FW: Important tweaks to the Dynamic Spend reports

From: Joe Fulmer
Sent: Wednesday, May 12, 2021 7:15 AM
To: Cloe Talamini ; Kaylee Charlton
Cc: Wanda Lane ; Cheryl Weatherford ; Jeremy Washington ; Lauren Davis
Subject: Important tweaks to the Dynamic Spend reports

* It's important to move the Account Type column in the Spend Summary table to the right of the price. Today it's the right-most column. This is primarily important for Pharmacy is important for Pharmacy type products in AutoPricer. Today I have to export the table and move the Account Type column near the price....to see the relationship and understand if variation is due to Account type or variation within an account type. Cloe and I have had this issue many times.

[cid:image001.png@01D74712.8B71BF70]

* We need to add the Supplier name to the ImpactTracker Product Detail table....because today, to understand what might be causing the Price Impact we have to copy the SKU, open up Spend Summary, look up the item, etc. Often the Price Impact is tied to buying from more than one distributor....or direct. Having to open Spend Summary to find the supplier wastes time and more importantly confuses the client.

All the best,

Joe Fulmer
VP Client Management
jfulmer@broadjumpllc.com
C: 207-242-3234
broadjumpllc.com

[A picture containing sky Description automatically generated]

[cid:image003.png@01D74706.29D94640]