Monthly Wholesale Distribution Account Performance Review
Track and analyze wholesale distribution performance across key accounts, focusing on order volumes, product mix, account health metrics, and inventory efficiency to optimize distribution operations and strengthen customer relationships.
Report Objective
Monitor and evaluate wholesale account performance metrics, focusing on month-over-month changes in order volumes, product category distribution, and account health indicators to identify growth opportunities and potential risks in the distribution network.
Account Order Performance
Bar chart comparing account order volumes and line chart tracking monthly trends
Questions to Consider:
How are order volumes trending across key accounts?
Which accounts show significant changes in ordering patterns?
What is the average order value by account type?
Are there seasonal patterns affecting specific accounts?
Which accounts show consistent growth in order volumes?
Are there seasonal patterns in ordering behavior?
How do order volumes compare to previous year?
Which accounts contribute the highest order value?
How does average order value vary by account type?
Are there accounts showing significant changes in order value?
Product Category Analysis
Stacked bar chart showing product category distribution by account
Questions to Consider:
Which product categories drive the most revenue by account type?
How has the product mix evolved over time?
Are there opportunities for category expansion within accounts?
What is the correlation between category diversity and account performance?
Which categories dominate in different account types?
Are there opportunities for category expansion?
How balanced is the product mix across accounts?
Which categories show the strongest growth?
Are there categories underperforming across accounts?
How do growth rates vary by account type?
Account Health Metrics
Table showing key account health indicators
Questions to Consider:
What is the current aging receivables status?
How are fill rates and on-time delivery performing?
Which accounts have the highest return rates?
Are there early warning signs for any accounts?
account_name
fill_rate
on_time_delivery
return_rate
days_receivable
Metro Apparel
88.2%
95.7%
3.8%
49
Fashion Direct
90.9%
94.8%
1.2%
27
Style Plus
94.1%
98.8%
4.4%
24
Urban Outlets
89.9%
95.1%
2.5%
48
Metro Apparel
94.2%
94.5%
2.8%
39
Fashion Direct
98.4%
92.7%
3.4%
29
Style Plus
99.0%
94.2%
1.5%
15
Urban Outlets
95.1%
95.8%
3.6%
51
Metro Apparel
91.1%
92.1%
2.8%
15
Fashion Direct
96.1%
97.2%
2.6%
78
Which accounts have concerning health metrics?
Are there patterns in account performance indicators?
How do key metrics compare across account tiers?
Potential Areas of Additional Focus
Analyze ordering patterns to optimize inventory management
Review account-specific product mix strategies
Evaluate pricing and margin performance by account tier
Assess logistics efficiency and delivery performance
Identify cross-selling opportunities within existing accounts
Review account credit terms and payment patterns
Analyze seasonal trend impacts on inventory planning
Evaluate new product introduction performance by account