Analyzing Sales

For Sales Analysis, Real Estate Management provides a wide variety of reports that can be used to analyze and compare similar projects.

This chapter provides an overview of sales analysis as an analytical and reporting tool, lists a prerequisite, and discusses how to:

Set up levels of detail for sales analysis.
Generate sales analysis information.
Revise sales analysis information.

Understanding Sales Analysis as an Analytical and Reporting Tool

Typically used by property owners and marketing experts, sales analysis is strictly an analytical and reporting tool. It does not generate invoices. You can set up analysis periods for weekly, monthly, quarterly, and YTD sales. You can make projections based on the YTD amounts.

You can specify that the sales analysis information be presented in a specific sequence in which the detail lines are sorted with the best performers appearing first. These reports are called ranking reports, and they display the lines that are sorted according to one of these sales figures:

Analysis period for the current year.
Same period in the prior year.
Change from the prior year.
Percentage increase or decrease.

You can specify the level of detail for the Sales Analysis Report (R15675). The report can display one line at the project level or numerous lines according to units, tenants, product codes, and so on. For example, you could create a report that ranks the best performing tenants in a shopping mall, the best performing malls in a region, or the best performing products on each floor in a mall. You can rank the information according to different sales figures and include the same level of detail on separate reports.

A line of summarized information can include the number of items included in the summary. For example, a line summarized for a shopping mall might also demonstrate how many tenants are represented by that mall or how many different products are sold in it.

Controlling Invalid Comparisons

Invalid comparisons for sales information can result from either of these situations:

The sales information does not extend through the entire analysis period.

At the tenant level, for example, YTD sales cannot be compared to the same period from the prior year if the tenant launched the business after the prior year began or if no sales were reported for any one of the months involved.
The rented area related to the sales information changed during the analysis period.

Depending on the report, the system might handle such a change differently.

However, the lack of reported sales or the change in rented area at one level does not necessarily cause a higher level of comparison to be invalid. For example, a comparison of the sales performance between two shopping malls might not be invalid because of the lack of sales for a given tenant. But this comparison could be invalid when the overall performance of the malls is being analyzed without regard to attrition and vacant space.

Sales Analysis Summary Codes

The sales figures that the system uses for analysis, comparison, and ranking are calculated at the levels of detail that you require. These requirements, called key structures, are stored in the Sales Analysis Control table (F1544B). The system performs the calculations when the sales figures are generated and places the results in the Tenant Sales Analysis Reporting File table (F1543B). This logic makes the process more efficient because the system has to create the records only once. You can then view the same records online or sort them in numerous ways in reports. The sales analysis summary code identifies the definition and key structure that controls the generation of the sales figures.

Prerequisite

Enter and post sales reports that you received from tenants.

See Posting Sales Reports to History.

Setting Up Levels of Detail for Sales Analysis

This section provides an overview of the levels of detail for sales analysis and discusses how to set up the levels of detail for sales analysis.

Understanding Levels of Detail for Sales Analysis

Setting up levels of detail that are required to support the analysis of sales information can include this criteria:

Any combination of these key fields (flags) as the key structure:
- Building (business unit).
- Tenant (address book number).
- Unit number.
- DBA.
- Floor number.
- Product code.
- Project number.
- Company.
- Lease number (order number).
- ULI codes.
- Reporting codes.
  
  To request a summary of at least one of the key fields to identify the summary level, type S in each of the fields, as appropriate.
  
  The system prompts you for additional information at the bottom of the form, depending on the key fields that you summarize.
One or more of the key fields as an item count.

To request an item count, type C in each of the key fields as appropriate.

If you select more than one field for an item count, the count is the total of all of the unique combinations possible for the items. For example, suppose a shopping mall has three stores (A, B, and C) selling three similar products (1, 2, and 3). If you set up the sales analysis to summarize by building and you count both tenant and product code, the count is nine (A1, B1, C1, A2, B2, C2, A3, B3, C3).
Whether sales analysis is automatically generated when you post expected or unexpected sales batches (automatic update when you run Post Sales Reports to History (R15820).
Whether the system excludes invalid comparisons.
The basis for the square footage (building total, unit total, rentable, or usable).

