The Sales Analysis module is designed to provide tools for the analysis of your customer based sales activity including reporting of sales value, cost of sales, quantity sold, contribution, and gross margin/markup. You can read an overview of the Sales Analysis system and its functions, features & benefits HERE.

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User Sales Reports run

September 16, 2015 Sales Analysis

Purpose This procedure provides a selection of Sales reports that can be generated from the Sales Analysis data using User Sales Report Templates to define the row and column information included. From this function User Reports can be run immediately or scheduled to be run at another time. Data Input ­ Step 1 – Schedule […]

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User Sales Report Templates

September 16, 2015 Sales Analysis

Purpose This procedure allows you to create User Sales Report Templates which can be used for Sales Analysis. User Sales Reports allow you to nominate what is to appear in the columns of a report when you want to see details differently to the standard sales reports provided in the system. These can be Sales […]

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Standard Sales Report run

September 2, 2015 Sales Analysis

Purpose This routine offers a comprehensive selection of reporting tools that permit a user to produce sales analysis reports specific to their requirements from previously created Standard Sales templates. These reports are capable of extracting sales information across a twenty four (24) month summarised monthly sales period and presenting them in the form of Sales […]

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Standard Sales Report Templates

September 2, 2015 Sales Analysis

Purpose This procedure is used to create or change Standard Sales Report templates. These are essentially a record of different “settings” that can be used to generate a Sales Report. There are many Standard Sales Report templates delivered with Online Advantage – approximately 500. If there is not a template that does what you require […]

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Upload Market Segment Budgets

July 6, 2015 Sales Analysis

Purpose This procedure is used to upload Market Segment Budget details from a file created outside of the system. This is an alternative way of adjusting budgets to the standard system functions for creating and editing a sales budget. Using this method a “spread-sheet” style tool can be used to adjust the new budget figures […]

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Upload Rep Budgets

July 6, 2015 Sales Analysis

Purpose This procedure is used to upload Representative Budget details from a file created outside of the system. This is an alternative way of adjusting budgets to the standard system functions for creating and editing a sales budget. Using this method a “spread-sheet” style tool can be used to adjust the budget figures with the […]

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Upload Branch Budgets

July 6, 2015 Sales Analysis

Purpose This procedure is used to upload Branch Budget details from a file created outside of the system. This is an alternative way of adjusting budgets to the standard system functions for creating and editing a sales budget. Using this method a “spread-sheet” style tool can be used to adjust the budget figures with the […]

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Sales Actuals Display

March 22, 2013 Release 9.4

This new Sales Display is designed to allow users to see a range of sales “actual” figures across the key analysis elements in the system in a summarised screen display. Users can select from any of these 5 main display functions: Within each of these displays, users then can see all data, or select from […]

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Creating User Sales Reports

March 14, 2013 Release 9.4

Creating User Sales report templates is a fairly straight-forward activity with the setup tool that leads you through the questions required to write a report. The hardest part (as always with reports) is working out what you want to see, and in what sequence. Below is a step by step sample of some of the […]

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Running User Sales Reports

March 14, 2013 Release 9.4

With the User Sales Reports tool, if the report templates have already been created, running them could not be easier. Here are the steps: Step 1 – “Schedule” First decide if you want to run the report “Now” or at some future time. This allows you to schedule long running sales reports for later in […]

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User Sales Reports

March 14, 2013 Release 9.4

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 […]

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New Sales Analysis functions

March 23, 2012 Release 9.3

The following new functions have been added to the Sales Analysis system in Online. Top Customer Sales reporting A series of “Top Customer” reports have been added to the Sales Analysis module allowing user to report who their Top Customers are in the following ways: By Customer By Customer Category By Branch By Division By […]

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