Analyse Sales: 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, 

Screen_Shot_2019-02-01_at_3.53.04_pm.png

 

Screen_Shot_2019-02-01_at_3.53.21_pm.png

Favourites

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

 

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
  • Invoice Status
  • InvoiceStockLocation
  • IsTaxInclusive
  • Item
    • Item Is Active
    • Item Type
    • Item Is Inventoried
  • JobNumber myob | Class, Location QuickBooks | Tracking Code Name 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

  • Total Sales
  • COGS (when using Inventory)
  • Gross Profit
  • Margin %
  • Avg Cost
  • Avg Price
  • Qty
  • Discount %
  • Customer Count - Number of Customers invoiced
  • Item Count - Number of different Items invoiced
  • Invoice Count - Number of invoices issued

Report Usage

This report is referenced in the following articles

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.

Powered by Zendesk