TO CREATE A SALES INFO REPORT
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TO CREATE A SALES INFO REPORT

A Sales Info Report is a document or data presentation that provides detailed insights into sales performance within a specific period. It typically includes various metrics and analytics to help businesses understand their sales trends, track progress against sales targets, and make informed decisions.

User Access

Who Can Access

  • Pothys admin
  • Back Office
  • Purchase Manager
  • Manager

What User Can Do

  • View Reports
  • Sales Info Report

Pre-Requisite Activities

  • Date Invoiced.

Business Rules

  • Data Sources-Reports should be generated weekly, monthly, quarterly, or annually, depending on business needs, with the specific period clearly defined at the start of the report.
  • Sales Metrics:
    • Total Sales Revenue: Calculate by summing all sales transactions within the specified reporting period.
    • Sales Volume: Include the total number of units sold.
    • Average Sale Price: Compute by dividing total sales revenue by the total sales volume.
    • Gross Profit: Display gross profit calculated as total sales revenue minus the cost of goods sold (COGS).
  • Sales Segmentation-Classify sales data by product type, geographical territory, sales channel (e.g., online vs. brick-and-mortar), and customer demographics.
  • Discounts and Returns-Track and report on total discounts offered and returns processed during the reporting period, subtracting these from gross sales to reflect net sales.
  • Data Validation-Implement processes to validate data accuracy and consistency before generating reports, including checks for missing or erroneous transactions.
  • User Access and Permissions
  • Report Format-The report must be formatted in a user-friendly manner, preferably including tables, graphs, and visualizations to facilitate interpretation.
  • Change and Update Process.

User Interface

STEP 1: To select a Sales Info Report.

STEP 2: To enter a Date invoiced.To click a start check box.To run the process.

STEP 3: Once to complete the process to show the report based on given parameter.

STEP 4: Sales ID– is a unique identifier assigned to a particular sales transaction or a sales record within a system, such as a customer relationship management (CRM) system, an enterprise resource planning (ERP) system, or an e-commerce platform. This identifier helps in tracking, managing, and referencing individual sales transactions.

Section ID-A unique identifier assigned to a particular section of a course or class. This ID helps in organizing and differentiating between various sections of a course.

Section Name– The title or name of that specific section within a course, usually indicating the subject matter or focus (e.g., “Introduction to Biology – Section A”).

Entry Date- typically refers to the date when a particular sales transaction or record was entered into the sales tracking system or database.

Counter– typically refers to a metric that tracks the number or frequency of specific events or transactions over a designated period.

Amount-The amount in sales info report generally refers to the total sales figures recorded within a specific report that summarizes sales performance over a certain period.

Status-typically refers to the current state or condition of a sales opportunity, order, or transaction within the sales process. The status helps sales teams, managers, and stakeholders understand where they stand in relation to their sales goals and objectives.

Changed-typically refers to an update in the condition or classification of a sale or transaction.

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