360° Report

Introduction

360° report serves the purpose of having one report available to show data for all organizations that the user has access to, allowing to compare data across organizations and have a single view on the whole business. It consists of descriptive and predictive analytics and when used in conjunction with data used by Appxite partners, it can lead to decision making and higher revenue in the future. 

360° Report shows data across all platforms available to a specific user, as long as they are permitted to see this report. Includes such measures as: revenue, cost orders, subscriptions, allowing users to analyze and compare data on all of their companies in a single report.

In this article:

NOTE! Report can be found under platform reports section, and will show data from all the platforms available to a specific user, regardless in which platform they are viewing the report in.
The user roles which have access to this report are Distributor Admin and Seller Admin roles.

Landing Page

When you open the report, the first thing you will notice that it leads to 2 pages

  • 360° Deep Dive
  • 360° Growth & Loss

Select one based on the preferences.

360° Deep Dive

360° Deep Dive page is all-in-one resource where you can see data for all or some measures (revenue, cost, orders, subscriptions) grouped by different entities. The advantage of the report is that you can see the data for all organizations you have access to, so in case you have multiple distributors or resellers trading in Appxite you can see all of their analytics from one URL.

It consists of the following sections:

  • Time Periods
  • Filters Section
  • Currency Selection
  • Invoice Status Selection
  • Selected Measures
  • Compare/Forecast Choice
  • Revenue Diagram
  • Selected Groups and Orders
  • 'How to Use' Section

For description of each section, refer to the paragraphs below:

Time Periods

Here you choose the time period you are interested to get the data from, either the entire year(s) or fraction of the year.

Filters Section


Narrow down your results by specifying the following filters:

Parent Org - all organizations that you buy from. Either vendors, distributors or sellers.

Perspective Org - all organizations you have access to under Distributor or Seller Admin roles.

Child Org - all organizations that you sell to. Either sellers or end customers.

Vendor/Product/Offer - vendor(s)/product(s)/offer(s) of your choice

Currency Selection

Here you have a choice to see the figures in either USD or EURO or currency you are invoiced in.

Invoice Status Selection

Here you have a choice to see the figures coming from invoices in status either verified or new or both. 

Selected Measures

The following measure are available to include in the report: Revenue, Cost, Orders, Subscriptions. Revenue and Cost data is taken from invoices, orders and subscriptions from orders and subscriptions respectively. There are various ways in how the measure values can be displayed in the report.

  • Measure name (e.g. Cost) = Value of the selected measure in the selected period.
  • PP = Value of the measure from the previous period.
  • PoP/Pop % = Period on Period / Period on Period %. Shows either Month-on-Month changes or Year-on-Year changes depending if years or months are currently filtered.
  • MA = Moving Average e.g., MA12 = Moving Average, 12 months. Note - works best when there are no month-to-month interruptions in data.
NOTE! You can have selected multiple measures at once and based on your selection the data in the diagrams and tabular form will get auto populated on the screen. 
NOTE 2! By selecting any point of time or multiple points of time or any other singular or multiplied data in one place of the report, all diagrams and tables presented will get cross-filtered based on your selection. It is very convenient way to work with large data sets when needed to narrow down your results.  

Compare/Forecast Choice

Switch between "Compare (multiple)" and "Forecast (single)" to show forecast.

NOTE! Only 1 measure can be shown at a time under Forecast

Diagram

This diagram is not static and will change to show revenue, cost or whatever else is the first measure selected and also is based on the filters and time periods, such as vendor or particular offer(s). It is purpose is to show comparison across multiple years for the same month.

Selected Groups and Orders

Use "Select Groups & Order" to select which data to group the table by. Selecting multiple values creates hierarchy in the order of selection.

Use "Drill on: Rows" to navigate in the next level in group hierarchy. Use "Drill on: Columns" to navigate to the next level in Date hierarchy (from Year to Year-month).

'How to Use' Section

This section consists of most relevant information in regard how to use the report so can be used as the reference by any users without need to access the external knowledge.

 

360° Growth & Loss

This page has some similar sections as 360° Deep Dive but it serves different purpose. It is used to display beside each other two groups based on the selected measures to help business leaders to see and make decisions regarding profits and selling portfolios. 

This page consists of the following sections:

  • Time Periods - same functionality as already described
  • Filters Section- same functionality as already described
  • Currency Selection- same functionality as already described
  • Invoice Status Selection - same functionality as already described
  • Year/Month/Measure
  • Measure by Date Diagram
  • Selected Groups #1 and #2 
  • Actual Value, Highest Growth and Highest Loss Visuals
  • 'How to Use' Section - same functionality as already described

For description of each section not described, refer to the paragraphs below:

Year/Month/Measure

Select the perspective month and use 'Select Measure' to choose which calculation to show.
The month you have chosen here will be selected as the month against all the growth and loss will be calculated when comparing with the previous calendar month. Eg. If you selected March 2024, it will be chosen as the base month and growth and loss will be calculated vs February 2024.

NOTE! If you select the current month, the data may be incomplete.

Measure by Date Diagram

Based on your filter selection it shows the measure for specific time period and other criteria's, such as offer or vendor selection.

NOTE! Same principles apply as before, selecting any data within any of the diagrams cross-filters specific data as per the desired outcome.

Selected Groups #1 and #2 

Use 'Select Group #1' and 'Select Group #2' to select which data to group the table by. Group #1 changes top visual and Group #2 changes bottom visual

Actual Value, Highest Growth and Highest Loss Visuals

The first diagram on the left is used to visual the actual value within the base month.
The purpose of last two, as names indicates, are used to visualizing patterns when comparing between two groups based on the selected base month against the previous one. You can click on specific loss or growth lines to cross-filter the other visual for more insights. 

Limitations

360° Report is based on aggregated totals and the data from Appxite platform is synced to the Reporting database overnight therefore there might be 24h latency in regard to getting most up-to-date information. Additionally, there might some delays in getting the particular sections of the reports refreshed since the amount of data to process is high. In case you encounter any further issues with data you are seeing or with navigating through out different sections of this report, please submit the ticket with Appxite Support Team for the assistance.

Summary

The article guides Seller and Distributor Admins through the process of accessing, navigating, and using 360° Report.
This report shows data across all platforms in one place and is used to facilitate business operations decisions based on the data stored in Appxite Reporting database. This data can be visualized directly in the report, exported in many different formats or used in connection with any external applications your system is currently built on.

Make sure to check our knowledge articles on Platform and Reporting APIs if you are interested in getting the data shown in the report programmatically.

Related Content

 

Was this article helpful?

0 out of 0 found this helpful

Add comment

Please sign in to leave a comment.