Summary
This is a detail report that displays information relating to the sales of selected deals by product.
Report Location
Report Category: Sales
Report Sub Category: Summary
Report: Deal Detail – By Product
Report Sample
Totals & Sub-Totals
Sub Total at the Product Description level
Grand Total at the bottom of the report as per sample
Parameters \ Filters
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 \ Data Filters
- Only orders generated from within Perenso are counted on this report as external data does not contain deal information
- Only products \ accounts with a value in the “Total Units” and \ or “Total NIS” columns are returned
Sort Order
- Product Description (A-Z)
Column Definitions
Product Description
This column returns the “Description” of the product
Account Name
This column returns the “Display Name” of the account
Group Reports On
This column will return the lowest level of 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".
Extra Group 1
This column will return the lowest level of 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".
Extra Group 2
This column will return the lowest level of the "Extra Group 1" Account Group for the account in the ‘Account Name’ column. The "Extra Group 2" Account Group is defined in Administrator within "Reporting Config".
Extra Group 3
This column will return the lowest level of the "Extra Group 1" Account Group for the account in the ‘Account Name’ column. The "Extra Group 3" Account Group is defined in Administrator within "Reporting Config".
Discount Description
This column returns the “Description” of the discount level applied to the ordered product line.
If the account had ordered the same product multiple across multiple orders for the same deal and had received the same discount, this row is only returned once and it not duplicated
Total Units
This is the total number of units sold for all order lines that have attracted the selected discount deal
If the account had ordered the same product multiple across multiple orders for the same deal and had received the same discount, this column is the sum of all orders for the account \ product for that discount
Total NIS
This is the total NIS Value sold for all order lines that have attracted the selected deal
If the account had ordered the same product multiple across multiple orders for the same deal and had received the same discount, this column is the sum of all orders for the account \ product for that discount