Sales Analysis

The Sales Analysis module enables efficient analysis of sales and profit information in numeric and bar chart formats, giving you greater insight into your marketplace and more control over your business. Sales Analysis offers several analytical displays for sales, profit, comparison sales and bar graphs.

sales_analysis

This is a partial list of the features many customers find useful. Request a consultation to understand the full feature set.

Compare sales for:

  • Current month this year versus last year
  • Current month versus last month
  • Year to date this year versus year to date last year
  • 24 month sales comparison for user defined 2 year period
  • 24 month profit comparison for user defined 2 year period

Multiple sales record types

  • Customer number
  • Sales representative and customer number combination
  • Customer number and item number combination
  • Item number
  • Customer class
  • Item class
  • Sales representative and item class combination
  • Returned item number
  • Sales representative
  • State
  • Monthly return recap report
  • Sales by vendor and item class report
  • Sales by item class and sales rep
  • Item sales by item class report
  • Inventory sales movement report
  • Active customer sales history
  • Customer class sales report
  • Customer/item sales report
  • Customer sales report by month
  • Customer sales ranking report
  • Item sales ranking
  • Sales report by salesperson
  • Accounts receivable or by sales rep
  • Power report (shows up to 7 years of history/comparison)

Executive inquiries

  • Accounts receivable inquiry
  • Accounts receivable balance inquiry
  • Open order inquiry
  • Sales item summary
  • Accounts receivable summary inquiry
  • Customer order history
  • Financials on screen
  • General ledger account balance inquiry
  • Vendor summary inquiry
  • Customer sales ranking
  • Item sales ranking
  • Order entry statistics
  • Cash flow inquiry