Most Popular mtView Admin Reports – MarketTime Support Center

In this article, you will find the most popular mtView reports for Administrators. This is a growing list.

mtView - Sales Analysis New Monthly Report
Sales Agency AdminsSalespeopleManufacturers

Sales Analysis now includes a new report that displays data by month, as well as YTD performance vs. LYTD and LY TTL. Use the flexibility of Sales Analysis to view results by month for one data element (e.g., Sales by Manufacturer) or many data elements (e.g., Sales by Manufacturer by State by Zip Code by Customer) at a monthly level.

We have also added additional fields that can be utilized in the Sales Analysis reports, including Ship To Email.

See the report in action here.

mtView - Agency Supplier Order Delivery (Vendor Account Status)
Sales Agency Admins

Agency Admins often want visibility into how their brand partners are receiving orders and processing payments. Until now, that information has been difficult to obtain. With the new Agency Supplier Order Delivery report, this data is available in one easy-to-use location. Users can utilize the report for several use cases including:

Which brand partners are still receiving orders into Stream?
Which vendors are on mtCharge for payment processing?
Which vendors are receiving orders only via email and have no access to orders within the MarketTime Web Portal

See the report in action here.

mtView - Daily Sales Statistics
Sales Agency Admins

Want to see Daily, MTD and YTD sales figures, by salesperson or manufacturer, with % change comparisons to previous periods, all in one report? The Daily Sales Statistics Report has been improved to put this data right at your fingertips.

See the report in action here.

mtView - Customer Map

Sales Agency Admins

Looking for a map view to see all your customers, with the ability to quickly get a snapshot of sales by state, county and customer? The Customer Map report in mtView, available for Admins, Manufacturers, and Salespeople has been enhanced! Quickly see an overview of performance nationwide, by state, by county or by customer. Hover over a state, county, or customer to see order history during a selected period, YTD, LYTD and LYT + the last order date. Use filters to further refine the results, e.g., using the Order Code filter to only see orders from B2B ecommerce sites.

mtView - Performance Comparison to MarketTime Industry Index

Sales Agency Admins

How are your B2B sales performing compared to the rest of the industry? This is a question every business owner wants answered, but getting access to reliable benchmarks can be a challenge, particularly for those selling products to independent and specialty retailers.

Over $5B of B2B orders are processed through the MarketTime platform annually, composed largely of sales to independent and specialty retailers. Our customers shared how difficult it was to assess their sales trends against a benchmark that was relevant to their business. To address this need, MarketTime is proud to introduce the MarketTime Industry Index - an exclusive resource comprised of aggregate industry data. Ready to compare your sales growth to the index? The Performance Comparison to MarketTime Industry Index report is now available in mtView. Easily compare your performance trends to the index and use filters to refine your comparison.

See the report in action, HERE

mtView - Executive Overview

Manufacturers Sales Agency Admins

The Executive Overview report in mtView has been enhanced! Available for Manufacturers and Sales Agency Admins, this set of reports enables users to drill through their data and get answers quickly. Users can go from a summary view of performance (e.g., order volume across all customers) down to detailed customer-specific information (e.g., what items this customer purchased in the last month) in just a few clicks, all within one dashboard. This report also includes an interactive map to visualize your sales.

See the report in action, HERE

Sales Analysis Report

The Sales Analysis report is one of the most powerful and flexible reports available in mtView. Available for Admins, Salespeople, and Manufacturers, the Sales Analysis report gives you the power to design the reports you need to manage your business. Do you have a question about sales performance that you want to answer? Odds are that you can get the answer with Sales Analysis!

With new fields and filters added, the Sales Analysis report is a MUST-HAVE for all stakeholders in the MarketTime ecosystem.

See the Sales Analysis report in action HERE.

Customer Account Trend Details Report

As an Admin, Salesperson, or Manufacturer, you want to easily identify customers that have had a significant change in purchasing behavior. To help you achieve this, the Customer Account Trend Details report is now available in mtView for all user types. This flexible report allows you to set a date range (e.g., last 90 days), and select criteria (e.g., 30% Decrease in Order $s) to quickly identify customers that match the selected filters.

Stop searching for the data and have it sent directly to your inbox! Use mtView to configure the report settings you want, and then subscribe to have the report sent to your inbox every week, so you are always aware of customers that are trending significantly down or up.

See the Customer Account Trend Details report in action HERE.

Inventory Sheet

When preparing for an appointment with a customer, detailed information about their past purchase history is helpful. To help salespeople easily access that key information and have a reference sheet that can be printed and utilized in an in-person meeting, mtView Advanced Analytics for Admins and Salespeople now includes the Inventory Sheet report!

To use this feature:

Choose if you want to run the report based on a customer Bill To or Ship To
Select a customer

The report will show every item that the customer has purchased in the selected date range, with valuable information including:

An image of the item
Last order date
Last order quantity
Total # sold

The report can be further filtered by Manufacturer and Item (Product) Line for an even more targeted report. View directly in your MarketTime system or export to PDF; the report includes columns for Quantity on Hand and Suggested Order Qty that can be filled in with a customer during an appointment.

See a quick video of the Inventory Report in action HERE.

This report nicely complements the Customer Quick Report and Item History features available in the MarketTime Web Portal, giving you a 360° view of the customer’s activity before an appointment and while writing an order.

Salesperson Top Performers

As an Agency owner, Principal, or Administrator, you want to support the success of your sales rep however you can. Data plays a key role in that effort, and you want to know how your sales reps are performing, so you can provide feedback and coaching.

To help in this effort, the Salesperson Top Performers report is now available in mtView. This report provides insight into how your reps perform, relative to their peers, for each manufacturer you represent.

See a quick video of the Salesperson Top Performers report in action HERE.

Top Selling Items Report

As an Admin, Salesperson, or Manufacturer, you want to identify your top-selling items easily. This report makes that task simple! The Top Selling Items report details the # of POs each item was sold on, the total # of items sold, and the sales of the item. To further refine the report, you can select a date range and apply any filters you would like to utilize (e.g., Manufacturer, Salesperson, Customer, Order Code). You can even filter by Category, to see the top-selling items in an item category, such as Christmas, Outdoors, or Candles.

Use mtView to configure the report settings you want, and then subscribe to have the report sent to your inbox every week, so you are always aware of your top-selling items!

See the Top Selling Items report in action HERE.

Inactive Customer Alert Report

As an Admin, Salesperson, or Manufacturer, you want to easily identify customers who have not recently ordered. To help you achieve this, the Inactive Customer Alert Report is now available in mtView for all user types. This flexible report allows you to set a date range (e.g., a customer with orders in the last 365 days, but no orders in the last 60 days) and then select a minimum order criteria (e.g., at least $500 of orders total) to quickly identify those who match the selected filters. Stop searching for the information you need to take action - have the report sent to your inbox, so you can focus on re-activating these customers!

See the report in action, HERE.

Has Not Purchased an Item Report

Need to know which customers have not yet purchased a best-seller? Are you preparing for appointments in a city and want to see which customers have not purchased an item? The Has Not Purchased Item Report in mtView makes this task easy!

Simply select a date range to filter for the period in which the item has/has not been purchased, then select an item #. The report will display all customers who have not purchased the selected item during the selected time period.