Sales Analysis Dashboard

Version: 150113

Printed Report Title: Sales Analysis Dashboard (in <uom>)

Report Summary

A variety of KPI's with charts to view sales data.

Includes pages for:
Business Partner Groups
Pack Types
Brand Comparison by Business Partner Group
Brand Comparison by volume (in selected unit of measure)
Brand Comparison by sales $
Total Sales with Margin

3 Mini Reports are available as quick links at the top of Page 1

Default Location In OBeer

Base Module: Sales - A/R > Sales Reports > Orchestrated Reports

Reports Module: Reports > Sales and Purchasing > Orchestrated Reports (1)

*These are the standard default locations. Your locations may be different.

Typically Used by

Sales Managers and financial stakeholders can review sales volumes and a variety of Sales KPI's.

Key Requirements

Assign Brand codes and Pack types to all beverage sales items.

Tips

Select a "Compare to" range that is at least as large as your current date range.

Example: Select start and end dates that equal a month

A "Compare to" of 1 week would show overlapping or incomplete data.

A "Compare to" of 1 month would give the month preceding the selected range.

A "Compare to" of 1 year will give you the same month one year earlier.

Parameter Entry Options

Required:

Starting and Ending Dates
Compare to (Date range, Choose: 1 year, 3 months, 1 month or 1 week)
Select Measure: (Choose: Case Equivalents, Barrels, Liters, Gallons, Ounces)
Include Open Sales Orders: (Adds in unfilled orders as if they were completed sales )
Select Sales Item Group

Optional:

Select Brands
Select Business Partner Groups

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