Understanding Levels of Detail for Sales Analysis
To support sales analysis, you must set up levels of detail by specifying:
Any combination of these key fields 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.
One or more of the key fields as a summary.
To request a summary, enter S in each of the key fields as appropriate.
One or more of the key fields as an item count.
To request an item count, enter C in each of the key fields as appropriate.
If you select multiple fields 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).
This table describes the information types that the system generates and stores in the Tenant Sales Analysis Reporting File table (F1543B):
Information Types |
Description |
|---|---|
System-controlled |
The system supplies the summary code, century, year, and reporting period. The reporting period and the Report Year Beginning Month field in the Real Estate Management constants 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 and changes in quarterly sales) 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. |