Home > Reports > Analysis Reports > Sales AnalysisSales Analysis
Use the Sales Analysis report to really understand your sales figures! In addition to total sales, you'll see a breakdown by product line, giving you information about how many of each product category has been sold, and the dollar amount each product line contributes to your bottom line. There are many options for grouping and comparing your sales data to see just the right information! See also: Product Lines
Product lines are a feature included in the Professional and Enterprise editions of the software. If you're using Express or Standard, your sales figures will all be grouped in the "Others" category.
Product Lines - The report automatically evaluates sales based on your product lines. To get the best view of your business, make sure you assign a product line to each of your price list items. Items that don't have a product line will be grouped together in the "Others" category. See also: Product Lines, Price List
Comparison - (optional) There are two columns available for comparison. You can compare two date ranges or use filters.
Grouping - There are several ways to group the report, including: Session Type, Photographer, Sales Person, Lead Source, Client Group, and Session Promotion.
Exclusions - There are several items that are not reflected on this report, including:
Discounts - The report captures the actual sale amount of each item, not the retail price. For example, an item priced at $100 that was discounted by 20% at the time of sale would be included at $80.
Item Exclusions - Each item in the price list includes a checkbox to Exclude Item from Sales Reports. Items that are marked for exclusion are not included on this report.
Sales Tax - Sales tax is not included. For studios outside the US, the dollar amount shown on this report is the price on the invoice MINUS the tax amount. For example, an item priced at $100 on an invoice, with a tax rate of 20% included in the price, will show on this report as a sale of $83.33.
Follow these steps to generate a Sales Analysis report:
In Spectra/myStratus Desktop, go to Reports > Analysis Reports > Sales Analysis Report. Use the window (shown here) to choose the report settings.
First, choose a Group By from the drop-down list. This is the broad category of invoices you want to consider. You'll narrow your choice with a filter or date range in the next step.
None - Include all invoices.
Session Type - Include all invoices related to a session. Note: Does NOT include client invoices.
Photographer - Include session-related invoices that are associated with a photographer. Note: Does NOT include client invoices or session invoices without a photographer.
Sales Person - Include invoices that have a sales person noted on the invoice. Note: Includes both session and client invoices.
Lead Source - Include invoices whose parent client record has a lead source. Note: Includes both session and client invoices.
Client Group - Include invoices whose parent client record has a client group. Note: Includes both session and client invoices.
Session Promotion - (available in ) Include session-related invoices that also include a session promotion. Note: Does NOT include client invoices.
Now select one of the following as the Column One Criteria:
Filter - Depending on the Group By chosen in step 2, select a filter, client group, or a session promotion from the drop-down menu.
Date Range - Choose a date range from the drop-down list or pick specific start and end dates with the mini-calendars.
Invoice or Posting Date? - When reporting by date range, the report uses the Invoice Date by default. Click Invoice Posting Date to use the posting date instead.
If you want to compare two columns, choose the Column Two Criteria and select another filter or date range.
Type in or modify the report header and column header(s).
Click Preview Report to open the report. Here are few details to notice:
Quantity Sold - Total number of items sold within a product line. This number is helpful to compare the number of products sold in a certain category versus the total revenue generated by that category.
Total Sales - Total sales for the product line and grouping.
Percentage - Helpful for comparing how each product line and grouping compare to the overall revenue of the company.
Take a look at the report ribbon! In addition to standard viewing and printing options, you will also find tools to take a snapshot or select and copy a specific section of the report to your clipboard!
Print the report or Export it as a PDF or Excel spreadsheet. Use the Subscribe button to receive automated email delivery of this report on scheduled days or date. See also Saved Reports and Subscriptions
Close the window when finished.