Summary
A detailed report that allows users to see all sales at the lowest level. Formatted specifically with all information showing for an easy export to Excel for further manipulation if required.



Report Location 

Report Category: Sales

Report Sub Category: Detail

Report: Sales by Account by Order



Report Sample



Parameters 

  • Deal (Prefix all deals with 'Active' if the deal is currently running  or 'Inactive' if the deal has expired). Sort order: Active then Inactive
  • Primary Account Group 1 (e.g. Territory)
  • Primary Account Group 2
  • Primary Account Group 3
  • Period: Year, Cycle, Month, Week  
  • Order Type
  • Order Status (see below):
    Results of the report are counted based on the Order Status of the lines in the order. For example. if "Not Sent" is selected in the report then all lines with the below statuses in the "Not Sent" category are counted).:



Requirements for report 

  • Report Config has been done in Administrator for "Group" parameters to show data / work
  • Orders must be marked as completed in Perenso



Column Details 

  • Territory (Group Reports On)    
    This column will return the "Group Reports On" Account Group for the account in the ‘Account Name’ column.
    The "Group Reports On" Account Group is defined in Administrator within "Reporting Config".
    For example, if the "Group Reports On" Account Group has been set to "Territory" then this column will return the Territory the account is in.

  • Account    
    This column returns the Account \ “Display Name” of any Account that within the territory.

  • Grade (Extra Group 1)    
    This column will return the "Extra Group 1" Account Group for the account in the ‘Account Name’ column.
    The "Extra Group 1" Account Group is defined in Administrator within "Reporting Config".
    For example, if the "Extra Group 1" Account Group has been set to "Grade" then this column will return the Grade the account is in.
  • Banner (Extra Group 2)    
    This column will return the "Extra Group 2" Account Group for the account in the ‘Account Name’ column.
    The "Extra Group 2" Account Group is defined in Administrator within "Reporting Config".
    For example, if the "Extra Group 2" Account Group has been set to "Banner" then this column will return the Banner the account is in.

  • Order Date
    This column will return the date the order was taken in Perenso.

  • Order ID
    This column will return the unique Perenso generated order id for the order.

  • Product
    This column will return the description of any product ordered within the order.

  • # Units
    This column returns the total unit quantity sold of the product within the order.

  • Sale
    This column returns the total Sale $ value for the product within the order.

  • List $    
    This column returns the total List $ value sold for the product within the order.

  • Discount
    This column returns the discount % applied to the ordered line.

  • Deal
    This column returns the description of the deal that was applied to the product within the order.

  • Delivery Date
    This column returns the delivery date for the product within the order. If multiple deliveries exist, the "Product" will appear multiple times in this report (once for each Delivery Date).