New Sales Analysis View

Reports and Charts

The latest version of the Web Connect system includes an updated version of the Sales Analysis tool.

The Sales Analysis view is designed to allow the user to extract sales data in a variety of ways in order to see patterns and changes in sales.  The view provides a variety of filters and “View By” options.

Filters:

Filters currently include:

  • Customer
  • Sales Rep (if not logged in as a sales rep)
  • Product Group
  • Supplier
  • Customer Class 1-5

View By:

The View By options allow the user to choose what information they are analyzing against.  For instance the user may wish to see changes in sales by Product Group or Customer.  Current View By options include:

  • Sales Rep (if not logged in as a sales rep)
  • Customer
  • Product Group
  • Supplier
  • Company
  • Location

Time Frame:

The Sales Analysis View allows the user to choose the “Time Frame” that they want to view sales data for.  Current options include:

  • 3 Months – Shows the last three months of sales in monthly buckets
  • 6 Months – Shows the last six months of sales in monthly buckets
  • 12 Months – Shows the last twelve months of sales in monthly buckets
  • 24 Month Comparison – Returns a comparison of the last 12 months vs the prior 12 months of sales and shows the difference in total dollars and percent change in sales
  • Year over Year – Shows the current calendar year compared to the prior calendar year and then projects current year sales.  This view also compares the projected current year sales to the prior calendar year sales.

 

 

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