Order Sales Intelligence

Menu Path: Business Intelligence (legacy) Sales Intelligence Order Sales Intelligence

Purpose

View order sales information.

Overview

Order Sales Intelligence links directly to the business intelligence cube that displays order detail information. It displays sales data down to the invoice line level. Invoices must exist for data in this cube (imported sales history is not displayed).

You can view and filter data by:

• Date (Year/Quarter/Month/Day)

• Customer Division (Customer Division/Customer Code/Sales Location Prefix/Product Code)

• Customer Group - Customer Rep (Group ID/Customer Default Sales Rep)

• Sales Team (Sales Team/Order Sales Rep)

• Customer Sales Rep

• Second Sales Rep (Second Sales Rep ID)

• Customer Group (Customer Group/Customer Code)

• Category Code (Category Code/Subcategory Code/Product Code)

• Billing Customer (Billing Customer Code/Customer Code)

• Shipping Location (Shipping Location Prefix)

• Sales Location (Sales Location Prefix)

• Sales Team - Customer Rep (Sales Team/Customer Default Sales Rep)

• Posting Period (Year/Month)

The intelligence cube also displays the following measures:

• Net Sales

• Net Units

• Net Costs

• Net Margin Amount

• Sales Amount

• Sales Units

• Sales Costs

• Sales Margin Amount

• Amount Returned

• Returned Units

• Returned Costs

• Returned Margin Amount

• Open Amount

• Open Units

• Weight

Note To view business intelligence cubes, Cognos® PowerPlay® must be installed.

For set up information, see Business Intelligence (legacy) Overview.