The Branch Performance Report provides a comparative analytical view of sales performance across branches within TUHUND. The report is designed to help organisations analyse branch-wise sales contribution using both tabular and graphical representations.
The report supports comparative performance analysis across branches, countries, brands and customers while allowing users to filter data based on product categories, sales stages, currencies and reporting periods.
The report combines:
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branch-wise contribution analysis,
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percentage-based comparison,
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graphical visualization,
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and configurable sales filtering
to provide both operational and management-level performance visibility.
The report can be accessed through:
Sales → Reports → Branch Performance Report
Purpose of the Report
The report is used to analyse branch-wise sales contribution, compare organisational performance across business units and monitor sales distribution across different operational segments.
It also supports comparative analysis across countries, brands, customers and customer-product sales relationships.
The report is commonly used by sales managers, regional managers and management teams.
Report Interface
The report interface contains the following sections:
|
Section |
Description |
|
Show Selector |
Filters report by business category |
|
Commercial Invoices Selector |
Filters invoice status |
|
Sales Orders Selector |
Filters sales order status |
|
Limit To Selector |
Filters report currency |
|
Period Selector |
Defines reporting period |
|
Show Free Dates |
Enables custom date-range selection |
|
Report Table |
Displays comparative branch performance data |
|
Graphical Charts |
Displays visual performance representation |
|
Utility Buttons |
Opens related comparative reports |
|
Export Button |
Exports report data |
|
Print Button |
Prints the report with charts |
The report combines tabular analysis with graphical visualization for easier comparative interpretation.
Show Options
The Show selector controls which business categories are included within the report.
Available options include All, Products/Spares & Accessories, Products, Spares & Accessories, Services and Others. This allows users to analyse branch performance across different business segments and operational categories.
Commercial Invoice Options
The Commercial Invoices selector filters report data based on invoice status. Available options include Completed & Closed, Approved and Exclude.
This enables users to control whether completed, approved or excluded invoice records are included within the report calculations.
Sales Order Options
The Sales Orders selector filters report data based on sales order status. Available options include Created, Approved, Forwarded, Delivered and Exclude.
This allows users to analyse branch performance across different sales order processing stages.
Currency Filtering
The Limit To selector allows users to filter report values by currency.
This enables organisations to analyse performance using selected currency representations and regional financial views.
Period Selection
The Period selector allows users to define the reporting period for analysis.
The report supports:
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monthly periods,
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quarterly periods,
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yearly periods,
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and custom date-range selection.
The Show Free Dates option enables manual selection of custom reporting periods.
Report Structure
The report displays branch-wise comparative performance information using both tables and graphical charts.
The tabular section contains:
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Branch name
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Net sales value
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Percentage contribution
The displayed values represent net sales excluding taxes.
The report also includes:
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amount-based bar chart visualization,
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and percentage-based pie chart representation.
This enables users to quickly compare branch contribution both numerically and visually.
Graphical Representation
The report includes graphical analytical charts for visual performance interpretation.
The graphical section includes:
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Branch Performance Report (Amount)
-
Branch Performance Report (Percentage)
The amount chart displays comparative branch sales values, while the percentage chart displays contribution share across the selected branches or entities.
Utility Reports and Integrated Navigation
The report includes utility buttons which provide access to related comparative analytical reports.
|
Utility |
Description |
|
Countries |
Toggles between Country Performance Report and Brand Performance Report |
|
Customers |
Opens Customer Performance Report |
|
Customer / Products |
Opens Customer vs Product Sales Report showing customer-wise product sales analysis |
These utilities allow users to analyse the same comparative sales structure across different business dimensions.
Export and Print Functionality
The Export button exports the currently displayed report data in Microsoft Excel (.xlsx) format.
The Print button generates a printable version of the report including graphical charts and tabular analysis.
The exported and printed output reflects the currently selected filters, reporting period, currency configuration, and report view.
Summary
The Branch Performance Report provides a comparative analytical view of organisational sales performance across branches and related business dimensions within TUHUND.
By combining configurable filtering, graphical visualization and comparative reporting structures, the report enables organisations to analyse sales contribution, monitor operational performance and evaluate business distribution patterns across branches, countries, brands and customers.
