CPG Analysis

Consumer packaged goods data is uniquely challenging. Constantly changing data render static reports useless, and most business intelligence tools are simply too inflexible to offer truly ad-hoc CPG analysis. Tableau allows you to dispense with the endless report writing and focus on what matters: insightful analysis.

  • Understand the impact of SMA representative visits to stores.
  • Avoid Out of Stocks (OOS) and track pre-and post-visit data on On Shelf Availability (OSA%) and Shelf Voids.
  • Provide executives with a full view into the health of the organization through monitoring KPIs .
  • Highlight a single KPI across all retailers or see all KPIs across a single retailer.
  • Evaluate a promotions effectiveness.
KPI Monitoring
CPG kpi dashboard
Achieve your goals across all product lines

Don't let your Out of Stock and OSA% get out of hand. Get an instant view of the health of an entire organization. You can target specific retailers for all KPIs (geographic level management) or individual KPIs across all retailers (subject area management).

This dashboard shows the overall health of an organization in a single view while allowing for customized views for different levels of management. Managers can customize a view by excluding KPIs and retailer(s).

SMA Impact Analysis
sma impact summary
Compare the effectiveness of your sales and marketing campaigns

This view allows retail shelf management team to see SMA impact, at the rep visit level. It could be used to evaluate SMA expense or pinpoint where there are opportunities to improve the supply chain process. It could also be used in negotiations with retailers on stocking effectiveness.

The retail shelf management team needs to understand the impact of the SMA rep visits, to determine value in the SMA process, as well as to be able to take action based on the output.

This view lets you evaluate the SMA impact by Territory or filter to a particular brand by clicking in the text view on the top left. The wider the gap between Call Start and Call End, the more effective the rep has been.

Promotion Effectiveness
Analyze the success of promotions

This dashboard lets you monitor the impact of various pricing promotions.

The bars are in time order: each bar represents the sales volume for a week. Bars are for the five weeks prior to a promotion, the week of the promotion, and the following two weeks. The goal is to see a significant lift in the week of the promotion, and some lift in the following weeks.

Select a promotional item to view its effectiveness.

Price Elasticity
How will changing the price of a product affect the sales of all products?

This workbook allows the user to select the price change of one product, then uses the price elasticity of all products to show how that price change will affect sales quantities across the board.

The view on the top shows the effect of price changes over the entire product line. Elastic products, or products that have a large sensitivity to price changes, are shown in the top left, whereas inelastic products are shown in the bottom right.

The view on the bottom shows the detailed effect of the price change on the selected product. The bars show the running total of excess demand, while the lines show the units that have been sold, shipped, the difference between the two and the current inventory.