Small Business Order Tracking and Summary
About the Niche Food Manufactruer
This is an artisanal food manufacturer offering their products online and in various retailers all over the country. Their products are available at retailers such as Whole Foods and Piggly Wiggly and they have been featured by QVC. They have been touted by Saveur, Food & Wine, and Oprah among others…
Challenge
Challenge
Client requested a way to better track sales orders and summarize performance through the year.
Solution
Solution
We created a customized workbook from scratch which validated and maintained manually entered sales orders and summarized performance on a series of metrics. This included reports on top clients, top products, sales by month, total sales, dollars per item, items per order, etc. The custom workbook also tracks customer data over time in order to analyze trends and validate newly entered information.
Benefit
Benefit
The client needs only to enter daily sales information and the file automatically compiles the updated summary worksheet as well as the back-end customer database. The newest iteration of this workbook has been designed to automatically imports sales data from the web, removing any manual entry component.
