Sales Analysis Reports¶

Viindoo Sales report gathers all the information recorded in the Sales app. The reports have all the data and tools to help the managers trace all the information, from overview to the most detailed. The reports can be displayed in pivot; pie, line, and bar charts in real-time, helping the manager allocate resources as well as planing the sales strategies.

Requirements

This tutorial requires the installation of the following applications/modules:

The default reports of the system include:

Sales report: Gather the information related to sales revenues on the quotations and orders.
Dashboard: An overall report with many criteria such as salesteam revenue, cohort or statistics of orders, products, closing order time, etc.

To view these reports, navigate to Sales ‣ Reporting and select the report you want to see.

Sales report¶

Sales reports allow analyzing and tracking sales, measured by salesperson, sales teams, products, order date, etc. and display those data in different report types, for example, bar, line and pie charts.

Bar, line, pie chart in sales reports¶

Sales reports are displayed in bar, line and pie charts. You need to Filter, Groups and Search use cases and use Measures to set up the report.

Bar chart

Line chart

Pie chart

Filter the report¶

Depending on the user’s needs, you can view the report according to different criteria. To create your own filters instead of the default one, you can use Filters.

Filter according to A criteria “and” B criteria

For example: filter “Sales Orders” and “Order date in March”, the reported data will only be the sales orders of March.

Filter according to A and B criteria - Viindoo

Filter according to A “or” B criteria

For example: filter according to Sales Orders, continue to filter Salesperson contains “Sơn” or Salesperson contains “Nam”.

Use Measures and Group By to view reports¶

Measure: Display the “Criteria” and “Unit” on the vertical axis of the sales report.
Group by: group the subjects of the report criteria, displayed on the horizontal axis of the report.
For example:
- Measure: “Counts”, the vertical axis of the report displays the “number” of sales orders.
- Groups by: Group by “order month” and “salesperson”, the horizontal axis of the report groups the data according to the order month and the salesperson.

The report's measures and groups - Viindoo

Note

Use Filters, Group By, Measures flexibly to view the best report for you.

Pivot view of sales report¶

You can view the pivot report to analyze the data in detail. Similarly, users can view the data with needed criteria. Click on “+” or “-” icon to expend/close the evaluation criteria.