You can view your company's sales performance, analyze sales data in different views to see the sales performance. With filters, you can dynamically change what is displayed. There are three window areas that make up the Sales Analytics Report-The Filter Toolbar Window, the Graph Window and the Data Window shown as follows:
These analytics can be found under:
Home > Selling > Key Reports
Go to Selling > Analytics > Sales Analytics. The Sales Analytics report looks like this:
The toolbar provides filters to select what data is to be used. Using the dropdown selections, the data displayed can be refined. As the selections are made, data is reflected in the data window as well as the graph window.
Within the data window, selections can be made to expand or compress the data to be analyzed. Each box can be selected or unselected. There is no restriction for data comparison, so a higher level can be compared to a lower level.
Using the 'Set Chart' button, you can set values for the X and Y fields, use different type of charts and select a color.
Go to Selling > Analytics. The report "Sales Funnel" provides a sales generation analysis. It displays the progression of stages in the sales process. There are four stages leading up to a Sales Order: Active Leads, Opportunities, Quotations and Converted (has become a Customer).
The earlier stages usually include the later stages. However, if an earlier stage was skipped, you might see counterintuitive results like two Quotations resulting from one Opportunity (because it is not mandatory to create an Opportunity first).
Once a date range has been selected, the graph is updated, the graph reflects the changes and the associated labels.
Go to Selling > Analytics. To understand revenue, it's often helpful to look at the data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window.
Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied.
Within the Data Window, columns of information are accessible.
Go to Selling > Key Reports > Sales Order Analysis.
This report provides current billing and delivery status for all active Sales Orders. Company, Date ranges and SO status can be applied using the filter window.
Under Key Reports there are reports for Sales Order Analysis, Inactive Customers, Sales Person-wise Transaction Summary, Item-wise Sales History, Quotation Trends, Sales Order Trends in the Selling module.
In the Other Reports section there are reports for the following: