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Regional Sales Summary

Report Summary

Printed Report Title: Regional Sales Summary

Show Units and $ sold by Business Partner, Country and State (IF available)

 

Default Location In Orchestrated

Base Module: Sales - A/R > Sales Reports > Orchestrated Reports

Reports Module: Reports > Sales and Purchasing > Orchestrated Reports (1)

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Sales Managers and financial stakeholders can review sales volumes and revenue by country and state

Key Requirements

Country and State codes must be specified in the Business partner master data 
To show Countries outside the USA, do not select individual states. (See Tips below.)

Tips

If you select filter parameters for individual USA states, the report will default to USA only. No other countries will be displayed.

Parameter Entry Options

Required:

Starting and Ending Date 
Measure (Choose: Units, BBLs, Case Equivalents, Gallons, Liters) 
Hide Business Partners (Shows only totals by Country or State)

 

Optional:

State 
Country 
Item Group 
Brands 
BP Groups 
Salesperson 
Territory

Parameter Entry Image

 

Report Sample Image (partial)

 

 

Version 4.5.1.0

 

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Comments

  • Avatar
    Caleb Weeks

    Does this work retroactively? Sales territories weren't set up during our implementation, but I'd like to look at some historic trends in different selling regions.

  • Avatar
    Lisa Wolters

    Anything yet on this? We too did not set up territories during implementation but now need the information.

  • Avatar
    Caleb Weeks

    Lisa, I was able to get it to work retroactively. It seems to be pretty simple to set up the territories and run the sales reports by territories once it's all set up.