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.

 

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 Maintenance Icon and Choose from two additional filtering options using the Drop-Down Selection List es provided.

 

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.

✓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.

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

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