Sales by AR Code
This view is only available if Accounts Receivable is installed. The colors in the heat map are set using the color indicator in the Sales Dashboard Preferences window. See
Color Indicators for additional information.
The following data levels are available:
• The Level 1 view is a heat map representing AR Codes based on contribution to the total sales for the selected date range. You can drill down to the Level 2 view by clicking a box in the heat map.
• The Level 2 view displays a column graph that consists of the customers that make up the AR Code you selected. You can drill down to the Level 3 view by clicking a column in the graph.
• The Level 3 view generates the Sales History Report sorted by Customer Number for the selected item and date range.
NOTE: If only one AR Code exists, the second level appears first by default. |
If you hover over a box at the Level 1 or 2 views, a tooltip appears that shows the following information:
Level 1:
• AR Code description
• Total sales: <total for this code>
• Total number of transactions: <number of transactions that comprises the sales amount>
• Avg. transactions per customer: <average number of transactions per customer>
• Region(s): list of states represented in alphabetical order; uses the shipping address in AR Customers window. If no shipping address is defined, uses the billing address
• Profit %: <the profit % this code represents>
Level 2:
• Customer: <customer number>
• Customer name
• Contact: <customer’s contact name>
• Region: <customer’s state>
• Customer since information: <original record date>
• Total sales: <total for this customer>
• Profit %: <the profit % this code represents>
Published date: 10/23/2019