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Customer Invoicing Help Topics: Defining Global Variables Managing Invoices Running Sales Reports
Sales reports can be run from the 'Reports' sheet. The report is divided into three main sections: overall order reporting; product reporting; and customer reporting. In order to run the reports, the 'Start Date' and 'End Date' must be filled for the system to aggregate data for the date range chosen.
The 'Snapshots' button allows the identification of a specific product and a specific customer to monitor and display detailed information for in the product and customer sections of the report. Clicking the 'Snapshots' button launches a form with a drop down menu for both product and customer selection for the snapshots.
Clicking the 'Run Report' button launches the program to analyze data for the date range specified. During this process, calculations are made in the 'Customers' and 'Products' sheets in the columns to the right. This information can be subsequently utilized independently using the Filter or Sort functions in Excel to view and extract relevant data for custom analysis. An example of such analysis may be to sort or filter the product list based on critical inventory levels to determine reorder points and subsequent supply chain management actions required.
The 'Overall Order Reporting' section shown at the top of the report displays a global analysis or orders for the date range specified. The table displays analysis about revenue broken down by source and collection status in the first column. Sales tax and shipping costs charged are broken into separate totals to assist with the analysis of transport costs and for tax accounting purposes. The remaining columns break down these values by averages per product and customer and percentage of total revenue generated for the period. The total number of products sold and unique customers at the top of this analysis are shaded in light grey indicating that they can be changed manually in order to run simulations of the analysis per product and per customer.
The 'Product Reporting' section shows the top ten products which can be ranked by Quantity sold, Revenue generated or Profit generated (applying the unit cost information). The ranking method can be changed in the light grey shaded cell in the top right cell of this section. Selecting this cell initiates a data validation drop down menu to select the desired method. The ranking method should be set before running the report as this information is used in the report generation process to display the correct information. The 'Product Snapshot' information at the bottom of this section displays the same information as the product ranking table for the snapshot product selected as well as detailed information about the product extracted from the 'Products' sheet.
The 'Customer Reporting' section shows the top ten customers which can be ranked by Quantity of all products sold, Revenue generated or revenue Uncollected and due by the customer. The ranking method can be changed in the light grey shaded cell in the top right cell of this section. Selecting this cell initiates a data validation drop down menu to select the desired method. The ranking method should be set before running the report as this information is used in the report generation process to display the correct information. The 'Customer Snapshot' information at the bottom of this section displays the same information as the customer ranking table.