The DataSelf Analytics workbook is provided Out-of-the-box ready to use for sales, inventory, and AP/AR information. These are descriptions of the worksheet views provided and what they do.
For more about this workbook see
AR (Invoiced Sales Order) Section of the Out-of-the-box workbook, DataSelf Analytics v2202
Reviewing the Sales section of the Out-of-the-box workbook
NLQ - Natural Language Query
Self-service queries you can build using natural language. See example queries on right of screen.
Chart measuring performance by salesperson, customer or item.
Hot: On Fire & Heating Up ***
Chart showing top activity and improving activity by customer, salesperson, item.
Cold: Cooling & Frozen ****
Chart showing decreasing activity and no activity by customer, salesperson, item.
Top Item to Top Customers
Tabular view of top sales for a given period by customer.
Rolling - Period Variances
Tabular view of sales per custom time period showing comparisons & variances. I.e., current 30 days vs prior 30 days.
YoY Variances *
Popular Chart showing YoY Sales, Gross Profit, Cost of Goods Sold, Qty Sold per customer or item.
Chart showing customers who continue to purchase over multiple years or not.
Pareto: Gross Profit vs Sales
Chart comparing customer sales vs gross profit. Your highest sales customers are not always the most profitable customers.
Chart showing customer's contribution to the bottom line after including plugged overhead cost/invoice in the GP calculation.
Your Daily Flash
Chart showing sales for a chosen date by salesperson, customer, item, ship-to city.
Tabular view ranking sales, cost of sales, and more. Display by customer, item, salesperson, invoice amt, and more.
Line graph by Item Class & Year showing sales, cost of sales, gross profit, qty sold. The predictive function needs to be custom configured.
Slicer: Ad Hoc Reporting **
Slice and dice sales data your way. Choose up to 4 subtotal categories and over 30 numeric values to total. All without writing any scripts.
Sales Trends: Major Variances
Bar graph and line chart dashboard displaying sales for selected period of time presenting by month and YTD. A time-oriented view of sales.
Tabular view comparing sales, cost of sales, or gross profit for a selected year/month and same month prior year.
Opening the Out-of-the-box DataSelf Workbook How to open this workbook.
How to select the information you want Filtering records shown in the reports.