Sales Reports & Analysis

 

Brightpearl provides various reports for viewing sales and returns, allowing you to analyze costs, revenues and profitability for individual products, product groups, product types, brands, customers, lead sources and channels.

Note: Cost prices on all sales reports are estimated up until the actual cost is known at point of shipping

Sales & returns summary

The recent sales list is the main processing point for sales orders but it can also be used to view a summary of sales and returns. Using the filters it is possible to view both sales and returns at the same time. Each line on the listing represents a single order or return.

Customize columns

Columns can be customized per user. Log in and go to My Preferences, found by clicking your username.

Filters

It is possible to use the many filters on the listing to search for orders based on general details such as dates or statuses or on specific details found in the order header, such as order number or customer reference. Or by checking the box next to the search field it is possible to view all orders which contain a particular SKU or key word entered as a line item, for example a coupon code.

Profit at a glance

The Profit & Loss report can provide a detailed picture of performance in different areas of the business and allow period comparisons to be made. But Brightpearl also offers at-a-glance figures which can help you keep a watchful eye on performance throughout day-to-day tasks.

The profit-at-a-glance can be seen at the bottom of the Sales > Recent Sales/Quotes list andSales > Sales Credits list. It will show the figures for all the orders displayed on the screen at one time, the number of results shown can be increased using the filters.

Profit-at-a-glance can be hidden using the staff permissions.

What do the figures mean?

When viewing cost and revenue figures you should be aware of the status of the sales order.

Cost values - until the items are shipped this is an estimated value based on the cost price list (as on the order). Once the items are shipped the actual cost value, inclusive of landed costs, will be displayed.

Net Revenue - this value is the tax exclusive price on the sales order, minus any row and order level discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

Gross Revenue - this value is the tax inclusive price on the sales order, minus any row and order level discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

 

Sales Detail Report

Find the sales detail report under the reports menu. This report provides line-by-line detail of your sales orders.

With this report you can use a data map to define the columns. Create a sales data map atSettings > Data/Import > Orders, then select it in the filters on the report.

The following data map fields will pull extra detail into this report:

  • Order ref
  • Customer email
  • Item SKU, name, quantity, net price, tax code, tax amount
  • Order total, date
  • Customer code, name, company, telephone, mobile, street, suburb, city, state, postcode, country
  • Delivery name, company, street, suburb, city, state, postcode, country, telephone, email
  • Billing name, company, street, suburb, city, state, postcode, country, telephone, email

The following fields cannot be used on the report:

  • Date time
  • Order comments
  • Item gross
  • Shipping gross, shipping net
  • Payment amount, date, ref, account
  • Payment is deferred (used by SagePay integration only)

 

Sales order cost tab

The sales order cost tab is useful for viewing row level information on cost, revenue and profit from within a sales order. It is similar to the profit-at-a-glance seen on the recent sales list but displays the data per sales order row. It can be useful for negotiating discounts and price reductions whilst making a quote.

The sales order cost tab can be activated from Settings > Sales > Sales Settings.

What do the figures mean?

When viewing the sales order cost tab you should be aware of the status of the sales order.

Cost values - until the items are shipped this is an estimated value based on the cost price list (as on the order). Once the items are shipped the actual cost value, inclusive of landed costs, will be displayed.

Net Revenue - this value is the tax exclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

Gross Revenue - this value is the tax inclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

Edit

Sales Analysis Report

The sales analysis report can be found at Reports > Sales by... it can be filtered by brand, channelm customer, lead source, product, product group or product type.

This report can help you answer questions such as:

  • What is my best selling brand this month?
  • What is my best selling product?
  • Who is my best customer?
  • Who has spent the most?
  • Who has bought the most items?
  • Who has placed the most orders?
  • Which products have brought the most profit?

What do the figures mean?

When viewing cost and revenue figures you should be aware of the status of the sales order.

Cost values - until the items are shipped this is an estimated value based on the cost price list (as on the order). Once the items are shipped the actual cost value, inclusive of landed costs, will be displayed.

Net Revenue - this value is the tax exclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

Gross Revenue - this value is the tax inclusive price on the sales order, minus any row discount. Changing the price, tax rate or discount can affect the report. Once the order is invoiced, these values are locked.

Note that separate line discounts are not split across the items on the sales order so will not be seen at a product level.

Edit

Sales charts

The sales chart can be displayed for a product to view sales quantity over a period of time, for a particular customer, on a particular price list, project or channel.

To access the sales chart go to Products > List products/services and select View sales chartsfrom the actions button on a product line.

If you wish to view a different product use the search box to find it by name or by SKU. When viewing a product variant, use the Layer by option to compare the different variants of the group.