Reporting in Adesso AI

Table of Contents

1. Introduction
2. Instructions
3. Example with screenshots
4. Downloadable copy
5. Video demo

Introduction

Reporting pulls together all the work you’ve invested in a comprehensive package. Whether you’re data-driven or motivated by colorful charts - we’ve got you covered.

Instructions

1. Navigate to app.adessoai.com
2. Click Reports.
3. Click Deal Performance from the Reports List.
4. Once the report appears, click Menu to close the Reports List window.
5. The Deal Performance report shows deal performance, including ROI for the deals.
   1. You'll be able to see the Deal Status and Description.
6. As you scroll to the right, you'll notice Totals at the bottom of the screen.
   1. If you enter the Retail Price of your products (if you haven't done so, this can be submitted to your CSM for upload), you will get a full picture of how your deals are performing.
7. From the report window, click Menu to expand the Filters/View List.
8. Click View List to return to the list of reports.
9. Click Sales Operating Plan.
10. The Sales Operating Plan contains summary-level information on trade spend and budgets. You can see your data by period, quarter, half-year, and fiscal year.
11. Reporting not only shows data, but you also have a chart view.
    1. In the upper right corner of the screen, click Charts.
12. The charts give you a visual representation of elements from the sales operating plan.
    1. In the upper right corner of each chart, you can click Data to view the data that feeds the chart.
13. From the data window, you can view the corresponding information.
14. In the Reports List menu, select Open Deductions Aged By.
15. The Open Deductions Aged By report contains all open deductions aged by 30-day buckets.
16. Scrolling to the right, you'll see the buckets range from Aged to 30 to Aged Over 120.
17. Click Deal Items.
18. The Deal Items report shows all deals with deal items.
19. Click Deal Activity Detail.
20. You can use Filters to see options for narrowing the report information.
    1. Select the information you want to filter from the Filter menu> click Apply Filter.
21. The Deal Activity Detail report shows All deals with what is applied to them.
    1. You can see the report only shows a timeframe of fiscal year 2023 from the filter set.
22. Click Trade Spend By Level.
23. The Trade Spend By Level report shows deal types and amounts breakdown. It shows it by period and fiscal year.
24. Once you master these reports, take some time to run other reports. We are willing to bet you'll find a handful of reports that will show what you need. Don't forget to look at the charts as we know visuals can make all the difference.

Instructions with screenshots

Download a copy here: 

Reporting in Adesso AI Cheat Sheet

Wanna copy of that workflow?

Reporting Workflow

Watch us in action: 

Reporting in Adesso AI Video