1. Analysis background introduction
This case comes from a fast-moving consumer
goods company, which mainly deals in the liquor category. With its in-depth
liquor product line and extensive sales network, the company occupies an
important position in the domestic market and gradually expands to the
international market. The company currently has more than 500 direct stores and
covers all parts of the country through the e-commerce platform, with annual
sales of more than 10 billion yuan. The company adopts an integrated supply
chain operation mode, from raw material procurement, production and
manufacturing to national logistics and distribution, to terminal retail and
e-commerce sales, forming a closed-loop management. ForTo improve operational
efficiency and market response speed, the company has vigorously promoted
digital transformation in recent years and established a comprehensive
information system covering procurement, inventory, sales and other links,
aiming to optimize resource allocation and improve customer satisfaction
through data-driven decision-making.
2. Statement of key issues
Inaccurate inventory management,It is difficult for the existing inventory management system to
achieve accurate inventory monitoring of various commodities, resulting in
frequent shortages of some high-demand products, and long-term backlog of some
lagging products. This not only affects customers' shopping experience, but
also increases the cost of inventory holding and reduces the efficiency of
capital turnover.
The transparency of information is low,All links of the supply chainThe lack of information transparency
and the lack of effective information sharing mechanisms between procurement,
inventory and sales departments make it difficult for departments to form a
unified strategic direction based on different data sources when making
decisions, which affects the overall operational efficiency.
In response to the pain points of the
appeal, the statistical analysis of purchase, sale and inventory data aims to
Realize the comprehensive integration and
unification of data, and improve the real-time and accuracy of data.
Optimize inventory management, reduce
shortages and backlogs, and improve the efficiency of capital turnover.
Enhance the transparency of information in
all links of the supply chain and promote cooperation between departments.
Establish a real-time monitoring and early
warning mechanism to detect and respond to abnormal situations in operation in
a timely manner.
3. Analyze the plan
3.1 Select key data indicators.
|
Serial
number
|
Name
of the indicator
|
Paraphrase
|
Analysis
angle
|
|
1
|
Quantity
of purchase
|
The
purchase quantity refers to the enterprise in a certain period of timeThe
total amount of goods purchased from suppliers
|
Evaluate
whether the purchase quantity is in the same as the sales forecast andMatch
market demand to avoid over-purchase or out-of-stock.
|
|
2
|
Shipment
quantity
|
Shipment
quantity refers to the total amount of goods sent by the enterprise to
customers or distribution channels within a certain period of time.
|
Combine
the shipment quantity and the inventory quantity, calculate the inventory
turnover rate, and evaluate the operating efficiency.
|
|
3
|
Inventory
quantity
|
Inventory
quantity refers to the total amount of goods held by the enterprise at a
certain point in time.
|
Measure
the efficiency of inventory management and find potential inventory backlog
problems.
|
|
4
|
Compared
to the same period of the previous year
|
Year-on-year
refers to comparing the data of the current period with the data of the same
period of the previous year.
|
Measure
the magnitude of annual growth or decline.
|
|
5
|
Link
relative ratio
|
The
ring ratio refers to comparing the data of the current period with the data
of the previous adjacent period (such as last month and the previous
quarter).
|
It
is usually used to measure the trend of short-term changes.
|
|
6
|
SD
purchase quantity
|
The
quantity of purchases from the sales department
|
Evaluate
the demand of the sales department for the quantity of purchases to ensure
that the procurement plan is consistent with the sales demand.
|
|
7
|
T1
purchase quantity
|
The
purchase quantity of first-level distributors
|
Evaluate
the purchase ratio of major suppliers to reduce supply risks and improve the
stability of the supply chain
|
|
8
|
SD
shipment quantity
|
The
shipment quantity of the sales department.
|
Analyze
the relationship between the shipment quantity and the inventory level of the
sales department, and optimize the inventory allocation.
|
|
9
|
T1
shipment quantity
|
Shipment
quantity of first-class distributors
|
Analyze
the shipment data of first-level channels
|
|
Ten
|
Inventory
quantity at the beginning of the period
|
The
inventory at the beginning of the period refers to the total inventory at the
beginning of an accounting period.
|
In
combination with the inventory quantity at the beginning and end of the
period, analyze the trend of inventory changes and evaluate the effect of
inventory management.
|
|
11
|
The
inventory quantity of the store
|
The
inventory of stores refers to the current inventory of goods held by each
retail store.
|
Analyze
the inventory configuration of each store and optimize the inventory
distribution
|
|
12
|
The
number of code scans in the store
|
The
number of code scans in the store refers to the number of times consumers
scan through bar code or QR code in the store.
|
It
is usually related to product browsing, mobile payment or member interaction.
|
|
13
|
The
number of sales in the store
|
The
sales volume of the store refers to the number of goods actually sold out of
the warehouse by the store.
|
Reflect
the sales of goods in the store.
|
Explanation: The indicators selected in
this case are common indicators in the analysis. In the analysis work, priority
should be given to the indicators that have the greatest impact on the business
to ensure that the purpose of the analysis is consistent with the business
objectives and key performance.Through the interpretation and analysis of the
above-mentioned purchase, sales and inventory indicators, enterprises can
comprehensively and deeply understand their own operating conditions, find
potential problems and opportunities, optimize supply chain management, and
improve the efficiency of inventory control.
3.2 Power BI Visualization Scheme
Note: The DEMO page data is simulated data,
which is for reference only to the analysis angle and Power BI function
display, and does not involve any actual business data.
4. Analysis and interpretation
The purchase quantity is year-on-year, and
the procurement plan is adjusted to ensure that it is in sync with market
demand.
The shipment quantity is year-on-year, and
the sales and marketing strategy is adjusted according to the shipment trend.
Year-on-year sales of stores, analyze the
changes in sales of stores in different regions, understand the differences in
regional market demand, and optimize the allocation of regional resources.
Inventory at the beginning of the period,
store sales, store scanning trend
Check the purchase, shipment and sales data
by province
Check the inventory data of purchase and
shipment by product, increase the purchase and inventory of best-selling
products, and ensure sufficient supply. Reduce the purchase volume of delayed
products, reduce inventory pressure and capital occupation.
5. Application effect
Through systematic data analysis of
purchase, sale and inventory, enterprises can achieve comprehensive
optimization from strategic planning to daily operation. The specific effects
include:
Improve operational efficiency: Reduce
resource waste and improve overall operational efficiency by optimizing the
management of all links.
Enhance market competitiveness: accurate
market and product analysis helps enterprises occupy an advantageous position
in the fierce market competition.
Achieve sustainable growth: data-driven
decision-making and strategy adjustment to support enterprises to achieve sound
and sustainable business growth.
Enterprises should regularly carry out
these data analysis of purchase, sales and inventory, and constantly optimize
and adjust strategies in combination with actual business needs to ensure
competitiveness and flexibility in the dynamic market environment.