Sales Reporting and Analysis

Steps

• 1. Sales → Reporting: Access main reports

• 2. Dashboard: Quick overview

• 3. Pivot View: Flexible data analysis

• 4. Graph View: Visual charts

• 5. Export: Export data to Excel/CSV

Key points

• • Revenue over time: Day, week, month, quarter, year

• • Revenue by product: Best-selling products

• • Revenue by customer: Major customers

• • Revenue by salesperson: Individual performance

• • Revenue by sales team: Team performance

• • Revenue by region: Geographic analysis

Steps

• 1. Go to Sales → Reporting → Sales

• 2. Switch to Pivot View (table icon)

• 3. Drag and drop fields to Rows

• 4. Drag and drop fields to Columns

• 5. Select Measures: Untaxed Amount, Quantity, Margin

• 6. Expand/Collapse groups to view details

• 7. Export to Excel if needed

Measures in Reports

Key points

• • Bar Chart: Compare sales between groups

• • Line Chart: Sales trends over time

• • Pie Chart: Percentage by category

Steps

• 1. Switch to Graph View (chart icon)

• 2. Select chart type: Bar, Line, Pie

• 3. Select Group By to group data

• 4. Select Measure to display

• 5. Customize time period

Steps

• 1. Go to Sales → Reporting → Sales

• 2. Group By: Salesperson

• 3. View sales of each salesperson

• 4. Compare with targets (if any)

• 5. Identify top performers and those needing support

Key points

• • Top products by revenue

• • Top products by quantity

• • Products with highest margin

• • Slow-moving products

• • Sales trends by product

Steps

• 1. Group By: Product

• 2. Sort by Untaxed Amount descending

• 3. Identify strategic products

• 4. Plan inventory and marketing

Key points

• • Top customers by revenue

• • Purchase frequency

• • Average order value

• • Customer Lifetime Value

• • New vs returning customers

Steps

• 1. Group By: Customer

• 2. Analyze major customers (80/20 rule)

• 3. Identify potential customers

• 4. Plan customer care strategy

Steps

• 1. Select Line Chart

• 2. Group By: Order Date (Month or Quarter)

• 3. View increasing/decreasing trends

• 4. Compare with same period last year

• 5. Forecast future sales

Conversion Metrics

Key points

• • Sales today/week/month

• • Compare with targets

• • Top 5 best-selling products

• • Top 5 customers

• • Pending orders

• • Unpaid invoices

Steps

• 1. Filter by Date: Select specific time period

• 2. Filter by Status: Quotation, Sales Order, Cancelled

• 3. Filter by Salesperson: By salesperson

• 4. Filter by Team: By sales team

• 5. Filter by Product Category: By category

• 6. Custom Filters: Create custom filters

Key points

• • This month vs last month

• • This quarter vs last quarter

• • This year vs last year

• • Year over Year (YoY)

Steps

• 1. Select Comparison in Date Filter

• 2. Select comparison period

• 3. View % increase/decrease

• 4. Analyze causes

Steps

• 1. Configure report as needed

• 2. Click Export (download icon)

• 3. Select format: Excel (.xlsx) or CSV

• 4. Download and analyze in Excel/Google Sheets

• 5. Create custom charts and reports

Key points

• • Margin = Revenue - Cost

• • Margin % = (Margin / Revenue) * 100

• • Analyze margin by product

• • Analyze margin by customer

• • Identify high-profit products/customers

Steps

• 1. Enable Margin feature: Settings → Sales → Margin

• 2. Go to Reporting → Sales

• 3. Select Measure: Margin

• 4. Group By: Product or Customer

• 5. Analyze and optimize pricing strategy

Steps

• 1. Group By: Country

• 2. Or Group By: State/Province

• 3. View sales by region

• 4. Identify potential markets

• 5. Plan expansion

Steps

• 1. Go to Sales → Configuration → Sales Teams

• 2. Select team to set target

• 3. Enter Target (Sales target)

• 4. Track progress on Dashboard

• 5. Compare actual with target

Steps

• 1. Monitor reports daily to stay informed

• 2. Set clear targets for each salesperson/team

• 3. Analyze trends for forecasting and planning

• 4. Focus on high-margin products

• 5. Care for major customers (top 20%)

• 6. Identify and fix weaknesses in process

• 7. Use dashboard to track KPIs realtime

• 8. Export and archive reports periodically

Key Performance Indicators

Key points

• • Export data periodically

• • Create custom charts

• • Combine with data from other sources

• • Share reports with stakeholders

• • Automate reporting with scripts

Key points

• • Executive Summary: Sales overview

• • Trend Analysis: Trends and forecasts

• • Performance by Team: Team performance

• • Top Products/Customers: Important products/customers

• • Challenges & Opportunities: Challenges and opportunities

Key points

• • Group customers by first purchase month

• • Track repeat purchase rate

• • Analyze Customer Lifetime Value

• • Identify when customers churn

• • Optimize retention strategy

Key points

• • How do I track sales by salesperson? Go to Sales → Reporting → Sales, select Group By: Salesperson, view sales and compare performance of each salesperson.

• • Can I compare sales across different periods? Yes, use Comparison in Date Filter, select comparison period (last month, last quarter, last year), system displays % increase/decrease.

• • What's the difference between pivot and graph view? Pivot view displays data in flexible table format with drill-down capability, graph view displays visual charts (bar, line, pie).

• • How do I export reports to Excel? Configure report as needed, click Export (download icon), select Excel (.xlsx) or CSV format.

• • Can I create custom dashboards? Yes, use Dashboards app or Studio to create dashboard with widgets, charts and KPIs as needed.

• • How do I track conversion rates? Compare number of quotations with confirmed orders, formula: Conversion Rate = (Orders / Quotations) * 100%.

• • What's the difference between margin and revenue? Revenue is total sales, margin is gross profit (revenue - cost), margin % = (margin / revenue) * 100%.

• • Can I schedule automatic report generation? Yes, use Scheduled Actions in Settings → Technical to automatically create and send reports on periodic schedule.

• • How do I analyze sales by region? Group By: Country or State/Province, view sales by geography to identify potential markets.

• • Can I track sales targets vs actuals? Yes, set up Target in Sales Teams, dashboard displays actual progress vs target in real-time.