Overview Report by Period

The Overview Report by Period shows items sold, cost of goods sold, and pricing by associate, all broken by transaction type.  And it shows returns by associate, too, for net results.  There is an option to include the Cost column for Appraisals and Miscellaneous

 

 

Data fields in the Overview Report by Period include:

 

SKU Items

 

 

 

Qty Sold

The total number of units sold by the associate for the period.

 

 

Cost

The total cost of goods sold by the associate for the period.

 

 

Price

The total selling price of the items sold by the associate for the period.

 

 

GP %

The percentage of gross profit for the period for that associate and sale type based on sales price and cost. 

 

Repairs

 

 

 

Qty Sold

The total number of units sold by the associate for the period.

 

 

Cost

The total cost of repairs sold by the associate for the period.

 

 

Price

The total selling price of the repairs sold by the associate for the period.

 

 

GP %

The percentage of gross profit for the period for that associate and sale type based on sales price and cost.

 

Custom

 

 

 

Qty Sold

The total number of custom job units sold by the associate for the period.

 

 

Cost

The total cost of custom items sold by the associate for the period.

 

 

Price

The total selling price of the custom items sold by the associate for the period.

 

 

GP %

The percentage of gross profit for the period for that associate and sale type based on sales price and cost.

 

Totals

 

 

 

Qty Sold

The total number of units sold by the associate for the period.

 

Cost

The total cost of goods and services sold by the associate for the period.

 

Price

The total selling price of items, repairs, and custom jobs sold by the associate for the period.

 

GP %

The percentage of gross profit for the period for that associate and sale type based on sales price and cost.

Appraisals

 

 

 

Qty Sold

The total number of appraisals sold by the associate for the period.

 

Cost

The total cost of appraisals sold by the associate for the period.

 

Price

The total selling price of the appraisals sold by the associate for the period.

Miscellaneous

 

 

 

Qty Sold

The total number of miscellaneous sales by the associate for the period.

 

 

Cost

The total cost of miscellaneous sales by the associate for the period.

 

 

Price

The total selling price of miscellaneous sales by the associate for the period.

 

Total Sales

Total sales for each sale type.

 

Returns

The above fields are repeated for returns.

 

Total Returns

Total returns for each sale type.

 

Net Total

The net of sales and returns for each sale type.

 

Percent Total Sales

The percentage total sales (based on sales price) that each area constituted.