Sales by Location/Branch

Sales by Location/Branch

Sales by Location/Branch reports provide detailed analysis of sales performance across different locations, branches, or stores in EquiBillBook. This guide will help you generate and analyze location-wise sales reports to compare performance, identify top-performing locations, and make informed business decisions.

Understanding Sales by Location/Branch Reports

Sales by Location/Branch Reports help you:

• Compare sales performance across locations
• Identify top-performing and underperforming branches
• Analyze location-specific sales patterns
• Monitor branch performance and KPIs
• Allocate resources and inventory effectively
• Make informed expansion and optimization decisions

Accessing Sales by Location/Branch Reports

To generate sales by location/branch reports:

1. Navigate to the Reports module from the main menu
2. Click on Sales Reports → Sales by Location or Branch Sales Report
3. Select date range and filters
4. Click "Generate Report"

Report Information Displayed

Location Summary

Overall metrics by location:

• Location/Branch Name: Name of the location or branch
• Location Code: Location identifier or code
• Location Address: Physical address (if included)
• Total Sales: Total revenue for the location
• Number of Invoices: Count of sales invoices
• Average Invoice Value: Average sales amount per invoice

Sales Metrics by Location

Key metrics per location:

• Total Sales Amount: Total revenue generated
• Gross Sales: Sales before discounts and returns
• Net Sales: Sales after discounts and returns
• Total Quantity Sold: Total items/units sold
• Total Discounts: Discounts given
• Total Taxes: Tax collected
• Total Returns: Sales returns (if applicable)

Performance Indicators

Additional performance data:

• Sales Rank: Ranking by sales amount
• Sales Growth: Comparison with previous periods
• Market Share: Percentage of total sales (if applicable)
• Performance vs Target: Actual vs target sales (if targets set)
• Sales per Square Foot: Sales density (if area data available)

Comparison Metrics

Location comparisons:

• Sales Comparison: Compare sales across locations
• Growth Comparison: Compare growth rates
• Average Transaction Comparison: Compare average invoice values
• Trend Comparison: Compare trends over time

Report Parameters and Filters

Date Range Selection

Select the period for the report:

• Predefined Ranges: Today, This Week, This Month, This Quarter, This Year
• Custom Range: Select specific from and to dates
• Last N Days: Last 7, 30, 60, 90 days
• Period Comparison: Compare with previous period

Location Selection

Filter by locations:

• All Locations: Include all locations/branches
• Specific Location: Select one or more locations
• By Region: Filter by region or area
• By Location Type: Filter by store type or category
• Active Only: Only active locations

Additional Filters

Other filtering options:

• Invoice Type: Regular, POS, Quotation, etc.
• Payment Method: Cash, Card, Credit, etc.
• Customer Category: Filter by customer group
• Item Category: Filter by product category
• Sales Person: Filter by sales representative
• Sort By: Sales Amount, Number of Invoices, Growth, etc.

Report Format and Layout

Report Structure

The report typically includes:

• Header: Report title, date range, company information
• Summary Section: Total sales across all locations
• Location-wise Section: Detailed breakdown by location
• Comparison Section: Location comparisons
• Charts and Graphs: Visual representations (if available)
• Footer: Report generation date, page numbers

Grouping Options

Group sales data by:

• Location/Branch
• Region or Area
• Location Type
• Date (daily, weekly, monthly)

Sorting Options

Sort locations by:

• Total Sales Amount (highest to lowest)
• Number of Invoices (highest to lowest)
• Sales Growth (highest to lowest)
• Location Name (alphabetical)
• Sales Rank

Generating and Viewing Reports

Generate Report

1. Select date range
2. Apply location and other filters
3. Select grouping and sorting options
4. Click "Generate Report" or "View Report"
5. Review the generated report

Report Preview

The report preview shows:

• Summary sales metrics at the top
• Location-wise detailed breakdown
• Comparison tables and charts
• Visual representations of location performance
• Options to export or print

Exporting Reports

Export Formats

Export reports in various formats:

• Excel (XLS/XLSX): For analysis and manipulation
• PDF: For printing and sharing
• CSV: For data import to other systems

Export Process

1. Generate and preview the report
2. Click "Export" or "Download"
3. Select export format
4. Choose export options (columns, grouping, etc.)
5. Download the exported file

Printing Reports

To print reports:

• Generate and preview the report
• Click "Print" or "Print Preview"
• Review print preview
• Adjust print settings (orientation, margins, etc.)
• Select pages to print if needed
• Print or save as PDF

Report Analysis

Key Insights to Review

Analyze these aspects:

• Top Performing Locations: Locations with highest sales
• Underperforming Locations: Locations needing attention
• Growth Leaders: Locations with best growth rates
• Consistent Performers: Locations with stable performance
• Performance Gaps: Differences between locations
• Trend Analysis: Performance trends over time

Using Report Data

Use the report for:

• Performance evaluation and benchmarking
• Resource allocation and optimization
• Inventory distribution decisions
• Identifying best practices from top performers
• Planning expansions or closures
• Setting location-specific targets

Location Comparison

Comparative Analysis

Compare locations on:

• Total sales volume
• Sales growth rates
• Average transaction values
• Number of transactions
• Customer base size
• Product mix performance

Benchmarking

Use location data for:

• Setting performance benchmarks
• Identifying best practices
• Creating performance standards
• Goal setting and target allocation

Best Practices

• Generate location reports regularly to track performance
• Compare locations using consistent date ranges
• Focus on both absolute sales and growth rates
• Investigate significant performance differences
• Use filters to analyze specific aspects (product categories, customer groups)
• Export reports for detailed analysis in Excel
• Share reports with location managers for accountability
• Use location data to inform business strategy

Troubleshooting

Report shows no data:

• Check date range is correct
• Verify filters are not too restrictive
• Ensure sales invoices exist for the selected period
• Check location selection filters
• Verify locations are properly configured

Location not appearing in report:

• Check if location had sales in the selected period
• Verify location is active
• Check location filters applied
• Ensure location is properly assigned to invoices

Sales amounts seem incorrect:

• Verify all invoices are recorded
• Check date range selected
• Review location assignment on invoices
• Verify filters applied