This is a guide to the Reports tab in Appliance.io
The Reports Tab in Appliance.io provides users with comprehensive insights into various aspects of their operations. It is organized into three primary sections—Reports, Management Tools, and Accounting—each containing specific tools to monitor metrics, manage processes, and analyze performance data. This guide will walk through the core functionality of several key reports available on the platform, outlining each report's purpose and relevant features.
Reports Section
Quotes Report
There are two tabs inside the Quotes Report. Users can search by Date, Salesperson, or Location to narrow results. Clicking on a quote allows users to open it in a new tab for editing or review. Managing active quotes helps users track pending opportunities and close deals efficiently.
Active Quotes
This tab displays all currently valid quotes, showing essential metrics like:Estimated Profit Margin
Total Revenue
Total Deposits and Total Active Quotes
Expired Quotes
This tab lists all quotes that have passed their expiration date. Filters can be applied to find specific expired quotes quickly. Users can convert expired quotes into orders by editing or adjusting the expiration date.
Orders Report
The Orders Report provides a comprehensive view of all orders categorized into multiple statuses such as:
Not Yet Requested – Orders waiting to be processed.
On Order – Items requested but awaiting stock arrival.
Pending Delivery – Items scheduled for delivery.
Delivered – Completed deliveries.
Users can use filters to locate orders by date, location, or fulfillment method. The expandable order view allows easy access to item-level details and delivery status within each order.
Returns Report
The Returns Report tracks all returns within a specified date range, enabling users to monitor and manage refunds effectively.
A Subscribe Now button allows users to opt into automated email notifications whenever a new return entry is made. This feature ensures that return processes are actively managed.
Live Sales Report
The Live Report provides real-time insights into ongoing transactions. Users can track orders as they happen, with metrics such as:
Item-level details, including the quantity, price, and applied protection plans.
Taxes and installation charges to calculate the final item total.
This report can be filtered by salesperson or store location, allowing managers to monitor real-time performance.
Sales by Product Report
This report provides a breakdown of sales by product, including:
Total Quantity, Revenue, and Profit
Brand and Category filters to analyze specific segments.
This tool is ideal for tracking the profitability of individual products and optimizing inventory by identifying top-selling items.
Protection Plan Report (Accrual and Cash)
The Protection Plan Report shows revenue generated through the sale of protection plans. Users can switch between:
Accrual Sales – Reflects completed deliveries with protection plans.
Cash Sales – Displays written (but not yet delivered) protection plan sales.
Key metrics include:
Total Protection Plan Profit and Sales
Individual protection plan performance by provider type and store location.
Fulfillment Report
This report provides an overview of delivery and installation activities, helping teams track the status and cost of fulfilled orders.
Filters and Fields Available:
Fulfillment Type: Track the type of service (delivery or installation).
Delivery Method: Filter by the mode of delivery.
Install Name: Identify the specific installation associated with the order.
Metrics Tracked:
Total Fulfillment Price
Delivery Price, Install Price
Haul Away Price (for product removals)
Use this report to ensure operational efficiency by monitoring all costs and fulfillment statuses, ensuring delivery teams meet deadlines and budget expectations.
Customer Deposits Report
This report tracks deposits made by customers against quotes or orders.
Key Filters:
Date Range
Location
Salesperson
Key Metric:
Total Deposits Collected: Provides a summary of all deposits collected within the selected timeframe.
Monitor collected deposits to ensure alignment between orders and payments. This report helps finance teams keep track of customer commitments and prevents payment delays or disputes.
Payment Breakdown Report
Displays the breakdown of payments by type, helping users analyze customer payment behaviors.
Available Filters:
Payment Method
Location
Salesperson
Key Information Displayed:
Number of Payments per Type
Total Amount Received
This report assists in understanding which payment methods are most commonly used, helping accounting teams optimize processes around preferred payment types.
Custom Item Report
Track the status of non-standard or custom item orders. The report is divided into three key sections:
Open: Displays ongoing or in-progress custom orders.
Resolved: Completed custom orders.
Not a Product/Others: Tracks miscellaneous items that do not align with a specific product category.
The Custom Item Report ensures that custom orders are tracked efficiently from start to finish, preventing miscommunication between departments and ensuring customer expectations are met.
Instant Rebate Report
This report tracks the status of instant rebates and discounts applied to orders.
Tabs in the Report:
Open: Ongoing rebates that are in progress or pending approval.
Resolved: Rebates that have been completed and processed.
Key Filters Available:
Order Date
Delivery Date
Rebate Type and Platform
Monitor ongoing and completed rebates to ensure timely processing and customer satisfaction. This report helps the accounting team keep track of rebate allocations and prevents errors in customer refunds.
