The Fusebill Sales By Sales Tracking Code report allows you to segment your sales by individual sales tracking code you have created and assigned to customers. The report can be run over a selected time period. This report is ideal for
- identifying your top sales code by sales amount from a Net/Gross sales perspective
- Tracking trends in your sales code behaviors
- Flagging Sales Reps on customers and calculating commission
- Identifying Resellers who are experiencing declining sales activity
Selecting your data range
You can run the Sales by Sales Tracking Code report for specific monthly periods. You can start the report from a specific month and can display data for x months.
Gross sales / vs Net sales
You can consider Gross Sales or Net Sales (after discount) This allows you to identify which sales tracking codes are applying a large discount to their sales.
You must run the sales by sales tracking code report separately for each active currency under your account.
You can choose whether or not to include charge reversals in your Sales By Sales Tracking Code data.
Summary for Specified Period
When run, the report will provide you a summary of all sales activity for the period you specified in order to give you a sense of the scale of data being looked at.
Heat map of top Sales Codes
The Sales By Sales Tracking Code report will provide a visual representation of your top 10/25/50 or 100 Sales Tracking Codes in the form of a heat map graph. The graph allows you to see the relative contribution of your top sales codes to your total sales for the period requested. Any additional Sales Tracking Codes are grouped together in a category called “All Others” This allows for a quick visual representation of how much of a portion of total sales are coming from your top sales codes.
Drill down into specific sales tracking code
You can drilldown into any specific sales tracking from the Heat Graph in order to see a bar graph view of the Sales Code’s monthly sales activity. This graph also includes a line entry showing average invoice amount trends.
Sales Tracking Code Data Grid
The Data Grid at the bottom of the Sales By Sales Tracking Code report provides a month by month view of the contribution your top Sales Codes made to total sales. The data in the grid is sorted by largest contributor to the full sales period descending. Only the top 10/25/50 or 100 Sales Codes are displayed on the screen dependent on the filter selected.
Exporting Data with Full Customer details
You can export the Sales By Sales Tracking Code data. When you select to export Sales By Sales Tracking Code data all codes with sales activity in the period specified are included in the data as separate entries.