Group reports and control
Every company's sales in one report
The sales analysis of each company, side by side.
What it does
Sales analysis per company in one report, to see how products sell across regions.
When you need it: A product manager compares sales in five countries.
How it works
- Open Sales A/R › Sales Reports › Branch Sales Analysis Report.
- Choose a tab. "Customers" analyses the sales volume of each customer across the branch companies; "Items" analyses it per item.
- Pick the document type the analysis is built on: invoices, orders or delivery notes.
- Limit the run with any of three date ranges (posting date, due date or document date) and, if you wish, a range of customers or items.
- Choose "OK", then "Refresh". The report lists the companies one after another, each with its own sales figures, read live.
Set it up
No setting is needed. The report sits in the Sales A/R reports menu of every company that runs the Intercompany add-on and, on each refresh, collects the sales data of the other branch companies.
Good to know
- It gives each company's sales analysis in a single window, so a product's sales in several countries sit side by side.
- Besides the sales amounts, the report shows gross profit and the gross profit percentage, with rows that open down to the individual documents.
- The data leaves the window through "Export to CSV" or "Copy to Clipboard".