In xentral, the "Statistics" module can be used to generate current statistics, display an overview of top articles, and generate statistics for specific filtered articles. This module is particularly relevant when certain data is to be tracked, such as sales figures.
The current statistics show current data from the area of sales, e.g. number of orders, number of packages delivered as well as orders placed with suppliers. The overview can be filtered by projects and by a certain period. It is also possible to select in the dropdown menu whether the statistics are displayed as daily, weekly or monthly statistics.
After each query per date period, the data is saved at this point for one hour. If the query is started again after one hour, the statistics are recalculated.
Under this tab, the top products are indicated, i.e. the products that have been sold most frequently. Here it is also possible to filter by a project and by a time period and to specify that the items are stock products only. The calculation is based on the released orders. Cancelled orders are not taken into account.
Under this tab you can filter for products. On the left side the standard filter is available. Here it is possible to filter by a certain period and by document types (order, invoice,...). In addition, it is possible to group by product, product category, customer: product, customer: product category. Optional filters are available on the right side. Here you can additionally filter again by project, product, category, standard supplier, group, group category and customer.
Below the filters there is a table with a summary of the filtered products: product, vouchers, number of vouchers, total quantity, total cost and total sales.
Total cost: Returns the sum of the purchase price of the item * quantity of the item stored in the line item.
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The document must be assigned to a (customer) address and contain articles
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All documents that do not have the status canceled or created and are within the selected period will be considered
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If no period has been selected, today's date will be used
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Only items where the article is not deleted will be considered
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If an item is selected in the optional filters, only items of the selected item will be used for calculation
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If a standard supplier is selected in the optional filters, only items with the selected standard supplier in the article will be used for calculation
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If a customer is selected in the optional filters, only items of documents with the selected customer stored in the document will be used for calculation
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If a category is selected in the optional filters, only items with the selected category in the article will be used for calculation
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If a group is selected in the optional filters, only items of documents where the (customer address) is a valid/active member of the selected group will be used for calculation
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If a project is selected in the optional filters, only the positions of documents will be used for calculation, where the document has the selected project
Total sales: Calculation: Sum of line item price * line item quantity minus the line item discount of the selected document type.
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The document must be assigned to a (customer) address and contain articles
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All documents that do not have the status canceled or created and are within the selected period will be considered
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If no period has been selected, today's date will be used
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In addition, only articles from the document items that are not deleted are used for the calculation
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If an article is selected in the optional filters, only line items with the selected article will be used for calculation
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If a standard supplier is selected in the optional filters, only document items with the selected standard supplier in the article will be used for calculation
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If a customer is selected in the optional filters, only documents of the selected customer will be used for calculation
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If a category is selected in the optional filters, only the line items that have the selected category in the article will be used for the calculation
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If a group is selected in the optional filters, only documents for which the (customer) address is a valid / active member of the selected group will be used for calculation
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If a project is selected in the optional filters, only documents with the selected project will be used for calculation
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The optional filter Group category does not affect the calculation for total sales