Exact Synergy Enterprise

InterConnect for Macola: How to Print a Lost Sales by Month YTD Report

The Pivot Analysis Report can be used for simple yet powerful analytics to provide clear insight into data in Exact Synergy Enterprise and your back office. Analysis is an important part of the sales process; InterConnect provides several tools that allow you to mine your sales history for useful information.

Use the following for field options and values. When generating a Pivot Analysis Report, you do not need to enter a value in every field. These fields help narrow down the amount of data shown on the report.

Division: Displays the current division. You can select any division set up for use in InterConnect.

Account: Enter the account number to analyze. If you leave this field blank, the analysis will include all accounts.

Salesperson: Select a salesperson from the list.

Item: The item on the order.

Date: Ordered: The date the order was placed.

Date: Entered: The date the order was entered.

Date: Invoiced: The date the invoice was printed for the order.

Date: Posted: The date the order was posted.

Date: Shipping: The date the order was shipped.

View: Select Open to include open orders or select History to include historical orders.

Status: Select the statuses of the orders to include: Open, Credit Hold, Invoiced, Posted.

Type: Select the type of orders to include: Quote, Order, Invoice, Credit Memo

Analysis: Choose the type of analysis you want to view: Matrix or Chart. Your choice changes some of the fields available.

Vertical: Row / Top: Select the value to show in the first column in the report, for example, Account. This value is the start of each row.

Field Value: Select a value to show on the report: counts (by units or by orders) or amounts (sales, costs, or margin).

Horizontal: Column / Top (visible for Matrix Analysis only): Select the value to show in the columns in the report, for example, Item. This value is a heading for each column.

Show totals (Matrix only): Items: Count, Orders: Count, Amount: Sales, Amount: Costs, Amount: Margin

Chart: Type (Chart only unless you choose Matrix: Column, Line, or Area): Select a chart type to display the data.

Running the Pivot Analysis Report for Reason Lost by Date Entered

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Reports.
3. Under the Macola Progression heading, click Orders/Sales Reports.

   

4. Click the Orders / Sales tab.

   

5. Under the Lost Sales heading, click Lost Sales by Month YTD.

Related

InterConnect Lost Sales Reports

InterConnect for Macola Introduction and Document Index