Note: Report also pulls in a Unit's UCT status and Unit leader's primary contact information. Unit orders will not show up until both the Unit order and Council order they roll up under has been approved.
Audience: Council Leaders only
Fields in Report with definitions:
Unit-District: Name of Unit and District ordering product
Order_Type: Order Type designation assigned to the order in PSS
Committed Unit: Y/N designation on if Unit Committed for the given Sales Cycle
Contact_Name: Primary contact name of Unit leader
Contact_Email: Primary contact email of Unit leader
Contact_Phone_Number: Primary contact phone of Unit leader
CY Initial Retail: Sum of the initial CY retail amounts ordered by unit
CY Adjustment Retail: Sum total of adjustments made to the CY initial retail amount over the course of the sale
CY Final Retail: CY Initial Retail + CY Adjustment Retail
PY Initial Retail: Sum of the initial PY retail amounts ordered by unit
PY Adjustment Retail: Sum total of adjustments made to the PY initial retail amount over the course of the sale
PY Final Retail : PY Initial Retail + PY Adjustment Retail
YoY Retail $ Change: CY Final Retail - PY Final Retail
YoY Retail % Change: (CY Final Retail - PY Final Retail) / PY Final Retail