Cost-of-Sale Analysis App Installation Guide

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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 NameConnector NameConnector 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 TypeReport Name / Object NameSourceDescription of FieldPrimary key?
YearNumberCustom ReportERP SystemYear Number 
WeekNumberCustom ReportERP SystemWeek Number 
OfficeTextCustom ReportERP SystemThe name or location of the base office 
Sales TeamTextCustom ReportERP SystemThe name of the team generating the sales (alternatively, the team lead) 
CostNumberCustom ReportERP SystemThe total cost of running this sales team for the week 
Units OfferedNumberCustom ReportERP SystemThe number of offers put out by the sales team 
Units SoldNumberCustom ReportERP SystemThe 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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