Sales Analysis

Purpose

Use the Sales Analysis report area to create, save, edit and view reusable sales analysis definitions. The main screen shows a list of saved report definitions with their selected columns, rows, amounts and period.

Roles involved

• Retail analyst
• Finance analyst
• Advanced reporting user

Preconditions

• The user needs permission to read Sales Analysis. Separate permission is required to create, edit or delete report definitions.

Navigation path

Reports → Sales Analysis

Step-by-step procedure

1. Open Reports → Sales Analysis.
2. Review the list of saved report definitions. The list shows Name, Columns, Rows, Amounts, Period, From date and Till date.
3. Click View to open an existing sales analysis report.
4. If you have write permission, click Create report to create a new report definition.
5. If you have write permission, click Edit to change an existing definition.
6. When creating or editing a report, define the report name, date range, period type, row metric, column metric and amount metric, then save it.
7. Use the report view to analyze the saved configuration and download it if the specific report view supports download.

Required fields

• Report name when creating/editing
• Columns metric
• Rows metric
• Amounts metric
• Period
• Date range

Validation rules

• Metrics must be selected from the report metric lists.
• Separate permissions are required for view versus edit/delete actions.

Exceptions

• The menu item opens the saved report list, not the final analysis output directly.
• Write actions are shown only if the user has permission to maintain sales analysis reports.

Common errors

• Users expect a single ready-made report, but this menu opens a list of saved report definitions.
• Users change a report definition without realizing it affects later viewing of that saved report.

Troubleshooting

• If you cannot create or edit, check user rights for Sales Analysis maintenance.
• If a saved report does not match expectations, open it in Edit and review its columns, rows, amounts and period settings.

Questions / Gaps

• The exact list of available metrics is dynamic and should be confirmed in the live edit screen when preparing end-user training.