1. Written Orders in Date Range – Consolidated by Employee
This report displays a comprehensive list of all orders created within a selected date range, excluding those in ‘Draft’ status. It organizes the data by business location and employee, giving managers a clear view of employee performance across different locations.
Key Benefit: Understand which employees are contributing most to sales and spot regional trends in order generation.
2. Written Orders in Date Range – By Employee and Brand
Expanding on the previous report, this version adds another layer of analysis by breaking down written orders by brand. It helps track which product lines are most popular and which employees are driving brand-specific sales.
Key Benefit: Combine employee performance with brand trends to guide sales strategy and training initiatives.
3. Written Orders for Delivered Items – By Employee and Brand
This report zeroes in on delivered and invoiced items only, grouped by business location, employee, and brand. It focuses on actual fulfilled sales, not just written or pending ones, using the delivery date for accuracy.
Key Benefit: Evaluate true sales completion rates and monitor post-sale fulfillment by team member and brand.
4. Open Orders in Date Range
A detailed report that tracks open orders—including both “To Be Delivered” and “To Be Picked Up” statuses. It highlights the scheduled dates, pending amounts, and the responsible employee.
Key Benefit: Stay on top of pending operations, improve order fulfillment workflows, and proactively address delivery bottlenecks.
5. Vendor and Brand Performance Analysis
This powerful comparative report evaluates vendor and brand performance across two periods—the current date range and the same range from the previous year. It includes key metrics like total sales, profit, units sold, and gross profit percentage (GP%).
Key Benefit: Measure year-over-year growth, identify top-performing vendors and brands, and adjust purchasing strategies accordingly.
6. Delivered Sales Summary by Date Range (Flash Report)
Designed for quick overviews, this flash report provides a summary of delivered sales grouped by location and employee. It breaks down product sales, warranty sales, and other charges, and includes key performance indicators like unit counts and gross profit margin.
Key Benefit: Quickly assess team and product performance at a glance to inform daily decisions or sales meetings.
7. Written Orders Summary by Date Range (Flash Report)
This report summarizes total sales generated by each employee within a specific date range, categorized by product type, warranty, and other charges. It provides unit sales metrics and percentage share of warranty units, all based on order creation date.
Key Benefit: Track how much value each team member is writing into the pipeline, even before fulfillment occurs.
8. Invoiced Sales Summary by Date Range (Flash Report)
A summary of invoiced (completed) sales, organized by location and employee. It includes sales values by category, gross profit margins, and unit counts, with exclusions for service and restocking fees but inclusions for returned and canceled items.
Key Benefit: Gain an accurate snapshot of realized revenue and profit, helping you evaluate final sales effectiveness by team member.
How These Reports Will Benefit Business Owners
With these newly added reports, AltheaSuite users can:
- Enhance Performance Monitoring: Track employee performance, brand traction, and vendor success with fine-tuned precision.
- Drive Informed Decision-Making: Use real-time, segmented data to make smarter inventory, staffing, and marketing choices.
- Optimize Operations: Manage open orders and fulfillment timelines more efficiently to improve customer satisfaction.
- Improve Profitability: Identify high-margin products, warranty sales opportunities, and growth areas based on detailed flash reports.
Conclusion
AltheaSuite continues to raise the bar in data-driven business management. These new reports are more than just numbers—they are tools for strategic growth.
Ready to explore these new insights? Log in to your AltheaSuite account and access the reports under your Business Intelligence module today. For assistance or training, contact the AltheaSuite support team.
Not an AltheaSuite customer yet? To see how these reports can transform your business, book a free demo.