The system generates these types of information and stores the information in the Tenant Sales Analysis Reporting File table (F1543B):

Type of Information	Description
System-controlled	The summary code, century, year, and reporting period are supplied by the system. The reporting period works in conjunction with the Report Year Beginning Month field in the Real Estate Management system constants to determine the quarterly and YTD time periods.
User-controlled	You identify this information by setting up the key fields for the key structure.
Sales analysis	The system calculates the sales figures (such as YTD gross sales, changes in quarterly sales, and so on) as they relate to the analysis period and sequence.
Miscellaneous and statistical	The system calculates the square footage, changes in square footage, number of months without sales, total sales for the prior year, rolling sales for the previous 12 months, and item count.

Note. After you have generated the sales analysis for a summary code, you cannot change or delete the definition for the code. To be able to change or delete a code definition, you must first purge the related information from the Tenant Sales Analysis Reporting (F1543B) table.

Forms Used to Set Up Levels of Detail for Sales Analysis

Form Name	FormID	Navigation	Usage
Work With Sales Analysis Summary Codes	W1544A	Sales Analysis Processing (G15222), Sales Analysis Control Revisions.	Review and select sales analysis summary codes.
Sales Analysis Control Revisions	W1544C	Click Add on Work With Sales Analysis Summary Codes.	Add and revise sales analysis summary codes that are used as the levels of detail.

Setting Up Levels of Detail for Sales Analysis

Access the Sales Analysis Control Revisions form.

Sales Analysis Summary Code

Enter the two-character code that is used to identify the manner in which Sales History information is grouped together and summarized when Sales Analysis records are generated.

Each Summary Code defines a group of key fields in the Sales Analysis Summary Control file. For a given Summary Code, every Sales History record with identical information in each of the key fields which make up the Summary Code, will be combined into one Sales Analysis record.

Automatic Update

Specify which method shall be used to generate or update records. In the Sales Analysis Summary Control file this field determines whether sales analysis for a summary code will be created through the Sales Analysis Generation program or by the Post To Sales History program. Values are:

0: Sales analysis information should not be generated for this summary code (to maintain square footage history without the sales analysis).

1: Sales analysis information should be updated only by the Sales Analysis Generation program (relieves processing burden from the post, but requires the user to submit the generation program).

2: Sales analysis information should be maintained automatically whenever sales are posted to history.

Note. Even if 1 is chosen, system will automatically update sales analysis when posting sales to periods that have already been generated.

Excl Invalid Comparison (exclude invalid comparison)

Specify whether invalid comparisons will be excluded or included in sales analysis. An invalid comparison is defined as a period with sales compared to a period with no sales. Values are:

Y: Exclude sales history records that are invalid comparisons.

N: Include sales history records that are invalid comparisons.

Lease

Specify whether to include Lease Number in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Lease Number in the key field structure.

S: Include Lease Number in the key field structure on which sales analysis record generation is based.

C: Designate the Lease Number as the key field to be counted when generating sales analysis records. For example, if Lease Number is selected as the count field, the total number of leases included in each sales analysis record is counted.

Building

Specify whether to include Building in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Building in the key field structure.

S: Include Building in the key field structure on which sales analysis record generation is based.

C: Designate Building as the key field to be counted when generating sales analysis records. For example, if Building is selected as the count field, the total number of buildings included in each sales analysis record is counted.

Unit

Specify whether to include Unit in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Unit Number in the key field structure.

S: Include Unit Number in the key field structure on which sales analysis record generation is based.

C: Designate Unit Number as the key field to be counted when generating sales analysis records. For example, if Unit Number is selected as the count field, the total number of units included in each sales analysis record is counted.

Floor

Specify whether to include Floor in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Floor Number in the key field structure.

S: Include Floor Number in the key field structure on which sales analysis record generation is based.

