Stock Turnover: Analysis Tab (Sales History Reports)

Go to Stock > Stock Turnover and select the Analysis - Summary of Data tab.

The Analysis Tab in the Stock Turnover module provides customizable, real-time summary reports on sales history.

Evaluate performance by employee, customer, stock item, stock group, and more. All data is pulled directly from Stock Turnover for 100% accuracy and up-to-date insights.

All data is sourced from Stock Turnover, ensuring that your sales history reports are both reliable and current.

Pre-Set Summary Sales Reports in the Analysis tab

•Turnover, Profit, Markup % by stock group.

•Turnover, Profit, Mu %  per employee or salesperson.

•Sales per Salesperson (Rep.) per Stock Group.

•The Analysis Tab in the Stock Turnover module provides customizable, real-time summary reports on sales history. Evaluate performance by employee, customer, stock item, stock group, and more. All data is pulled directly from Stock Turnover for 100% accuracy and up-to-date insights..

•Markup per Stock Group.

•Markup per Customer Group.

•Sales per Item

Sales Reports available in the Pivot Grid

At the bottom-right of the form, use the dropdown arrow to select from a range of Pivot Grid Sales Reports.

Available reports include:

•Salesperson Markup Comparison: Compare each salesperson’s markup with target min/max levels..

•Turnover per stock group: Analyze total turnover per stock group to identify which categories perform best.

•Best sellers: Generate a list of your top-performing products based on turnover per item.

•Sales per customer: View total sales and profitability per customer.

•Minimum and Maximum markups per stock group: Check whether sales stayed within the target markup range.

•Sales from the Workshop per Employee: Review sales or job performance for employees linked to workshop or service transactions.

Learn to design your own reports, go to Application > Analysis