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Sales Reports

Sales Dashboard
The Sales Dashboard displays sales revenue and quantities  - totals and per day, as well as the daily averages, across a selected time period. Only orders that have been shipped or paid are included in the Profit and Loss report. The dates used refer to the Ship Date. 

The dashboard can be be filtered by date range,as well as by Company, Channel, Purchaser, Manufacturer, and Vendor. The filter options control the data display on all sections of the dashboard.
  1. Graph Chart - Sales revenue per day with total sales and total profit noted at the top. The percentage in the green or red box at the top right of the chart compares profit and loss from the selected date range to the prior identical period, e.g. - 7 days compared to the previous 7 days. Click on the box to open a sub-dashboard that compares the sales - total and per day - for the selected date range. 
  2. Pie Chart - Percentage of sales revenue per channel. Clicking on a channel section will detail the sales revenue per day in the Graph Chart.
  3. Daily Averages:
    • Daily Sales - Total daily average sales revenue for selected date range (Total Revenue / No. of Sales)The percentages indicates an increase or decrease in sales revenue from the previous period of similar range. For example, if sales are calculated for 7 days, it will compare to the 7 day period prior to that. Press on the percentage box to open a sub-dashboard that compares daily average sales.
    • No. of Orders - Daily average number of orders in date range (No. of Orders / No. of Days). The percentages indicates an increase or decrease in No. of Orders from the previous period of similar range. For example, if No. of Orders are calculated for 7 days, it will compare to the 7 day period prior to that. Press on the percentage box to open a sub-dashboard that compares daily No of Orders.
    • Typical Order - The average revenue generated by an order in selected date range (Daily Average Sale / Daily Average No. of Orders). The percentages indicates an increase or decrease in sales revenue from the previous period of similar range. For example, if sales are calculated for 7 days, it will compare to the 7 day period prior to that. Press on the percentage to open a itemized daily sales chart.
  4. Top 5 Products by $ - displays 5 products that generated the most revenue based on sales in selected date range
  5. Top 5 Product by Unit Count - displays 5 products that had the most sales based on sales in selected date range