What your analyst looks at first
What a generic dashboard tool misses in distribution & wholesale
The columns this needs from your file
- Invoice or dispatch date
- Customer or account name
- Product name or SKU
- Quantity
- Line total or invoice value
- Cost and stock (unlocks margin and reorder signals)
Messy headers, several sheets in one workbook and mixed date formats are handled on upload, because real exports look like that. Every figure is computed from your rows and reconciles against the source file, and a Data Readiness score tells you how far to trust the result before you act on it.
Frequently asked questions
What is revenue concentration risk?
It is the share of your revenue coming from your largest few accounts. We rank customers by share of total and show what percentage the top two, five and ten represent. A high figure is not automatically bad, but it should be a decision you have made deliberately rather than one you discover when an account leaves.
How do I find slow-moving SKUs?
We compute sales velocity per product across the period and split the catalogue into fast and slow movers, so the lines quietly consuming warehouse space are visible. Adding cost and stock columns turns that from a list into a number: the capital those slow movers are holding.
What columns does a distribution dashboard need?
A date, a customer name and a line value are enough for concentration and trend analysis. Adding product and quantity gives movers and catalogue views. Adding cost and stock on hand unlocks margin and reorder signals.
Add cost and stock columns to unlock margin and reorder analysis alongside concentration.