Intelligence Sales Reports- Overview

TradeGecko’s Intelligence, Sales Order Reports provide you with the following business metrics:

  1. Total sales: Refers to the sum of all your sales, inclusive of discounts. This metric excludes taxes and will be displayed in the base currency of the account.  
  2. Realized profit: Refers to the profit from goods that have already been shipped.
  3. Potential profit: Refers to the profit you stand to gain from committed stock that have yet to be shipped.
  4. Realized cost of goods: Refers to the cost of orders that have already been shipped
  5. Potential cost of goods: Refers to the cost of goods that have yet to be shipped.
  6. Realized tax: Refers to the tax on items that have already been shipped.
  7. Potential tax: Refers to tax on goods that have yet to be shipped.
  8. Realized discount: Refers to the the discount on goods that have already been shipped.
  9. Potential discount: Refers to the discount in goods that have yet to be shipped. 
  10. Quantity: Number of units of a SKU
Note
The Intelligence reports are NOT meant to be used as an accounting tool and should never be used for accounting purposes.

You can filter all your sales reports by: Assignee, Channel, Customer, Customer Tags, Customer Type, Location, Order Tags, Potential/Realized COGS, Potential/Realized Discount, Potential/Realized Profit, Potential/Realized Tax, Product, Product Brand, Product Tags, Product Type, Quantity, Shipping Country, Shipping State, Supplier, Total Sales, and Variant.

You can also save your reports for future reference.

Now let’s take a look at what the Intelligence-Sales Reports page looks like.

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On the top left hand corner you have a dashboard with your Total Sales, Total Costs (COGS) and Total Profit. On the right you have a list of your top performing variants by default. Using the drop-down menu, you can also select between Assignee, Channel, Customer, Customer Type, Location, Product, Product Brand, Product Type, Shipping Country, Shipping State, and Supplier

Below, you will see a list of built-in, preset reports. You can customize each preset and save it as a new report.

Select the type of report you want to get started on.

For the purposes of this example let's run a report on the sales of a company over the last 30 days, by location.

So first select the location tab on the dashboard.

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You can now set up the parameters you want the report to work with. On the top menu bar, from the Show me drop-down menu, you can select various metrics you would like to see in the reports (Quantity, COGS, Profit, Tax, etc.). From the Grouped by drop-down menu, you can select Time Grouping (Day, Week, Month, or None) and also select various Properties (Channel, Customer, Variant, Product, etc.). From the For Orders Issued drop-down menu, you can select various date presets. You can also use the Add Filters drop-down menu to narrow down your reports.

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Let’s set up the date range first. You can either set a custom date preset or you can select from of the preset range that is provided.

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Let’s select the a custom preset as our range. Click on apply.

Next let’s select the filters.

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We want to filter the report by Customer, so select the field for Customer.
Next, start typing out and select the customer you would like to filter the report by.

Click Apply Filter.

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And there you have it! A report showing you a list of JD Wholesale's sales, aggregated by location and sorted by total sales, for the custom date preset.

From the results above, we can see that the Warehouse 2 location performed significantly better than the other two locations.

If you would like to add more metrics to the report, no problem! Simply click on the Show me drop-down menu and select the metrics you wish to display.

Finally if you want to save this report, click on the green pencil icon next to the default report name, 'Location', and name the report as you wish. Once done, click on Save Report on the top-right hand side of the report. This will automatically save the report, which can be found under the My Sales Reports menu bar on the left hand side.

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When used in tandem, the metrics and filters can produce useful insights into the performance and health of your business and your team. Find out more about some of our most popular reports:

Total Sales by Customer - If you are a wholesaler this is report could be very useful for you. Using this report you can determine which of your customers have ordered the highest number of goods from you over a specified period of time. This is helpful when you need to decide on custom price lists discount rates for those customers. Adversely it also shows you which customers are not purchasing as much, allowing you and your team to re-strategize on how to increase sales in those areas.

Total Sales by Product - This report is useful for any business owner. Find out which of your products are repeatedly best sellers month on month and make sure you are always stocked and ready to sell. Find out which products are just taking up space on your shelves and discontinue them or order small quantities from your supplier. Do the sales of certain products rise and fall over the year? Detect a trend in sales using this report and anticipate these slumps and swells well in advance.

Total Sales by Assignee - If you run a competitive sales team then this report is perfect for you. Filter your Sales over a specific period of time for each of your team members to have a clear view of who is selling the most and who is not hitting their targets. You can also note trends like team members who initially sold low amounts but are steadily increasing their numbers. What a time saver!

Note
Intelligence Reports take up to 24 hours to be updated.
Note
TradeGecko Intelligence Reports generate data based on the sale of individual variants. At this time, for the sale of Pack Size Variants, reports do not reflect the stock movements associated with individual units, only the top level pack size variant itself. Likewise, for the sale of Composite Variants, reports do not reflect the stock movements associated with component variants, only the top level composite variant.
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