> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/sales_measures_-bevica_power_bi.md). # Sales Measures (Bevica Power BI) Definitions and guidance for sales measures, rankings, and open sales reporting. ### Sales Measures (Bevica Power BI) This article outlines some use cases of the various Sales Measures. > Sales Measures if filtered by Vendor will use the Item > Vendor No. - i.e., the default vendor and **not** the vendor goods were purchased through. **TABLE OF CONTENTS** * Overview * Sales Measures * Sales Measures (Item Ledger Entries) * Actual, Expected and Non-Inventoriable * Sales Measures (Open Orders) * ABC Analysis * Ranking * Documents ### Overview There is a distinction between Sales (i.e., posted, whether shipped or invoiced) and Open Sales (i.e., not yet posted). For Sales you may want to use the You can use the **Completely Invoiced** field from the Item Ledger Entries to filter to only fully invoiced orders. Also see [Additional Reporting Currency](/documentation/reporting-and-analytics/bevica_power_bi/additional_reporting_currency_-acy-_-bevica_power_bi.md) ### Sales Measures ### Sales Measures (Item Ledger Entries) | Display Folder | Name | Description | | --------------------------------------------- | ------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Sales Measures | Average Margin £ per Base | Average Margin per base quantity | | | Average Sales Price per Base | Average Sales Amount per base quantity | | | Cost of Sales (Actual) | Actual Cost of Sales transactions. Usually equating to Invoiced Sales. | | | Cost of Sales (All) | All inclusive Cost of Sales transactions. Being: Actual + Expected + Non-Inventoriable | | | Cost of Sales (Expected) | Expected Cost of Sales transactions. Usually equating to Shipped Not Invoiced. | | | Cost of Sales (Inventory) | Sales Costs which are inventiorable (i.e. Actual or Expected) | | | Cost of Sales (Non Invtbl) | Sales Costs which are Non-Inventoriable, for example distribution charges | | | Sales Amount (Actual) | Actual Sales Amount. Usually equating to Sales which have been invoiced. | | | Sales Amount (All) | Actual + Expected + Non-inventoriable Sales | | | Sales Amount (Expected) | Expected Sales Amount. Usually equating to Sales which have been shipped but not invoiced. | | | Sales Margin % (All) | Margin using the 'All' values | | | Sales Margin % (Inventory) | Margin using the 'Inventory' values, i.e., Actual + Expected | | | Sales Margin £ (All) | Margin including non-inventoriable costs, such as distribution charges | | | Sales Margin £ (Inventory) | Margin using the 'Inventory' values, i.e., Actual + Expected | | | Sales Quantity (Base) | Base quantity of Sales transactions | | Sales Discounts | Sales Discount Amount | Discount Amount - note this has already been deducted from 'Sales' Amount | | | Sales Discount Percent | Discount as a percentage | | Sales Measures ABC Analysis (See notes below) | ABC Class | ABC Classification of the item based on Sales within the current item filters. A = up to 70% of Sales cumulatively B = 70 - 90% of Sales cumulatively C = 90 - 100% of Sales cumulatively | | | ABC Class All Items | ABC Classification of the item based on Sales of all items A = up to 70% of Sales cumulatively B = 70 - 90% of Sales cumulatively C = 90 - 100% of Sales cumulatively | | | ABC Percentile | The cumulative percentile which the item fits into based on Sales within the current item filters. | | | ABC Percentile All Items | The cumulative percentile which the item fits into based on Sales of All items. | | Sales Measures Dates | Date of First Sale | The first date of a sale against an item | | | Date of Last Sale | Date of the last Sales entry. This can be filtered by Item or Customer. | | | Days Since Last Sale | (blank) | | Sales Measures Documents | Count of Sales Documents | Number of outbound Sales Documents (i.e., Sales Shipments, Sales Invoices) | | | Count of Sales Return Documents | Number of inbound Sales Documents (i.e., Sales Returns, Sales Credits) | | | Percent of Return Documents | Number of Returns divided by number of Invoices as a general measure of service. | | Sales Measures Ranking (See notes below) | Margin Rank | Ranks items by Margin (All) based on the current Item selection. This allows you to, for example, rank items within a category. You can apply filters from other tables (e.g., dates) to track ranking changes over time. | | | Margin Rank All Items | Ranks items by Margin (All) compared to all your items. You can apply filters from other tables (e.g., dates) to track ranking changes over time. | | | Sales Rank | Ranks items by Sales (All) based on the current Item selection. This allows you