at point of sale this year Profit/(sales Value) x100.


Example report: Waste Analysis Daily





Right clicking your mouse on Division displays further navigation and functionality within report. You can view data by Format/Store/ Distribution Centre. You can also drill to product level.

Metrics

Sales Value TY – Sale value at point of sale Waste Value TY – Total of all RTC, OOC and DAM waste this year Waste % TY – Total Waste value as a percentage of sales value this year Waste % LW – Last week’s Waste value as a percentage of sales value last week RTC Waste Value TY – Reduced to clear waste value this year RTC Waste value % TY – Reduced to clear waste value as a percentage of sales value this year OOC Waste Value TY – Out of Code waste value this year OOC Waste value % TY – Out of Code waste value as a percentage of sales value this year DAM Waste Value TY – Damaged waste value this year DAM Waste Value % TY – Damaged waste value as a percentage of sales value this year


Analysis report: Waste Analysis Weekly The Waste Analysis Weekly report gives you a breakdown of your waste figures as a value and as a percentage with your weekly sales value as a comparative.


investigate where waste is having the biggest impact

see what kind of waste is the biggest issue


Select the Waste Analysis Weekly report from the Analysis section and the report will automatically open at top level for the latest complete week.

Example report: Waste Analysis Weekly





Metrics

Sales Value TY – Sale value at point of sale Waste Value TY – Total of all RTC, OOC and DAM waste this year Waste % TY – Total Waste value as a percentage of sales value this year Waste % LY – Last year’s Waste value as a percentage of sales value last year RTC Waste Value TY – Reduced to clear waste value this year RTC Waste value % TY – Reduced to clear waste value as a percentage of sales value this year OOC Waste Value TY – Out of Code waste value this year OOC Waste value % TY – Out of Code waste value as a percentage of sales value this year DAM Waste Value TY – Damaged waste value this year DAM Waste Value % TY – Damaged waste value as a percentage of sales value this year


Data Downloads Data downloads allow you to create an Excel spreadsheet of:

Stock and Sales Daily report Stock and Sales Weekly report Stock and Sales Weekly report using one of your personal product lists

These reports will run and then offer you a file to download, enabling you to manipulate the data in whatever way you’d like to within Excel.


Select one of the data download reports from the Data Download section and the report will start to generate. Please be aware that the report may take some time to load. When it does an Excel file will be offered to you to download from your browser.

Availability report: Service Levels Exceptions – Supplier to DC This Service Level Exception Report gives a product level view of service level exception information for deliveries from suppliers into Tesco distribution centres (DCs) and wharves. This report is to be run in conjunction with the Service Level Weekly report in order to use to cross reference the “cases shortfall” measure. The key measures in this report are: Cases Ordered; Cases Received; and Cases Shortfall

Data is built on a daily basis and the report opens at the latest complete day, and provides a rolling 14 days data view of any subgroup which the supplier has products.

Please Note: this report displays products for the selected sub group(s), which have a service level below 100%.

Use this report to:

monitor cases delivered to order to Distribution Centres/ Stores

manage shortfall in cases by working pro-actively with the Tesco Distribution Centre team

use shortfall information to improve the stock delivery to order process



Select the icon “Service Levels Exceptions – Supplier to DC” report from the Availability section and then select the subgroup(s) you’d like to view.

Example report - Service Level Exceptions – Supplier to DC Report

The report will return any service level exceptions. This can then be used to work pro-actively with the Tesco Distribution Team e.g. to manage shortfalls in cases.

This report then shows the product order details and will highlight service level expectations with the reason and description included. This helps to be proactive to manage this with the Tesco Distribution Teams as required.

Click on subgroup to select/deselect the product groups you want to run the report on. The selected products will appear on the right hand box.

Selecting no subgroups will return all product exceptions.

Click on the Run Document button in the bottom left corner

The report will run on latest complete day showing a rolling 14 days of data.


1. Export to Microsoft Excel 2. Return to homepage 3. Access online help

Use the drop down arrow to select the sub group of interest.


Availability report: Service Levels Weekly The Service Level Weekly Report gives a high level view of information based around Service Levels both into DC and into Store on a week by week basis and is drillable to subgroup level or to item level if a personal product list is used when ordering this report.

Data available: the report opens for the latest complete week, with a further eight weeks’ worth of information available to select at Week, Period to Date and Year to Date time periods.

