The most requested sales dollar summary fields from the Customer Sales by Rep and Principal Sales by Rep reports can now be found in a new Data Analysis cube titled Sales Summary Analysis. How to run the data analysis cube:
- Open Data Analysis via the Shortcuts panel.
- Run the Sales Summary Analysis cube by double-clicking on it.
- Select the dates to analyze.
Why use Data Analysis instead of the Report Explorer?
The reports in report explorer are great for quickly generating sales data for print or e-mail; the PDF formatting in particular lends itself well for either of these jobs. Data Analysis allows users the additional flexibility to sort and filter the sales data to see just what the user is interested in. For example, a sales rep could filter the cube view to show just a particular customer and the lines he is buying from in order to share this information with the customer.