A report that summarizes the sales for the Accounts by Product Group. Parameters allow a user to select 2 periods to allow comparison (e.g. current year vs previous year etc).
Report Location
Report Category: Sales
Report Sub Category: Summary
Report: Account Group Sales by Product Group
Report Sample
Account: Account XYZ, Period 1: YTD 2017, Period 2: YTD 2016, Order Type: Perenso Orders
| Account Group | Product Group | (Period 1) | (Period 2) | Variance (Actual) | Growth (%) | ||||||||
| Units | List $ | Sale $ | Units | List $ | Sale $ | Units | List $ | Sale $ | Units | List $ | Sale $ | ||
| Territory 1 | Baby | 997 | $10,226 | $10,009 | 972 | $11,936 | $9,827 | 25 | -$1,710 | $182 | 2.6% | -14.3% | 1.8% |
| Territory 1 | Cold | 361 | $4,442 | $3,490 | 843 | $10,352 | $8,523 | -482 | -$5,910 | -$5,033 | -57.2% | -57.1% | -59.1% |
| Territory 1 | Cough | 396 | $4,863 | $4,001 | 312 | $3,831 | $3,154 | 84 | $1,032 | $847 | 26.9% | 26.9% | 26.8% |
| Territory 1 | Flu | 155 | $1,918 | $1,752 | 484 | $5,944 | $4,893 | -329 | -$4,026 | -$3,141 | -68.0% | -67.7% | -64.2% |
| Territory 1 | Health | 811 | $9,996 | $8,211 | 546 | $6,705 | $5,520 | 265 | $3,291 | $2,691 | 48.5% | 49.1% | 48.7% |
| Territory 1 | Beauty | 731 | $8,985 | $7,100 | 729 | $8,952 | $7,370 | 2 | $33 | -$270 | 0.3% | 0.4% | -3.7% |
| Territory 1 Sub Total | 3451 | $40,430 | $34,563 | 3886 | $47,720 | $39,287 | -435 | -$7,290 | -$4,724 | -11.2% | -15.3% | -12.0% | |
| Total | 3451 | $40,430 | $34,563 | 3886 | $47,720 | $39,287 | -435 | -$7,290 | -$4,724 | -11.2% | -15.3% | -12.0% | |
Totals & Sub-Totals
Sub Total for each Product Group
Grand Total as per sample
Parameters
- View By (Show all account groups in report config)
- Period 1 (Year, Month, Cycle)
- Period 2 (Year, Month, Cycle)
- Based On: Activity Date, Order Date, Delivery Date (Activity Date is default)
- 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).:Order Status ConstKey Description All Includes ALL of the below status Sent 304222 Credited 304211 Delivered 304210 Received 304216 Resend Pending 304209 Sent 304220 Sent - Email Delivered 304219 Sent - Email Opened 304221 Sent - HSN Received 304223 Sent - Price Changed Not Sent 304203 Not Due to Send 304207 Partially Sent 304204 Pending 304205 Processing 304214 Referral Declined 304212 Send Failed 304218 Send Failed - Email Bounced 304217 Send Failed - Email Dropped 304215 Send Failed - No Email 304208 To be Retried Referred 304202 Referred by User Held 304201 Held by User 304206 Held - Product Confirmation Not Sent 304213 Confirmation Not Sent
Requirements for report
- Accounts exist in the Perenso database
- Report Config has been done in Administrator for "Group" parameters to show data / work
Sort Order
- Product Group
Column Details
Account Group
Returns the account group specified in the "View By" parameter
Product Group
Returns the groups within the Product Group set in "Group Reports On" specified in Administrator. This is defined in Administrator within "Reporting Config". For example, if the "Group Reports On" Product Group has been set to "Brand" then these columns will return Brands.
Units
This column will return the total unit value for the selected Order Type for Period 1 / Period 2 (set in the parameters). This value is irrespective of who took the order (all orders for the account are counted). Only product groups with a value in any column are shown.
List $
This column will return the total List Price value for the selected Order Type for Period 1 / Period 2 (set in the parameters). This value is irrespective of who took the order (all orders for the account are counted). Only product groups with a value in any column are shown.
Sale $
This column will return the total Sale Price value for the selected Order Type for Period 1 / Period 2 (set in the parameters). This value is irrespective of who took the order (all orders for the account are counted). Only product groups with a value in any column are shown.
Variance (Actual)
This column is a calculated column. The calculation is:
Period 1 – Period 2 = Variance (Actual)
Growth
This column is a calculated column. The calculation is:
VAR \ Period 1 = Growth (shown as a %)