The Sales Analysis Report provides a detailed financial breakdown of each sale entry within your system. This comprehensive report offers valuable insights into your sales performance and profitability.
Permissions
Access to the View Sales Analysis Report
Access to the Export Sales Analysis Report
How to
Access the Report:
Navigate to
Reports->Financial Reports->Sales Analysis Report
Explore Report Data:
Product/Service: Indicates whether the entry is for a product or service.
Category: The category to which the product or service belongs.
Item Name: The specific name of the product or service.
AAHA Code: The relevant AAHA code (if applicable).
Sale Link: A link to the original sale transaction for further details.
Visit Type: The type of visit associated with the sale (if applicable).
Quantity Sold: The number of units or services sold for each entry.
Cost: The total cost associated with the item
if a product > sum of cost of sales from the relevant batches
if a service > no cost of sales
if a service with associated product > sum of cost of sales of the products used from the relevant batches
Revenue Pre-Tax: The total revenue generated before taxes.
Tax: The amount of tax applied to the sale.
Total Revenu: The final revenue amount after taxes.
Profit: The gross profit (Revenue Pre-Tax less Cost)
Profit Margin: The percentage of profit generated on the sale (Profit into Revenue Pre-Tax)
Provider: The user selected on the line-item
Responsible: The user set as responsible for the (SOAP) Record
Utilize Report Filters:
Utilize filters to refine your analysis by:
Date Range: Analyze sales within a specific timeframe.
Sale Type: (SOAP) Record sales or Counter Sales
Sale Status: Open, Ready for checkout or Closed Sales
Product Category: Focus on the performance of specific product categories.
Service Category: Focus on the performance of specific service categories.
Visit Type: Analyze sales based on different visit types (e.g., consultation, follow-up, etc.).
Provider: user assigned to the line item charged
Responsible: user assigned as responsible for the (SOAP) Record
Business Implications and Applications
Identify Top-Selling Products/Services: Determine which products or services generate the most revenue and profit.
Assess Product Profitability: Analyze profit margins for individual products and identify areas for improvement.
Track Sales Trends: Identify seasonal trends, growth patterns, and any potential declines in sales.
Evaluate Marketing Campaigns: Assess the impact of marketing campaigns on sales performance.
Make Informed Pricing Decisions: Analyze pricing strategies and make adjustments to optimize profitability.
Improve Inventory Management: Identify fast-moving and slow-moving inventory to optimize stock levels.
Enhance Customer Service: Analyze customer purchase history to personalize service offerings and improve customer satisfaction.
FAQs
Can I export the data from the Sales Analysis Report?
Yes, you can export the data to CSV for further analysis and reporting.
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