C: Designate Floor Number as the key field to be counted when generating sales analysis records. For example, if Floor Number is selected as the count field, the total number of floors included in each sales analysis record is counted.

Project

Specify whether to include Project in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Project Number in the key field structure.

S: Include Project Number in the key field structure on which sales analysis record generation is based.

C: Designate Project Number as the key field to be counted when generating sales analysis records. For example, if Project Number is selected as the count field, the total number of projects included in each sales analysis record is counted.

Tenant

Specify whether to include Tenant in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Address Number in the key field structure.

S: Include Address Number in the key field structure on which sales analysis record generation is based.

C: Designate Address Number as the key field to be counted when generating sales analysis records. For example, if Address Number is selected as the count field, the total number of tenants included in each sales analysis record is counted.

DBA (doing business as)

Specify whether to include DBA in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include DBA (Doing Business As) in the key field structure.

S: Include DBA in the key field structure on which sales analysis record generation is based.

C: Designate DBA as the key field to be counted when generating sales analysis records. For example, if DBA is selected as the count field, the total number of DBA codes included in each sales analysis record is counted.

Company

Specify whether to include Company in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Company Number in the key field structure.

S: Include Company Number in the key field structure on which sales analysis record generation is based.

C: Designate Company Number as the key field to be counted when generating sales analysis records. For example, if Company Number is selected as the count field, the total number of companies included in each sales analysis record is counted.

Product Code

Specify whether to include Product Code in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Product Code in the key field structure.

S: Include Product Code in the key field structure on which sales analysis record generation is based.

C: Designate Product Code as the key field to be counted when generating sales analysis records. For example, if Product Code is selected as the count field, the total number of product codes included in each sales analysis record is counted.

ULI Code (urban land industry code)

Specify whether to include ULI Code in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include the ULI Code in the key field structure.

S: Include the ULI Code in the key field structure on which sales analysis record generation is based.

C: Designate the ULI Code as the key field to be counted when generating sales analysis records. For example, if the ULI Code is selected as the count field, the total number of ULI codes included in each sales analysis record is counted.

RC 11 (reporting code 11)

Specify whether to include RC 11 in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are:

Blank: Do not include Reporting Code 11 (RC 11) in the key field structure.

S: Include RC 11 in the key field structure on which sales analysis record generation is based.

C: Designate the RC 11 as the key field to be counted when generating sales analysis records. For example, if the RC 11 is selected as the count field, the total number of RC 11 codes included in each sales analysis record is counted.

Area Type

Enter the user-defined code (UDC) (15/AR) that identifies the area by its use, such as rentable, usable, gross leasable (GLA), gross lease occupied (GLOA), and so on.

Sq Ft Basis (square foot basis)

Enter the square foot basis. A field that is used to provide the Sales Analysis system with the necessary information to calculate the square footage amount. Depending on the key fields selected, the system prompts for different information.

If the prompt is "Use Rentable/Usable Sq Ft ?", the expected answer is whether the rentable area amount or the usable area amount should be used in the Square Footage calculation.

Column Heading

Specify the column heading text. Column heading text is used for field description primarily on reports. It should not be longer than the size of the data item. The text will be centered when it appears on a report, so it should be entered left justified.

When you select a key field for an item count, the system prompts you to specify the related column heading at the bottom of the form. This heading, which can be two lines of text, appears on the sales analysis reports.

Generating Sales Analysis Information

This section provides an overview of generating sales analysis information and discusses how to:

Run the Sales Analysis Generation program.
Set processing options for Sales Analysis Generation (R15820).

Understanding Sales Analysis Generation

You use the Sales Analysis Generation program to summarize the information for sales analysis.

Based on the Sales Analysis Control table, Sales Analysis Generation also uses information from these tables:

Tenant/Lease Billings Detail Master (F1511B).
Tenant Sales History (F1541B)

The generated information is stored in the Tenant Sales Analysis Reporting table. If you have set up sales analysis to be generated automatically when you post expected or unexpected sales batches, the system generates the sales analysis information when you run the Post Sales Reports to History report (R15820).

