The ability to report and analyse sales figures is a crucial part of Online Advantage. Over the years we have found that no matter how many standard sales reports we include with the system, there will always be a user who wants something different in some way. To this end, we have developed the User Sales Report writer that allows users to quickly and easily write their own reports and save them as templates in the system.
In the system we hold sales analysis data for the following “elements”:
Customer | Account Rep | Market Segment |
Division | Customer Category | Customer Type |
Buying Group | Transaction Sale Time Rep | Transaction Market Segment |
Product | Product Division | Product Category |
Product Group | Model | Size |
Colour | Product Material | Product Class |
Product Type | Product Section |
Below is a diagram that shows these elements and their relationship visually:
With the new User Sales Reporting tool, you can pull the data from the sales database and show information consolidating on the elements above. All these elements can also be used as filters when running reports to allow users to input criteria for their reporting queries. There are two main elements to this reporting tool as summarised below: