Sales Analysis
  PPT
Sales Analysis
Overview
Introduction
Sales Analysis Allows You To
• Analyze results of sales order shipment transactions
• Track salesperson performance
• Generate sales reports
• Track invoiced sales or sales history
• Integrate with the Sales Orders/Invoices module
• Generate data
• Year-to-date sales
• Margins
• Costs
• Quotas
Why Consider?
• Can charges/discounts be placed on the sales order line or the trailer?
• Trailer charges/discounts do not affect Sales Analysis
• Memo items affect Sales Analysis differently than inventory items sold
Setting Up Sales Analysis
Sales Order Control
Sales Order Control needs to be set to interface with Sales Analysis by setting the Interface with SA field to Yes.
The Fiscal Start Month value displays in the control program. By default it is 1, indicating January. You cannot change it directly, but must use Fiscal Year Change, described next.
Fiscal Year and Calendar Year Reporting
Fiscal Year Change
All reporting within the Sales Analysis module is based on a 12-month year. The default mode is calendar year reporting. Fiscal year reporting can be used if:
• The fiscal year consists of exactly 12 periods
• Each fiscal period corresponds to a calendar month
If both of these conditions are met, Fiscal Year Change defines the calendar month (1 through 12) that corresponds to the first period of a fiscal year. If these conditions are not true, calendar year reporting must be used and all references to fiscal year should be regarded as calendar year.
New Start Month
Sales Analysis reports list 12 months of activity starting with the New Start Month. If your fiscal year is different from the calendar year, Fiscal Year Change lets you change the starting month of your fiscal year for Sales Analysis.
Important: Set the New Start Month before using the Sales Orders/Invoicing module. After that, the only reason to change the Fiscal Start Month is if the company changes its fiscal year.
Sales Analysis history is set up as an array of 12 monthly periods, initially starting in January. When the New Start Month is changed, the data is moved within and between arrays, so that the first month in the array is always the Fiscal Start Month.
Note: It may take some time to process. You can submit it in batch.
Sales Analysis Program Descriptions
 
Menu Number
Program Name
Description
7.17.1
Salesperson Quota Maintenance
Use Salesperson Quota Maintenance to add and maintain monthly sales quotas for salespeople. Totals are given for quota, sales, and cost.
7.17.2
Salesperson Quota Inquiry
Use Salesperson Quota Inquiry to generate a screen or printed list of the monthly quotas and quota percentages for a salesperson.
7.17.3
Salesperson Margin Inquiry
Use Salesperson Margin Inquiry to generate a screen or printed list of the monthly quotas and gross margins for a salesperson.
7.17.5
Sales by Salesperson Browse
Use Sales by Salesperson Browse to generate a screen or printed list of year-to-date sales for a salesperson. The gross margin amounts and percentages are listed.
7.17.6
Salesperson Ranking Report
Use Salesperson Ranking Report to produce a report listing salespeople by year-to-date sales.
7.17.10
Sales by Site Report
Use Sales by Site Report to generate a screen or printed list of year-to-date sales by site. The gross margin amounts and percentages are listed.
7.17.13
Sales by Customer Browse
Use Sales by Customer Browse to generate a screen or printed list of year-to-date sales to a customer. The gross margin amounts and percentages are listed.
7.17.14
Sales by Customer Report
Use Sales by Customer Report to produce a detailed report on sales to a customer by product line, quantity, and sales amount. The report sorts by product line within customer ship-to. 12 months of activity appear on the report. Totals are from customer and product line for quantity shipped and sales amount.
7.17.15
Customer Ranking Report
Use Customer Ranking Report to produce a report listing customers by year-to-date sales.
7.17.17
Sales by Item Browse
Use Sales by Item Browse to generate a screen or printed list of year-to-date sales for an item. The gross margin amounts and percentages are listed.
7.17.18
Sales by Item Report
Use Sales by Item Report to produce a detailed report on sales of each item by product line, quantity, and currency amount. The report sorts by product line within customer ship-to. 12 months of activity appear on the report. Totals are from customer and product line.
7.17.19
Item Ranking Report
Use Item Ranking Report to produce a report listing items by year-to-date sales.
7.17.22
Fiscal Year Change
Use Fiscal Year Change to change the starting month of the fiscal year. All reporting within the Sales Analysis module is based on a 12-month year. This module reports sales for the calendar year.
7.17.23
Sales Analysis Delete/Archive
Use Sales Analysis Delete/Archive to delete/archive sales history for previous fiscal years.