Sales analysis reports

The sales analysis reports are a group of reports which provide a high-level overview of sales, grouped by particular attributes.

The reports can help you answer questions such as:

  • What is my best selling brand this month?
  • What is my best selling product?
  • Who is my best customer?
  • Who has spent the most?
  • Who has bought the most items?
  • Who has placed the most orders?
  • Which products have brought the most profit?

They are all found under the Reports menu and are titled 'Sales by X', where 'X' is the attribute used for grouping.

The attributes are:

  • Brand
  • Channel
  • Customer
  • Company
  • Lead Source
  • Reporting Category
  • Product
  • Product Group
  • Product Type

Each report can be filtered using order filters, contact filters and product filters, providing a lot of flexibility to get metrics in a number of dimensions. Read more about the filters here.

Note: The sales analysis reports exclude canceled sales by default.

Columns on the sales analysis reports

The sales analysis reports can all be configured to display additional columns, using the configurable columns functionality. Each report has a slightly different selection of columns, but they all have the following:

Field Description
# items

The number of individual units on sales in the period. Items on sales orders add to this number, while items on sales credits reduce it.

For example, if there was one sale in the period containing two units of an item, the # items field would read '2'.

# sales

The number of sales made in the period.

For example, if there was one sale in the period containing two units of an item, the # sales field would read '1'.

# credits

The number of credits issued in the period.

Cost

The total cost value of the sales in the period, minus the cost of inventory on credits.

Like all sales reports, before the order is shipped, the cost is an estimate based on the price of the product on the cost price list associated with the sale. After the order is shipped, it takes the price from the unit which is removed from stock, using the first-in first-out (FIFO) method of valuation.

Net revenue

The total revenue of the sales in the period, not including tax.

This figure takes discounts into account. Credits subtract from this figure.

Gross revenue

The total revenue of the sales in the period, including tax.

This figure takes discounts into account. Credits subtract from this figure.

Gross profit Net revenue less cost.
Gross average sell price Gross revenue divided by # items.
Gross average order value Gross revenue divided by # sales.

In addition, the Sales by Customer report contains all configurable columns available on the customer list, and the Sales by Product report contains the following product attributes:

Field Description
Product ID

The system-assigned product ID.

Brand

The product's brand.

SKU

The product's SKU.

If a product has a price list SKU, that will be used in the report - if there are multiple sales, only some of which use a price list SKU, you’ll see two lines in Sales by Product.

Item name

The product's name.

If the product name on the first sale that is picked up by the report (the oldest sale in the set) is different to the actual product name, the row will use the name on the sale - unlike SKU, it doesn’t split into separate rows for each different name.

Options

The option values assigned to the product, if any.

Product type

The product's product type.

Reporting category and subcategory The product's reporting category or subcategory as defined on the product record.
Reporting season The product's reporting season as defined on the product record.
Primary supplier The primary supplier assigned to the product.

... along with any custom fields.

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