Part 3: Uploading a Sales Report – Review and Submit

Created by Francesco Ilardi, Modified on Mon, 01 May 2023 at 09:30 PM by Francesco Ilardi

To see the entire process from start to finish, click here for the full step-by-step guide (Parts 1-4) on how to submit a sales report in Brainbase. Otherwise, continue reading for Part 3. 

 

In these final steps, you will see how we take your raw sales data and convert that into a beautiful, analytical report where you can get unique insights on important trends and compare metrics on a granular level. 

 

In Part 3 of Submitting a Sales Report, you will simply review and submit your sales report. In this step, you may also need to resolve errors that our system detected by using our resolve feature, find more info on this here

 

Follow the steps in this article below or watch a quick video tutorial here:

 

Steps to upload a sales report: Part 3 – Review and submit your generated sales report 

1. Here you will quickly review that your report is ready for import and press 'Next.' You can click the drop-down arrow to quickly review all of your columns that will be imported. 

 

2. (Optional) Once you click 'Next,' our system works in the background to check if there are any errors in the report that don’t match contract terms, and if so, they would show up here (see the image of some examples below). This is possible through our fully-automated advanced sales & royalty calculations, which essentially eliminate any risk of human error. 

 

If you do not run into errors, please skip this and proceed to the next step. Otherwise, you will need to fix your errors in your file and re-upload it or use our resolve feature to quickly fix them within the app. 

 

For more information on resolving errors, click the link here to view the full article.

 

 

3. Preview your generated sales report and once you have finished reviewing, scroll back up to the top of the page and click either the blue 'Submit' button to publish the report or 'Discard' to re-upload your file.

 

In this step, you can see how we take your raw sales data and convert it into a beautiful, analytical report that presents your robust data in an easy-to-understand report. 

 

While these reports are intended to be eye-catching and easy on the eye, the true value of our sales reporting feature goes beyond what meets the eye. It’s the data behind it all powering them. Data is at the foundation of Brainbase which allows us to provide you with the high-res data that is critical to your business. 

 

You can use these analytical reports to get actionable insights unique to your business and analyze your robust data on a granular level, in a way that's easy to visualize. 

 

Our comparative graphs allow you to quickly identify important trends and gather unique sales insights like top-selling territories, best-performing products, retailers, distribution channels, or perhaps if you want to drill down even further by SKU level – your reports can be as granular as you want them to be. You can compare progress across metrics and filter by 'Net Sales,' 'Royalties Earned,' 'Gross Sales,' 'Unit Sales,' 'Returns,' 'Discounts,' 'Advance Applied,' etc. Whichever data points mean the most to you.

 

The more data we accrue over time, the more value our reports provide your business. Capturing high-res data like this provides you the opportunity to maximize your sales and revenue streams, but most importantly you can track trends that resonate with your end consumers and allow you to better connect with them.

 

It also presents the opportunity to become more proactive vs. reactive in identifying trends, and this is especially important in a time where maintaining agility is more critical now than ever before.

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