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Sales Reporting

There are two sales reporting functions in ACUMEN. Sales Reports are sophisticated, predefined, publisher-specific reports. You can select from over 35 data views, define two report periods, and specify sort criteria for each report.

The Sales Export function enables you to create your own report format for export to a text file. This can be opened by any spreadsheet or word processor. You can select from over 100 data views, imbed search criteria, specify sort criteria, and define up to 120 reporting periods. You can include up to 10 columns of data in each period for each export.

ACUMEN's sales reporting functions give you an increased understanding of sales, gross profits, return ratios, and much more. Because you can track these statistics for so many different criteria, you gain a deep insight into how your sales and profits are generated.

Sales Report Features:

  • Each report contains two reporting period sections: Month of & Year to Date, Year to Date & Life to Date, or user-defined periods.
  • Reports can be sorted by one of three criteria: alphabetical, sales in the first section, sales in the second section.
  • All reports are available for any historical period at any time. Because the data is maintained for as long as you wish, you can even report information from closed years.
  • You can run Sales Reports on historic sales information that you've imported into ACUMEN from another system.
  • Sales Reports can be saved in Print Batches, making it easier to print groups of reports later.
  • Sales Report printing is run in a separate process so you can continue to work while you print your sales reports.
Sales Export Features:
  • Each export can contain up to 120 report periods, with up to 10 columns of data for each period.
  • Exports can contain subtotals and grand totals.
  • All exports are available for any historical period at any time. Because the data is maintained for as long as you wish, you can even report information from closed years.
  • You can run exports on historic sales information that you've imported into ACUMEN from another system.
  • Sales Exports can be saved in Export Batches, making it easier to export groups of reports later.
  • Sales Exports are run in a separate process so you can continue to work while you export.
Sales Report Categories:
  • Sales By...: These reports include sales by all of the criteria chosen. For example, Sales by Title produces a report with sales information for every product you sell. Sales by Customer Type reports sales by every Customer Type in the system. You can run these reports for Customer, Customer Category, Customer Type, Method, Region, Rep, Source, State, Title or Type.
  • Sale by Title...: These reports will print a complete analysis of product sales for one criteria. For example, for Sales by Title: Customer, you select one Customer and get complete sales information for every product the Customer purchased from you during the report period. You can run reports for Customer, Customer Category, Customer Type, Method, Region, Rep, Source or State.
  • Sales for Title...: These reports enable you to choose one product and get a complete breakdown of its sales by a chosen criteria. For example, Sales for Title: Customer Type contains the sales for all Customer Types for the single product selected. You can run these reports for Customer Category, Customer Type, Customer, Method, Region, Rep, Source or State.
  • Sales by Customer...: These reports print sales information broken out by customer for one value of the criteria chosen. For example, Sales by Customer: Region prints the sales of all customers in a single sales region. You can run these reports for Reps, Region or State.
  • Top Gun...: There are two Top Gun reports, Top Gun Customers and Top Gun Titles. These reports can come in handy when you have a lot of products or customers. They enable you to limit the report to your best 10, 20, 50 (or a number you specify) customers or titles.
Sales Report Screenshots: See some of the actual screens used in ACUMEN.
 
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