This guide shows you how to use the Promotion Benchmark report in the effectmanager Report module.
This guide is only of relevance if you have the online Promotion reports module in effectmanager.
The Promotion Benchmark report provides you with a report in which you can compare two periods on KPI indicator selected in the filter.
You can benchmark on KPIs like Cost-Benefit, Gross Margin, Turnover etc.
All KPIs in this report are shown for the double profit line - you get a report with your and your customer's promotion finance.
👍Pro-tip: The Promotion Benchmark report is a great tool for internal and external reporting. If you export the report to Excel and remove your promotion finance from the reporting on the double profit line, you have a great overview to send or present to your customers showing them a benchmark report on selected KPIs.
Grouping the report will allow you to get in-debt knowledge about which promotion mechanisms are the best for which product groups, chains, or wholesalers.
Groupings can also be very useful if you use the Excel-export as a performance report for your customers. But remember to delete your financial results from the report.
See the difference between the reports below using the same filter Wholesaler Coop, period 01/09-2019 to 31/12-2019, benchmark period 01/09-2018 to 31/12-2018, and value Gross Margin but with different groupings.
Grouping on Chain
These filtering options will provide you with a benchmark report showing you the Gross Margin of each promotion segmented into a chain overview compared to the same period the previous year. With these filters, you can focus on the performance of each promotion per chain and see if the results of your promotion have improved.
Grouping on Mechanism
These filtering options will provide you with a benchmark report showing you the Gross Margin of each promotion segmented into an overview based on your promotion mechanisms. With these filters, you can compare how your promotion finance across chains compared to the same period the previous year.
This grouping is great for finding out if the performance of your promotions is better or worse than the previous period and helps you select a mechanism for future promotions.
All Promotion reports can be exported to Excel, PowerPoint, and PDF by pressing the icons at the bottom of the report.
You also have the option to Schedule Reports for automatic send-out to yourself, your Key Account Managers or others.
If you need a guide that shows you how to schedule reports in effectmanager, please see our guide How to schedule a task/report in effectmanager
Below you can download examples of the Benchmark report from effectmanager. The examples use different filtering and grouping options.
Benchmark report: Gross Margin Chain
Benchmark report: Cross Margin Mechanism
Benchmark report: Gross Margin Chain - Excel used for customers
Download our printer-friendly guide here