Sales – Sales Analysis
When you open this form, a wizard will appear. This option provides a view of sales from the perspective of specific goods, product groups, warehouses, cost centers, orders, by company, company group, or destination, and also determines your company's turnover and profit.
It contains six basic options, for which you can specify a time range, select cost centers, optionally determine whether to include non-catalog items and non-accounting documents, select a company, and more.
The last option allows custom configuration of all values.
Which customer generated the highest turnover/profit for me?
Which customer group generated the highest turnover/profit for me?
Which price list group generated the highest turnover/profit for me?
Which goods generated the highest turnover/profit for me?
What did I sell to a selected customer?
Who did I sell the selected goods to?
Custom analysis settings
You can choose for yourself what you want to analyze and how the data will be further broken down.
At the bottom of the screen, you can check the option "Show totals by individual months". In the table view, you can then add additional columns that will display the "Total CZK" and "Unit" values for each month, covering up to the last 12 months.
Then click the Next button:
Enter output parameters …
What do you want to analyze
Goods movement
Movement summarized by product groups
Turnover by manufacturer
Turnover by warehouse
Turnover by cost center
Turnover by order
Sales to companies
Turnover by company group
Turnover by price list group
Turnover by destination
Turnover by responsible person
How will the data be further broken down
by goods
by product groups
by manufacturer
by warehouse
breakdown by cost center
breakdown by order
by which companies
by which company groups
by which price list groups
by destination
by responsible person
Enter the analysis time range
enter manually or select using the "calendar" button
Document issue date from–to
enter manually or select using the "calendar" button
Selected cost centers
Selection
Use the "Selection" button to choose from the list of cost centers
Include non-catalog items
Exclude non-accounting documents
Then click the Finish button.
Sales Analysis – Chart
Once the wizard is complete, a sales analysis will be generated based on the data you entered. The individual columns of the analysis can be added and adjusted to suit your needs. For details on editing columns, see the chapter Working with Data Windows.
From the generated analysis, you can very quickly create a chart. Use the "pie chart" button in the top toolbar to open the Chart Wizard, where you can select the chart type (bar or pie). Once the chart type is selected, the finished chart will be displayed, which can be printed, sent by email, or exported to XLS or PDF.
