# Sale Analysis

### **Sales Reports**

#### This section covers various types of reports that can be generated from sales data for analysis and monitoring purposes.

### **Report Module Guide: Sales Analysis**

#### **Module Location**

#### Sales > Reports > Sales Analysis

#### **Module Objective**

#### The **Sales Analysis** module is a very powerful business analysis tool. Its purpose is to generate a detailed report that not only displays sales data but also calculates the profitability or **Margin** for each transaction line. This report compares sales revenue with the **Cost of Goods Sold (COGS)** to provide deep insights into product and customer performance.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/cYWimage.png)

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing several parameters to define the scope of the analysis.

#### Here is an explanation for each parameter:

- #### **Category Type**:
    
    
    - #### Select the product category you want to analyze (e.g., FINISHED GOOD).
- #### **Customer Date**:
    
    
    - #### Specify the **From** and **To** date range to define the analysis period (e.g., August 1, 2025, to August 31, 2025).
- #### **Based On**:
    
    
    - #### Choose the data basis for the analysis:
    - #### **Invoice**: Analysis based on invoices that have already been issued (finalized sales).
    - #### **Sales Order**: Analysis based on confirmed sales orders.
- #### **Currency**:
    
    
    - #### Choose how currency values will be displayed: **Respective Currency** or **Base Currency**.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need, especially defining the date range and the analysis basis (**Invoice** or **Sales Order**).   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/dAUimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click the **Analysis Report** button in the bottom-left section of the page to generate the detailed report.![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/rEJimage.png)

### **3. Reading the Sales Analysis Report**

#### The generated report will display a highly detailed data matrix.  
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/XIyimage.png)

- #### **Summary (Header)**: The top section of the report displays a summary of totals such as **Net Sales** and **Margin**.
- #### **Detail Columns**: The main table displays a breakdown per transaction line, with these key columns:
    
    
    - #### **Selling Gross**: The gross sales value (Qty x Selling Price).
    - #### **Net Amount**: The net sales value after discounts.
    - #### **COGS Amount**: The Cost of Goods Sold value for the items sold.
    - #### **Margin**: The gross profit generated from the transaction (**Net Amount - COGS Amount**).
- #### **Report Features**: This report is interactive, equipped with internal filters and export buttons for various formats like CSV, Excel, and PDF.

### **Tips & Important Notes**

- #### This report is a very powerful **profitability analysis tool**. Use it to identify which products or customers are the most profitable.
- #### Selecting **Based On 'Invoice'** provides a picture of profitability from finalized sales, whereas **'Sales Order'** provides an estimated profitability of incoming orders.
- #### To get a valid **Margin** value, ensure that the **Cost of Goods Sold (COGS) data is accurate** in the system.