The Sales by Product gadget shows product sales for a selected period. For example, you can choose to view sales for today, the last 7 days, the current month or quarter, or for a custom date range. Sales can be displayed by quantity or by dollar value. Select a product to see a breakdown of sales by client and then choose up to three clients to see their purchases over time. You also have the option to export the data to a CSV file for further analysis.
Frequently Asked Questions
Why is my Sales by Product (or Sales by Rep) gadget empty?
If a sales gadget is empty, you may need to open the relevant masterfile (for example, Products | Masterfiles | Products | Maintain) to force an update to the files. An empty sales gadget may also be due to sales that have resulted in zero dollars. The gadget will populate when there are sales that exceed zero dollars.
What affects the data in the Sales by Product gadget? Any customer sale of a product will update the data in the gadget.
If a product is returned, will this affect the data? No, returned products will not affect the sales data.