Salesman/MR + Market + Party + Company + Division + Item wise analysis
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🧠Overview
In today’s digital age, businesses generate 📈 and rely on vast amounts of data for operations, planning, and decision-making 🤔. One of the most critical tools to manage and interpret this data is the Analysis Report 📊—a document that offers a structured insightful way to evaluate performance, detect patterns, and identify areas of improvement.
Logic ERP is an enterprise resource planning system designed to simplify complex business operations⚙️. One of its standout features is its ability to generate dynamic, multi-level analysis reports with ease.
🔍This tutorial provides a step-by-step guide on how to generate one of the most valuable reports in Logic ERP: Salesman + Area + Party + Company + Category + Item Wise Analyzer📋.
❓Why This Report Matters
This comprehensive analysis report enables organizations to:
👨💼Monitor sales performance across multiple layers.
🗺️Understand geographical trends and performance by area.
🏢Evaluate the effectiveness of sales teams and individual salesmen.
📦Track company-wise and category-wise product movement.
📊Make data-driven decisions for forecasting and strategic planning.
By using this report, businesses can perform both financial and operational analysis, helping them stay competitive and agile⚡.
🧭Step 1: Access the Reports Module
Launch the Logic ERP software💻.
From the Main Menu, go to Reports and Queries.
Select Sale Registers📁 from the list.
Under this section, click on Sale Register Cross Tab.
✅ The Cross Tab format presents data in a pivot-style layout, allowing users to analyze data across multiple variables simultaneously.
🧩Step 2: Select or Configure a Report
Once you are inside the Sale Register Cross Tab interface, you’ll find a list of configurations🧾 on the screen.
You have two options:
🔁Use Existing Configuration: Logic ERP provides a variety of pre-configured report formats based on common business requirements. You can select any one that suits your immediate need.
🛠️Design a Custom Report: If your business has unique requirements, you can create a custom report by selecting relevant dimensions, filters, and layout options. The customization tool in Logic ERP is user-friendly and powerful, allowing you to:
➕Add or remove data columns
🔀Set groupings and hierarchies
📐Define calculation parameters
🛠 💡These configurations are reusable, saving time for future reporting.
📈Step 3: Generate the Analyzer Report
The report we are focusing on is called:
🧑💼Salesman + 🌍Area + 🧾Party + 🏢Company + 🗂️Category + 📦Item Wise Analyzer
To generate this report:
Locate it from the configuration list.
Click to open and view the filter panel.
Apply your desired filters:
📅Date Range
🧑💼Salesman or 🌍Area
👥Customer or Party
🗂️Item Categories
📦Specific Products or SKUs
Click Generate Report🔄.
The system will process your inputs and display a detailed, tabular report containing the sales data segmented as per your configuration.
🔍Step 4: Analyzing the Data
Once the report is generated, you can begin interpreting the data. The cross-tab format allows you to:
👥Compare performance across salespeople.
🌐Observe regional trends in product sales.
📦Understand which product categories are performing well.
🏢See performance across different companies or brands.
🔬Drill down to item-level performance metrics.
📌Practical Use Cases:
📍Identifying high-performing areas or underperforming salespeople
📈Detecting seasonal trends or product spikes
🛍Evaluating customer buying patterns
Cross-checking sales vs. inventory levels
📊 Having this kind of layered visibility allows decision-makers to respond faster and more effectively to business needs.
🎨Step 5: Customize, Export, and Share
You can further tailor the report layout and contents:
🔽Sort or filter columns to narrow down data
🎨Apply conditional formatting for visual highlights (e.g., high/low sales)
📤Export the report in Excel, PDF, or CSV format
📎Use the data for board presentations, internal audits, or strategic meetings
💼 Logic ERP makes collaboration and reporting smooth by allowing export and sharing in universally accepted formats.
Conclusion
The Salesman + Area + Party + Company + Category + Item Wise Analyzer report in Logic ERP is a powerful tool that brings clarity to complex sales data🧭. It empowers businesses to:
📊Conduct detailed performance analysis
📅Improve forecasting accuracy
🧠Make informed strategic decisions
⚙️Enhance operational efficiency
By leveraging Logic ERP’s built-in analysis capabilities, companies can transition from data overload😵💫 to actionable insights🚀—paving the way for smarter, faster, and more confident business decisions💡📈.
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