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Helpful Reports/Tracking

Potential Retailers Sharing Inventory

You may want to review the dealers who are potentially sharing your inventory who are not authorized/on your dealer list. These are dealers we have detected as showing your inventory that aren't on your dealer list. They will not show on your tools and they are not allowed to show inventory. We don't add any dealers to your list, so you'll want to review this list for dealers you might have missed.

1. Go here https://www.locally.com/station/panel/company_dashboard/index and select Download Inventory Report.

2. Sort via Column M, "is_authorized"

3. Review any retailers with a 0. If they should be authorized accounts, highlight them on this list and send to your Client Support Manager to add to your dealer list.

Transactions Through Locally

1. Go to Analytics > Brand Analytics https://www.locally.com/station/panel/bi/index. Select the Direct Sales tab and you'll see recent transactions. 

Confirmed = Transaction was completed by retailers, Retailer Declined = Retailer couldn't fulfill the order
Note that many shoppers will just go to the store and these are just the ROPIS/BOPIS orders.

Brand Analytics

Your Account Manager will go over definitions with you. 

Go to Analytics > Brand Analytics https://www.locally.com/station/panel/bi/index . Open the Sales & Referrals tab and select the date range.

Download by clicking on the three dots to the right of the data.


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