Overview

View the displayed graph and access the graph toolbar for editing and changing the graph's appearance.

General

Provides an overview of the data parameters of the graph in this tab, viewing information such as the target period, transaction log period, and the displayed sales unit or sales person.

Queries

Open the Queriesform to adjust existing queries or add new ones. Queries generate the data that is displayed in the form and are therefore the backbone of the sales management statistics form. You can edit, add and delete the queries generating the data.

Data editor

Open the graph form to view the statistical data.

Calculate

Generate the statistics by running the queries defined in the Queriesform.

Graph

Open the graph form to view the statistical data.

Functions

Save, load, delete or restore the original data set from when you first opened the SMS form.

Perspective

Select the perspective from which to display the graph data:

• Salesperson- Displays graph data for the employee who is logged on to the system.

• Sales unit- Displays graph data for the sales unit of which the present employee is a member.

• Company- Displays graph data for the entire company.

Salesperson

The sales person responsible for the quotations and sales.

Sales unit

A team of salesmen responsible for a common sales target.

Category

Select a category for analysis.

X axis

Select the x-axis of the graph for display. Intervals and increments will be determined by the appropriate values.

Views

Select the view on which to plot the graph.

Unit

The units of length within the transaction log period.

Length of period

The length of the transaction log period.

Last calculated date time

The end date of the transaction log period.