Sales analysis 

This Report presents you with an overview of your sales. 

Prerequisite 

1. Logicim XLGL version 5.0 or higher 
2. Microsoft Excel 2016 or higher 
3. Sage 50 Canadian Edition (2014 and above)

What the Report does  

The Sales analysis Report enables you to view the inventory sold per customer. It also provides you with a profit or loss analysis. Freight values are also included in this Report.  

How to use the Report  

1. Enter the Start date on C7 and End date on C8 on the Instructions worksheet. 
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3. Once set, click the Refresh button on the Logicim XLGL ribbon. 
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5. After this, you can see the Report by clicking Go to Report… or by just clicking on the Report worksheet. 
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7. A well-prepared chart is available by clicking the Top 5 worksheet or Go to Chart…. 
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Common use cases  

The Report offers you an overview of your sales per the dates specified on the Instructions worksheet. An analysis is presented on the Report worksheet where you see the inventory sold per customer including cost and profit. This Report also includes the Stocking unit quantity and the Selling unit quantity which may differ at times per item in the inventory and others. 

Troubleshooting  

1. Issue A: No values appear on the worksheet.  
2. Solution A.1: Ensure that your account has the necessary permissions to access the Accounts & General ledger. 
3. Solution A.2: Ensure that the End of period date does not exceed the Start of period date.

FAQs  

1. Q: Can I customize the Report? Let’s say I only want to see specific items. 
2. A: Yes! You can do that by using the filters on top of the pivot table starting from cell C6 to C8. Just click on the drop-down arrow. There are three filters: Service/Inventory (item), Category, and Salesperson. If you don’t see any values after filtering, click the Refresh button on the Logicim XLGL ribbon. 

Best practices 

Connect to the correct company before loading this Report. Ensure that the Refresh after opening checkbox is checked. This allows the Report accurate company-wise and saves you steps, such as clicking the Refresh button on the Logicim XLGL ribbon.