Category Analysis Services

The Professional Services Team at Salient can extend your in-house reporting and analysis capabilities through various services:

  • Exception Analysis and Scheduled Reports.
  • Reporting to your team on issues like potential voids, new product performance, distribution opportunities, and more.
  • Segmentation / Customer and Product Classification data cleansing.
  • Master Data Management tool with training or services to maintain clean categories and groups.

Where are the best areas to gain Distribution, especially on New Products?

Salient can provide an unbiased perspective on product movement, sales execution, and pricing effectiveness (scenarios like an excessive discount or excessive trade spend). We have a lot of expertise in identifying outliers and monitoring issues from a fact-based data perspective. We can assist in regular reporting structured tasks as well as take on creative problem-solving work using very experienced resources.

The Salient Team has become an active member and is training staff on the curriculum of the Category Management Association.

Where are there voids in major chains that need attention?

We can use logic and refine rules overtime for your team to accurately provide you with ‘holes’ on the shelf and likely cross-selling or upselling opportunities based on lookups of authorized items, removal of discontinued items to limit ‘false positives,’ add logic to include ‘New Products’ and segment rules on channels, chains and regions based on a simple 1-page project definition/interview guide. You decide what format you want to consume the results in a dashboard, an Excel sheet, a weekly report divided by chain and region, etc…

Scheduled Email Reporting

Are there certain reports on sales, returns, operational stats and management reports that need to be made and shared over email in Excel or PowerPoint each week? Salient can do some programming work to generate those workflows saving lots of time for your team who can then focus on performance improvement, not assembling data. Share your business rules, logic and weekly tasks with us and we can help find opportunities for automation.

Management by Exception

Share your business rules, logic, and weekly tasks with us and we can help find opportunities for automation. We can do alerts on phones, formatted tables in email, and push a list to a system in a pre-specified format.. let us know your scenario.