The key measures in this report are: Cases Ordered; Cases Received; Cases Shortfall; and Service Levels (Supplier to DC and DC to Store).


review service levels in order to achieve Service Level targets ( min 98.5% target)

monitor service levels by depot to improve service level

Glossary of metrics in report (DC to Store)

Expected Delivery Date - Booked delivery date into DC. Date Delivered - Date product delivered to store. Purchase Order Number - Tesco Purchase Order number. TPND - Tesco Product Number (Traded Unit). Outer Case Code – Barcode. Product Description - Product description. Cases Ordered - Cases required at DC. Cases Received - Cases delivered to DC. Cases Shortfall – Number of cases not delivered to order. Reason – Reason for shortfall may be entered by the DC (but not always).


highlight any issues within the last two weeks where further analysis is required


Select the Service Levels Weekly from the Availability section and the report will open automatically to show the latest complete week.

Example report - Service Levels weekly

The first table of the report has two tables to view: Supplier to DC and DC to Store.

TABLE 1: Supplier to DC allows you to see a breakdown of your service levels and any cases shortfall

TABLE 2: DC to Store allows you to review the DC service levels relating to deliveries into stores and any cases shortfalls.

Supplier to DC / DC to Store (By depot)

This report is drillable to DC / Store Level respectively.


DC to Store

Glossary of metrics in report (Supplier to DC)

Cases Required TY - Cases required by Tesco (Cases Ordered + Suppressed orders). Suppressed Orders TY - Cases not ordered as known issue prevents fulfilment. Cases Ordered TY - Cases ordered by Tesco. Cases Delivered To Order TY - Cases delivered from supplier (Minus over deliveries). Cases Shortfall TY- Cases Ordered TY minus Cases Delivered to Order TY (including Supressed Orders TY). Supplier to DC Gross SL % TY - Service level measure from Supplier to DC, gross percentage fulfilment of Cases Ordered.

(Cases Delivered To Order TY / Cases Required TY) x 100. Supplier to DC Gross SL % Target TY - Service level target. Scheduled Number of Deliveries TY- Number of scheduled item deliveries. Completed Number of Deliveries TY- Number of completed item deliveries. Delivery Accuracy % TY - Number of item deliveries completed successfully. Cases Shortfall LY- Last year Cases Required minus Cases Delivered to Order.

Glossary of metrics in report (DC to Store)

Store Demand TY- Store orders in cases. Cases Delivered TY - Cases delivered to store. Cases Shortfall TY - Cases shortfall. Non Delivered Long Term - Long term out of stocks. Non Delivered Short Term- Short term out of stocks. DC to Store CSL % TY - Service level measure from DC to Store, percentage fulfilment of Cases Ordered. (Cases

Delivered / Cases Ordered) x 100. CSL % TY (Vol) - Sales volume as a percentage of total of sales volume and lost sales volume. Sales Volume / (Sales

Volume + Lost Sales Volume). Dot .Com CSL % TY - Availability measure calculated using Tesco dotcom picks in store. (Dot .Com Orders Fulfilled /

Total Dot .Com Orders) x 100. Sales Value TY - Sales value in at point of sale. Sales Value Lost TY - Lost Sales Value (from Customer Replenishment )


Availability report: Sales Based Availability (Fresh & Packaged) The ‘Sales Based Availability dashboard’ can display your products’ data in a number of ways and can be manipulated into graphs (visualizations) to spot trends. You can also drilldown to product by store data if there are any trends you are particularly interested in.

If you have used the Visual Insight suite of reports before, you will see very similar functionality available to you.

It’s quite different to the other reports available within TescoLink so we have created a standalone guide for it.

You can find the ‘How to use the Sales Based Availability Dashboard’ guide on the Tesco Supplier Training Essentials site and also in the Tesco Partners Toolkit’s document library.

Managing Personal Product Lists (PPLs) Within TescoLink you’re able to set up lists of the products you may want to look at more frequently. These could be best-selling lines, lines that are underperforming or lines that are on promotion. You can have several PPLs at once and several of the reports available within TescoLink can be generated using them.

You can recognise a report that can be run using a PPL because it will have “Personal Product List” after its name, for example “Sales and Stock Weekly Personal Product List”.

For more information on managing PPLs please see our ‘How to use Personal Product Lists in TescoLink Microstrategy’ guide which is available on the Tesco Supplier Training Essentials site and also in the Tesco Partners Toolkit’s document library.

Help and Support If you need a login for TescoLink Microstrategy please contact TescoLink Support team with your supplier number. The TescoLink support team can also provide help and support at:

[email protected]

For further learning around TescoLink please visit www.tescosuppliertrainingessentials.com

mailto:[email protected]

http://www.tescosuppliertrainingessentials.com/

how to access and run reports on tescolink microstrategy · 2018-09-17 · supplier training 1 may...

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