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Sales Analysis

Sales analysis = company-wide improvements

In this competitive environment, it’s never been more important to make sure customers are satisfied, getting the products they they want, when they want them.

To accomplish this, companies must examine their business holistically. Viewing of the entire business, from sales to purchasing to operations to the warehouse, provides the ability to analyze & implement quality, consistency and efficiency improvements with far greater results.

What sales analysis can tell us

Let’s face it – few businesses survive without sales.   Without sales, there is no need for purchasing, inventory, warehousing, customer service or shipping.   So, it is only logical that with most functional areas in a business should analyze this segment of the business that they depend on for their existence – sales.

What can sales analysis tell the rest of the business?

  • Sales trend analysis enables better prediction of future purchasing and production needs
  • Marketing plans based on product profitability result in improved marketing ROI
  • Customer analysis can uncover geographical trends potentially enabling cost savings through dispersed warehousing and shipping
  • Product-level sales information can be used to manage the supply chain more efficiently with fewer stock outs
  • Ensuring your most profitable customers receive top level service from everyone in the company is good business

Bring your company together with ACCTivate!

ACCTivate! brings your company together in a single system - management, purchasing, warehousing, sales, marketing, shipping, and customer service – increasing productivity and enabling real-time access & visibility across your entire business.

The result – a solution that integrates and coordinates the resources, information, and functions across your business.   ACCTivate! enables collaboration & proactive management with dashboards, decision support tools and the ability to create virtually any report – by everyone in the company.


Whether you need to look at summaries, details, or both, ACCTivate! Dashboards are a dynamic, interactive solution that enable you to gain insight and make better business decisions.

  • One screen information saves time and conveniently keeps you informed
  • View data from every area of the company, or only one - you decide
  • Quickly identify issues and take action to resolve them
  • Gain better visibility into remote offices and operations
  • Real-time information available when you are – no more next morning reports
  • Almost limitless possibilities and uses by creating custom widgets

Decision support tools

ACCTivate!’s decision support tools place the right information at the right time to:

  • Explore, uncover and analyze decision alternatives
  • Anticipate trends and identify opportunities
  • Expedite problem solving and increase organizational control
  • Real-time visualization of key performance indicators (KPIs)
  • Facilitate communication, learning and collaboration across the organization


In addition to the 100+ standard reports & documents that come with ACCTivate! out of the box, virtually any report or document you can envision can be created by combining the power and flexibility of Crystal Reports and ACCTivate!

Standard Reports

ACCTivate! includes over 100 standard reports & documents out of the box
Examples include:

Custom Reports

Create custom reports using any system data for analysis of sales activities.
Examples include:

  • Booked Orders
  • Completed Orders
  • Open Orders
  • Order Backlog by Product
  • Backorder by Product
  • Overdue Orders
  • Product by Product Class
  • Product by Sales Category
  • Gross margin analysis
  • Win-loss analysis
  • Sales cycle phase trends
  • Sales opportunity management
  • Comparison of pricing results
  • Margin analysis
  • Discount effective on close results
  • Sales by channel (online, offline)

Learn more

ACCTivate! is easy to use and enables small and mid-sized companies to gain control of inventory, manage their entire business, and delight customers - all at an affordable price.

Contact us or give us a call at 866-877-1311 to talk about your needs with an inventory specialist today.