1. In-Memory Sales Advisor Implementation Guide
  2. Profit History Chart

Profit History Chart

The Profit History chart displays the profit margin for the customer's previous orders in a line chart. The line chart plots profit margin on the y-axis versus sales orders on the x-axis.

The system creates a chart of customer sales orders based on the following criteria:

  • Sold To customer on the current sales order.

  • Order type selection defined in the Sales Advisor Included Document Types program (P42X001).

  • Number of sales orders to display defined in the Sales Advisor Constants program (P42X00).

  • Number of days in the date range defined in the Sales Advisor Constants program.

See Setting Up Sales Advisor Constants.

The system uses the From Date field to specify the start date for previous data in the Profit History chart. When you first access the Order Profit tab, the system uses the value from the Days for Historical Range field in the Sales Advisor Constants program in the From Date field. If no value is entered in the Days for Historical Range field, then the system enters a default date in the From Date field in the Profit History group box. The default value is 90 days.

The system indicates the number of orders displayed in the chart in the Orders Displayed field in the Profit History group box. You can define the number of orders to display in the No. of Orders to Display field in the Sales Advisor Constants program. The system can display a maximum of 150 orders on the chart.

The system calculates and displays the average profit margin of all previous sales orders in the Profit Margin Average field.

The solid blue line on the chart represents the profit on previous sales orders, the dotted green line represents the current order profit, and the dashed red line represents the previous average.

The system does not render negative order quantities for sales order detail lines on the chart. The system considers negative order quantities as a credit order or credit line and does not include a credit order in the profit calculation.

The system requires multiple sales order records to display the Profit History chart on the Order Profit tab.