The following video discusses analyzing the performance section under the Sales Performance Report to understand the cost versus profitability of the business.
Sales Performance Report Analysis
Key Steps
Access the Sales Performance Report in the system.
Navigate to the Performance section.
Review the pie chart on the left-hand side to understand the proportion of open orders versus quotes.
Hover over the pie chart to see the percentage breakdown of open orders and quotes.
Analyze the cost versus profitability breakdown by week by hovering over the graph.
Compare the cost and profitability data to understand the business performance.
Utilize the cumulative view to compare profit and revenue month over month or year over year.
Customize the view by selecting different time frames such as day or month.
Use the Performance tab to gain insights into the actual profit generated by the business.
Cautionary Notes
Ensure that the data is accurately entered into the system to avoid misleading analysis.
Double-check the time frame selected to ensure the correct comparison is being made.
Seek clarification or assistance if any data or graph is unclear or seems inaccurate.
Tips for Efficiency
Familiarize yourself with the different sections of the Sales Performance Report for a comprehensive analysis.
Regularly review the Performance section to track the business's financial health.
Take note of any significant changes in cost or profitability to make informed business decisions.
Customize the view based on your preference to focus on specific time frames for analysis.