The Analyze Sales window enables you to view detailed information and graphs on your sales activity. You can analyze your sales by item, customer and salesperson.The month or range of months you are analyzing is shown at the top left of the window. You can change the period by clicking Filters and selecting the months you want to analyze.This section of the window lists the items, customers or sales people for whom you can analyze sales. Click Filters to change the analysis type.Click to display gross profit (sales minus cost of sales) in dollars. This button appears only if you select All Items in the filter.Click to display item profit margins expressed as a percentage (cost of sales as a percentage of sales). This button appears only if you selected All Items in the filter and either This Year’s Actuals Only, Last Year’s Actuals Only or This Year vs Last Year ($).Click to display the item sales, number of units sold and average costs per unit. This button appears only if you selected All Items in the filter and either This Year’s Actuals Only or Last Year’s Actuals Only.Click to display a pie chart showing the proportion of sales made for each item. This button appears only if you selected All Items in the filter and either This Year’s Actuals Only or Last Year’s Actuals Only.Click to display a pie graph showing the proportion of profit generated by each item. This button appears only if you selected All Items in the filter and either This Year’s Actuals Only or Last Year’s Actuals Only.If you choose to compare sales totals by month for the current year and the previous year, the left bar in a pair represents the sales total for a month of the current year. The right bar in a pair represents the sales total for the same month of the previous year.This button appears only if you selected All Items in the filter and either This Year’s Actuals Only, Last Year’s Actuals Only or This Year vs Last Year ($).Click to display the difference in sales between last year and this year in dollars. This button appears only if you selected This Year vs Last Year $ in the filter.Click to display the difference in sales between last year and this year in terms of units. This button appears only if you selected All Items in the filter and either This Year vs Last Year ($) or This Year vs Last Year (%).Click to display the profit difference in sales between last year and this year in dollars. This button appears only if you selected All Items in the filter.Click to compare monthly profit amounts in a bar graph for the current year with the previous year. The left bar in a pair represents the total profit for a month of the current year and the right bar in a pair represents the total profit for the same month of the previous year.Click to display the difference in sales between last year and this year, expressed as a percentage. This button appears only if you selected This Year vs Last Year ($) in the filter, and either All Customers or All Salespersons.Click to display the difference in unit sales between last year and this year, expressed as a percentage. This button appears only if you selected This Year vs Last Year (%) and All Items in the filter.Click to display the difference in profit between last year and this year, expressed as a percentage. This button appears only if you selected All Items in the filter.Click to display the profit margin difference in sales between last year and this year, expressed as a percentage. This button appears only if you selected All Items in the filter, and either This Year’s Actuals Only, Last Year’s Actuals Only or This Year vs Last Year (%).
|