If sales analysis is not generated automatically:

You must run Sales Analysis Generation directly from the Sales Analysis Processing menu.
When you post sales reports to history, the system still updates sales for periods in the Tenant Sales Analysis Reporting File table (F1543B) for which sales analysis has already been generated.
You set processing options control whether a report prints for review.

If you set the Sales Analysis Dynamic Update processing option to 1 (Update through post), you no longer have to manually change the value in the Automatic Update field in Sales Analysis Control Revisions for each summary code being processed.

If you specify a number of months in the Number Of Months To Keep processing option (Purge tab), the system retains only sales analysis records for that number of months, beginning with the most current record and counting back the number that you specify. The system deletes records older than the specified number of months. If you specify a number of months and also complete the Purge Through Period processing option, the system uses the earlier cutoff date.

Running the Sales Analysis Generation Program

Select Sales Analysis Processing (G15222), Sales Analysis Generation.

Setting Processing Options for Sales Analysis Generation (R15143)

Set these processing options before you run the Sales Analysis Generation report.

Process

These processing options enable you to specify the date to use to generate records, as well as whether the system automatically updates the sales analysis field.

1. Generation Date Month

Specify the generation date month. This is the month for which records in the Sales Reporting table (F1543B) are generated.

2. Generation Date Century and Year

Specify the generation date century and year.

This is the year for which records in the Sales Reporting table (F1543B) are generated.

3. Sales Analysis Dynamic Update

Use this processing option to change selected summary codes from batch generation to dynamic update through the post program. Values are:

Blank: Do not change the current process.

1: Update through the post program.

This option eliminates the having to manually change the value in the Sales Analysis field in the Sales Analysis Control program (P1544) for each summary code being processed. You would have to manually change the value in the Sales Analysis field if the code is not set up for automatic update and you want Sales Analysis to be generated automatically when you run the Post Sales to History report (R15820).

This processing option enables you to specify whether to generate a sales analysis report.

1. Sales Analysis Report

Specify whether to print a report that will illustrate the sales analysis reporting records that were created by running the Sales Analysis Generation report (R15143). Values are:

Blank: Do not print.

1: Print the report showing sales analysis generated.

Purge

These processing options enable you to specify which sales analysis records to purge.

1. Number Of Months To Keep

Specify which sales analysis records will be purged. The system retains only that number of months of sales analysis records beginning with the most current record and counting back that number of months. The system deletes records older than the specified number of months.

If you enter a value in this option and the purge through period option, the system will use the earlier cutoff date.

2. Purge Through Period

Specify which sales analysis records will be purged. If you enter a month and year, the system deletes all records prior to that month and year.

If you enter a value in this option and the number of months to keep option, the system will use the earlier cutoff date.

3. Sales Analysis Purge

Specify whether the system purges records in the Sales Analysis Reporting table (F1543B). Values are:

Blank: Do not purge.

1: Purge. Enter a 1 if you only want to keep current month analysis data and you are selecting all summary codes.

Revising Sales Analysis Information

This section provides overviews of sales analysis information and the recalculation process and discusses how to:

Set processing options for Sales Analysis Revisions (P15043).
Revise sales analysis information.

Understanding Sales Analysis Information

You can review and revise the information in the Tenant Sales Analysis Reporting File table (F1543B) by using the Sales Analysis Revisions program. For example, you can review how the sales calculations are derived, and the differences between the rolling sales and YTD sales. You can change or delete lines that have invalid or incomplete information. A processing option controls whether the system recalculates the related information interactively. If the processing option is set to 1 (Recalculate related amounts), the system recalculates the related information according to the changes that you make. Note that:

The automatic update involves only the record with which you are working.

Changes have no effect across records. For example, if you change a QTD sales amount for the reporting period March 2007, the system does not change the same QTD amounts in the records for January 2007 and February 2007. Similarly, if you change a sales amount in the MTD Last Year field for March 2007, the system does not change the sales amount in the MTD This Year field for March 2008.
The system recognizes only one change at a time.

