Sales Trend/Comparison Report

Sales Trend/Comparison Report

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, dollar value sold, and profit made on items in a specific date range. It uses customer 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 steps below:
  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 1.1. 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. Next, click on "Sales Trend/Comparison." 


                                                                                    Figure 1.1

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


Figure 1.2

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 Report" for the selected date range.

Report Type
The Sales Trends/Comparison Report has two types: Sales Trends and Sales Comparison (explained below).
If you select this option, the sales that happened in the date range are displayed in the report. This is a graphical representation of the sales vs. profit area in the selected date range for the selected vendor. The highest point in the sales trend graph represents the time of highest sales and hence highest profit.

2.1.1. Filter By

This filter determines the Y-axis, i.e., the sale factor in terms of quantity, amount, or profit for the sales trends to draw you the sales/profit comparison in graphical form.
  1. Manufacturer Trends by Qty Sold: This option will compile the manufacturer trends by item Quantity Sold in the report.

                                                         Figure 2.2.1
  1. Manufacturer Trends by Amount Sold: This option will compile the manufacturer trends by the amount sold.

                                                        Figure 2.2.2
  1. Department Trends by Profit: This option will include the trends in the report based on the profits earned. 

                                                          Figure 2.2.3

2.1.2. Select Trend Axis:

This filter determines the X-axis, i.e., the time factor for the sales trends, to draw you the sales/profit comparison in graphical form.

  1. Plot by Day: Selecting this option will lay out the sale trend's X-axis day-wise. This will give the highest sales/profit day-wise data. 

                                                                Figure 2.2.4
  1. Plot by Week: Selecting this option will lay out the sale trend's X-axis week-wise. This will give the highest sales/profit week-wise data. 

                                                                Figure 2.2
  1. Plot by Month: Choosing this option will lay out the sale trend's X-axis month-wise. This will give the highest sales/profit month-wise data. 

                                                              Figure 2.3
Column Description:
  1. UPC: This is the Universal Product Code for the item.
  2. Description: This column describes the item.
  3. QTY Sold: 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 is the total price of the items at which they are sold at the store.
  6. Total Profit: The profit value is calculated as Total Profit = Total Retail – Cost of Items Sold.
Notes
Different types of filters can be mixed and matched along with date ranges and vendors to get more customized results.

2.2. Sales Comparison

The Sales Comparison Report will display the sales comparison daily, weekly, monthly, or yearly, depending on the value selected from "Select Period to Capture."


                                                                     Figure 2.1.1

This report works in sync with Select Group to Compare and Select Period to Capture.

2.2.1. Select Group to Compare

This field lets you choose the option to draw a sales comparison as per the selected options.


Figure 2.2.1
InfoThe "Manage" button is used to add custom filters to Select Group to Compare to get the desired results. You can custom select options from Items, Department, Manufacturer, Category, Discounts, and Discount with Details.
  1. For All Items: 
This filter option is selected by default and will display all the items irrespective of department, manufacturer, etc. Depending upon the option selected in the Select Group to Compare and Select Period to Capture, the report results will be displayed.
  1. When All Items is selected in Select Group To Compare and the Days option is selected in Select Period to Capture, the sales data for All Items with the day-wise sales value and total sales value will be displayed for each Day in the selected date range. See Figure 2.2.2.

Figure 2.2.2
  1. Column Description:
  1. The Sales Comparison Report is simple to gauge the sales/profit. It generates the data in columns for All Items for each Day in the selected date range.

2.2.2. Select Period to Compare

This field lets you choose the option to draw a sales comparison as per the selected options.
  1. By Week: 
When "All Items" is selected in Select Group to Compare and the "Weeks" option is selected in Select Period to Capture. When the "All Items" option is selected, the sales value for all items combined is displayed for each Week in the selected date range. The Total sales value will also be displayed for all the weeks in the selected date range. See Figure 2.2.2.1.

                                                           Figure 2.2.2.1
  1. Column Description:
    1. The Sales Comparison Report is simple to gauge the sales/profit. It generates the data in columns for All Items for each Week in the selected date range.

  1. By Months
When "All Items" is selected in Select Group to Compare and the "Months" option is selected in Select Period to Capture, the sales value for all items combined is displayed for each Month in the selected date range. The Total sales value will also be displayed for all the months in the selected date range.

