In order to create actionable insights, we need to process your sales history by individual transactions. Our algorithms analyse data from each business day and each customer purchase.

You will need to provide:

• INDIVIDUAL ORDER ROWS – Including the date of purchase, customer IDs, product IDs and total amount.
  
  
• CUSTOMER LIST – Customer ID and name (to be shown on the reports).
  
  
• PRODUCT LIST – Product ID and name. If you have many products, you will also need to provide the relevant product group hierarchy.
  
  
• STAFF LIST – ID and name of sales representatives, including details of account managers who are assigned to and responsible for individual customers.

  If you work with multiple currencies, remember to show amounts in the reporting currency. By default we report in EUR but if you have another currency preference, please let us know.