Sales > Reviewing your sales information
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Business Insights
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Use Business Insights to analyse sales and customer information.
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The To Do List displays all open sales, recurring sales and orders sorted by overdue dates.
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Analyse Receivables
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Sales reports help you keep track of your sales activities.
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History lets you view seven years of sales history for an item, a customer or an employee.
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Sales Register
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The Sales Register window gives you a complete picture of your sales activity—open and closed invoices, orders, quotes, returns, credits and so on.
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Find Transactions
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Find Transactions helps you find individual sales transactions quickly.
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Transaction Journal
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The Transaction Journal lists journal entries of your sales and other transactions.
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To analyse sales information using Business Insights
Business Insights presents a summary of your sales information, including which customers owe you money and how much money is overdue. You can also see how much your customers owe you for each ageing period, as well as the sales history of your customers.
To find information specific to your needs, sort the table columns by clicking a column heading. For example, you can sort the list of outstanding invoices to find the most overdue invoice or the largest overdue amount.
You can use Business Insights to analyse customer information and sales performance.
To analyse customers
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Go to the Accounts command centre and click Business Insights. The Business Insights window appears.
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View the Customers who owe me money panel.
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This panel shows the total you are owed and details of each overdue customer payment (based on their invoiced credit terms), including the number of days overdue.
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Click Analyse customers to view graphs and information about the money your customers owe you and the payment history of each customer.
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You can use this information to:
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Contact customers for overdue payments Identify which customer payments are the most overdue or which customers owe you the most money.
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Renegotiate a customer’s credit terms View the customer’s outstanding balances and payment history, such as the average number of days it takes for them to pay you.
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If you want to copy a graph and use it in another document, right-click it and choose:
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Copy to Clipboard. This copies the graph to the Windows clipboard, ready to paste into a document.
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Save As. Choose where you want to save the image and click Save. This saves the graph as an image file, so you can use it later.
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If you want to copy the data from a table and paste it in another document where you can edit it, such as an Excel spreadsheet:
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Right-click the table and choose Copy to Clipboard. This copies the data to the Windows clipboard
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Open the document or spreadsheet and press Ctrl+V to paste. Note that table totals are not included in the pasted data.
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Go to the Accounts command centre and click Business Insights. The Business Insights window appears.
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In the Cash position as at today panel, click Analyse performance. The Analyse Performance window appears.
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Select a year from the Financial Year list.
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The right side of the window displays graphs representing your top ten selling items and top ten customers for the selected financial year.
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If you want to use one of the graphs in another document, right-click it and choose:
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Copy to Clipboard. This copies the graph or table to the clipboard as an image, ready to paste into a document.
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Save As. Choose where you want to save the image and click Save. This saves the graph as an image file, so you can use it later.
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Click the A/R tab. A list of all unpaid sales appears.
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The Overdue column shows the number of days an invoice is overdue. (A negative number in the Overdue column indicates that the payment is not yet due.) The number of days an invoice is overdue is calculated by checking the original date of the invoice, comparing it to today’s date and looking at the customer’s credit terms.
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If you want to send a collection letter to customers with overdue payments:
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If you have installed OfficeLink, click Mail Merge to create the letter directly in Microsoft Word. Otherwise, click Disk, choose a file format and click Save.
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Click Filters and choose the time period and any other criteria you want to apply.
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To analyse your sales activities
The Analyse Sales window provides various illustrations—as graphs or as lists—of your sales activities.
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Click Filters and choose the sales figures, time periods and other criteria you want to apply.
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Select the display options in the Analyse Sales window to view charts showing your sales activities.
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There are several sales reports that can help you track your sales activities. For example, you can run an Aged Receivables Summary report to view your customers’ current balances sorted by ageing periods. The Sales Item Summary report shows you which inventory items are selling best. The Referral Source report is useful for finding out which referral source is bringing your business the most money.
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Click the Sales tab.
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Display the Item Information window for an item or the Card Information window for a customer or an employee.
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Click the History tab. The History view displays a total of seven years sales history for the item or card: the five years preceding the current financial year (as displayed in the Company Information window), the current financial year and the next year.
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note : Employee sales history
To record an employee’s sales history, you need to select the employee as the salesperson when you record a sale in the Sales window.
