Sales Trend/Comparison

Sales Trend/Comparison

Sales Trend/Comparison Report 

The Sales Trend/Comparison Report is a compilation of multiple reports in one, showing different trends and plots based on quantity sold, amounts sold, and profit made on items in a specific date range. It uses consumer data to create predictions about customers' future buying habits and preferences. 

1. Reaching the Sales Trend/Comparison Report

To reach the Sales Trend/Comparison Report, follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Sales Trend/Comparison    
See Figure A. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.


                                                                                             Figure A

By clicking "Sales Trend/Comparison," you will be redirected to the "Sales Trend/Comparison" page with relevant filtering and sorting options.

                                                                                       Figure B 

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized sales data in the report.

2. Generating the Sales Trend/Comparison Report

When you navigate to the page, you will see the options pre-selected by default. You can generate the Sales Trend/Comparison for the selected date range.

Report Type:
  1. Sales Trends: If you select this option, the sales trend that happened in the date range is displayed in the report.

                                                                                         




















                                                                                                     Figure C

Fields:
  1. UPC: This is the Universal Product Code for the item.
  2. Description: This column describes the item's name. 
  3. QTY Sold: Here. the quantity of the items that were sold in the selected date range is mentioned in this column.
  4. Total Cost: This column displays the total cost, i.e., the price at which they were bought.
  5. Total Retail: Here, the total retail, i.e., the total price of the items at which they are sold at the store, is mentioned.
  6. Total Profit: The profit value is calculated as: Total Profit =Total Retail – Cost of Items Sold.
Report Type:
  1. Sales Comparison: If you select the sales comparison option, it will display the sales comparison daily, weekly, monthly, or yearly depending on the value of "Select Period to Capture."

                                                                                         Figure D

Since the option selected in "Select Period to Capture" is "Days," Figure D displays the report in the Days format.

Fields:
  1. Name: This column is just there to mention "All Items," which are items sold on that day, so that the total sales value can be calculated properly.
  2. Week Day 1-Week Day 2: This whole row will display the sales number datewise or per day.
  3. Total: This column will display the Total Sales Value of the selected date range, which in this case is 1 month.

3. Filter By:

This filter determines the Y-axis of the sales trends.
  1. Manufacturer Trends by Qty Sold: This option will compile the manufacturer trends by item Quantity Sold in the report.

                                                                                             Figure E
  1. Manufacturer Trends by Amount Sold: This option will compile the manufacturer trends by the amount sold.

                                                                                               Figure F
  1. Department Trends by Profit: This option will include the trends in the report based on the profits earned. 

                                                                                          Figure G

4. Select Trend Axis:

The trend axis sets the Y-axis of the sales trends. It will display the day/week/month only if sales have been made on that particular day/week/month.
  1. Plot by Day: Selecting this option will lay out the Sale Trend's X-axis day-wise.

                                                                                     Figure H
  1. Plot by Week: Selecting this option will lay out the Sale Trend's X-axis week-wise.

                                                                                               Figure I
  1. Plot by Month: Choosing this option will lay out the Sale Trend's X-axis month-wise.

                                                                                    Figure J

5. Date Range and Presets:

For reports to be displayed for a definite period, you have to select the date range from the Start Date and End Date.
The Presets label is provided to select the specific duration/interval to generate the report with that.

This filter is used to fetch the report for the selected date range or time period.


                                                                                  Figure K

6. Add to Sales:

See Figure L below. There are three categorical filters that would display the report differently.  

                                                                                               Figure L                                                                              

6.1: All Departments:
The department is to classify the products into specific tax groups, age restrictions, and other such options.
If the "All Departments" option is chosen from the drop-down option, the report will display the product from all the departments, irrespective of the "Add to Sales" flag in the Department of "Products" module.

                                                                                          Figure M

For All Departments, the report will be shown as highlighted in Figure C above.

6.2: Only Add to Sales

                                                                                      Figure N

As highlighted in Figure N if the "Add to Sales" flag is turned ON while assigning a department to a product, the report will display only those items for which the "added to the sales" flag is on.

6.3 Not Added to Sales:

                                                                                        Figure O

As highlighted in Figure O, if the "Add to Sales" flag is turned OFF while assigning a department to a product, the report will display only those items for which the "added to the sales" flag is off.

7. Vendor Name:

This field has a drop-down menu with the vendor's name attached. Select the vendor's name for the Sales Trends/Comparison Report to display. See Figure P.

                                                                                Figure P

If you have selected a particular vendor, the report will be displayed for that particular vendor. See Figure Q.

                                                                               Figure Q

For All Vendors, it will display the report for all the vendors. See Figure C above.

    • Related Articles

    • Department Sales Comparison

      Department Sales Comparison Overview Reports -> Sales Reports -> "Department Sales Comparison" A sales data comparison report will help the retail business owner or sales manager check when the sales were at their peak or lowest between the specific ...

    • Executive Comparison Crosstab

      Executive Comparison Crosstab Report Summary Overview The Executive Comparison Crosstab Report combines data from various areas such as sales, cycle counts, and the time clock to show an overview of a given location by weekly period. 1. Reaching the ...

    • Transfer Cost Comparison

      Transfer Cost Comparison Overview The Transfer Cost Comparison report will display the product transfer data for all the store locations of your company. The primary purpose of this report type is to compare the value of the cost and quantity of each ...

    • Monthly Sales

      Monthly Sales Report Overview Reports -> Sales Reports -> "Monthly Sales Report" As a sales manager with super-admin rights or a business owner, you need to keep an eye on the sales and check the sales analytics periodically on a weekly, quarterly, ...

    • Manufacturer Sales

      Manufacturer Sales Details Report Overview The Manufacturer Sales Details Report will display manufacturer-wise sales data for a specifically entered date range. In order to see the sales data for a specific manufacturer, you need to configure the ...