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📋.

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❓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⚡.

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🧭Step 1: Access the Reports Module

1. Launch the Logic ERP software💻.

2. From the Main Menu, go to Reports and Queries.

3. Select Sale Registers📁 from the list.

4. 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.

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🧩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.

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📈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:

1. Locate it from the configuration list.

2. Click to open and view the filter panel.

3. Apply your desired filters:

   • 📅Date Range

   • 🧑‍💼Salesman or 🌍Area

   • 👥Customer or Party

   • 🗂️Item Categories

   • 📦Specific Products or SKUs

4. Click Generate Report🔄.

The system will process your inputs and display a detailed, tabular report containing the sales data segmented as per your configuration.

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🔍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.

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🎨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.

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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💡📈.