Periodic Performance Report
Logic ERP has improved the Periodic Performance Report so that every sales figure in the analysis sections is now worked out the same way: the sale value (without tax and after returns). Area, party, agent and party-count figures now agree with the Net Sales shown in the report.
Step 1: Open the Report
Navigate to Reports/Queries and select Financial Analysis.
Open the Periodic Performance Report.
What's corrected
Area Wise Sales Analysis now shows each area's sale value, without tax and after sales returns. The area total now equals Net Sales in the report, or Net Sales After Inter Branch Transfers when inter-branch transfers are left out. Area amounts will be lower than before, because tax is no longer included. This is intended.
In Area Wise Sales Analysis, each area's percentage is now its share of the area total, so the area rows (with (Ungrouped)) add up to 100. The (Ungrouped) percentage now matches Area Wise - Ungrouped Sales % of Area Total. The Total row no longer shows a percentage.
Top Selling Parties are now ranked by sale value instead of the invoice amount with tax. Parties may change places in the list. Amounts will be lower than before. This is intended.
Parties By Growth and Parties By Decline now compare sale values on the same basis as Top Selling Parties.
Top Agents and Sales Through Agents now use sale value. Agent amounts will be lower than before. This is intended.
Total Parties, Goods Sold to During the Period, Average Sale per Party and New / Repeat / Lapsed Parties now count every party the business sold to, including customers billed through a book other than the sales book. New Parties plus Repeat Parties now equals Total Parties.
No. Of Parties Being Sold Above the set amount now compares each party's sale value with the limit, not the amount with tax. The count can fall for parties that went over the limit only because of tax. This is intended.
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