Unleashed provides robust tools for generating and analysing sales reports. Whether you need historical sales data, specific comparisons, or detailed product-level insights, the platform offers versatile reporting options. This guide summarises how to utilise these tools effectively.
Overview of Sales Reporting
Unleashed offers two main sections for sales reporting:
Reports > Sales: For detailed and comprehensive reporting options.
Business Intelligence > Sales: For advanced analytic capabilities such as comparative sales analysis.
The reporting capabilities in Unleashed are designed to provide both granular and comparative data insights. By leveraging the various tools and date filtering options, you can tailor reports to meet your specific needs and gain actionable insights into sales performance.
Generating Historical Sales Reports
To view sales data over a specified period, you can use the following reporting tools:
Unit Sales Enquiry Report: Provides month-by-month sales data within a specific date range. Supports filtering by years, year-to-year, or months, with data up to 10 years.
Sales Enquiry Report: Offers detailed information, including sales order numbers, customer names, product details, and total sales values. Date range filters similar to the Unit Sales Enquiry Report are available.
Data Exporter: Provides data limited to a 3-month period for granular export purposes.
To access these reports, navigate to Reports > Sales and choose the most suitable report, according to your needs. Or go to Integration > Data Exporter and create your own, reusable, exported report.
Comparing Periodic Sales Performance
To compare current sales performance against the same time last year, follow these steps:
Navigate to Business Intelligence > Sales > Sales Revenue.
Set the date range for the current period: Use "Month to Date" for an automated period. Alternatively, select custom date ranges for precise timeframes (e.g., August 1–20). Custom dates will enable a comparison with corresponding dates from the previous year.
Enable the "Last Year" comparison to view equivalent sales data from the same period in the preceding year.