Monthly Performance Report (ID: S108)
The Monthly Performance Report provides insights into sales performance across different months. Users can filter data based on various criteria, view sales figures, and visualize the data through charts. This functionality supports better decision-making and performance analysis for the organization.
Steps to View the Monthly Performance Report
- Access the ERP System
Log in to the TUHUND ERP system using your credentials. - Navigate to the Sales Module
Click on the Sales module in the navigation bar. - Select Report Tool
Find the Reports section in the Sales module. - Choose Monthly Performance Report
Select Monthly Performance from the list of available reports. - Set Report Parameters
- Select Date Range: Choose the time period for the report.
- Select Month: Choose specific months from the SHOW option in the toolbar.
- Customize Report Options
Additional filters include:- Sales Orders: Filter by order status.
- Limit to: Select the currency for displayed values.
- Visibility: Toggle labels, values, percentages, and legends.
- Export/Print the Report
Export or print the report for sharing or documentation.
Filters Section
This section allows users to refine the report based on specific criteria.
- Show Dropdown:
- All: Displays all data.
- Products/Spares & Accessories: Filters products and accessories.
- Products: Displays only product data.
- Spares & Accessories: Shows data for spares and accessories.
- Services: Includes data on service sales.
- Others: Displays other relevant sales data.
- Commercial Invoices Dropdown:
- Completed & Closed: Shows fully processed invoices.
- Approved: Displays only approved invoices.
- Exclude: Excludes specific invoices from the report.
- Sales Orders Dropdown:
- Created: Includes all created sales orders.
- Approved: Displays only approved orders.
- Forwarded: Shows forwarded orders.
- Delivered: Displays delivered orders.
- Exclude: Excludes specific orders.
- Limit to Dropdown:
- Select the currency: INR, USD, EUR, etc.
- Visibility Options:
- Toggle labels, values, percentages, and legends.
- Period Selection Dropdown:
- Select fiscal years and quarters.
Data Table
Purpose:
Displays performance metrics for different months.
|
Month |
Value (INR) |
% Contribution |
|---|---|---|
|
2024-APR |
22,06,282 |
3% |
|
2024-MAY |
1,31,09,626 |
21% |
|
2024-JUN |
23,21,056 |
4% |
|
2024-JUL |
18,20,840 |
3% |
|
2024-AUG |
1,31,28,841 |
21% |
|
2024-SEP |
2,39,25,010 |
38% |
|
2024-OCT |
8,09,052 |
1% |
|
2024-NOV |
12,62,419 |
2% |
|
2024-DEC |
8,96,709 |
1% |
|
2025-JAN |
25,16,716 |
4% |
|
2025-FEB |
11,28,524 |
2% |
|
Total |
6,31,25,076 |
100% |
Chart Section
Purpose of the Chart
The chart provides a quick visual representation of sales performance over different months.
Chart Comparison
- Sales Performance: Compares the total sales values for each month.
- Percentage Contribution: Illustrates the percentage contribution of each month to overall sales.
Example Visualization
- September 2024 has the highest sales value (₹2,39,25,010) indicating peak performance.
- May and August 2024 follow with significant sales contributions of ₹1,31,09,626 and ₹1,31,28,841 respectively.
- October and December 2024 have the lowest sales values, suggesting potential areas for improvement.
