Sales Order > Sales Order > Sales Order Reports

The Lost Sales Analysis Report function allows you to generate a report that summarizes the cancelled sales orders/quotes.

This report has the following use:

•To review the performance of the Sales Department, taking into consideration the lost sales opportunities.

•To revisit the causes of the sales order cancellations in order to formulate means to further improve sales.

To print Lost Sales Analysis Report, perform the following steps:

1.Access the Lost Sales Analysis Report function from the Reports group under the Reports main menu in the Sales Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

To show multi-currencies in the report, select the option with 'multi-currency' in the layout name. Note that this layout option is only available if the multi-currency feature is activated.

5.In the Report Configuration area, define the report filters. Select in the Filters area the preferred criteria in generating the report.

6.Select any of the following options for which you want to show in the report:

•Sales Orders Only

•Sales Quotes Only

7.Mark any or all of the following checkboxes:

oShow Kit Formula

Mark this checkbox if you want to show the formula of the kit inventory items in the report.

oShow Multi-Currencies

Mark this checkbox if you want to display the sales order amounts in the customer's foreign currency. Note that this checkbox is only available if the multi-currency feature is activated.

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Lost Sales Analysis Report function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oSalesperson #

AccountMate displays the Salesperson Profile when you double-click the salesperson number in the report.

oItem #

AccountMate displays the Item Profile when you double-click the item number in the report.

oComponent #

AccountMate displays the Item Profile when you double-click the component item number in the report.

Lost Sales Analysis Report

Lost Sales Analysis Report

See Also