Logicim's ready-to-use Sage 50 CA Sales Analysis - DB.

Introduction

The Sales Analysis - DB Report analyzes sales by customers and products for a selected period.

Prerequisites

View Requirements here

What the Report does

The Instructions worksheet controls the period with C8 and C9. The Report worksheet shows customers and Product Code Name values with Stocking Unit Qty, Selling Unit Qty, average costs, Freight, Total Sale, Total Cost, Gross Profit, and GP %. It includes filters for Service / Inventory, Category, and Salesperson. The Top 5 worksheet summarizes customer and product totals.

How to use the Report

Step 1: Enter the start date in Instructions!C8 and the end date in Instructions!C9.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Select Go to Report... to review customer and product sales on the Report worksheet.

Step 4: Use the Service / Inventory, Category, or Salesperson filters as needed.

Step 5: Review the Top 5 worksheet to compare the highest customer and product totals.

Customization options

Change the period in Instructions!C8:C9 before refreshing. Use the visible filters on Report to focus a service or inventory type, category, or salesperson.

Common use cases

  1. Review sales by customer and product.
  2. Compare Total Sale, Total Cost, Gross Profit, and GP %.
  3. Identify the highest customer and product totals in Top 5.

Troubleshooting

Issue: The Report shows the wrong period or narrower results than expected.
Solution: Verify Instructions!C8:C9, review the active filters, then select Refresh.

FAQs

Q: Does the workbook include a Top 5 view?
A: Yes. The Top 5 worksheet shows customer and product totals for the selected period.

Best practices

  1. Confirm the start and end dates before refreshing.
  2. Review active filters when totals appear limited.
  3. Use Top 5 before analyzing detailed rows.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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