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Sales Analysis Report

Updated

The Sales Analysis report provides built in business intelligence functions to ChiDesk. Using a pivot table, you can quickly group and summarize sales data by a variety of fields.

Built in charting automatically updates to visually represent the changes you make to the pivot grid.

How to use the report

  1. Set the selected start and end date ranges. Note that selecting an overly large time period will slow down processing.

  2. Click the Edit Fields button to show a complete list of available data fields.

  3. You can drag fields from the All Fields list onto the Row Fields, Column Fields and Value Fields lists to group by your desired columns.

  4. For instance, if you wanted to group your sales by Year. Drag the Year field onto the Column Fields List. If you wanted to group by Employee, you could drag the Employee field onto the Row Fields list. You can also add additional data fields such as Cost, Profit etc. by dropping them on the Data Fields list area.

  5. To hide or remove a field, drag it back to the All Fields section.

  • Click the Export button to export the pivot grid to an editable Excel format.

Examples

Some useful examples that you may want to try on your Sales Analysis.

Sales Grouped By Month, Item Type and Site

To get a breakdown of total sales spit by item type and divided by your various Sites you could use the following Sales Analysis layout:

  1. Remove all fields from the Column and Row grouping areas.
  2. Add the Site field to the Column grouping area.
  3. Add the Month, followed by the Item Type field to the Row grouping area.

Sales Grouped By Month, Brand and Site

Similar to the previous example, this example changes the Item Type grouping to Brand:

  1. Remove all fields from the Column and Row grouping area.
  2. Add the Site field to the Column grouping area.
  3. Add the Month, followed by the Brand field to the Row grouping area.

Sales Grouped By Employee and Month

Get a breakdown of total sales per Employee over a period of month:

  1. Remove all fields from the Column and Row grouping area.
  2. Add the Employee field to the Column grouping area.
  3. Add the Month field to the Row grouping area.
  4. Adjust the report Start and End filters to include the desired date range.

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