What’s new · Business intelligence

New Features

Six business-intelligence reports for procurement, stores and sales: daily and weekly reports that show what changed, where and who needs to act, by email and on the web.

ProcurementStoresSales

Business intelligence

Six reports that run the dairy every day

These reports arrive by email and open on the web. Each compares today with the day before or with the last 30 days, so a change is seen the morning after it happens. The screenshots come from live reports with names, codes and phone numbers blurred.

Procurement Trend Change Report Daily Procurement and Activity Report IMS Weekly MRM Report Sales Trend Change Report Daily Sales and Activity Report Market Cost Report

Procurement

Milk procurement reports

Procurement · Daily, by email and on the web

Procurement Trend Change Report

Compares any two days of milk procurement and shows exactly where volume rose or fell: by plant, route, shift, vendor type and centre, with a 30-day trend behind every line.

Who uses it: Procurement head, plant managers, route supervisors and the MD

Procurement Trend Change Report: Plant-wise comparison and the 30-day volume chart — Plant-wise comparison and the 30-day volume chart

What it shows

Total procurement for the day with the change against the comparison day
Plant-wise comparison with a 30-day sparkline for every plant
Last-30-days chart: daily volume, running average and day-over-day change bars in one view
Last 10 days, day by day, with the change and deviation against the day before
Started / stopped vendors and centres: who began pouring and who stopped
Route-wise comparison for the full day, morning shift and evening shift
Vendor / centre GPS trend map: each centre with an approved GPS location, coloured by increase, decrease or no change
Centre coverage and vendor coverage by plant and route: how many sent milk and how many are linked but inactive
Per-plant detail: date-wise, vendor-type-wise (AMCC in-charge, bulk vendor, dairy farmer, VLCC) and route-wise

Decisions it supports

Which routes and centres to visit today, because their volume dropped
Whether a fall is one shift, one route or the whole plant
Which vendors and centres stopped pouring and need a call
Which vendor types are growing, so field effort goes where supply is

Procurement Trend Change Report: Route-wise comparison with 30-day trends — Route-wise comparison with 30-day trends

Procurement Trend Change Report: Vendor-type-wise change — Vendor-type-wise change

Procurement Trend Change Report: Centre and vendor coverage by plant — Centre and vendor coverage by plant

Procurement · Every morning, for the previous day

Daily Procurement and Activity Report

One report for the whole procurement day: litres, farmers and centres against the day before, re-pour checks on every milk test, centre-versus-plant differences, route kilometres and what the field staff actually did.

Who uses it: Procurement head, quality and audit team, transport in-charge and field supervisors

Daily Procurement and Activity Report: Daily tiles and the re-pour impact table — Daily tiles and the re-pour impact table

What it shows

Headline tiles: litres collected, farmers, centres, re-pour events, re-pour net impact, routes run, routes over approved km and field staff reported, each against the previous day
Re-pour impact: a farmer’s milk tested and saved again within 10 minutes at the same centre, comparing the first reading with the paid reading, centre by centre
Possible issues: centre litres versus plant litres by shift and route, flagged high or medium, plus milk received at the plant with no centre record
Maps: one plant at a time, route overlaps between plants, and all routes with field staff GPS paths, tasks and activities
Procurement routes: the planned routing against the approved kilometres, trip by trip
Field activity by person: analyser service, centre visits, meetings and other activities, with in and out times
Procurement staff who did not report
One-click Excel download of the whole report

Decisions it supports

Which centres to audit for repeated re-testing of the same milk
Where the centre and plant quantities do not match, by shift and route
Which routes to shorten or merge, and which transport bills to question
Which field staff are on the ground and which have not reported

Daily Procurement and Activity Report: Possible issues: centre litres against plant litres — Possible issues: centre litres against plant litres

Daily Procurement and Activity Report: All routes and field staff on one map — All routes and field staff on one map

Daily Procurement and Activity Report: Routes against approved kilometres — Routes against approved kilometres

Stores

Stores and purchase reports

Stores · Weekly, company-wide

IMS Weekly MRM Report

The stores review for the weekly management meeting: what is being consumed and bought, what it costs now, what is running out, what is not moving and where the purchase orders stand.

Who uses it: Stores manager, purchase team, department heads, the CFO and management in the weekly MRM

IMS Weekly MRM Report: Consumption variance with 12-month trends — Consumption variance with 12-month trends

What it shows

Consumption variance: last month against the trailing 12-month average, with value and a trend line per item
Price variance: last purchase rate against the trailing 12-month average rate
Least consumed products and their current stock
Net stock by category, grouped by HSN chapter, with stock value and item count
Top 20 most valuable stock items
Purchase versus consumption trend over the trailing 12 months
Consumption by department, with the top consumed items for each department
Value issued by department and sub-department
Stock runway alerts: items with under one month of stock left at the current rate of use
Top suppliers by spend, negative stock health, purchase order status this month and PO variance detail

Decisions it supports

What to reorder now, before it runs out
Which price increases to negotiate or re-quote
Which slow-moving stock to stop buying or use up
Which departments are consuming more than usual, and which purchase orders are still open

IMS Weekly MRM Report: Price variance and least consumed products — Price variance and least consumed products

IMS Weekly MRM Report: Stock runway alerts — Stock runway alerts

IMS Weekly MRM Report: Purchase order status and PO variance — Purchase order status and PO variance

Sales

Sales and marketing reports

Sales · Daily, by email and on the web

Sales Trend Change Report

Compares any two days of sales and drills from the dock down to the route, customer type, product, variety, variant and each level of the sales team, with a 30-day trend on every line.

