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Pacing with Sales Stages Report - Overview

The Pacing with Sales Stages Report allows you to see how something (category, outlet, etc.) is performing against a similar point in time last year. This is a more detailed view than the standard Pacing Report as it breaks out your pending into Sales Stages instead of a single Pending amount. 

To create the Pacing with Sales Stages report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Pacing with Sales Stages Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

6.  Click the Run button.




1. Time Controls

Controls the data that is displayed in the chart and report data areas. Optionally, you can also use the $ Change since field to see how your booked revenue changes week to week as it correlates to your pacing. 

2. Sort By

Contains available sort options. 

3. Favorite

Initiates the process of saving the report as a Favorite report. If the report in view is already a favorite, the star will appear yellow. Clicking the yellow star allows you to either save updates to an existing Favorite, or save the report as a new Favorite.

4.Download 

Select Excel or CSV options before tapping the download icon for an offline version of the report.

5.Full Screen

Expands the report to a full screen view. When you are in full screen view, the button is replaced with the Exit Full Screen button.

6.Charts

The charts are based on the first item selected in the hierarchy. The green bar chart on the left displays up to 5 of the top gainers posting a gain in the Pace $ Diff column. The red bar chart on the right displays up to 5 of the bottom losers posting a loss in the Pace $ Diff column. 

7.Report Toolbar

Contains options to work with the report, such as paging tools and Find.

8.Report Columns

Name: Displays the items, per your selection(s) in the Hierarchy section of the Edit Report Options dialog box.

TY Pace: Displays this year’s booked dollars as of the last import from the Traffic system. If no data exists, a $0 will display.

$ Change: Displays the comparison between the selected date and the TY Pace value. This column will display only if a date is selected in the $ Change since field.

LY Pace: Displays last year’s booked dollars from a corresponding import from a similar date last year. If no data exists, a $0 will
display.

Pace $ Diff: The dollar difference between TY Pace and LY Pace. If no data exists, a $0 will display.

Pace % Diff: The percentage difference between TY Pace and LY PaceIf no data exists, a $0 will display. 

LY Final: The booked dollars for the item as of the last time it was imported for the selected time period.

LY $ Remaining: The difference between LY Final and LY Pace.

% to LY Final: The percentage difference between LY Final and LY Pace.
Sales Stages: Depending on what your sales stages are, various names can display in these columns and will display the pending amount according to the stage that each dollar is attributed to

TY Forecast: - The item’s forecasted amount. (Reminder: The forecast amount equals the booked plus pending dollars. Deals must have a status of Open-Pending in order to be included in the Forecast.)

TY Weighted Forecast: - The item’s weighted forecasted amount. (Reminder: The weighted forecast amount equals the booked plus weighted pending dollars. Deals must have a status of Open-Pending in order to be included in the Forecast.)

Budget: The item’s budget amount. If an item does not have a budget, a zero will display in the field.

$ to Budget: TY Pace to Budget as a dollar amount

% to Budget: TY Pace to Budget as a percentage


Keyword Search: Pacing, Sales Stage


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