O4 Manufacturer Statistics

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O4 Manufacturer Statistics provides an overview of a manufacturer's win, loss, and unknown counts and values for quotes and orders. It will calculate data from the past two years based on entry date. 

NOTE:

Quote statuses must be configured in Legacy OASIS. The following As Order classifications for a quote status will impact Manufacturer Statistics in the following ways:

  • Ignore (I)- status is not considered
  • Win (W)- status is considered won
  • Loss (L)- status is considered lost
  • Unknown (U)- status is considered unknown

When quotes are in a win status (As Order "W"), option codes in the BOM will impact Manufacturer Statistics in the following ways:

  • Option- option is not considered
  • Pending- option is not considered
  • Win-  considered won
  • Lost- considered lost
  • Abandoned- option is not considered

1. Click the OASIS_Icon.PNG icon.

2. Select Manufacturers from the drop-down list.

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3. The Manufacturer Listing will appear. Open a customer entry.

4. The Manufacturer Viewer will appear.

5. Click the Statistics tab.

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Understanding the Report Builder

The Toolbar

Click the Timeframe menu to change the timeframe to a sliding 12 months, previous 6, 12, or 24 months, or a single year from the past five years.  

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The Header

The header of the report will provide an overview of the data presented in the report, where Statistic will be blank until a row is selected.

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The Report

The report will display three rows:

  • Overall Manufacturer Stats- will display all counts regardless of product or vertical
  • Overall Product Stats- will display counts by product as defined by the item "mock" series
    • If the catalog number contains a delimiter (e.g., a dash), OASIS will display all characters before the delimiter
    • If the catalog number does not contain a delimiter, OASIS will display the first three characters of the catalog number
  • Overall Vertical Stats- will display when a vertical is selected on a quote or order

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Users can click a row of data to open the details about the statistic for the selected timeframe by month. The Statistic field in the header will update to reflect the selected row.

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