Sales Analysis Report

The Sales Analysis report can be run to report by:

  • Product
  • Customer
  • Brand
  • Product type
  • Product group
  • Lead source

Use configurable columns, relative filters and preset views to build customized report views.

This report 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?

Sales Analysis by product

This report will help you identify your best selling items across all your sales channels. You can use the filters to help you answer many questions, including:

  • What was my best selling item online?
  • Which item did I sell most of?
  • Which item brought in the most revenue?
  • Which item contributed most to my profit?
  • How well did this item sell last month compared to this month?
  • How well did this team sell these items in comparison to another team?

You'll also find this report allows you to report by customer, channel, brand, lead source or product type, helping you find out exactly what you want to know about your sales.

What do the figures mean?

When viewing cost and revenue figures you should be aware of the status of the sales order.

  • Cost values

    Until the items are shipped this is an estimated value based on the cost price list (as on the order). Once the items are shipped the actual cost value, inclusive of landed costs, will be displayed.

  • Net Revenue

    This value is the tax exclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

  • Gross Revenue

    This value is the tax inclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

Note that separate line discounts are not split across the items on the sales order so will not be seen at a product level.

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