Vendor Report Card

The Vendor Report Card is a full scorecard of every company you buy from — ranked, graded, and annotated with specific talking points you can bring to your next rep meeting or trade show. It’s the kind of analysis that used to take an accountant a weekend to put together. In TORO, it’s one report.

It lives inside the Advanced Reporting Module, and during the run-up to PCA it also arrives in your inbox every night as an email attachment.

What’s In It #

The report opens with a cover page summarizing your store and the date ranges being compared, then moves through three main views:

Executive Summary #

One page, no fluff. Top companies by revenue, fastest-growing, biggest decliners, and a top-line grade for your vendor mix. If you only have thirty seconds, this page is the whole story.

Rankings Table #

Every company you’ve bought from, ranked by contribution to your business. Each row shows revenue, units sold, margin, growth versus the comparison period, and an overall letter grade from A to F. Click any row to jump to that vendor’s detail card.

Per-Vendor Cards #

One card per company, each with:

• Grade — A through F, based on revenue, margin, growth, and your dependency on that vendor.
• Radar chart — five-dimension view of how they score on revenue, margin, growth momentum, consistency, and strategic importance.
• Negotiation talking points — specific, data-backed things you can say to that rep. “You’ve grown 23% with me — what are you doing for my margin in return?” or “Your margin dropped three points this year — what’s the plan?” Nothing generic.
• Top SKUs — which of their items actually moved the needle.

Running It From the POS #

1. Open Admin Tools → Advanced Reporting Module.
2. Find the Vendor Report Card tile in the Sales section.
3. Click it. You’ll be asked for two date ranges — the current period you want to evaluate, and a comparison period for growth analysis.
4. Wait for the progress bar. On a typical store catalog the report finishes in under a minute. On very large catalogs with multiple years of history, it can take a few minutes.
5. The finished report opens in your browser as a standalone HTML file.

Choosing Your Date Ranges #

The comparison period is what makes the growth numbers meaningful. If you set your current period to “Last 12 Months” and your comparison to the same “Last 12 Months,” every vendor’s growth will be zero and the rankings will flatten out. That’s not a bug — there’s nothing to compare against.

The right setup is: current = the period you care about, comparison = the period immediately before it. For a yearly view, that’s “this year” vs. “last year.” For a quarterly view, “this quarter” vs. “the quarter before.” The report will call out the actual dates being compared on the cover page so you can tell at a glance whether the growth numbers in the report are real or noise.

The Nightly PCA Email #

Through April 20, 2026 (while PCA is running), the Vendor Report Card also arrives in your inbox automatically each night. It’s sent to the admin email addresses on file for your store, with the full report attached.

The subject line counts down to PCA (“PCA is 3 days away — your vendor report card is attached”) and the attachment is ready to open on whatever device you check email on — desktop, iPhone, Android, or browser. Open it, skim the rankings on your way to the show, and walk into every rep meeting with numbers in your pocket.

If you ever need to resend the latest email to yourself right now (for example, if you opened the first one on a phone and want a cleaner copy on a laptop), there’s a small Resend PCA Email link in the top-right corner of the Vendor Report Card tile in ARM. Click it, confirm the recipients, and a fresh copy goes out. This link auto-hides after PCA wraps.

iPhone and Mobile Readability #

The report is built to open cleanly on any device. On an iPhone, Android, or tablet — whether through Apple Mail, Gmail, Outlook, or Safari — you’ll see the full report, every chart, every vendor card. You can tap any row in the rankings table to jump straight to that vendor’s detail, and the sidebar nav is available on larger screens for quick scrolling.

Nothing is hidden behind JavaScript. Even email clients that strip scripts (like Apple Mail preview) render the whole thing.

How Grades Are Calculated #

The overall letter grade isn’t a single metric — it’s a weighted blend of:

• Revenue — how much money this vendor brought in.
• Margin — what percentage of that revenue is actually profit.
• Growth momentum — are they trending up or down vs. the comparison period.
• Consistency — are sales steady or lumpy.
• Strategic importance — how much your overall business depends on them.

A vendor with big revenue but thin margins and declining growth might still get a B-minus because they’re strategically important. A tiny vendor with fat margins and huge growth might get an A even though they’re a small slice of your book. The report is trying to answer the question “is this relationship working for me?” — not just “who made me the most money?”

Using It at a Trade Show #

The whole point of this report is to make rep meetings more productive. A few ways owners actually use it:

• Before the show, skim the Executive Summary so you walk in knowing which relationships are healthy and which are drifting.
• Right before each meeting, jump to that vendor’s card. Read the talking points. The report literally drafts your opening line.
• During the meeting, if things get vague, quote the number. “You know I’m up 18% with you this year. What are you doing for me?” beats any amount of general negotiation instinct.
• After the show, rerun the report a month later with fresh dates. Did the meeting actually produce results?

Things to Know #

• Access is admin-only. The Vendor Report Card is under ARM, which is controlled by your employee access levels. By default, only admins and managers see it.
• Big catalogs take longer. A store with hundreds of vendors and several years of history can take a few minutes to generate. The progress bar tells you where it is.
• You can run it as often as you want. There’s no limit. If you want a fresh one before every rep call, go for it.
• It’s always point-in-time. The numbers in the report are frozen at the moment you ran it. Running it again tomorrow may show slightly different numbers if more transactions came in.

Related Articles #

• [The Advanced Reporting Module](https://legacy.torocigarpos.com/docs/advanced-reporting-module/)

• [Reports That Actually Matter](https://legacy.torocigarpos.com/docs/reports-that-actually-matter/)

• [Understanding Your Profit Margins](https://legacy.torocigarpos.com/docs/understanding-your-profit-margins/)