Summary

This is a summary report that displays information relating to the total number of accounts that have had an order for selected deals.



Report Location 

Report Category: Sales

Report Sub Category: Summary

Report: Deals Sold Into Summary

Report Type: Export only



Report Sample



Totals & Sub-Totals 

Grand Total at the bottom of the report as per sample


Parameters \ Filters

  • View By

This will allow Account Groups (as specified in "Reporting Config Details" in Administrator) to be available as a filter. See “Territory Name” in details for further information

  • Deal

This should be a multi select check list to allow multiple deals to be selected

 

  • Based On

Allows a user to choose between Activity Date, Order Date, Delivery Date 

(Activity Date is default)

 

  • Period From

Allows a user to choose a From Period (e.g. a week, month or year)

 

  • Period To

Allows a user to choose a To Period (e.g. a week, month or year)

 

  • Account Group 1
         This filter list 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". 

 

  • Account Group 2
         This filter list 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".

 

  • Account Group 3
         This filter list 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". 

 

  • Account Group 4
         This filter list will return the "Extra Group 3" Account Group for the account in the ‘Account Name’ column. The "Extra Group 3" Account Group is defined in Administrator within "Reporting Config". 



Report Notes

  • Only orders generated from within Perenso are counted on this report as external data does not contain deal information


 Sort Order

  • Group By (e.g. “Territory Name”) A-Z

 

 

Column Definitions 

  • Territory Name
     'Territory' is a placeholder description for sample purposes in this spec. This column will be labelled the "View By" Account Group that has been specified in the parameters of the report. For example, if "Banner" was set as the "View By" then this column would return "Banner".


  • Called On Stores
     This is the total number of unique accounts the deal is visible to based on the “Accounts” tab of the deal in Perenso Administrator


  • Deals Sold Into
     This is the total number of unique accounts where at least 1 order line has attracted the selected deal


  • Deal Taken %
    This is a calculation of Deals Sold Into \ Called On Stores (shown as a percentage to 0 decimal places)


  • Total Units
    This is the total number of units sold for all order lines that have attracted the selected deal


  • Total NIS
    This is the total NIS Value sold for all order lines that have attracted the selected deal