                                                                            Figure 2.2.2.2
The data for All Items with their sales value and total sales will be displayed for each Month in the selected date range. See Figure 2.2.2.2.
  1. Column Description
  1. The Sales Comparison Report is simple to gauge the sales/profit. It generates the data in columns for All Items for each Month in the selected date range.
  1. By Years:
When "All Items" is selected in Select Group To Compare and the "Years" option is selected in Select Period to Capture, the sales value for all items combined is displayed for each Year in the selected date range. The Total sales value will also be displayed for all the year(s) in the selected date range.

                                                                         Figure 2.2.2.3
  1. Column Description
  1. The Sales Comparison Report is simple to gauge the sales/profit. It generates the data in columns for All Items for each Year in the selected date range.

2.2.3. Generating Report for Other Options from Select Group to Compare

  1. Departments: This filter option will display the Sales Comparison Report for all the items department-wise for All the days in the selected date range. See Figure 2.2.3.1.
  1. When "Department" is selected in Select Group to Compare and the "Days" option is selected in Select Period to Capture, the sales data for the Department will be displayed for each Day in the selected date range. See Figure 2.2.3.1.                                                                          Figure 2.2.3.1
InfoSimilarly, the Sales Comparison Report can be generated for Weeks, Months and Years for the Department in the selected time period/date range.
  1. Manufacturer: This filter option will display the Sales Comparison Report for all the items manufacturer-wise for All the days in the selected date range. See Figure 2.2.3.2.

                                                                                                     Figure 2.2.3.2
InfoSimilarly, the Sales Comparison Report can be generated for Weeks, Months, and Years for All Manufacturers in the selected time period or date range.
  1. Category: This filter option will display the Sales Comparison Report for all the items product category-wise. See Figure 2.2.3.3.

                                                                                    Figure 2.2.3.3
  1. Category Depth: This field lets you select the subcategory of the Category defined at the item creation level to list the required data in the report. You can select the depth of the category depending upon subcategories defined during product creation. 
    The     "Show All" option will list all the items falling in the root category. Depth 1 is the root category.

        Figure 2.2.3.4
InfoSimilarly, the Sales Comparison Report can be generated for Weeks, Months, and Years for All Category Depths in the selected time period or date range.
  1. Discounts: This filter option will display the Sales Comparison Report for all the items with discount details. 

                                                                                     Figure 2.2.3.5
InfoSimilarly, the Sales Comparison Report can be generated for Weeks, Months, and Years for Discounts in the selected time period or date range.
  1. Discounts with Details: This filter option will display the Sales Comparison Report for all the items with discount details.

                                                                                  Figure 2.2.3.6
InfoSimilarly, the Sales Comparison Report can be generated for Weeks, Months, and Years for Discounts with Details in the selected time period or date range.

3. 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. When you click the field, you will see a drop-down calendar. Select the start and end dates to select the date range to get the sales/profit data in that time period only. 
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 3.1

4. Include In Sales Reporting

See Figure 4.1 below. There are three categorical filters that would display the report differently. 
                                                                                Figure 4.1                                                                  
  1. All Departments: When selected, this will include all departments in the system, whether or not they are flagged to be included in the sales reporting.

                                                                   Figure 4.2
Notes
For all Departments, the sales trends will be shown as highlighted in Figure 2.1 above.
  1. Include In Sales Reporting: As highlighted in Figure 4.3, if the "Include In Sales Reporting" flag is turned ON while assigning a department to a product, the report will display only those items for which the "Include In Sales Reporting" flag is on.

                                            Figure 4.3
  1. Not Include In Sales Reporting: As highlighted in Figure 4.4, if the "Include In Sales Reporting" flag is turned OFF while assigning a department to a product, the report will display only those items for which the "Include In Sales Reporting" flag is off.

                                                                                   Figure 4.4

5. 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 5.1.

                                                                                    Figure 5.1

If you have selected a particular vendor, the report will be displayed for that particular vendor. See Figure 5.2.

Figure 5.2                            
For "All Vendor," it will display the report for all the vendors. See Figure 2.2.1 above.

6. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

7. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

8. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through Favorite Reports. You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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