Scribd
Upload
212 views

Sales Analysis Report Tips and Transcript

This document contains tips and a transcript for a demo of the Sales Analysis reporting tool in SAP Business One. The Sales Analysis report allows analyzing sales by customer, item, and employee. It can display data at different levels of detail and create cross-sections like items sold by agents or items groups bought by customers. The demo shows how to generate reports for sales by customer, item, and employee with options to view graphs and drill down to more detailed data.

Uploaded by

Sarras Info
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
212 views

Sales Analysis Report Tips and Transcript

This document contains tips and a transcript for a demo of the Sales Analysis reporting tool in SAP Business One. The Sales Analysis report allows analyzing sales by customer, item, and employee. It can display data at different levels of detail and create cross-sections like items sold by agents or items groups bought by customers. The demo shows how to generate reports for sales by customer, item, and employee with options to view graphs and drill down to more detailed data.

Uploaded by

Sarras Info
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

This document contains both demo tips as well as a transcript of the

recorded WebEx demo.

Sales Analysis Reporting Demo Tips

Background:
With this report, SAP allows you to analyze your sales in three main dimensions:
ƒ Sales by Customer
ƒ Sales by Item
ƒ Sales by Employee
SAP Sales Analysis enables you to take any cross-section of these dimensions,
in order to get a better view of the whole process (such as items sold by agents,
item groups bought by customers, etc.). It will automatically create charts to
display data graphically, and can display information at any level of detail. With
the ability to drill down from the most generalized level (e.g. sales by customer
groups) to the most detailed report (e.g. the specific invoice of a certain
customer), SAP Business One delivers!

Sales by Customer:

Steps:
1. Choose the Customers Tab in Sales Analysis (explain the fact that you are
able to take a cross-section of a group of customers, etc.) and click on OK
to get the sales analysis for this group.
2. Talk in detail about what you see.
3. Click on Graph to display the data in graph form.
4. Then go back to Sales Analysis Report Preferences and go on to the next
stage.

Sales by Item:

Steps:
1. Choose the Items Tab in Sales Analysis.
2. Click on Group Display (this option creates a report based on the Items
Group) and click OK to get Sales Analysis by Items Group.
3. Emphasize that you can obtain very important information here (e.g. best
selling product group).
4. Click on Graph to show the possibilities here.
5. Click on a group and get a sales analysis for it.
6. Go back to Sales Analysis Report Preferences and add the option Total by
Sales Person. (Note: You now see a sales analysis for Items Group
totaled by a sales person and you can compare how each sales person is
selling a group of items – including their gross profit.)
7. Then go back to Sales Analysis Report Preferences and go on to the next
stage.

Page 1
ƒ SAP Business One offers various options in Sales Analysis
that enable you to get valuable data instantly. It keeps you
fully informed about trends and profitability – supported by
excellent graphic data.

Sales by Employee

Steps:
1. Choose the Sales Employees Tab in Sales Analysis and click OK.
2. Sales Analysis by Sales Employees pops up.
(Tip: Demonstrate how you can get very important information here, e.g.
sales person with the highest gross profit.)
3. Double click on the Sales Employee row to get a graphical sales analysis
for an employee.

ƒ With SAP Business One, sales analysis can be very simple to


customize – displaying the requested information in seconds.
It also offers substantial information about Sales People,
Customers, Trends, Items Profitability, and other Key areas.

Page 2
Sales Analysis Reporting WebEx Transcript

We’re going to look at the Sales Analysis Report, which is a pre-defined report in
SAP Business One. The report allows you to analyze your sales in three main
divisions: Sales by Customer, Sales by Item and Sales by Sales Employee.

Even though it is considered a Predefined Report, you can analyze your data in
multiple ways by creating cross sections of these dimensions. You can display
the report in multiple detail levels or start at a summary report and drill down to
details. Your summary report could be something like Sales Per Customer Group
and you can drill down from there to the detail, which could be a specific invoice
for one customer.

