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Sales Analysis is the ideal management tool for pulling out the real information from your raw data for analyzing sales, product usage and customer purchases.

The reports provided will enable you to spot your best customers, best selling items and services, productive sales reps, strong sales regions, the type of customer buying certain items, and more.

Analyzing your product sales and customer purchases will allow you to make informed management decisions and develop sales strategies. You will be able to better manage inventory and stock items to best meet the needs of your customers.

Features & Benefits

Use one of the 15 standard reports or custom design your own. (Number of reports available varies depending on the modules installed.)

  • Customer… The Customer report shows period-to-date, year-to-date and last year’s sales, cost of sales, gross profit figures, and margin percent for each customer. Each customer’s percent of total sales and percent of gross profit is also provided.

  • Customer Type… This report provides the same information as the Sales Analysis by Customer, but customers are grouped and subtotaled by customer type. (Customer type is a user-defined code in your Accounts Receivable package for identifying groups of customers.) For each customer type printed, you can see total sales, total cost of sales, total gross profit, percent of total sales, and percent of total gross profit.

  • Customer Sales Volume… Customer Sales Volume lists customers in order by sales volume. It shows sales, cost of sales, gross profit figures, and margin percent, as well as each customer’s percent of total sales and percent of total gross profit. Customer’s can be printed in order by either period-to-date, year-to-date, or last year’s sales dollar volume. You can optionally specify a minimum dollar volume, or specify to print only the top ten, hundred, thousand, etc., customers. From this report, you can determine those customers who make the most purchases from your business.
  • Actual Sales Rep… Two formats are available for the Actual Sales Rep report: summary and detail. For each sales rep, the summary format shows the sales amount, percent of total company sales, cost of sales, profit, margin percent, commission amount, and commission percent of sales. The detail format shows the above information for each customer for each sales rep. From this information, you can analyze sales related directly to individual sales reps.
  • Customers for an Item… This report shows the same information as the Items for a Customer report, but is arranged by item. It shows the customers who purchased each item printed.

  • Responsible Sales Rep… This report shows sales, cost of sales, and profit figures for the period-to-date, the year-to-date, and the last year for each customer, with customers categorized by the customer’s assigned sales representative. A summary lists sales rep totals only. Customers are listed by responsible sales rep. This is the sales rep assigned to the customer on the customer record. This is not necessarily the actual sales rep who made each sale to that customer.
  • Province/State… This report shows sales, cost of sales, and profit figures for the period-to-date, the year-to-date, and the last year for each customer, with the customers in order by province/state. A summary of individual province /state totals is printed at the end of the detailed report, or can be printed separately as a summary version of the report.
  • Postal / Zip Code… This report shows sales, cost of sales, and profit figures for the period-to-date , the year-to-date, and last year for each customer, with the customers in order by the postal/zip code. A summary of individual postal code totals is printed at the end of the detailed version of the report. Optionally, you can print the summary portion of the report only.
  • Item… The Item report shows basic sales information for each item in Inventory Plus. The information printed includes quantity sold, quantity returned, sales amount, costs, gross profit, margin percent, and each item’s percent of total sales and percent of total gross profit, by both period-to-date and year-to-date. Prior period amounts can also be shown.
  • Category… This report shows the same information as the Item report, but items are grouped and subtotaled by item category or sub-category. For each item category or sub-category printed, you can see total sales, cost of sales, total gross profit, percent of total sales, and percent of total gross profit.

  • Item Sales Volume… Item Sales Volume lists items in order by sales volume. It shows sales, cost of sales, gross profit, and margin percent figures, as well as each item’s percent of total sales and percent of total gross profit.
  • Items for a Customer… The Items for a Customer report shows quantity sold, sales, percent of sales, cost of sales, profit, and margin for each item printed. A range of items within up to four reporting periods can be selected. Comparisons can also be made against information from prior periods.
  • Services for a Customer… Specific to Professional Invoicing, the Services for a Customer report shows quantity sold, sales,percent of sales, cost of sales, profit, and margin for services purchased by each customer. A range of services within up to four reporting periods can be selected.

  • Customers for a Service… This report shows the same information as Services for a Customer, but is arranged by service. It shows the customers who purchased each service.
  • User Defined… Differentiating itself from the traditional Sales Analysis reports, the User Defined report allows you to select the information you want to see, and in the order you want to see it. With 5 levels of detail, 4 separate reporting periods, and various other detail options, you can generate a report best suited to your needs ; without being a programmer.

Other Applications

The following applications are designed to work hand-in-hand with Sales Analysis:

"Sales Analysis" is part of the Samco Power Accounting line of products, developed by Samco Software.

Related Products

The following software product lines are also offered by Samco Software: