Revenue performance, margins, forecasting, and contract control
Sales Overview
Sales Overview — YTD sales, order book, overdue orders, trend charts, and grouping breakdown
YTD sales dashboards, margin analysis with drill-down, versioned sales forecasting, and a full contract pricing workflow with approvals and customer letters.
Business outcomes
- Track YTD sales, order book, and overdue orders with trend charts
- Analyse margins by report group with stock code drill-down
- Build and compare sales forecast versions with full-year KPIs and detail
- Manage contract pricing versions with group-based increases
- Generate customer increase letters and export pricing back to your ERP
Modules in this domain
Sales Overview
CacheableYTD sales, beginning-of-year sales, order book, overdue orders, trend charts, and grouping breakdown.
Sales Margins
CacheableMargins by report group with stock code drill-down, trend charts, and Excel export.
Sales Forecast
Versioned sales forecasts with full-year KPIs, forecast detail, and prior-year comparison — integrated with live Syspro sales data.
Contract Pricing
Versioned pricing snapshots, group increases, approval workflow, customer letters, and ERP export.