06
Reporting
Sales reporting provides visibility into revenue, team performance, and product trends.
1
Sales Analysis
Sales
▸
Reporting
▸
Sales Analysis
Sales Analysis shows all order lines with measures including quantity, amount untaxed, and margin. Group by customer, salesperson, product, category, sales team, or date. The pivot view is ideal for detailed breakdowns. The graph view shows trends over time. Export to spreadsheet for further analysis.
2
Forecast
Sales
▸
Reporting
▸
Forecast
The Forecast report shows expected revenue based on quotations and sales orders in progress. It considers the quotation expiry date and order status. Use this for monthly revenue planning and to identify which deals need to be closed to meet targets.