Sales Analysis

Objective - To provide accurate management information relating to sales activity in order to improve sales profitability and provide facilities for sales forecasting and planning at customer and product class levels.

• The Value of SYSPRO Sales Analysis
  • Identifies the most profitable customers
  • Knows which products are selling
  • Analyzes market trends and geographic buying patterns
  • Knows the profit generated by each product
  • Knows which divisions of business are selling
  • Identifies which salespeople are performing
  • Business graphics instantly display sales performance for presentations and reports
  • Improves sales forecasting
  • Measures actual performance against quantity or revenue forecasts
  • Analyzes tax collections
  • Sets targets against customers and/or products
  • Compares against budgets per product group and/or sales person
  • Preview of reports to screen and e-mail capabilities
• Matching SYSPRO to Your Business
  • User-defined sales history file allows the choice of data analysis most relevant to business
  • Retains analysis against sub-accounts (branches) while invoicing the master account (head-office)
  • Creates budgets (expected sales or quotas) for salespeople, customers and product lines utilizing user-defined time periods for analysis (day, week, etc.)
  • Keeps up to 24 months of sales history on-line
  • Protects the bottom line by checking that a minimum profit is realized on all sales
  • Updates sales analysis statistical files at anytime
  • Corrects sales transactions without interrupting invoicing
  • Invoice and detail line data is updated on-line as invoices are printed
  • Statistical values are updated separately to allow control of the contents of the Sales Analysis database
• Integration
  • Integrates with the Sales Orders & Invoicing, Accounts Receivable and Inventory Control modules
  • E-mail reports with the Office Automation module
  • Sales Analysis requires the Sales Orders & Invoicing module
• Reporting
  • Provides user-defined selection criteria for flexible reporting
  • The Sales Profitability Analysis reports line item gross profit
  • Gives daily and monthly sales turnover reports
  • Allows actual to budget comparisons and profitability analysis by salesperson and product type
  • Highlights missing invoice numbers
  • Documents all minimum profitability overrides
  • Creates extensive reports such as: Sales by Salesperson, Customer, Product Type, Branch, Geographic Area, Profit by Invoice, etc.
  • Provides sales tax reporting in detail or summary
  • Allows commission calculation and reporting