The Sales Summary – By Postal Code Report shows a summary of all sales grouped by postal code. The first page of the report shows a graphical representation of the information starting with the postal code with the highest number of sales to the lowest number of sales. The graph only includes sales invoices. It does not include quotes or sales orders.

You can also launch this report using the Evosus Performance Analyzer. For example, you can generate the report for sales and group the data by employee, and then you can click on an employee's sales in the graph to launch this report.

Location

Administration > Reports > Executive Summary > Sales Summary – By Postal Code

Filters

Dates Tab

  • Date Range – Enter the date range for the report. Options Include:
    • Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen (Administration > Accounting > General Setup > Accounting Periods).
    • Standard (Yesterday, Today, Last 30 Days, etc.)
    • Specific (Select a specific date range using the calendar buttons)
  • Transaction Types – Select the type of invoices you would like shown in the report.

Options Tab

  • Sold By – Select one or more employees to view their sales information for the time specified. These are the employees that sold the items (the primary employee assigned to the order).
  • Marketing Interests – Select one or more marketing interests to be reported on for the time specified. The report will then filter out any interests you do not want to view.

Output Tab

  • Stores – Select the store/departments you would like to report on. Select at least one. Defaults to all stores/departments.
  • Output to – Select whether you want to report by city or postal code.
  • Preview Report – Click [Preview Report] to view the report in PDF format. A print screen will appear allowing you to print, PDF, email or export the document to excel.

Description report totals

The pages following the graph list a breakdown of information by postal code.

  • Total Invoices – Total number of invoices per postal code for each product line.
  • Gross Sales – Total gross sales dollar amount (excluding tax and freight) per postal for each product line.
  • Average Sales – Average sales dollar amount per postal code for each product line.
  • Percentage of Postal Code – Percentage of sales for a product line in a specific postal code.
  • Percentage of All - Percentage of Sales owned by this product line for this postal code and related product lines in the database. Helps you understand how much of your business is focused in certain postal codes.

Security Permissions Required

Category
Function
Administration – Reports
Can Access Reports Tree Branch
Can Access Reports - Executive Summary