Analyse Sales II : Options

The Analyse Sales report analyses sales data and has three tabular formats and various chart formats

• Analyse a Dimension and show it's Metric
• Compare a Dimension and its Metric against 2, 4 or 6 dates
• Pivot a row Dimension against a column Dimension showing its Metrics
• Visualise charts as Bar, Pie, Line, Area, Bubble, Pareto, Combo (Bar-Line)
• Group By three Levels

Favourites

1. Sales - Compare Sales by Customer
   • Compare Report [ MTD (This Year) vs MTD Last Month ]
   • Analyse By : Customer
2. Sales - Customer by Item

MultiCo Consolidation

 Available for a consolidation of files. When used consolidation 

Available Dimensions (Rows)

• Category
• Customer
  • City
  • Country 
  • Customer is Active
  • Last Payment Date
  • Last Sales Date
  • Post Code aka Postal Code, Zip Code
  • State
  • Address
  • SalesRep
• Delivery Instructions
• Detail ( the source transaction and associate detail)
• Invoice Detail 
  • Invoice_No | Custom Name  | Invoice Memo | Invoice Date | Promised Date | Customer PO IsTaxInclusive  | Last Pmt Date | Transaction Type | Invoice Comment
• Invoice FX Detail 
  • SaleID | InvNum | DocType | Card Identification aka Accout Ref | Custome Name | Invoice Date | CurrencyCode | ExchangeRate | CustomerPoNumber | Symbol | Fx_Amount 
• Invoice Line Detail
  • InvoiceNumber | InvoiceDate | Due Date | Customer PONumber | Customer Name | Journal Memo | Line Description | ItemNumber | Income Account Number | AccountName 
  • Invoice Fx 
• Invoice No
• Invoice Status
• InvoiceStockLocation
• IsTaxInclusive
• Item
  • Item Is Active
  • Item Type
  • Item Is Inventoried
• JobNumber ^myob | Class, Location ^QuickBooks | Tracking Code Name x 2 ^Xero
• JournalMemo
• Period End, Period Start
• Product Code
• Promised Date
• Referral Source ^myob
• Sales By Day, Week, Month, Quarter, Year
• Sales Line Description
• Sales Org
• SalesPerson
• SalesPerson is Active
• Ship Via ^myob
• ShipTo
• ShipToAddressLine1, AddressLine2, AddressLine3
• ShipToCity, ShipToCountry, ShipToName, ShipToPostCode, ShipToState
• Supplier
• Supplier is Active

Available Metrics

• Qty
• Avg Cost
• Avg Price
• COGS (when using Inventory)
• Total Sales
• Gross Profit
• Margin %
• following hidden by default use +/- Cols to display
• Cumulative Sales
• Customer Count - Number of Customers invoiced
• Discount %
• Gross Sales - before Discount 
• Invoice Count - Number of invoices issued
• Item Count - Number of different Items invoiced
• Open Amount
• Paid %
• Quantity  - 3 Decimal Places 
• Rank _Sales
• Total Customer
• Total Fx Sales
• Total Inc Tax
• Total Paid
• Total Sales with %
• Freight

Report Usage

This report is referenced in the following articles

• Understand your margins
• Which Customers have Stopped Buying
• Pivot - Show Multiple Dimensions
• Advanced Sales Analysis
• Sales Commission Calculations

Version History