After all of the related fields have been recalculated for a change, you must click OK to trigger the recalculation process.

You can use the Report Year Beginning Month field in the Real Estate Management system constants to organize the fiscal periods for the sales information that appears in Sales Analysis Revisions. If the field contains 5, for example, the form displays all of the sales for all tenants on a May through April fiscal year. The first quarter of sales is then reported for May, June, and July.

You can reset any records that have been changed, recalculated, or deleted by rerunning Sales Analysis Generation.

Understanding the Recalculation Process

If a change triggers the recalculation process, the related fields are recalculated in a specific sequence to obtain the correct results. This table illustrates this sequence for each field that can trigger the process.

Field	Explanation
MTD-Gross Sales Amounts-This Year	1 MTD-Gross Sales Amounts-Change 2 MTD-Per Square Foot (PSF) Amounts-This Year 3 MTD-PSF Amounts-Change 4 MTD-Percent Change 5 QTD-Gross Sales Amounts-This Year 6 QTD-Gross Sales Amounts-Change 7 QTD-PSF Amounts-This Year 8 QTD-PSF Amounts-Change 9 QTD-Percent Change 10 YTD-Gross Sales Amounts-This Year 11 YTD-Gross Sales Amounts-Change 12 YTD-PSF Amounts-This Year 13 YTD-PSF Amounts-Change 14 YTD-Percent Change 15 CYP (Current Year Projection)-Gross Sales Amounts-This Year 16 CYP-Gross Sales Amounts-Change 17 CYP-PSF Amounts-This Year 18 CYP-PSF Amounts-Change 19 CYP-Percent Change
MTD-Gross Sales Amounts-Last Year	1 MTD–Gross Sales Amounts–Change 2 MTD-PSF Amounts-Last Year 3 MTD-PSF Amounts-Change 4 MTD-Percent Change 5 QTD-Gross Sales Amounts-Last Year 6 QTD-Gross Sales Amounts-Change 7 QTD-PSF Amounts-Last Year 8 QTD-PSF Amounts-Change 9 QTD-Percent Change 10 YTD-Gross Sales Amounts-Last Year 11 YTD-Gross Sales Amounts-Change 12 YTD-PSF Amounts-Last Year 13 YTD-PSF Amounts-Change 14 YTD-Percent Change 15 CYP-Gross Sales Amounts-This Year 16 CYP-Gross Sales Amounts-Last Year 17 CYP-Gross Sales Amounts-Change 18 CYP-PSF Amounts-Last Year 19 CYP-PSF Amounts-Change 20 CYP-Percent Change
MTD-PSF Amounts-This Year	1 MTD-Gross Sales Amounts-This Year 2 MTD-Gross Sales Amounts-Change 3 MTD-PSF Amounts-This Year 4 MTD-PSF Amounts-Change 5 MTD-Percent Change 6 QTD-Gross Sales Amounts-This Year 7 QTD-Gross Sales Amounts-Change 8 QTD-PSF Amounts-This Year 9 QTD-PSF Amounts-Change 10 QTD-Percent Change 11 YTD-Gross Sales Amounts-This Year 12 YTD-Gross Sales Amounts-Change 13 YTD-PSF Amounts-This Year 14 YTD-PSF Amounts-Change 15 YTD-Percent Change 16 CYP-Gross Sales Amounts-This Year 17 CYP-Gross Sales Amounts-Change 18 CYP-PSF Amounts-This Year 19 CYP-PSF Amounts-Change 20 CYP-Percent Change
MTD-PSF Amounts-Last Year	1 MTD-Gross Sales Amounts-Last Year 2 MTD-Gross Sales Amounts-Change 3 MTD-PSF Amounts-Last Year 4 MTD-PSF Amounts-Change 5 MTD-Percent Change 6 QTD-Gross Sales Amounts-Last Year 7 QTD-Gross Sales Amounts-Change 8 QTD-PSF Amounts-Last Year 9 QTD-PSF Amounts-Change 10 QTD-Percent Change 11 YTD-Gross Sales Amounts-Last Year 12 YTD-Gross Sales Amounts-Change 13 YTD-PSF Amounts-Last Year 14 YTD-PSF Amounts-Change 15 YTD-Percent Change 16 CYP-Gross Sales Amounts-This Year 17 CYP-Gross Sales Amounts-Last Year 18 CYP-Gross Sales Amounts-Change 19 CYP-PSF Amounts-Last Year 20 CYP-PSF Amounts-Change 21 CYP-Percent Change
