Widgets - Sales Analysis

This Help File Page was last Modified on 04/07/2017

<< Click to Display Table of Contents >>

Navigation:  Widgets >

Widgets - Sales Analysis

This Help File Page was last Modified on 04/07/2017

The Sales Analysis Widget displays Sales (Report and Non-Report) for Today, the Current Week and the Current Month, and which may be filtered by Division and/or Salesperson.

The Accounts Receivable System module must be Registered to have this Sales Analysis Widget function properly.

 

HelpFilesWidgetsSalesAnalysis

Sales Analysis Widget

 

There are four columns of data of the Sales Analysis Widget:

1.Item - The two Items listed are Report (these Sale Purchase Items will be included on all Sales Analysis Reports) and Non-Report (these Sale Purchase Items will be excluded on Sales Analysis Reports if the Hide Non Report Items options is Checked) representing those two types of Sale Purchase Items.

Report - Sale Purchase Items with no Check in the Non Report field.

Non-Report - Sale Purchase Items with a Check in the Non Report field

2.Today - The Gross Amount of all Sale Purchase Items posted for Today :

Report = the Gross Amount of Sales - excluding of Sales Tax - that were posted for Today for Sale Purchase Items with no Check in the Non Report field

Non-Report = the Gross Amount of Sales - excluding of Sales Tax - that were posted for Today for Sale Purchase Items with a Check in the Non Report field).

3.Current Week - The Gross Amount of all Sale Purchase Items posted for Current Week.

Report = the Gross Amount of Sales - excluding of Sales Tax - that were posted for the Current Week for Sale Purchase Items with no Check in the Non Report field

Non-Report = the Gross Amount of Sales - excluding of Sales Tax -  that were posted for the Current Week for Sale Purchase Items with a Check in the Non Report field).

4.Current Month - The Gross Amount of all Sale Purchase Items posted for Current Month.

Report = the Gross Amount of Sales - excluding of Sales Tax - that were posted for the Current Month for Sale Purchase Items with no Check in the Non Report field

Non-Report = the Gross Amount of Sales - excluding of Sales Tax -  that were posted for the Current Month for Sale Purchase Items with a Check in the Non Report field).

 

By default, Today is used as the base date for the calculations executed by the Sales Analysis Widget and cannot be changed.

You may Click the HelpFilesWidgetsMaintenanceIconMaintenance Icon and Choose from two additional filtering options using the Drop-Down Selection List es provided.

 

HelpFilesWidgetsSalesAnalysisMaintenanceOptions

Configuration Options for the Sales Analysis Widget

 

Salesman - Using the Drop-Down Selections Box provided, you may filter the results displayed based on a specified Salesperson being assigned to the Subscribers for whom Sales were recorded.

Division - Using the Drop-Down Selections Box provided, you may filter the results displayed based on a specified Division being assigned to the Subscribers for whom Sales were recorded.

Save  - Once you have made your selections, Click the Save button to activate this selection.

Click the Refresh icon on the Sales Analysis Widget to Refresh the selected Bills Due and Receipts Amounts and recalculate the Required Amount.

HelpFilesWidgetsRefreshIconSm

To clear either of these filtering options, Click the Maintenance Icon and simply Click on the appropriate field, and Press the Delete key to remove the existing Salesman and/or Division.

The Sales Analysis Widget item may be "collapsed" or "expanded" as needed.

HelpFilesWidgetsMinimizeButon

Click its small Minimize button to "collapse" the Sales Analysis Widget.

Click its small Minimize button again to "expand" the Sales Analysis Widget.