Sales Statistics
Description
In addition to defining and generating commissions, one of the main features that iDynamics Commissions adds to Business Central is the capability to assign more than one salesperson to a sales document.
Not only that, but the app is designed to give you the capability to differentiate between what the salesperson has sold and what the company has actually invoiced. What do we mean by this? When a salesperson achieves a sale:
- The company might give a payment discount to the customer if they pay before a certain date.
- Shipping or handling costs might be added to the invoice.
These are just two examples of things that might affect the final amount invoiced to the customer, but that should not affect the sales statistics of a salesperson: they should not be penalized because the company offered a payment discount, nor the shipping costs of the items they sold should be taken into account as sales achieved by them (note: this is configurable).
iDynamics Commissions generates sales statistics that:
- If specified, split the invoice amount between all the salespeople that took part in a sale.
- Ignore any payment discounts given to the customers.
- Ignore lines configured not to be taken into account towards sales achieved by the salesperson (such as shipping charges).
Check Sales Statistics
You can check all sales statistics generated by the app from the Sales Statistics option in the Commissions menu. Here, you can check the data generated and export it to Excel for analysis.
Learn about the statistics records created by the app
Sales & Commission Factboxes
iDynamics Commissions adds several factboxes to Business Central that give you instant information on how sales are going, in the current period, for a sales team, salesperson, item, customer, or commission group.
Learn about the sales and commissions factboxes available
Exclude Sales Lines form Statistics
Items, resources, G/L accounts, item charges, and fixed assets can be configured to be excluded from sales statistics so that the amounts in sales lines assigned to them are not added to the sales amounts shown in reports generated by the app.
Learn how to exclude sales lines from statistics
Split Sales Amounts Between Multiple Salespeople
In the Sales Documents chapter of this help, you can find how to add multiple salespeople to a sales document. Here you will learn how to split the invoice amounts between them so that they count towards their sales statistics (and their sales targets).
Learn how to split the amounts in a sales document between multiple salespeople
Import Sales Statistics
If you are migrating from another system and all of the sales for the current period are not available in Business Central, or if you want to make adjustments to the stats generated by the app, the import stats journal lets you add or remove amounts to the stats generated by the app, that will be used in sales reports and when calculating commissions for sales targets.