QTD-Gross Sales Amounts-This Year	1 QTD-Gross Sales Amounts-Change Amounts 2 QTD-PSF Amounts-This Year 3 QTD-PSF Amounts-Change 4 QTD-Percent Change 5 YTD-Gross Sales Amounts-This Year 6 YTD-Gross Sales Amounts-Change 7 YTD-PSF Amounts-This Year 8 YTD-PSF Amounts-Change 9 YTD-Percent Change 10 CYP-Gross Sales Amounts-This Year 11 CYP-Gross Sales Amounts-Change 12 CYP-PSF Amounts-This Year 13 CYP-PSF Amounts-Change 14 CYP-Percent Change
QTD-Gross Sales Amounts-Last Year	1 QTD-Gross Sales Amounts-Change 2 QTD-PSF Amounts-Last Year 3 QTD-PSF Amounts-Change 4 QTD-Percent Change 5 YTD-Gross Sales Amounts-Last Year 6 YTD-Gross Sales Amounts-Change 7 YTD-PSF Amounts-Last Year 8 YTD-PSF Amounts-Change 9 YTD-Percent Change 10 CYP-Gross Sales Amounts-This Year 11 CYP-Gross Sales Amounts-Last Year 12 CYP-Gross Sales Amounts-Change 13 CYP-PSF Amounts-Last Year 14 CYP-PSF Amounts-Change 15 CYP-Percent Change
YTD-Gross Sales Amounts-This Year	1 YTD-Gross Sales Amounts-Change 2 YTD-PSF Amounts-This Year 3 YTD-PSF Amounts-Change 4 YTD-Percent Change 5 CYP-Gross Sales Amounts-This Year 6 CYP-Gross Sales Amounts-Change 7 CYP-PSF Amounts-This Year 8 CYP-PSF Amounts-Change 9 CYP-Percent Change
YTD-Gross Sales Amounts-Last Year	1 YTD-Gross Sales Amounts-Change 2 YTD-PSF Amounts-Last Year 3 YTD-PSF Amounts-Change 4 YTD-Percent Change 5 CYP-Gross Sales Amounts-This Year 6 CYP-Gross Sales Amounts-Last Year 7 CYP-Gross Sales Amounts-Change 8 CYP-PSF Amounts-This Year 9 CYP-PSF Amounts-Change 10 CYP-Percent Change
YTD-PSF Amounts-This Year	1 YTD-Gross Sales Amounts-This Year 2 YTD-Gross Sales Amounts-Change 3 YTD-PSF Amounts-Change 4 YTD-Percent Change 5 CYP-Gross Sales Amounts-This Year 6 CYP-Gross Sales Amounts-Change 7 CYP-PSF Amounts-This Year 8 CYP-PSF Amounts-Change 9 CYP-Percent Change
YTD-PSF Amounts-Last Year	1 YTD-Gross Sales Amounts-Last Year 2 YTD-Gross Sales Amounts-Change 3 YTD-PSF Amounts-Change 4 YTD-Percent Change 5 CYP-Gross Sales Amounts-This Year 6 CYP-Gross Sales Amounts-Last Year 7 CYP-Gross Sales Amounts-Change 8 CYP-PSF Amounts-Last Year 9 CYP-PSF Amounts-Change 10 CYP-Percent Change
CYP-Gross Sales Amounts-Last Year	1 CYP-Gross Sales Amounts-This Year 2 CYP-Gross Sales Amounts-Change 3 CYP-PSF Amounts-Last Year 4 CYP-PSF Amounts-Change 5 CYP-Percent Change
Square Footage This Year	1 MTD-PSF Amounts-This Year 2 MTD-PSF Amounts-Change 3 QTD-PSF Amounts-This Year 4 QTD-PSF Amounts-Change 5 YTD-PSF Amounts-This Year 6 YTD-PSF Amounts-Change 7 CYP-PSF Amounts-This Year 8 CYP-PSF Amounts-Change
Square Footage Last Year	1 MTD-PSF Amounts-Last Year 2 MTD-PSF Amounts-Change 3 QTD-PSF Amounts-Last Year 4 QTD-PSF Amounts-Change 5 YTD-PSF Amounts-Last Year 6 YTD-PSF Amounts-Change 7 CYP-PSF Amounts-Last Year 8 CYP-PSF Amounts-Change
MTD-Empty Months	1 QTD-Empty Months 2 YTD-Empty Months
QTD-Empty Months	1 YTD-Empty Months
MTD-Abs Chg SF (absolute change in square footage)	1 QTD-Abs Chg SF 2 YTD-Abs Chg SF
QTD-Abs Chg SF	1 YTD-Abs Chg SF