to, for example, rank items within a category. You can apply filters from other tables (e.g., dates) to track ranking changes over time. | | | Sales Rank All Items | Ranks items by Sales (All) compared to all your items. You can apply filters from other tables (e.g., dates) to track ranking changes over time. | #### Actual, Expected and Non-Inventoriable Refer to the section in this article: [Data Model - Core](/documentation/reporting-and-analytics/bevica_power_bi/data_model_-_core_-bevica_power_bi.md) ### Sales Measures (Open Orders) | Display Folder | Name | Description | | ------------------- | --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Open Sales Measures | Margin % (Open Sales, Estimated) | Estimated margin based on Sales less Cost. The Cost is from the Sales transaction and is typically the current average unit cost of inventory. The actual costs are only calculated on posting. | | | Margin LCY (Open Sales, Estimated) | Estimated margin based on Sales less Cost. The Cost is from the Sales transaction and is typically the current average unit cost of inventory. The actual costs are only calculated on posting. | | | No. of Orders (Open Sales) | Count of orders which have not been fully shipped yet. | | | Quantity Base (Open Sales) | Base Quantity which has not been shipped yet. | | | Reserved Qty Base (Open Sales) | The quantity which has been reserved for this open order | | | Sales Amount LCY (Open Sales) | Sales Amount which has not been Shipped yet. | | Prepayments (Sales) | Prepayment Line Amount (Open Sales) | Sum of prepayment amount on the lines. Note - this does not get updated when prepayments are closed so should be used with caution | | | Prepayment Open (Open Sales) | Flags prepayment status of an order, whether it has No Prepayment, is Open (unpaid) or Closed (paid, or cancelled) | | | Prepayment Order Count (Open) (Open Sales) | Count of prepayments which are open | | | Prepayment Order Count (Overdue) (Open Sales) | Count of prepayments which are open and overdue | | | Prepayment Overdue (Open Sales) | Flag for if a prepayment order is overdue | ### ABC Analysis ABC Analysis is a way to categorise your items according to the percentile value they fall within. It is a useful tool for inventory analysis. For reference refer to: . We use the following categorisation based on Sales (All). It is at an individual item level. * A = 0% .. 70% - i.e., an A category item is one where the items Sales are within the 70% of cumulative total sales. * B = 70% .. 90% * C = 90% .. 100% There are 2 relevant measures: * ABC Class - this classifies based within the context of the currently selected items * ABC Class All Items - this classifies based on sales of all items In this example we are filtering on 'Still White' items. B12589 within Still White is an 'A' ABC Class as it is within 70th percentile of cumulative sales within the category. However, against ABC Class All Items it is 'B' as its sales fall within the 80th percentile. You can apply other report filters to see how the classification changes over say Year. In this example we can see that the first item was a 'C' rank in 2021 but 'A' in other years. Against the 'Total' however it still ranks 'A'! > NOTE: Running the ABC Analysis over many items may take some time to compute as each item has to be calculated. ### Ranking Gives a numeric ranking to an item based on Sales or Margin. Using 'Sales' as the example. * Sales Rank - this ranks based on sales of the currently selected items * Sales Rank All Items - this ranks based on sales of all items, ignoring any filters you are applying In the example below we are filtering the item list by the 'Pale Ale' and 'Still Red' Item Category Code. The **Sales Rank** shows how the individual items rank within the two categories. The **Sales Rank All Items** does this based on sales of all the items, i.e., including those not within the report. Taking the Red Leaf item outlined you can see how it ranks differently. Note that the ranking is at an item level so does not rank at higher levels. In the example above the 'Pale Ale' category is being ranked within the context of the individual item sales within it, and not ranked against other item categories. ### Documents * **Count of Sales Documents** counts the number of Sales Shipment or Sales Invoices. * **Count of Sales Return Documents** counts the number of Sales Return Receipts or Sales Credit Memos * **Percent of Return Documents** is Sales Documents / Return Documents. Can be used with **Return Reason Codes** to help identify service trends. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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