Analytics on how your business is performing with Pepper are available and embedded throughout the entire platform. Whether viewing dashboards, generating reports, or seeing deep dives on customers, items, or even sales reps, Pepper gives users the information they need to make the next best decision. In this article, we'll go through several use cases on how to use our analytical views and link out to deeper documentation on all of the information available to you.

The overview dashboard offers an overview of sales, customer activity, and related KPIs - Users can use this dashboard to monitor the overall health of sales and customer activity.

The reports help track:

Non order guide cases and $ sold by week: Items outside of the order guide are what would typically not be purchased by customers in the past. However, Pepper’s ease of item discoverability paired with native item recommendations and substitutions provide a natural lift to everyone. On average, we see ~5% of total dollars being spent coming outside of the order guide. In this chart, users can see what % of your total orders are being sourced outside of there.

It is important to understand how operators’ buying patterns change over their time using Pepper. This report shows all operators that have 14 weeks of consistent orders (at least 1 order per week) on Pepper, allowing users to compare their 14th week vs their 1st week. Our average lift is >20%, which shows that when customers come to Pepper, they buy more items through their distributors!

This dashboard provides a more in depth view of buyer behaviour. You can use this dashboard to dig deeper into buyer behavior and employee performance. It allows you to compare top- and bottom-performing buyers, see which employees are associated with each buyer, and benchmark employees against one another based on sales volume, quantity, and distinct buyers.

The item detail dashboard provides a view into how all items are performing. Users typically use this dashboard to understand how your items are performing in the market by viewing which operators are purchasing what, how each item is trending, and whether the items are being ordered from your order guide or not.

Items sold by order guide status: This report presents all items sold by quantity, if the item is in the operator’s order guide, and shows this data in order of most cases sold to least. Users can filter on specific dates, operator names, and order guide status to get specific views on ordering status

Operators purchasing selected items: This report allows you to select a specific item in the filters, and see all the operators who are purchasing it - great to understand where product is going

Available within the Overview Dashboard, this deep dive gives users insight into how DSR's are utilizing the platform. Try correlating how successful reps are using the app to push rep adoption and get more of your sales reps selling consultatively.

Pepper promotions help feature items throughout the application and boost items sales. The promotions deep dive dashboard gives insight into how much promotions have helped push items, and the ways in which users continued to purchase items after a promotion has ended.

The Report Generator gives user the ability to generate bespoke reports on a variety of topics that give deep-dive information on a variety of topics.

Because there are many reports available, this article will just touch on the most common use cases - you can find detail on each of the dozens of reports available in the documentation here.

How are your users inviting people to use the app?

In the employee report, users have the ability to see all of their customers and the individual ID's and contact information of everyone that's been invited to order on the app. Use this to generate 'CRM-like' views of your customers and how to get in touch with them.

How are your customers paying you?

For users that have their customers pay through their Pepper app, the payments breakdown provides a download of all of the payments that went through the platform in a given timeframe. This download can be easily uploaded or appended to existing AR teams' excel sheets for clean accounting.

How are your DSR's finding and creating new prospects?

For users that have our sales rep suite, DSR Connect, the Prospect Summary gives a point-in-time look at how DSR's have used the tool to create prospects. DSM's and other managers can use the summary to find how sales reps are using pepper to generate new business, and follow up on how successful they are.

Prospecting and selling is more than just a point-in-time transaction - it's a relationship. Pepper's account notes and analytics give reps a 360 degree view of the account history and how they've interacted with your business over time.

Knowing what your accounts have been ordering is a crucial part of understanding your customer's journey. The Account Overview tab contains historical purchase data as well as the notes that reps have left on the account. Key points include:

For customers with DSR Connect, there are many ways to explore data within Pepper, both from a sales rep as well as a sales manager perspective.

The DSM Dashboard is designed to give users clear and quick insight into how your sales team is performing, and is designed specifically for Distributor Sales Managers and Admins who oversee sales representatives. DSRs and non admin users will not have access. Use it to:

The dashboard includes time frames for the last 7 days, last 30 days, last 90 days, and last 365 days, giving you daily, monthly, quarterly, and yearly views of activity.

The Rep Snapshot gives you a quick overview of the representative’s performance. Here you can see their total sales, gross profit percentage, cases sold, distinct cases sold, and total orders. You can also view where orders were placed from and review their top selling items.

As a sales rep, it's helpful to know what items have been selling for recently, and be able to customize that view to get the most information for what you're selling. That's why we've created Price Distribution, an exciting and intuitive way for DSR's to view pricing for an item over the last 7, 30, 90, and 365 days.

Price distribution will give users price history - both overall as well as for when that item is sold to specific restaurant and cuisine types.