These fields are not affected by the recalculation process, nor does a change to them trigger the process:

Rolling 12 Months Sales
MTD-Net Change SF
Count Field
QTD-Net Change SF
PY Empty Mos (prior year empty months)
YTD-Empty Months
YTD-Net Change SF
YTD-Abs Chg SF

Forms Used to Revise Sales Analysis Information

Form Name	FormID	Navigation	Usage
Work With Sales Analysis	W15043B	Sales Analysis Processing menu (G15222), Sales Analysis Revisions	Review and select sales analysis records.
Sales Analysis Revisions	W15043C	Click Add on Work With Sales Analysis.	Add or revise sales analysis information.

Setting Processing Options for Sales Analysis Revisions (P15043)

Set these processing options before you run the Sales Analysis Revisions program.

Process

This processing option enables you to specify the method of calculation to use.

1. Recalculate Amounts

Specify which method of calculation to use. Values are:

Blank: Allow the amount fields to be changed without the automatic recalculation of related amount fields.

1: Automatically recalculate the related amount fields based on the changed amount fields.

Revising Analysis Information

Access the Sales Analysis Revisions form.

Sales Analysis Summary Code	Enter the two-character code that is used to identify the manner in which Sales History information is grouped together and summarized when Sales Analysis records are generated. Each Summary Code defines a group of key fields in the Sales Analysis Summary Control file. For a given Summary Code, every Sales History record with identical information in each of the key fields which make up the Summary Code, will be combined into one Sales Analysis record.
Automatic Update	Specify which method shall be used to generate or update records. In the Sales Analysis Summary Control file this field determines whether sales analysis for a summary code will be created through the Sales Analysis Generation program or by the Post To Sales History program. Values are: 0: Sales analysis information should not be generated for this summary code (to maintain square footage history without the sales analysis). 1: Sales analysis information should be updated only by the Sales Analysis Generation program (relieves processing burden from the post, but requires the user to submit the generation program). 2: Sales analysis information should be maintained automatically whenever sales are posted to history. Note. Even if 1 is chosen, system will automatically update sales analysis when posting sales to periods that have already been generated.
Excl Invalid Comparison (exclude invalid comparison)	Specify whether invalid comparisons will be excluded or included in sales analysis. An invalid comparison is defined as a period with sales compared to a period with no sales. Values are: Y: Exclude sales history records that are invalid comparisons. N: Include sales history records that are invalid comparisons.
Lease	Specify whether to include Lease Number in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Lease Number in the key field structure. S: Include Lease Number in the key field structure on which sales analysis record generation is based. C: Designate the Lease Number as the key field to be counted when generating sales analysis records. For example, if Lease Number is selected as the count field, the total number of leases included in each sales analysis record is counted.
Building	Specify whether to include Building in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Building in the key field structure. S: Include Building in the key field structure on which sales analysis record generation is based. C: Designate Building as the key field to be counted when generating sales analysis records. For example, if Building is selected as the count field, the total number of buildings included in each sales analysis record is counted.
Unit	Specify whether to include Unit in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Unit Number in the key field structure. S: Include Unit Number in the key field structure on which sales analysis record generation is based. C: Designate Unit Number as the key field to be counted when generating sales analysis records. For example, if Unit Number is selected as the count field, the total number of units included in each sales analysis record is counted.
Floor	Specify whether to include Floor in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Floor Number in the key field structure. S: Include Floor Number in the key field structure on which sales analysis record generation is based. C: Designate Floor Number as the key field to be counted when generating sales analysis records. For example, if Floor Number is selected as the count field, the total number of floors included in each sales analysis record is counted.
