Introduction
Welcome to this Empress guide, where we’re going to explore the “Annual Sales” feature. This tool, built-in to the Empress platform, allows you to easily track, review, and manage your business’s annual sales data without needing to delve into complex spreadsheets or software.
From a business perspective, the “Annual Sales” feature is an essential tool. It provides valuable insights into your revenue performance over the year, allowing you to make informed business decisions based on real, up-to-date data.
Primary Functions and Benefits
The “Annual Sales” feature offers several key functions:
- View Annual Sales: The feature provides an annual sales overview based on the “base_net_total” of your sales orders. It gives you a bird’s eye view of your business’s financial health.
- Filter Sales Data: You can apply dynamic filters to view specific data, such as sales for a particular company.
- Track Sales Trends: With the option to show percentage stats and a monthly time interval, you can track sales trends over the year.
- Accessibility: The data is presented in a user-friendly “Number Card” format, making it easy to understand and accessible to all users.
How To Use The “Annual Sales” Feature
-
Accessing the Feature: Locate the “Annual Sales” feature under the “Selling” module in Empress. Click on it to open the feature.
-
Viewing Sales Data: Once in the feature, you will see your annual sales presented in a “Number Card” format. This card displays your total sales for the year.
-
Applying Filters: To view sales data for a specific company, use the dynamic filters. These filters are applied to the sales order data, allowing you to select the company you want to view sales for.
-
Tracking Sales Trends: Turn on the “Show Percentage Stats” option to view your sales trends. With the “Monthly” time interval, you can see how your sales have changed from month to month.
User Roles and Permissions
All users can view the “Annual Sales” feature, but the ability to edit or modify the data is restricted to Administrators only. This ensures the integrity and accuracy of your business’s sales data.
Conclusion
The “Annual Sales” feature in Empress is a powerful tool for any business. It allows you to keep track of your annual sales, filter data for specific insights, and track sales trends over time. By utilizing this feature, you can make data-driven decisions to drive your business forward.
For more help or information, please refer to the Empress user guide or contact our support team.