The Monthly Performance Report provides a time-based analytical view of organisational sales performance within TUHUND.
The report is designed to help organisations analyse monthly sales trends using both tabular and graphical representations. It combines numerical summaries with dynamic charts to provide comparative visibility across reporting periods.
The report supports configurable visualisation controls, transaction filtering and currency-based analysis while enabling users to monitor performance trends over selected financial periods.
The report can be accessed through:
Sales → Reports → Monthly Performance Report
Purpose of the Report
The report is used to analyse monthly sales performance, monitor time-based sales trends and compare monthly contribution across selected reporting periods.
It also supports graphical performance interpretation through amount-based and percentage-based visualisation and is commonly used by sales managers, regional managers and management teams.
Report Interface
The report interface contains the following sections:
|
Section |
Description |
|
Entity Selection |
Filters report by organisation, company or branch |
|
Show Selector |
Filters report category |
|
Commercial Invoices Selector |
Filters invoice status |
|
Sales Orders Selector |
Filters sales order status |
|
Limit To Selector |
Filters report currency |
|
Visibility Controls |
Controls chart display elements |
|
Period Selector |
Defines reporting period |
|
Show Free Dates |
Enables custom date-range selection |
|
Summary Table |
Displays monthly values and percentage contribution |
|
Graphical Charts |
Displays monthly performance charts |
|
Utility Buttons |
Opens related comparative reports |
|
Export Button |
Exports report data |
|
Print Button |
Prints the report with charts |
The ENTIRE ORGANIZATION selector functions similarly to other sales reports and allows users to generate reports for selected organisations, companies or branches based on access permissions.
Show Options
The Show selector controls which business segments are included within the report. Available options include All, Products, Spares & Accessories, Services and other operational sales categories depending on configuration.
This enables users to analyse monthly performance across selected business segments.
Commercial Invoice and Sales Order Options
The Commercial Invoices selector filters report data based on invoice status and supports Completed & Closed, Approved and Exclude options.
The Sales Orders selector filters report data based on sales order status and supports Created, Approved, Forwarded, Delivered and Exclude options, allowing users to analyse monthly performance across different operational transaction stages.
Currency Filtering
The Limit To selector allows users to filter report values by currency, enabling organisations to analyse monthly performance using selected currency representations and regional financial views.
Visibility Controls
The report includes configurable visibility controls which dynamically modify chart presentation.
Users can enable or disable Labels, Values, Percentage and Legends, allowing the charts to be customised based on analytical requirements.
Period Selection
The Period selector allows users to define the reporting period for analysis.
The report supports monthly, quarterly and yearly reporting periods along with custom date-range selection through the Show Free Dates option.
Report Structure
The report combines tabular summaries with graphical performance charts.
The summary table displays reporting month, sales value and percentage contribution, while the graphical section includes amount-based monthly performance charts and percentage-based distribution charts.
Charts dynamically reflect the currently selected filters and visibility settings, and displayed values represent net sales performance across the selected reporting period.
Graphical Representation
The report provides visual monthly trend analysis through dynamically generated charts.
The Monthly Performance Report (Amount) chart displays comparative monthly sales values, while the Monthly Performance Report (Percentage) chart displays percentage contribution share across reporting months.
This graphical representation enables users to quickly interpret monthly sales distribution and performance concentration trends.
Utility Reports and Integrated Navigation
The report includes utility buttons which provide access to related comparative analytical reports.
|
Utility |
Description |
|
Countries |
Opens Country Performance Report |
|
Customers |
Opens Customer Performance Report |
|
Customer / Products |
Opens Customer vs Product Sales Reports |
These utilities allow users to navigate between related analytical reporting structures.
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 both tabular summaries and graphical charts.
The exported and printed output reflects the currently selected filters, reporting period, currency configuration and visibility settings.
Data Representation
The report supports monthly sales analysis, graphical trend visualisation, percentage contribution analysis, currency-based reporting, transaction-stage filtering and comparative performance analysis.
Displayed information varies depending on the selected filters, visibility settings and reporting period.
Where no data exists, the corresponding report fields may remain empty or display zero values.
Summary
The Monthly Performance Report provides a time-based analytical and graphical view of organisational sales performance within TUHUND.
By combining configurable filtering, graphical visualisation, monthly comparative analysis and dynamic reporting controls, the report enables organisations to monitor sales trends, analyse monthly performance distribution and evaluate operational sales progression across reporting periods.
