Power BI: Direct Free Goods

1. Click on Direct Free Goods

Link: Direct Free Goods

2. Select "Free Goods Analysis" Click the menu (three lines)

3. Adjust Filter Criteria

Date Range: Choose specific date range or choose the year

Item Number: You can view DFG for specific models

Default Criteria: We will bookmark this during training

• Program Code = CTC1D

• Transaction Type = Canadian Consumer Order, Consumer Order, Hoov CA Consumer Order and Hoov Consumer Order

• Customer Low = All (excludes Samples & Samples Canada)

Click arrow to close & save

4. View Summary of DFG Financials

5. View Top DFG Items

You can filter this view by any header and scroll to view all

6. The chart below will show a month over month view of DFG.

If you hover your mouse over the chart, it will provide details for the specific month

7. Click on Free Goods Analysis Page 2

8. Agent Details & Product View

Agent Details will be shown in the bottom chart to view who placed the order. You can also see additional details by scrolling to the right, including cost of free goods, customer name and quantity sent.

Product view shown in the top chart shows a rolling comparison of DFG sent.

9. Click the 3 dots to Export

Any chart or page can be exported into Excel

10. Click on Export data

11. Click on Free Goods Analysis Page 3

12. View DFG by Country/Customer Low/State

13. Click on Free Goods Summary

14. View Category Details for DFG