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Developing A Reporting System For PTD and Distributor Data

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11 views

Developing A Reporting System For PTD and Distributor Data

Uploaded by

Dony
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Developing a

Reporting System
for PTD and
Distributor Data
This system will help PTD effectively track and analyze data from distributors. It
will enable better decision-making, improved communication, and optimized
operations.

by PTD – IT Dept
Understanding PTD's Data
and Information Needs

1 Sales Performance 2 Inventory


Management
PTD needs to track distributor
sales performance to Real-time inventory levels and
understand their overall trends are essential for
business performance and efficient logistics and
identify areas for distribution.
improvement.

3 Customer Insights
Data on customer preferences, purchasing habits, and feedback is
crucial for product development and targeted marketing efforts.
Identifying Data and Information Types
Sales Data Inventory Data Customer Data

• Total sales volume • Stock levels • Customer demographics


• Sales by product • Inventory turnover rate • Purchase history
• Sales by region • Product availability • Customer feedback
• Sales by customer • Warehouse space utilization • Customer satisfaction ratings
Determining Reporting
Frequency: Daily, Weekly,
Monthly
1 Daily Reports
Track critical metrics like sales volume, inventory levels, and customer orders
to identify any immediate issues or opportunities.

2 Weekly Reports
Provide a more comprehensive overview of sales performance, inventory
trends, and customer activity to make informed decisions.

3 Monthly Reports
Offer a long-term perspective on overall business performance and identify
key trends and areas for improvement.
Designing the Reporting
System Structure
Report Types Data Visualization
Define the specific reports Select appropriate chart types
required for each frequency, and visualizations for each metric
including sales summaries, to ensure clarity and easy
inventory reports, customer understanding.
analytics, and operational
performance metrics.

Report Structure
Determine the layout and organization of each report to ensure a logical
flow of information and easy navigation.
Establishing Data Collection
and Aggregation Processes
Data Collection
Define the methods for collecting data from distributors, including
automated systems, manual data entry, and data integration from
external sources.

Data Validation
Implement quality control measures to ensure the accuracy and
reliability of collected data.

Data Aggregation
Establish processes for aggregating and summarizing data from multiple
sources, ensuring consistency and accuracy.
Implementing the Reporting System

Software Development
Select appropriate software tools and technologies for building the reporting system, considering
scalability, security, and user experience.

Database Design
Design the database structure to efficiently store and retrieve data, ensuring data integrity and security.

Report Generation
Develop reporting tools that can automatically generate reports based on predefined parameters and
deliver them to designated recipients.
Ongoing Monitoring and Optimization
Metric Frequency Action

Report Accuracy Weekly Validate data and make adjustments as


needed.

Report Timeliness Daily Monitor report generation times and optimize


performance.

User Feedback Monthly Collect user feedback and make improvements


based on their suggestions.

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