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Sales Analysis - Segmentation Options


Queries

Customer area

Sales Analysis - Segmentation Options

Sales analysis also allows you to perform an advanced query. Find out how to do it.

With sales analysis you can make a personalized search, through specific parameters that can be used simultaneously.

This way, the results of the sales analysis can be segmented by the following options:

  • Date range;
  • Products and families;
  • Customers;
  • Salespeople;
  • Documents and Series;
  • Payment method;
  • Geographic area;
  • Terminal.

Follow the next steps:

1. Go to the menu Consults > Sales > Sales analysis.

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2. To start, you can select how the sales analysis will appear: Date, Product or Category.

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3. Click on the filter icon. You can then apply several filters: Date, Product, Product Families, Payment Methods, Customers, Vendors, Document Type or Document Series. You can apply as many as you like.

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4. Next, click on Products. Here you can search for the products.

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5. Under Product categories you can choose the desired product categories.

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6. You can click on customers and search for your client. You can also add several clients.

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7. In Salespeople, do the same procedure.

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8. You can sort by Document Type and Series and you can select specific document types and series.

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9. You can also filter by Geographic area or Terminal.

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10. Once you have chosen your filters, click on Filter to see the results.

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