On the Analytics page, you can generate visual displays of your data and analysis to help provide insights to your sales and and costs. This can help visualize trends in your data, indicate the distribution of revenue across various metrics and point out any outliers with the immediacy of a pleasing pie chart, bar graph, or list.
The filter field will allow you to select which segments of data you would like to generate graphs for. Using the +And button, you can make your filter more specific by adding another field to filter by. For instance, if you want to view Premium Streams in Italy, you would filter for the territory “Italy,” and the configuration “Premium Streams.” This will return all sales lines that are both from Italy AND for Premium Streams. If you would like to include CD sales from Canada in that data, you could use the +OR button to add another set of filters that will allow you to specify that. This configuration will not include Premium Streams from Canada, nor CD sales in Italy.
You can also make a side-by-side comparison between two segments of data by using the +Comparison button to create another set of filters which you can use to specify a second segment of data that you would like to compare to your first, such as vinyl sales in the United States.
You can filter by the following categories:
Cat Type – Using this field, you can filter based on the catalogue type: work, track, or release.
Catalogue Groups – Using this field, you can filter based on the catalogue groups established in your settings and applied to your catalogue.
Companies – This will filter the data by the companies that are paying out royalties to the various payees, established in the overview section of a contract.
Contract Categories – This will filter the data based on the Contract Categories established in your settings and applied to your contracts, similar to Catalogue Groups.
Period – Only sales lines reported in a chosen period or periods will be part of the export, even for Sales Input type reports. So sales lines not processed in the selected periods will not be in the Report.
Contract – Only sales lines regarding Tracks, Releases or Works linked to the filtered contracts will be part of the export. For Sales Input type reports it does not matter whether or not these sales lines have also been reported in a royalty period. For Sales Output type reports only sales lines reported in a run will be included.
Sales File – When you target a sales file, the report will export every line in the file that has matched to a Track, Release or Work. For Sales Input type reports it does not matter whether a line is processed in a royalty period, or if the mapped catalogue item is linked to a Contract – the line will still be included in the report. Leaving this filter blank will make the report extract data from every uploaded sales file.
Channel, Configuration, Territory, Price Category, Source, Sub-Source, Release, Tracks and Works – These all function in a similar way. Only sales linked to the filters you select will be included in the export. Please note that an exact spelling of Source and Sub-Source filters is needed or the filter won’t affect the results.
When filtering by Release, you will have the option to include “Include Tracks Associated With Release” which will include the sales data for any tracks that are associated with the release you are filtering for. For this to work, your tracks must be associated with the Release on the Release level. Any sales of associated tracks that were mapped to a different release in the mapping manager upon ingestion of a sales file will be excluded.
Release/Track Foreign ID – If you have entered Foreign IDs from external databases for your catalogue, you can use that to filter your reports with this field.
Release Dates – Release Dates are the date the release, track or work was released. You can filter the Release Dates in two different ways. Either you decide to filter on the Release Dates in the past number of days or months, which will count back from the day you export your report. Or, more specifically, you can use a start & end Release Date to filter on. All sales lines that apply to catalogue released in this time-span will be included in the export. Please note that in order to be able to accurately use this filter, the Release Dates on your releases, tracks and works will have to be complete on the overview tab of the track, work, or release.
Release/Track Label – If you administer multiple labels and have specified that on your releases, you can filter by Release Label using this field.
Sales Dates – Sales Dates are the date the download, stream, performance, etc was made. You can filter the Sales Dates in two different ways. Either you decide to filter on the Sales Dates in the past number of days or months, which will count back from the day you export your report. Or, more specifically, you can use a start & end Sales Date to filter on. All sales lines that fall in this time-span will be included in the export. Please note that in order to be able to accurately use this filter, the Sales Dates on your sales statements will have to be complete, either by pulling that data from the statement or by entering a date in the Standard Field when uploading a file.
Transaction Dates – Transaction Dates are the dates the payment of a sales statement hit your account. You can filter these in a similar way to the Sales Dates. Again, please note that in order to be able to accurately use Transaction Dates as a filter, your Transaction Dates need to be complete when uploading sales statements.
In this section you can select which graphs you would like to display. The following options are available:
Distribution Channels – This graph will display revenue across the distribution channels established in your settings.
Configurations – This graph will display revenue across the configurations established in your settings.
Territories – This graph will display revenue based on the territory it came from.
Sources – This graph will display revenue based on the Source it came from. It is important that your Sources are spelled and mapped consistently and correctly.
Sub Sources – This graph will display revenue based on the Sub Source it came from. It is important that your Sub Sources are input, spelled and mapped consistently and correctly.
Top Catalogue – These graphs will display the top releases and tracks and how much revenue they have earned.
Revenues Over Time – This graph will display revenue over time for the criteria you have filtered for.
Costs – This graph will display costs based on the Cost Categories established in your settings.
Top Artists – This graph will display revenue brought in by your top artists. It breaks down the revenue as per the Artist fields populated in your Tracks and Releases.
Top Labels – This graph will display revenue brought in by your top labels. It breaks down the revenue as per the Label field in your Tracks and Releases.
Average Rates – This list will display the average per unit rate for each source.
Contract Breakdown – This list will display the revenue earned by each contract.
Once you have set your filters and selected the graphs you’d like to display, click the Go button to analyze your data. The graphs you have selected will appear below, along with headline data indicating Total Revenue, Total Units, and Total Costs.
On the top right of most graphs, you can select which graph you would like to view, either a pie chart, a bar graph, and in some cases a list. On the top of each graph is a legend which will indicate the color assignments for each category, as well as the percentage revenue it represents.