The sales analysis is a powerful tool that helps you find information about sales documents. As in the desktop application, the analysis is also available in the web interface.
It includes six basic types of analysis. If none of them suits your needs, you can build your own analysis.
If you need a specific data analysis that is not available in the standard sales analysis, we can build a custom query for you based on your requirements.
Where to find the analysis
You can open the sales analysis by searching for keywords,
or from the All modules overview.
Analysis settings
When you open the sales analysis, the settings panel appears. The Analysis settings field determines how the analysis will be processed. You can reopen the panel at any time using the Analysis settings button above the results.
The six basic options are:
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?
The seventh option is Custom analysis settings.
The key fields of the analysis are Analyze and Group by. For the six basic options, they are filled in automatically. For example, with the option What did I sell to a selected customer?, turnover is analyzed by company, grouped by goods, and a Company field is added for selecting the customer.
With custom analysis settings, you set the values of these fields yourself.
Additional options
You can also choose from a wide range of other settings:
Document dates - Determines which date is used when a document enters the analysis (for example, the posting date).
Document posting date (based on the selection in the previous field) - The period for which you want to analyze documents. On the preset tab, you can select, for example, the last 30 days, this month, this quarter, this year, or this period; on the from-to tab, you enter your own date range; and on the advanced tab, you can define a more complex condition.
Cost center - Specifies which cost center you want to run the analysis for. An empty field means all cost centers.
Include non-catalog items - A switch that includes in the analysis items not linked to the price list, that is, manually entered items and items for posting. It is off by default and is not offered for some of the basic options.
Include non-accounting documents - A switch that determines whether non-accounting documents are included in the analysis. Non-accounting documents are non-accounting document types, such as an advance payment or proforma invoice. It is on by default.
Monthly summation - Adds columns with values for individual months to the output.
Once everything is set up, confirm the analysis by clicking the Analyze button at the bottom of the panel.
Analysis output
The screenshot shows the output of the analysis Which customer generated the highest turnover/profit? for this year. For example, turnover with the company Kavárna U Mlýna s.r.o. was CZK 61,680.31 excluding VAT and costs were CZK 42,160.00. The trade margin is therefore CZK 19,520.31 and the profit is 31.65%.
The sales analysis output contains a large number of columns. In the default view, you see only the main ones; the others are hidden. Many of them are not applicable to every type of analysis.
As in any other module, you can customize the columns to your needs. Click the gear icon in the table header to open the Column settings panel, where you can show, hide, or move columns. You can save your settings to a view. You can export the analysis result using the Export to Excel and Export to XML buttons below the table.
Explanation of several key columns:
Total excl. VAT - Total turnover, for example for a specific customer. The value of this field depends on how the analysis is processed.
Costs - Total costs. For stock items, they are calculated from the stock price; for non-stock items, from the purchase price specified in the price list.
Discount - Total discount value on sales documents. The analysis shows it as both an amount and a percentage.
Trade margin - The difference between the total excluding VAT and the costs.
Profit [%] - Profit as a percentage.
Total UoM - The total number of units of measure of the items. Useful when analyzing the movement of goods.
Frequently asked questions
Why doesn't the sales analysis match the total of issued invoices?
By default, only price list items are included in the analysis. Manually entered items and items for posting are included only after you turn on the Include non-catalog items switch. Also check that the Include non-accounting documents switch is set consistently. For details, see the article Sales analysis and the items included in it.
Where can I find the margin in the analysis?
The margin in currency is shown in the Trade margin column, and the percentage margin in the Profit [%] column.
How is the sale of a set reflected in the analysis?
A set appears in the analysis as a whole, not by individual components. For more information, see the article Set items in sales analysis.
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