Now our Sales Manager as most sales managers, wants a lot of detail about
sales in his company so he can analyze the information in multiple ways. We
give him a very powerful report to do that. He goes under Reporting, to the
Analysis Report and opens the Sales Analysis Report.

Now as I mentioned we have the ability of looking at Customer Information, Item


Information or Sales Person Information and we can do cross sections across
these three. We’ll start with Customer Information. You can see we have some
selections to make as to what type of information the Sales Manager wants to
pull back in this report. Does he want to see this report annually, monthly, or
quarterly? Which documents does he want included in this report? And does he
want to see the report for individual customers or by their groups? He can also
do cross sections by dates or he can see individual customers or groups of
customers.

For a simple report he might want to see all the invoices for his customers by
“Group”. He selects “OK” and he has a report that shows him the customer group
name, the number of invoices per group, the total for those invoices, the gross
profit and gross profit percent for those invoices, and the total opened invoices.

You can always graph the information. Whenever we have a graph icon in the
bottom part of the screen, the Sales Manager can click on this and now he has a
graph of the invoices for all Customer Groups.

He can also drill down into these to get the detailed information. As I mentioned,
we’re starting at a very high level or Summary Report, Sales Analysis by
Customer Group. We want to see more information about High Tech Group,
which has 29 invoices. We double-click on the line item or line level and now we
have a Sales Analysis Report for this customer grouping. Again it gives me a
graphical representation, tells me who the sales person is, the date, what’s been
paid or credited, and the gross profit percentage.

Page 3
From here, if the Sales Manager wants to get to the lowest level of detail he can
click on the Browsing Arrow or simple Data Navigation Arrow next to the Invoice
and he gets the Invoice itself. You can see how easy it is to get the information
grouped in different ways and be able to drill down on that information to the
lowest level of detail.

We can also see information by sales people. Again, you can run a report that’s
annual, monthly, or quarterly and by the different marketing documents. Again,
you have the selection by dates to pull out just that information by a cross section
of time and you also have the ability of selecting one sales person or a range of
sales people. In this case we’re going to see a monthly report for Invoices. And
now it’s broken down for each month, for each sales person, what their annual
total is and what each monthly total is by sales and by gross profit. Again, if you
wanted to drill down and get more information you double-click on a line and now
he’s looking at a detailed report for that particular sales person.

Selecting the Items Tab we can really see how we can cross section the
information by customers, items, and sales people. What we’re going do is we’re
going take a look at a report for the Sales Manager where he is looking at an
annual report of invoices. He’s going to do a group display of items and he’s
going to total this by sales person. So, how long would it take him normally to find
out how we’re selling a grouping of items by sales person and what their profit is
per sale?

He can also do a cross section of dates, he can do a selection of items either


individual or grouping of items, and he can even do a Secondary Selection. He
can further break this down by grouping of customers or grouping of sales
employees. When he selects “OK” and runs this report he now gets information
on the items and invoices in a group display totaled by sales person. We see
here we have the printer group of items. We can highlight the printers; you see
the sales person that was working on this, the quantity that the sales person has
sold of this group of items, the total dollar amount, the gross profit and gross
profit percent.

Looking at this report he can see that Sophie has sold the most printers and she
is getting typically 100 % gross profit. Where Bill Levine has sold considerably
less printers but has a much higher gross profit. This gives the Sales Manager
multiple ways of looking at the information. Again if you wanted to graph the
information he’s got the graph at the bottom, or if he wants to drill down and see
individual sales people and their information about how they’ve sold the printers,
he double-clicks on a line and now he’s got the information graphed out and
represented in the Sales Analysis Detailed report.

Even though this is what we call a Predefined Report in SAP Business One you
can see how powerful it is to give you cross sections of information to allow the

Page 4
Sales Manager to get all the information he needs to find out which sales people,
which customers, which items, are the most profitable in his business.

Page 5

You might also like