Sales (Invoiced) Workbook

This workbook is based on the sales (invoiced) dataset and displays sales information from posting transactions such as invoices, cash sales, cash returns, credit memos, and journal entries. From within the workbook, these transactions are grouped in pivot tables and charts by item, customer, promotion, sales rep, and date. Total values in this workbook match the totals displayed in the sales by reports.

To access the workbook, click the Sales (invoiced) Workbook link from the Workbook Templates list on the Workbooks subtab of the Analytics Home page. To view details about the values contained within the underlying dataset, see Sales (Invoiced) Dataset.

Related Topics

Sales (Invoiced) Workbook
Sales (Invoiced) Dataset
Sales (Invoiced) Analytical Record Type

General Notices