Cost-of-Sale Analysis App Installation Guide
App Name: | Cost-of-Sale Analysis |
SECTION 1: Publisher Information
Publisher Name: | Acceleration |
Support Email: | [email protected] |
Support Phone: | 801-805-9505 |
Support Web Address: | www.domo.com/client-services/domo-support |
SECTION 2: Standard DataSet Information
App DataSet Name | Connector Name | Connector Report Name |
N/A |
SECTION 3: Custom DataSet Information
DataSet Name: | Cost Of Sale Summary | ||||
What is the DataSet used for? | This DataSet contains the summary metrics for Cost of Sale analysis. | ||||
Field Name | Data Type | Report Name / Object Name | Source | Description of Field | Primary key? |
Year | Number | Custom Report | ERP System | Year Number | |
Week | Number | Custom Report | ERP System | Week Number | |
Office | Text | Custom Report | ERP System | The name or location of the base office | |
Sales Team | Text | Custom Report | ERP System | The name of the team generating the sales (alternatively, the team lead) | |
Cost | Number | Custom Report | ERP System | The total cost of running this sales team for the week | |
Units Offered | Number | Custom Report | ERP System | The number of offers put out by the sales team | |
Units Sold | Number | Custom Report | ERP System | The number of deals that were successfully closed |
SECTION 4: Implementation Steps
Step 1: Create a report in your ERP system that contains the above field information
Step 2: Connect the report into Domo
Step 3: (Optional) Prepare the data by renaming the fieldsThat's it!
Step 4: Switch the sample cards over to the live data
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