A clearer view
of repeat business.
Review monthly orders and top buyers to understand how customers are using the ordering channel.
Sales visibilityExampleLook at activity in context.
Monthly-order analytics and top-buyer information show how customers use the ordering channel. These views help you see where portal activity is concentrated and where follow-up may be useful.
Practical setup advice
An active buyer is one part of the story. Consider the customer’s normal purchasing rhythm before interpreting a quiet period as a problem.
Learn from your rollout.
Compare early use with the accounts you invited. If a regular buyer is still ordering through another channel, ask whether login access, product visibility, or missing information is the obstacle.
Practical setup advice
Use the answer to improve setup. Analytics is most useful when it leads to a specific conversation or a cleaner catalog.
Keep operational and financial reviews connected.
Review order information alongside your existing accounting process. An order view and an accounting report serve different purposes; your finance team should continue using the books for financial reporting.
Practical setup advice
Discuss the reporting questions that matter to your operation during the demo so you can confirm the available views before rollout.
Before you get started.
Can we review analytics in the demo?
Yes. Ask to see monthly order activity and top-buyer views in the walkthrough.
Is this a replacement for financial reporting?
Use your accounting system for financial reporting and reconciliation.
Connected to the rest of your operation.
See how it fits your operation.
Walk through your catalog, buyer pricing, and ordering workflow with the SupplyDesk team.