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IRI Report Builder for Sales Actuals

Utilize this report to add sales actuals in Confido

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Written by Cassie Crail
Updated over 2 weeks ago
  1. Login to IRI and navigate to Report Builder β†’ Create

  2. Select All UPCs for Product

  3. Select All relevant RMAs under Geography (at the level you are planning in Confido)

  4. For time frame, select all of the relevant week ending dates (generally we recommend last 2 years

  5. of weekly data)

  6. For measures, pull in the following:

    1. Volume

      1. Units Sales

      2. Dollar Sales

    2. Distribution

      1. Total Points of Distribution

    3. Pricing

      1. Price per Unit

    4. Promo/Non-Promo Distribution

      1. Total Points of Distribution Any Merch

    5. Base Incremental Volume

      1. Base Dollar Sales

      2. Base Unit Sales

      3. Incremental Dollars

      4. Incremental Units

    6. Store Performance

      1. # of Stores Selling

    7. Promotion Effectiveness

      1. Dollars % Lift

      2. Units % Lift

  7. In Configure:

    1. Ensure Geography, Product, and Time are all under Rows

    2. Ensure Measures are in Columns

  8. Save Report, then Export as CSV and send to Confido! πŸ˜„

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