Sales Time Analysis Items Comparison

You access this report by clicking any Item in the Sales Top 10 Details by Product report and selecting Time Analysis. However, it does not inherit any selections made in that report.

See Sales Top 10 Details by Product.

This report is also available as a trend analysis. Click the Trend tab to display the Sales Time Analysis Items Trend report.

See Sales Time Analysis Items Trend.

By default, the top ten Items displayed in the chart and table are those displayed in the Top 10 Items metric in the Sales Dashboard. That is, they are the top ten Items in terms of the Net Amount earned in respect of them in a selected month. The column chart and table compare the Net Amount in the selected month with the Net Amount in the prior month. You can select different periods to compare, and change the period type from Months to Years or Quarters. For each Item, the table displays the variance between the figures for the selected periods.

By default, the table displays the top ten Items. You can instead display all Items or the Flop 10 Items. Click Top 10 Items in the table heading and select Show all or Show flop 10. If you select Show all, a tachometer chart is displayed.

The tachometer chart represents total variance between the figures for the selected periods for all customers. Zero% variance is represented as 100%. So, for example, if variance is 5% the pointer is at 105% and, if the variance is -5%, the pointer is at 95%.

Interpretation of the tachometer chart depends on the measures selected in the report. For example, for Net Amount or Average Price, figures greater than 100% are desirable.

By default, the view of the data is filtered by these criteria:

  • Location by accounting entity
  • Sales reps by company
  • Customers by region
  • Invoices
  • Net amount/revenue
  • All revenue origins.

To change your view of the data, click a filter and select from the Location, sales representative, Customers, Sales Phase, Measures, and Revenue Origin lists. For example, view the results for a particular sales representative, or view results for canceled sales orders. If the lists are not displayed, click the down arrow in the report heading.

To change the compared months, Edit time settings in the table heading. The Time Settings dialog is displayed.

To change the period type to compare, select Year, Quarter or Month from the Level list. Select the periods to compare from the Base Period and Compare With lists.

To view key metrics for a Item, click the Item in the table and select Key Metrics. The Sales Key Metrics report is displayed.

See Sales Key Metrics .