Summary
This is a summary report that allows a user to get a list of accounts that have an order for a specified group of deals, and compare it to another group of details to determine if an account is "Gained" or "Lost" in comparison.


 

Report Location 

Report Category: Sales

Report Sub Category: Summary

Report: Deals Taken by Account




Report Sample 




Totals & Sub-Totals 

Grand Total at the bottom of the report as per sample


Parameters \ Filters

  • Deal Group 1

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

  • Deal Group 2

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

  • Gain \ Loss

This will return the option of All, Gain or Loss – allowing the user to filter to only see new (gains) or lost accounts if required

  • Based On

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

(Activity Date is default)

 

  • 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


Sort Order

  • Account Name (A-Z)

 

Column Definitions 

  • Account Name

This column returns the “Display Name” of the account

  • Territory

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".

  • Grade

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". 

  • Ordered

This column displays the value “Yes” where at least 1 order line has attracted the selected deals in the corresponding “Deal Group” parameter. 

For example, if “Deal Group 1” had “2025 March Deal” AND “2025 April Deal” selected, then this column would return a “Yes” if EITHER account had an order for “2025 March Deal” OR “2025 April Deal”.

  • Total Units

This is the total number of units sold for all order lines that have attracted the selected deal\s

  • Total NIS

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

  • Gain \ Loss

This column displays the value “Gain” if a “Yes” exists in “Ordered” for “Deal Group 2” but NOT in “Deal Group 1”

This column displays the value “Loss” if a “Yes” exists in “Ordered” for “Deal Group 1” but NOT in “Deal Group 2”