| Purpose & Benefits |
|---|
| This function allows you to get Sales Gap Analysis, not available in TASBooks, fast and efficiently. Gap Analysis is a powerful Sales & Marketing tool; it not only summarises what you have sold, but also what you have not sold – so you can spot opportunities to sell other products and services to existing customers. It uses an industry standard reporting tool which enables you to use customisable report layout Templates that can easily be tailored to suit individual business needs, and which gives you many export options to other file formats (CSV, spreadsheet etc) to email or directly to another application (Excel, Word etc). |
The Sales Gap Analysis filter selection form is initially set with default information from Maintain Central Information. There are up to 16 filters as shown above. The way in which you make selections in each of these sections is crucial to the nature of the analysis results, and each filter is described in the following table.
Filters
Decide which filters you want to apply to your report.
| # | Filter Field | Options | Remarks/Notes |
|---|---|---|---|
| 1 | Analyse Products By | Product Group, Product | – |
| 2 | Customer Code | All, Range, Single | If you select Single or Range, complete the From and To fields as required |
| 3 | Customer Group | All, Range, Single | If you select Single or Range, complete the From and To fields as required |
| 4 | Product Code | All, Range, Single | If you select Single or Range, complete the From and To fields as required |
| 5 | Product Group | All, Range, Single | If you select Single or Range, complete the From and To fields as required |
| 6 | Date Range – Year | Current, 1 Year Past etc and Custom | Either one of the 5 ‘standard’ years or, if you want specific dates to cover part-months or a period spanning one or more financial year-ends, select ‘Custom’ |
| 7 | Date Range – Period | Range: From 1, To 12/13 | Not available if you select ‘Custom’ Year |
| 8 | Date Range – Dates | Any dates | Only available if you select ‘Custom’ Year. See Tip and screenshot below |
| 9 | Salesperson | All, Range, Single | If you select Single or Range, complete the From and To fields as required |
| 10 | Customers Delivery Address Code | All, Range, Single | Only available if you select ‘Single’ Customer above. If you select Single or Range, complete the** From and To** fields as required. See Tip and screenshot below |
| 11 | Include Discontinued Products | Yes, No | Products which have been flagged as discontinued |
| 12 | Goods/Service | Goods Only, Services Only, Both | Default is ‘Include Both’ |
| 13 | Include Inactive Customers | Yes, No | Default is ‘No’ |
| 14 | Exclude Gaps where Total Value is 0.00 | Yes, No | GBP etc. Default is ‘No’, but you can select ‘Yes’ if you want to exclude Products or Groups where the Customer has never been invoiced any amount during the selected Date Range |
| 15 | Exclude Gaps where Total Quantity is 0.00 | Yes, No | Default is ‘No’, but you can select ‘Yes’ if you want to exclude Products or Groups where the Customer has never received any Quantity during the selected Date Range |
Tip: Delivery Address Code Range
This section is enabled if the Single Customer option above is selected. Note that the default From value is ‘[Blank]’ because, even though the Customer may have one or more Delivery Codes set up, there may be Invoices where no Delivery Code was specified when the Sales Order was entered.
You can select which Template to use from the drop-down menu; remember you can add one or more extra templates using the Document Templates function in the Central > Central Information menu. Having completed your selections, simply click the Process button to run the report.