Who uses it: Sales head, ZSM, RSM, ASM and ASO, the marketing team and the MD

Sales Trend Change Report: Dock-wise comparison and the 30-day sales chart — Dock-wise comparison and the 30-day sales chart

What it shows

Total sales for the day with the change against the comparison day
Dock-wise comparison and the last-30-days chart: daily volume, running average and day-over-day change
Last 10 days, day by day
Started / stopped customers, with route, dock and a 30-day trend for each
Customer GPS trend map
Route-wise and customer-type-wise comparisons
Product, variety and variant comparisons, with the top 20 customers by increase and by reduction for each product
Sales team views: SO, ASO, ASM, RSM, ZSM, MM and SH, each with their own comparison and trend

Decisions it supports

Which customers stopped buying yesterday and need a call today
Which products and variants are losing volume, and on which routes
Which members of the sales team need support
Whether a change is a one-day blip or a 30-day trend

Sales Trend Change Report: Started and stopped customers — Started and stopped customers

Sales Trend Change Report: Product-wise comparison — Product-wise comparison

Sales Trend Change Report: Area sales manager view — Area sales manager view

Sales · Every morning, for the previous day

Daily Sales and Activity Report

Yesterday’s sales and yesterday’s field work in one report: volume, value, routes and customers against the day before, the full sales hierarchy for every route, route lengths and overlaps, and every visit the team made.

Who uses it: Sales head, regional and area managers, logistics and the MD

Daily Sales and Activity Report: Daily tiles and route-wise sales with the hierarchy — Daily tiles and route-wise sales with the hierarchy

What it shows

Headline tiles: litres sold, products sold in kg, sales value, routes billed, customers billed, new accounts, field visits and people not reported
Route-wise sales and hierarchy: the vehicle salesperson and the SO, ASO, ASM, RSM, ZSM, MM and SH for every route, with litres, kg and value
Route length from the dock to every invoiced customer and back
Route overlaps: pairs of routes that serve the same area
Route map, route trips and new accounts
Field activity map and field activity by person: first visits, second visits, meetings and tasks
New business opportunities from first visits, with the note and who identified them
Members of the sales hierarchy who did not report
One-click Excel download

Decisions it supports

Which routes to merge or re-plan where they overlap
Which new outlets to follow up from yesterday’s first visits
Who in the team is visiting the market and who is not reporting
Which routes moved most against the day before

Daily Sales and Activity Report: Route overlaps — Route overlaps

Daily Sales and Activity Report: Field activity map — Field activity map

Daily Sales and Activity Report: New business opportunities from first visits — New business opportunities from first visits

Sales · Monthly, with a 13-month trend

Market Cost Report

The monthly cost-to-serve view of the market: pouch sales by depot group, the gross margin of every pouch variant, and sales and marketing expenses route by route, built from ERP figures plus your own benchmarks.

Who uses it: The MD, the CFO, the sales head and the costing team

Market Cost Report: Pouch sales by depot group — Pouch sales by depot group

What it shows

Pouch sales by depot group: quantity, amount and rate for every brand and product
Average litres per day for milk, pouch curd, cup curd, bulk curd, butter milk and other products, with a 13-month trend
Pouch gross margin per variant, from the procurement TS rate, fat and SNF, landed cost, overheads and packing
S&M summary: sales and marketing cost per litre, with transport, manpower, trade discounts and other heads
S&M routes: expenses route by route, and route blocks with their customers
Benchmarks and period inputs you can edit, with manpower taken from processed HRMS salaries
Reconciliation and sources: totals, discounts by type and variants sold but not yet mapped
Export the benchmarks file, reset to ERP values, print

Decisions it supports

Which pouch variants and depot groups earn the most and the least margin
Which routes cost too much to serve for the volume they carry
Where to change pricing, discounts or route plans
How this month compares with the last 13

Market Cost Report: Pouch gross margin per variant — Pouch gross margin per variant

Market Cost Report: Sales and marketing expenses, route-wise — Sales and marketing expenses, route-wise

Market Cost Report: Average litres per day and the 13-month trend — Average litres per day and the 13-month trend

The reports, in depth

These reports are what EasyDairyERP adds that a generic ERP does not: they compare, rank and map the dairy’s own data every day and mail it to the people who act on it. Company, route and customer names are blurred in the pictures; the figures are real.

On this page

Procurement

ProcurementProcurement Trend Change Report

Compares any two days of procurement from the plant down to the route, centre and vendor type, with a 30-day trend on each line and the routes and centres that changed most. It is mailed daily.

It shows where milk was gained or lost overnight, so the procurement team calls the right centres first.

ProcurementDaily Procurement and Activity Report

Arrives before the day starts with the previous day’s procurement and the field team’s activity: route kilometres against approved kilometres, the field map and possible issues to look at.

Supervisors see both the milk and the effort behind it.