The report includes information about the company sales and sales dynamics over a specified period with a certain depth level.
The report can cover:
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Gross profit by products
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Gross profit by groups of products
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Gross profit by customers
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Gross profit by managers
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Sales trend by periods
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Sales trend by products
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Sales dynamics by groups of products
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Ssales trend by customers
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Sales trend by sales managers
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Sales
Gross profit by products
The report shows the quantity, revenue, prime cost, gross profit, and profitability against products.
You can detail the report up to the level of flow documents if you enable other group types in the structure settings.
Gross profit by groups of products
The report shows the quantity, revenue, prime cost, gross profit and profitability against groups of products.
You can detail the reports up to the level of products and flow documents.
Gross profit by customers
The report shows the quantity, revenue, prime cost, gross profit, and profitability against customers and sales orders.
You can detail the report up to the level of products and flow documents.
Gross profit by managers
The report shows the quantity, revenue, prime cost, gross profit, and profitability against managers and sales orders.
You can detail the report up to the level of products and flow documents.
Sales trend by periods
The report charts the overall dynamics of the Revenue and Gross profit values against the selected period.
The report also charts the information about changes of Revenue, Prime cost, Gross profit, and Profitability against periods.
Sales trend by products
The report shows the dynamics of Revenue against the selected periodicity and products. You can edit the target value and the analysis method in the report settings.
Sales dynamics by groups of products
The report shows the dynamics of Revenue against the selected periodicity and groups of products. You can edit the analyzed value and analysis method in the report settings.
You can detail the report table groups up to the level of products.
Sales trend by customers
The report shows the dynamics of Revenue against the selected periodicity and customers. You can edit the analyzed value and analysis method in the report settings.
You can detail the report table groups up to the level of sales orders and products.
Sales trend by sales managers
The report shows the dynamics of Revenue against the selected periodicity and managers. You can edit the analyzed value and analysis method in the report settings.
You can detail the report table groups up to the level of sales orders and products.
Sales
The report shows a number and cost of the products sold during a specific period.
You can configure the periodicity for the sales dynamics report options in the Settings section. By default, the periodicity is defined automatically according to the selected report period. For example, when you generate a monthly report, you will have a Day periodicity, an annual report - a Month periodicity. The analysis method is configured in the report settings and determines the chart appearance. For the Changes dynamics analysis method, there is a chart highlighting the dynamics of the values. For the Dynamics analysis method, there is a bar graph showing the dynamics and enabling analysis of the changes structure (eg., to find out the specific products that contributed to the last month's gross sales most). By default, the analysis method is Dynamics and changes structure.