Sales
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, exception reports, and live resync
- 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 Version Manager, data editor, summary, version compare, exception report, product linking, and price adjustments. Resync from live Syspro sales data.
Contract Pricing
Versioned pricing snapshots, group increases, approval workflow, customer letters, and ERP export.