Difference between revisions of "Sales, Inventory, Profitability Analysis"
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To access this report generation screen, navigate as follows: | To access this report generation screen, navigate as follows: | ||
| − | * From the Main Navigation screen, | + | * From the Main Navigation screen, |
| − | * Click: Financials Icon > Reports Tab | + | * Click: Financials Icon > Reports Tab |
| − | * In the Inventory section, | + | * In the Inventory section, |
| − | * Click: Sales, Inventory Profitability Analysis -- link to report page. | + | * Click: Sales, Inventory Profitability Analysis -- link to report page. |
Then, fill in the form: | Then, fill in the form: | ||
| Line 14: | Line 14: | ||
[[calendar widget]], or you may also use a fiscal time period by selecting it from | [[calendar widget]], or you may also use a fiscal time period by selecting it from | ||
the drop down menu. | the drop down menu. | ||
| − | * Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu, | + | * Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down |
| − | + | menu, to run the profitability analysis for actual results or for the budgets and | |
forecasts. | forecasts. | ||
* Click: [Run] button -- to run the profitability analysis. | * Click: [Run] button -- to run the profitability analysis. | ||
Revision as of 21:27, 18 November 2009
This screen allows you to run a profitability report for a product by analyzing the gross profits from sales, the volume of sales, and the average value of your inventory plus other assets.
To access this report generation screen, navigate as follows:
* From the Main Navigation screen, * Click: Financials Icon > Reports Tab * In the Inventory section, * Click: Sales, Inventory Profitability Analysis -- link to report page.
Then, fill in the form:
* Enter the Product ID to be analyzed.
* Enter a specified date range or a pre-configured fiscal time period. You may
manually enter the "From" and "Thru" dates or search for the dates using the
calendar widget, or you may also use a fiscal time period by selecting it from
the drop down menu.
* Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down
menu, to run the profitability analysis for actual results or for the budgets and
forecasts.
* Click: [Run] button -- to run the profitability analysis.
Clicking the [Return to Reports] button will take you back to the Reports Main Screen.
This report is based on Du Pont formula of profitability analysis.