Driver Report
This report tracks driver performance, delivery schedules, and any issues encountered during fulfillment.
Filters Available:
Truck Number
Driver Name
Delivery Method
Reschedule Type
Damage Reports
Key Fields Tracked:
Fulfillment Type: Type of service associated with the delivery.
Missing Parts: Identifies if any parts were missing.
Replacement Requests: Displays replacement orders, if applicable.
Use this report to monitor the efficiency and performance of drivers and to identify and address issues such as missing parts or damaged goods. It provides actionable insights for improving logistics.
Store Credit Report
The Store Credit Report provides a detailed view of all store credits issued to customers or companies. It helps teams track the amount of store credit allocated and manage outstanding credits efficiently.
Key Fields Displayed:
Customer Name or Company Name: Identifies the customer or company that received the store credit.
Date Issued: Displays when the credit was granted, helping track the validity period of store credits.
Amount: The total value of store credit provided to the customer.
Filter Options:
Date Issued: Users can filter by the issue date to view store credits granted within a specific timeframe.
This report assists the accounting team in managing store credits, ensuring they are applied appropriately to customer accounts and orders. It also helps sales teams monitor the availability of store credit for specific customers, improving customer service by applying credits to future purchases. The total value of issued store credit is shown at the top to provide a quick overview of outstanding liabilities related to credits.
Management Section
Sell Throughs Report
It tracks the performance of products sold through specific channels or brands. Users can filter data by date and brand. The report identifies which products perform well, useful for inventory management and demand planning.
Damage Allowance Report
There are two categories inside the damage allowances:
Open: Unresolved damage claims.
Resolved: Completed claims.
The report includes amount offered, credit amount, and driver information. The function of the tab is to track and resolve claims for damaged products efficiently.
Floor Model Planner
The page assists in planning the quantity of demo or floor units.
Important fields:
Quantity Sold: Total sales for a specific model.
Current Supply: Availability of floor models.
Monthly Usage: Forecasted need for floor models.
It helps manage store displays and optimize inventory for promotional events.
Spiffs Report
Spiff report tracks bonuses (spiffs) given to salespeople.
There are two categories of spiffs report:
Claimed vs Unclaimed: Differentiates between earned and pending bonuses.
The function of the page incentivizes sales teams by tracking performance bonuses.
Sales KPI Report
Sales KPI provides insights into the performance of sales teams.
The important key metrics inside the report:
Number of Quotes & Orders: Measures team productivity.
Sales Closing Ratio: Helps evaluate conversion rates.
Protection Plan Attachment Rate: Tracks the sale of warranties or protection plans.
Profit Margins & Revenue: Provides profitability insights.
The function of sales KPI supports performance reviews and targeted sales strategies.
Returns Management
The Returns Management tool tracks product returns, enabling quick resolution and providing visibility into pending and completed returns.
Pending Tab: Displays unresolved return requests. Use it to monitor and manage items awaiting action.
Resolved Tab: Contains past returns that have been closed, useful for audits and reviewing patterns or frequent product issues.
Key Features and Fields:
Order No: Links the return with the original order, ensuring quick traceability.
Customer Name: Identifies the customer making the return, facilitating follow-up.
Reason for Return: Captures the reason (e.g., defective product), which helps analyze trends.
Resolved Notes: Provides insights into how the return was processed, such as whether the item was refunded or restocked.
Track unresolved issues in the Pending tab to prevent delays. Regularly check the Resolved tab for trends, such as common defects, which may require further action.
Reschedules Management
The Reschedules Management tool provides an overview of delivery reschedules and their impact on inventory and logistics, ensuring smoother operations and timely deliveries.
Open Reschedules Tab: Lists ongoing reschedules that need follow-up. Useful for tracking whether deliveries are on schedule.
Inventory Affected Tab: Highlights products impacted by reschedules, ensuring inventory availability is maintained.
Important Key Metrics:
Total Active: Indicates reschedules that are currently being worked on.
Total Pending: Shows reschedules waiting for confirmation or further action.
Total Delivered: Lists successfully completed rescheduled deliveries.
Key Features and Fields:
Reschedule Type: Captures the reason for rescheduling (e.g., “Customer Requested” or “Site Not Ready”), providing insight into recurring delivery challenges.
Driver Name: Tracks the assigned driver for accountability and scheduling purposes.
New Delivery Date: Confirms when the rescheduled delivery will take place.
Inventory Location (in Inventory Affected Tab): Ensures that inventory is correctly tracked and not double-booked due to delays.
Monitor the Open Reschedules tab to prevent delays and ensure timely deliveries. Use the Inventory Affected tab to manage stock efficiently and avoid disruptions in future orders.