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- Product Line Sales Analysis -

  1. Sales Analysis in the Product Lines Module on the Switchboard

    1. From the Switchboard, click on the Product Lines Module button.

    2. From the dropdown window, select the desired Product Line.

      1. Product Lines can be individually selected, or you may select all product lines.

    3. Select either Company Sales, for sales analysis of the product line by company; Territory Sales, for sales analysis of the product line by territory; or Salesman Sales, for sales analysis of the product line by salesman.

      1. Company Sales:

        1. Click on the Company Sales Tab.

        2. Enter the password for Grand Total Sales (See Passwords)

        3. The sales chart will be displayed.

        4. By using the drop down filters, the list of companies displayed can be altered.

          1. To display only companies in a selected territory, select the territory from the "Filter by Territory" drop down list.

          2. To display only companies for a selected salesman, select the salesman from the "Filter by Salesperson" drop down list.

      2. Territory Sales:

        1. Click on the Territory Sales Tab.

        2. Enter the password for Grand Total Sales (See Passwords)

        3. The sales chart will be displayed.

      3. Salesman Sales:

        1. Click on the Salesman Sales Tab.

        2. Enter the password for Grand Total Sales (See Passwords)

        3. The sales chart will be displayed.

    4. The Sales Chart

      1. The sales chart will contain the following information

        1. Product Lines for which sales have been entered.

        2. Current Month Sales Information. (Highlighted in light blue)

          1. Current Months sales by line, for the current year

          2. Current Months sales by line, for the previous year

          3. Percentage change from previous year to current year.

          4. Budget numbers for the current month by line.

          5. Percentage of budget for the current month.

        3. Year to Date Sales information. (Highlighted in white)

          1. Total of current year to date sales, by line

          2. Total of previous year to date sales, by line

          3. Percentage change from previous year to current year.

          4. Total of budget numbers for the current year to date, by line.

          5. Percentage of budget for the current year to date, by line.

        4. Totals for all lines for the current month, and year to date.

        5. A snapshot, by month, of the total sales, for all lines, for all year's with sales information.

      2. The sales data can be changed by selecting various options from the drop down menus and buttons at the top of the Sales Table.

        1. Current Year

          1. Allows the user to determine the year for which sales data will be displayed.

        2. Current Month

          1. Allows the user to determine the month for which sales data will be displayed.

        3. "Switch to 3 Year" button (not available in Company Sales)

          1. Displays a three year, by month, sales chart for each salesman or territory, as selected.

          2. Displays the currently selected year, the previous year, and the upcoming year.

          3. The sales chart also displays entries for budgeted amounts for the same years.

            1. Displayed data for each month and year of the chart will be the sum of all budget data entered for the selected territory or selected salesman, depending on tab viewed.

            2. Budgeting can be used in conjunction with base commission percentages to determine budgeted income levels for future years. (See Forecasting and Budgeting)

            3. To select a new territory or salesman to view budget data for, use the "Previous Record" and "Next Record" buttons.

          4. To return to the Monthly view, click on the "Switch to Monthly Comparison" button.

          5. To print a three year report for the currently viewed Product Line, click on the "Print Report" button.

            1. This report will include the following information for the selected product line, by month, by territory or salesman (depending on tab viewed).

              1. Previous year's sales.

              2. Previous year's budget

              3. Currently selected year's sales.

              4. Currently selected year's budget.

              5. Upcoming year's sales.

              6. Upcoming year's budget.

        4. "History Print" button

          1. Allows the user to print a sales or commission report for the selected product line.

            1. To print a Sales Report, ensure that you are viewing sales data by clicking on the "Sales" button.

            2. To print a Commission Report, ensure that you are viewing commission data by clicking on the "Commission" button.

          2. The report will contain the following information:

            1. Product Line

            2. Based upon tab viewed the rows on the report will differ.

              1. Company Sales tab will display information for each company with sales data for the currently selected product line.

              2. Territory Sales tab will display information for each territory with sales data for the currently selected product line

              3. Salesman Sales will display information for each salesman with sales data for the currently selected product line.

            3. Currently selected month sales or commission data

              1. Sales or commission data for the current month

              2. Sales or commission data for the same month the previous year.

              3. Percentage change from previous year to current year.

              4. Current year's monthly budget amount.

              5. Percentage of monthly sales versus budgeted amount.

              6. Totals for the current month.

            4. Currently selected year, Year to Date sales or commission data.

              1. Sales or commission data for the current YTD.

              2. Sales or commission data for the previous YTD.

              3. Percentage change from previous year to current year.

              4. Current YTD budget amount.

              5. Percentage of YTD sales versus budgeted amount.

              6. Totals for the current YTD.

        5. "Commission" Button

          1. Password protected (See Passwords)

          2. Displays commission data, in the sales chart instead of sales data.

          3. Includes the following information:

            1. The selected tabs will display different rows on the sales table.

              1. Company Sales will display all companies with sales data.

              2. Territory Sales will display all territories with sales data.

              3. Salesman Sales will display all salespersons with sales data.

            2. Current Month commission Information. (Highlighted in light blue)

              1. Current Months commission by Company, Territory or Salesman (depending on tab viewed), for the current year

              2. Current Months commission by Company, Territory or Salesman (depending on tab viewed), for the previous year

              3. Percentage change from previous year to current year.

              4. Budget numbers for the current month by Company, Territory or Salesman (depending on tab viewed).

              5. Percentage of budget for the current month.

            3. Year to Date commission information. (Highlighted in white)

              1. Total of current year to date commission, by Company, Territory or Salesman (depending on tab viewed)

              2. Total of previous year to date commission, by Company, Territory or Salesman (depending on tab viewed)

              3. Percentage change from previous year to current year.

              4. Total of budget numbers for the current year to date, by Company, Territory or Salesman (depending on tab viewed).

              5. Percentage of budget for the current year to date, by Company, Territory or Salesman (depending on tab viewed).

            4. YTD Commission Percentage. (Highlighted in yellow)

              1. Current year's commission percentage, by Company, Territory or Salesman (depending on tab viewed).

              2. Previous year's commission percentage, by Company, Territory or Salesman (depending on tab viewed)

              3. Percentage change in commission percentage between the currently selected year and the previous year, by Company, Territory or Salesman (depending on tab viewed).

              4. Current year's commission percentage, for all Company, Territory or Salesman (depending on tab viewed).

              5. Previous year's commission percentage, for all Company, Territory or Salesman (depending on tab viewed).

              6. Percentage change in commission percentage between the currently selected year and the previous year, for all Company, Territory or Salesman (depending on tab viewed).

            5. Totals for all Company, Territory or Salesman (depending on tab viewed) for the current month, year to date, and commission percentage