Sales Summary - Sale Source Main Sub Tab
Table Of Contents
The[ Sales Summary | Sales Source | Main ] sub-tab helps you understand which sales channels or methods are generating orders for your business. For example, you can compare Sales Sources such as Telesales and Internet sales, including customer numbers, order volumes and net sales values.
Before you start
Before you can analyse your Sales Sources, you need to:
- Create the required Sales Sources in System Data.
- Assign the appropriate Sales Source to your Sales Orders.
For setup instructions, see:
Sales Source reporting forms part of the wider Business Reporting functionality in Khaos Control. [support.kh...ontrol.com]
Using the Main sub-tab
The Main sub-tab consists of the filters and a results grid.
- Open the filters and select the criteria you want to report on.
- Apply the required filters.
- Review the results in the grid.
- If the grid has not been populated through the filter process, click Go to load the results.
The screen also uses Shared Filters.
Main grid
The grid provides figures for the selected date range as well as year-to-date and average sales information.
Sales Source
Shows the Sales Source associated with the orders, such as Telesales or Internet.
Filtered Dates
These figures relate to the date range selected in the filters.
- Cust Count: Total number of customers who purchased using the Sales Source during the selected period. This figure can be affected by the Distinct Customer Count filter.
- Order Count: Total number of orders during the selected period.
- Net Value: Total net sales value during the selected period.
Year Values (Jan 01 to Filter End Date)
These figures cover the period from 1 January of the current year to the end date selected in your filter.
- Cust Count: Total number of customers who purchased using the Sales Source during this period. This figure can be affected by Distinct Customer Count.
- Order Count: Total number of orders during this period.
- Net Value: Total net sales value during this period.
Average Sales per Week (Current Year to Filter End Date)
These figures provide average sales information from 1 January of the current year to the selected filter end date.
- Cust Count: Average weekly customer count. This figure can be affected by Distinct Customer Count.
- Order Count: Average weekly number of orders.
- Net Value per Order: Average net value per Sales Order.
Available filters
The Main sub-tab provides several filters to help you refine the analysis.
Brand
Displays orders for the selected Brand only.
Currency
Filters the results by the currency used for the sale.
Date
Sets the Sales Order date range you want to analyse.
Distinct Customer Count
Use this option where each customer should only be counted once.
For example, if the same customer purchases three times during the selected period, enabling Distinct Customer Count counts them as one customer rather than three for the applicable customer count figures.
Keycode
Displays only orders with the selected Keycode recorded against them.
Keycode (source keycode)
Displays orders where the selected Keycode was recorded when the customer was originally created.
Keycode Type
Displays only orders associated with the selected Keycode Type.
Sales Source
Filters the results by the Sales Source recorded when the Sales Order was taken.
You can select more than one Sales Source and can also invert your selection.
Show Empty Rows
Displays results where there are no matching Sales Orders.
URN
Filters the results by Company URN.
Additional filter options
Right-clicking a filter provides additional options. The available choices depend on the type of filter you are using.
- Refresh: Updates the values available in the filter, for example after new options have been created.
- Show All: Displays all available values. For example, this can include expired Keycodes.
- Set Date Value: Sets the value for a date-based filter.
- Clear: Removes the current or default filter value.
- Select All: Selects all available checkbox options.
- Select None: Clears all selected checkbox options.
- Invert Selection: Reverses your current selections, changing selected options to unselected and unselected options to selected.