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Sales Analysis

Projecting the future of any business requires an extensive analysis of current and past sales trends. You can get that information from the Sales Analysis module. Comprehensive reporting enables you to format reports by selecting what information will be analyzed, and in what order. Produce reports for a specific period or a comparison to prior periods. Select and print data in units, sales, cost, gross profits, or any combination.

BENEFITS

User-defined, multiple-format reporting features.

Sales to cost comparisons for a variety of gross profit reports.

Multiperiod comparisons.

Commission reporting.

FEATURES

Period Reporting and History Storage

Maintain from two to 13 periods per year. Process invoice and cost of goods sold information for the current or next period. Reporting periods may correspond to fiscal or calendar years. Two full years of sales history provides past period reporting and previous year’s comparative analysis.

User-Defined Reporting

Select the format, range of periods (up to 12), which figures (sales, cost, gross profit, gross profit percent, and/or units), and other selected information to print.

Report Formats

Select from three report formats: accumulated sums and single line format; comparison of any range of periods to any other range, such as current year to previous year; multiperiod prints for up to 12 selected periods.

Report Order

Print in any order by customer account, customer class, or salesperson/territory. Print item reports in order by item number, supplier, or item class. Print salesperson reports by salesperson/territory or region. All reports print in alphabetical order, and many reports have a second option to sort in descending order.

Customer, Product, Salesperson Information

Sales and costs are accumulated each period for reporting sales, cost, gross profit percentage, and commissions.

Commissions

Calculate commissions on all invoces or only on paid invoices. Print commissions with or without cost and gross profit information.

INTERFACES

Accounts Receivable

Job Cost

Orders & Invoicing

INQUIRIES

Sales Analysis Inquiry

Summarized S/A Inquiry

REPORTS

Multiperiod Customer Analysis

Previous Year Customer Comparison

Top Customers

Current Period Item by Customer

MTD, YTD Item by Customer

Customer/Item Class Analysis

Multiperiod Salesperson/Territory Analysis

Previous Year Salesperson Territory Comparison

Salesperson Commission

Salesperson/Item Class Analysis

Multi-Period Item Analysis

Previous Year Item Comparison

Multiperiod Item Class Analysis

Item Class Previous Year Comparison

Current Period Customer by Item

Multiperiod Item/Warehouse Analysis

Current Period Item/Invoice

MTD, YTD Customer by Item

Item Class/Customer Analysis

Item Class/Salesperson Analysis

 

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