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Coles Synergy Customer: Understanding Switching Reports

Overview of how to effectively run and interpret switching reports in Coles Synergy.

Description

Examination and analysis of four key Coles Synergy Customer template reports which explore gains and losses analysis, brand/product switching, and segment growth.

This session explores questions such as the following:

  • How can I determine how many people are continuing to purchase my brand over time?
  • How can I view the share of category growth and sales volume gains/losses of my brand, relative to the competitive set?
  • How can I see where my volume is coming from, or being lost to, within a category or segment?
  • Are people switching to my product from a competitor brand, or is my growth driving new category/segment value?

In answering these questions and others like them, the following Coles Synergy platform capability outcomes will be addressed:

  • Understand how to select and run various gains/losses reports within Coles Synergy in the Customer model
  • Product dimension hierarchies within Customer data
  • Learn how to copy/paste data across dimensions
  • Pre-period offset calculator purpose and function
  • Four key template reports in focus

The following four reports are explored within this session:

  • New, Lost & Retained
  • Gains & Losses / Switching - Product Comparison
  • Gains & Losses / Switching
  • Supplier Source of Growth

Prerequisites

It is highly recommended that those unfamiliar with Coles Synergy Customer data first do one of the following prior to booking in for this training session:

  1. Attend a live session of Coles Synergy Customer Platform Overview, or;
  2. Review the recorded, on-demand content item for Coles Synergy Customer Platform Overview. 

Target Audience

To be eligible for this training, you must meet the following requirements:

  • Be employed by a manufacturer/supplier which subscribes to Coles Synergy Customer data, and;
  • Hold a licence in your own name.

It is with regret that any registrants who do not fulfil both of the above conditions will be deregistered from the session shortly prior to commencement. If you are unsure of your licence status, please reach out to the Data Agency team.

Please note that these webinars are subject to attendance thresholds; webinars may be postponed on short notice if attendance minimums are not met after the closure of the registration period.

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