Sales analysis

Sales analysis

SPM documentation - June 23th 2010 – Written by Rémi Equoy

Introduction

The Sales analysis tool enables to see some statistics per salesman (Quote created by or Quote approved by) or per Customer for a given year :

• Nb of quotes : Number of Quotations.
• Nb of quoted items : Number of items included into the Quotations
• Nb of orders : Number of Requisitions.
• Nb of ordered items : Number of items included into the Requisitions.

• Order transformation rate : Ratio between the number of Requisitions and the number of Quotations.
• Item transformation rate : Ratio between the number of items into the Requisitions and the number of items into the Quotations.

Important note : The transformation rate use the Quotation's date to include linked Requisitions.

See also - Statistic tools -

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