The Periodic Sales Report provides a configurable analytical view of organisational sales and operational performance trends within TUHUND.
The report is designed to help organisations analyse historical sales activity, operational KPIs and transactional performance across different time periods using graphical and tabular representations.
The report supports multiple reporting granularities, KPI combinations and chart visualisations, allowing users to monitor long-term business performance trends across selected operational metrics.
The report can be accessed through:
Sales → Reports → Periodic Sales Report
Purpose of the Report
The report is used to analyse historical sales trends, monitor operational KPIs and compare performance metrics across selected reporting periods.
It supports both sales-related and operational activity-based analysis using configurable charts and comparative tabular summaries.
The report is commonly used by sales managers, regional managers and management teams.
Report Interface
The report interface contains the following sections:
|
Section |
Description |
|
Report Selector |
Defines reporting granularity |
|
Period Range Selector |
Defines historical reporting range |
|
Chart Selector |
Defines chart visualisation type |
|
Entity Selection |
Filters report by organisation, company or branch |
|
KPI Selection Panel |
Selects metrics included within the report |
|
Apply Button |
Refreshes report using selected filters |
|
Graphical Chart |
Displays visual KPI trends |
|
Summary Table |
Displays comparative KPI values |
|
Dynamic Targets Button |
Opens Dynamic Targets Report |
|
Back Button |
Returns to the previous page |
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.
Report Configuration Options
The Report selector allows users to switch between:
-
Yearly Report
-
Monthly Report
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Daily Report
The historical range selector allows users to define how many years of historical data should be displayed. Available options include 4 to 10 years depending on the selected report configuration.
The Chart selector controls graphical visualisation and supports Bar Chart, Line Chart, Pie Chart and 3D Pie Chart representations.
These options allow users to analyse performance trends at different time granularities using multiple visual formats.
KPI Selection Panel
The report includes a configurable KPI selection panel where users can dynamically select which operational metrics should be included within the report.
Available KPI options include sales, invoice, enquiry, quotation, event, installation, assignment, service and claim-related metrics.
Multiple KPIs may be selected simultaneously, and the report dynamically updates when Apply is clicked.
Report Structure
The report combines graphical charts with comparative tabular KPI summaries.
The graphical section visualises selected KPIs across the configured reporting timeline, while the summary table displays the corresponding numerical values for each reporting period.
Depending on the selected report configuration, the report may display yearly, monthly or daily comparative analysis.
Graphical Representation
The report supports multiple graphical visualisation formats including bar charts, line charts, pie charts and 3D pie charts.
Charts dynamically reflect the selected KPIs, reporting range and reporting granularity.
Graphical elements within the charts are clickable, although the linked destination page may depend on system configuration and availability.
The graphical representation enables users to visually compare operational performance trends across different reporting periods.
Dynamic Targets Integration
The Dynamic Targets button opens the Dynamic Targets Report.
This integration allows users to compare periodic operational performance with configured organisational target structures and KPI definitions.
Data Representation
The report supports:
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historical sales analysis,
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KPI trend analysis,
-
operational performance monitoring,
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graphical visualisation,
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comparative reporting,
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and configurable KPI-based analytics.
Displayed information varies depending on the selected KPIs, chart type, reporting granularity and historical range configuration.
Where no data exists, the corresponding report fields may remain empty or display zero values.
Summary
The Periodic Sales Report provides a configurable analytical and graphical view of organisational sales and operational performance trends within TUHUND.
By combining configurable KPI selection, historical trend analysis, graphical visualisation and comparative reporting structures, the report enables organisations to monitor long-term operational performance, analyse sales progression and evaluate business activity across multiple reporting timelines.
