Sales Analysis

The comprehensive and accurate analysis of sales transactions is critical business information that companies need to maximize their sales efforts. TakeStock’s Sales Analysis is a core module that provides complete and flexible sales reporting on key information that companies need to help them make strategic business decisions. Sales Analysis allows users to design a wide variety of their own reports in cumulative, comparison or multi-period formats.

An extensive inquiry capability provides access to historical information through analysis tools that help identify sales trends, track profits by customer, detect slow-moving products and make stocking decisions. The sales commission interface enables users to calculate commissions on sales or gross profit, upon billing or payment and with commission rates based on customer, item, or salesperson.

Features:

• Includes sales, cost, gross margin, gross margin percent and units as report options
• Excludes history meeting user-defined criteria (ie. customers with sales for last period less than $100.00)
• Ranks in ascending or descending order by sales, cost, units, gross margin or gross margin percent
• Prints based on user options for format, content, sort order and detail levels
• Formats data in three categories: Accumulated, Comparison, Multiperiods
• Provides on-screen inquiry against sales analysis tables
• Rounds based on user-defined cutoff