Sales Monitoring & Analytics

Managing sales plans

You can create, change, release, and display sales plans. In a sales plan, you set sales targets on various dimensions for a planned period.

Comparing planned and actual sales data

You can analyze to what extent your sales targets are being achieved and gain insights into your current sales performance.

Analyzing sales quotations

You can analyze your sales quotations according to flexible combinations of dimensions.

Analyzing quotation conversion rates

You can analyze how the quotations you are responsible for are being referenced, focus on quotations with the highest net values and the lowest conversion rates, and perform modeling-based predictions on conversion probability.

Analyzing incoming sales orders

You can view sales order KPIs in a monthly rolling trend, drill down by org, product, party, or doc type, and filter by year, month, product group, etc.

Listing incomplete sales documents

You can search for incomplete sales documents and display them in a list, including the number of issues with incomplete data.

Analyzing sales scheduling agreements

You can monitor product demand based on sales scheduling agreements.

Managing duplicate sales documents

You can search for duplicate sales documents (orders, quotations, returns) and reject the ones not required.

Monitoring sales order fulfillment

You can monitor and resolve issues that stop sales orders from being fulfilled (incomplete data, credit blocks, delivery blocks, billing blocks). Visual filters and charts help to prioritize workload.

Predicting delivery delay

You can analyze predicted delays in delivery creation and processing to proactively resolve issues.

Tracking sales orders

You can check whether sales orders are shipped, invoiced, or cleared in accounting, visualize fulfillment status, and resolve issues like delivery blocks directly.

Analyzing pricing elements

You can analyze pricing elements in billing documents (discount conditions, pricing strategies).

Checking confirmed sales orders, backorders, and demand fulfillment

You can verify confirmed dates vs requested dates, identify backlogs, and collaborate with demand planners on availability issues.

Monitoring delivery performance

You can monitor delivery performance (delivered as requested or committed), compare requested/committed dates with actuals, and calculate delivery ratios.

Analyzing sales volume

You can view billing KPIs in rolling trends, drill down by org, customer, or product, and filter by year/month.

Analyzing sales volume in detail

You can customize drill-down paths for sales volume across different dimensions.

Checking sales volume and open sales

You can analyze open orders and deliveries, resolve issues, and increase sales volume for the current month.

Checking sales volume and profit margin or credit memos

You can analyze relationships between sales volume, profit margin, and credit memos.

Analyzing customer returns

You can analyze customer return trends and calculate return rates for incoming sales orders.

Display an overview of sales data

You can get an overview of sales information like returns, open quotations, and blocked credit memo requests.

Order-to-cash performance

You can check KPIs for O2C performance: track delivery/billing blocks, detect changes to critical fields, and monitor lead times.

Displaying a sales management overview

You can display a graphical overview of various sales data as a sales manager.