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Template Sales

263 bytes added, 14:32, 30 September 2022
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'''[https://wiki.taticview.com/taticfiles/Sales.xlsx Donwload]''' Download the example worksheet, using the Sales Spreadsheet and link below, replace it with your data and update the [[Data Sources|datasource]] to start analyzing immediately and improve the management of your business management.
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If you do not have all the available data, leave the corresponding columns blank.
 
 
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[[Special:FilePath/Sales.xlsx|Download Sample Worksheet]]
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[[Share dashboards|Share]] your information with ''Affiliates'' and ''Sellers'' by displaying only relevant information to them, while you have full access to all information.
 
 
 
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Sales Spreadsheet Information:
 
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* '''Order Date''': Date on which the sale was made
* '''Delivery Date''': Date on which the order was delivered
* '''Branch''': Affiliate which performed the sale
* '''Group''': Group to which belongs the sold product
* '''Product''': Name of the sold product
* '''Customer''': Customer name
* '''City''': City where the customer lives
* '''State''': State where the customer lives
* '''Region''': The region of the country where the customer lives
* '''Salesman''': Name of the salesperson who performed the sale
* '''Quantity''': Quantity sold of a product
* '''Price''': The price of the sold product
* '''Taxes''': The amount of taxes levied on the product sale
* '''Net Revenue''': The net value of the product sale
* '''Cost''': The value of the product purchase cost
* '''Profit''': Profit obtained from the product sale
* '''Avg Price''': The result of the price estimate divided by the quantity
* '''%Profit''': Percentage of profit on the product selling price
 
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Analysis:
 
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* '''Annual Information (Top 10)'''
[[File:annual_information.PNG|link=]]
 
 
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* '''Branch Analysis by Quarter'''
[[File:branch_analysis_quarter.PNG|link=]]
<!--T:719-->Sales Spreadsheet Information* '''Annual Products Comparison'''[[File:annual_products_comparison.PNG|link=]]  <!--T:20-->* '''Customer Ranking'''[[File:customer_ranking.PNG|link=]]
<!--T:821-->* '''Order DateOrders Monthly Analysis''': Date on which the sale was made* '''Delivery Date''': Date on which the order was delivered* '''Branch''': Affiliate which performed the sale* '''Group''': Group to which belongs the sold product* '''Product''': Name of the sold product* '''Customer''': Customer name* '''City''': City where the customer lives* '''State''': State where the customer lives* '''Region''': The region of the country where the customer lives* '''Salesman''': Name of the salesperson who performed the sale* '''Quantity''': Quantity sold of a product* '''Price''': The price of the sold product* '''Taxes''': The amount of taxes levied on the product sale* '''Net Revenue''': The net value of the product sale* '''Cost''': The value of the product purchase cost* '''Profit''': Profit obtained from the product sale* '''Avg Price''': The result of the price estimate divided by the quantity* '''%Profit'''[[File: Percentage of profit on the product selling priceorders_monthly_analysis.PNG|link=]]
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