From Data to Decisions: Actionable Reporting for Wholesale Growth

Actionable reporting is critical for any business aiming to grow and succeed. It’s about turning raw data into clear, practical insights that guide decision-making. However, many companies struggle to make sense of their data, leading to missed opportunities and declining growth.

When businesses don’t use their data effectively, they risk losing sales, wasting resources, and falling behind competitors. But with actionable reporting, they can uncover growth opportunities, streamline processes, and empower their teams to perform better.

SellifyCRM’s reporting tools simplify this process, making it easy for wholesale businesses to transform data into strategies that drive success.

Actionable Reporting in Sellify: Turning Data Into Insights

Sellify’s reports are easy to use and focus on insights over information.

1. Company Overview Report

Provides a snapshot of total sales and progress toward company goals.

• Use Case: Monitor progress toward annual sales targets and compare current trends with past performance to assess overall business health.

2. Sales Reports

Tracks sales, shipments, and performance by sales representatives.

• Use Case: Analyze sales growth, check the status of orders, and get quick updates to see where improvements can be made.

3. Commission Reports

Shows earnings for sales reps, set rules to earn commissions by shipped or invoiced status.

• Use Case: Keep your sales team motivated with transparent, real-time updates on their earnings.

4. Open Orders Report

Keeps track of pending orders and opportunities.

• Use Case: Stay on top of open deals and follow up to close them more efficiently.

5. Account Performance Report

Tracks customer metrics like sales, order frequency, lifetime value, and account health using a unique traffic light system (red, yellow, green) to quickly surface actionable insights.

• Use Case: Identify your most valuable customers and accounts that need attention, so you can focus your resources effectively.

6. Lost Opportunities Report

Analyzes deals that weren’t successful and identifies reasons for the losses.

• Use Case: Learn from missed opportunities to land new accounts and reduce customer churn.

7. Sales Rep Reports

Provides performance metrics for sales reps, including progress on goals and account health.

• Use Case: Highlight top performers and identify areas where other team members can improve. Build a high performance culture.

Summary and Next Steps

Using data effectively is crucial for wholesale businesses to grow and thrive. Sellify’s intuitive reports help turn raw numbers into actionable insights, enabling smarter decisions and better results.

Ready to transform your data into growth? Discover how Sellify’s powerful reporting tools can help your business succeed. Start your free trial today!