Sales – Sales Analysis
When you open this form, a wizard is displayed. This option lets you view sales by specific goods, goods groups, warehouses, cost centers, orders, company, company group, or destination, and it also determines your company's turnover and profit.
ℹ️ Sales analysis is also available in the web application. Via the REST API, you can obtain it as described in the article Purchase / Sales Analysis.
Analysis Wizard
It contains six basic options, for which you can specify a time range, select cost centers, decide whether to also include non-catalog items and non-accounting documents, select a company, and so on.
The last option allows you to customize all values yourself.
Which customer generated the highest turnover/profit?
Which customer group generated the highest turnover/profit?
Which price list group generated the highest turnover/profit?
Which goods generated the highest turnover/profit?
What did I sell to a selected customer?
Who did I sell the selected goods to?
Custom analysis settings
You can choose what you want to analyze as well as how the data will be further broken down.
At the bottom of the screen, you can select "Show totals for individual months". In the table view, you can then add further columns that display the "Total CZK" and "MU" (measure unit) values for individual months, up to the previous 12 months.
Then click the Next button:
Output Parameters
What do you want to analyze
Goods movement
Movement summarized by goods groups
Turnover by manufacturer
Turnover by warehouse
Turnover by cost center
Turnover by order
Sales to companies
Turnover of company groups
Turnover of price list groups
Turnover by destination
Turnover by responsible person
How the data will be further broken down
by goods
by goods 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 time range of the analysis
Enter it manually or select it using the "calendar" button.
Document issue date from–to
Enter it manually or select it using the "calendar" button.
Selected cost centers
Use the "Select" button to choose cost centers from the list.
Include non-catalog items
Also includes in the analysis items not linked to the price list, that is, manually entered items and items for posting. This option is off by default.
Exclude non-accounting documents
Removes from the analysis documents that are not accounting documents.
Then click the Finish button.
Sales Analysis – Chart
After you complete the wizard, a sales analysis is created based on the data you entered. You can add and edit the individual columns of the analysis to suit your needs. For details on editing columns, see the chapter Working with Data Windows.
You can very quickly create a chart from the generated analysis. Use the "pie chart" button on the top bar to open the Chart Wizard, where you select the chart type (bar or pie). Once you select the chart type, the finished chart is displayed, and you can print it, send it by email, or export it to XLS or PDF.
Why the Analysis Doesn't Match Invoicing
The analysis draws on price list items from sales documents. Non-catalog items, that is, manually entered items and items for posting, are not counted by default. This is the most common reason why the analysis total differs from the total of issued invoices.
⚠️ If you are comparing the analysis with invoicing, select Include non-catalog items in the wizard and check that the Exclude non-accounting documents option is set the same way. Which items are included in the analysis is also described in the article Sales Analysis and the Items Included in It.
Sets and kits appear in the analysis as a whole, not by individual components. For details, see the article Set Items in Sales Analysis.
Limitations of the Standard Analysis
Area | How the analysis behaves |
Time breakdown | Totals are available only by individual months, up to 12 months back. The standard analysis does not support weekly or daily breakdowns. |
Margin | The margin in currency and in percent is shown in the Profit and Profit % columns. |
Included items | By default, only price list items are included; non-catalog items must be enabled in the wizard. |
💡 Need a different breakdown or a custom column calculation? We can prepare a custom user query for you. We recommend clarifying in writing in advance exactly what each column should contain. Contact us at podporaflexi@abra.eu.