Sales Analysis

The Sales Analysis report lists your sales for a chosen period and set of reps. It doubles as the commissions, gross-profit (GP), and variance report — the same run can show what each rep sold, the margin on it, the discount given away, and the commission BUZ calculated.

Report options

Set these filters before running the report. Required options are marked.

Option	Description
Use Which Date (required)	Which date drives the report: Quote Date (when the quote was created), Accepted Date (when the quote was accepted), or Invoiced Date (when the order was invoiced).
Date From (required)	Start of the date range.
Date To (required)	End of the date range.
Sales Reps (required)	The reps to include.
Group by Sales Rep (required)	No lists all orders continuously; Yes starts a new page per rep.
Order Types (required)	Order types to include. Orders refers to BOD orders; Reworks/Remake refers to orders that resulted in a rework or remake.
Order Status (required)	Order statuses to include — e.g. for accepted orders, exclude Declined, Cancelled, and any awaiting approval.
Show GP (required)	No hides the GP, GP %, Variance, and Var % columns.
Inc Tax? (required)	Whether the sales amount includes tax. This depends on how your product pricing is set up.
Customer Search	Filters results by keyword — e.g. entering `company` returns only customers with “company” in the name.

Reading the report

Each order is one line and can be expanded to show its individual items. Some columns show one value at the order level and a different value once expanded.

Column	Description
Order Date	The Quote, Accepted, or Invoiced date, depending on the Use Which Date option.
Order	Order number.
Status	Order status.
Description	Customer reference for the order.
Customer	Customer name.
Width	Order level: the customer’s contact number. Expanded: the item width.
Height	Order level: the customer’s email address. Expanded: the item height/drop.
Product	Order level: the inventory group code. Expanded: the inventory description.
Qty	Sum of all products (including components) in the order; individual quantity per option when expanded.
Cost	Total cost of the order; individual item cost when expanded.
Price	Total sell price of the order; individual item sell price when expanded.
Sales Amt Ex Tax	Sale amount excluding tax.
Is Price Match	Whether the order was price matched.
GP	Gross profit.
GP %	Gross profit percentage.
Variance	Discount amount.
Var %	Discount percentage.
Commission	Sales rep commission amount.

Totals

The final page shows the grand totals, including commission.

Total	Description
Qty	Number of order items.
Cost	Cost of items.
RRP	Order value before discounts.
Sales Amt	Value as quoted, after discounts.
GP	Sales Amt minus Cost, and the percentage.
Variance	RRP minus Sales Amt.
Commission	Commission BUZ calculated for these orders.
Count	Number of orders.