Sales Key Metrics

You access the Sales Key Metrics report by:

• Clicking the Sales Results metric in the Sales Dashboard

  See Sales Dashboard

• Clicking a customer in the Sales Time Analysis Customers Comparison report

  See Sales Time Analysis Customers Comparison

• Clicking a Item in the Sales Time Analysis Items Comparison report

  See Sales Time Analysis Items Comparison

• Clicking a sales representative in the Sales Time Analysis Sales Representatives Comparison report.

  See Sales Time Analysis Sales Representatives Comparison

This report compares the key metrics between a selected month and the month prior. To select different periods to compare and to change the period type from Months to Years or Quarters click Edit time settings in the table heading.

These are the Key Metrics:

• Gross Revenue
• Discounts
• Discounts in Percent
• Net Revenue
• Cost of Goods Sold
• Gross Profit
• Gross Margin
• Average Price
• Units
• Average Sales Order Size
• Number of Sales Orders.

The report is initially filtered by these categories:

• Location by accounting entity
• All item
• Sales reps by company
• Customers by region
• The revenue origin selected in the Editing Settings dialog.

See Edit Settings.

Sales order based metrics (Average sales order size and Number of sales orders) are always linked to Not Applicable in the Revenue Origin dimension.

However, if you access the report from the Sales Time Analysis Sales Person Comparison report, the report is initially filtered by these categories:

• Location by accounting entity
• All item
• Customers by region
• Invoiced sales phase
• Net Amount/Revenue
• Revenue Origin.