Sales Analysis (SA)

Deep Integration & Immediate Access

SA draws directly from your Invoicing (IN) and Order Entry (OE) modules, giving you instant access to historical and current data without any additional setup. The moment you install SA, you can begin analysing your existing sales records, while new data is continuously added and available for reporting as it’s entered.

Custom Reports with Wizard Simplicity

The module features a wizard-style report builder, allowing any authorised user to quickly generate targeted sales reports—no IT skills required. Select your criteria, run the query, and refine or rerun it with just a few clicks. Narrow your focus to get granular insights or pull back for high-level trends. Save and reuse reports as needed to make periodic reporting automatic and consistent.

From Big Picture to Precise Detail

Analyse your gross profit, margins, and sales volumes on a daily, weekly, monthly, or custom timeline. Compare figures across time periods or against past performance to spot trends, seasonality, and emerging opportunities. If an overview reveals an unexpected result, dig deeper: break down data by customer, product, sales group, region, or salesperson.

Actionable Business Intelligence

SA helps answer your most pressing questions:

- Are certain products selling faster than expected?

- Is one of your sales reps underperforming?

- Has a customer changed their buying behaviour?

- Was a transaction entered incorrectly?

With SA, you get immediate clarity and can act without delay. And because queries can be saved and reused, you won’t have to build your reports from scratch next time a similar issue arises.

Export & Delivery Options

SA reports can be viewed on-screen, printed, emailed, or exported directly to Microsoft Excel for further manipulation or presentation. Whether you want summaries for quick insight or highly detailed breakdowns for operational planning, SA delivers the right information in the right format—automatically, if you choose to schedule it.

Strategic Sales Planning

Whether you’re managing sales targets, calculating commissions, or supporting marketing campaigns, SA gives you the reliable data you need to support growth and performance. It helps you identify underperformance, validate success, and ensure your sales efforts are aligned with business goals.