Sales broken down however you need it
| Report | Breaks sales down by |
|---|---|
| Sales by Product | Product |
| Sales by Category | Category |
| Sales by Customer | Customer |
| Sales by Customer Tag | Customer tag |
| Sales by Supplier | The supplier of the products sold |
| Sales by staff | Recorded sales person |
| Sales by Account Manager | Account manager |
| Sales by Tag | Transaction tag |
| Sales by Staff and Tag | Both |
| Sales By staff who helped with sale | Staff attributed to the invoice |
That last one is worth knowing about — it credits people who contributed to a sale without being the named sales person.
Margin and profitability
- Negative Margin — "shows all the sales invoices that have a negative margin". The fastest way to find money leaking.
- Margin Enquiry — enquire on products by margin, listed to the top X
- Product Sales Performance — performance over a period, including margin
- Discounts by Employee — "a high level overview of the Discounts provided by each employee"
- Discounts (Inventory) — every time an item was sold at zero or below its selling price
Are you delivering what you promised?
On Time In Full (OTIF) — "gives you a list of customers with the On Time In Full figures for Sales Orders". It appears twice, in the Sales Orders group and the Customer group, so you can reach it from either direction.
OTIF is the report to have open before a supplier review meeting.
What's still to go out
Left to DeliverInvoice — "a list of all the products left to invoice or deliver on a sales order"
Trend and comparison
- Seven Day Sales — sales by category for the last seven days
- Sales Trends — gross sales year on year
- Business Focus — the sales dashboard
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