Project	Specify whether to include Project in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Project Number in the key field structure. S: Include Project Number in the key field structure on which sales analysis record generation is based. C: Designate Project Number as the key field to be counted when generating sales analysis records. For example, if Project Number is selected as the count field, the total number of projects included in each sales analysis record is counted.
Tenant	Specify whether to include Tenant in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Address Number in the key field structure. S: Include Address Number in the key field structure on which sales analysis record generation is based. C: Designate Address Number as the key field to be counted when generating sales analysis records. For example, if Address Number is selected as the count field, the total number of tenants included in each sales analysis record is counted.
DBA (doing business as)	Specify whether to include DBA in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include DBA (Doing Business As) in the key field structure. S: Include DBA in the key field structure on which sales analysis record generation is based. C: Designate DBA as the key field to be counted when generating sales analysis records. For example, if DBA is selected as the count field, the total number of DBA codes included in each sales analysis record is counted.
Company	Specify whether to include Company in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Company Number in the key field structure. S: Include Company Number in the key field structure on which sales analysis record generation is based. C: Designate Company Number as the key field to be counted when generating sales analysis records. For example, if Company Number is selected as the count field, the total number of companies included in each sales analysis record is counted.
Product Code	Specify whether to include Product Code in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Product Code in the key field structure. S: Include Product Code in the key field structure on which sales analysis record generation is based. C: Designate Product Code as the key field to be counted when generating sales analysis records. For example, if Product Code is selected as the count field, the total number of product codes included in each sales analysis record is counted.
ULI Code (urban land industry code)	Specify whether to include ULI Code in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include the ULI Code in the key field structure. S: Include the ULI Code in the key field structure on which sales analysis record generation is based. C: Designate the ULI Code as the key field to be counted when generating sales analysis records. For example, if the ULI Code is selected as the count field, the total number of ULI codes included in each sales analysis record is counted.
RC 11 (reporting code 11)	Specify whether to include RC 11 in the key field structure. More than one key field can be selected as count fields. In this case, for each sales analysis record, the count total is the total of all of the unique combinations of values that these selected fields could have. Values are: Blank: Do not include Reporting Code 11 (RC 11) in the key field structure. S: Include RC 11 in the key field structure on which sales analysis record generation is based. C: Designate the RC 11 as the key field to be counted when generating sales analysis records. For example, if the RC 11 is selected as the count field, the total number of RC 11 codes included in each sales analysis record is counted.
Area Type	Enter the user-defined code (UDC) (15/AR) that identifies the area by its use, such as rentable, usable, gross leasable (GLA), gross lease occupied (GLOA), and so on.
Sq Ft Basis (square foot basis)	Enter the square foot basis. A field that is used to provide the Sales Analysis system with the necessary information to calculate the square footage amount. Depending on the key fields selected, the system prompts for different information. If the prompt is "Use Rentable/Usable Sq Ft ?", the expected answer is whether the rentable area amount or the usable area amount should be used in the Square Footage calculation.
Column Heading	Specify the column heading text. Column heading text is used for field description primarily on reports. It should not be longer than the size of the data item. The text will be centered when it appears on a report, so it should be entered left justified. When you select a key field for an item count, the system prompts you to specify the related column heading at the bottom of the form. This heading, which can be two lines of text, appears on the sales analysis reports.