Sales Analysis Reporting USA

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Sales Analysis ReportingUSA
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Inside Cooper Access
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Sales Reporting Instructions
Step 1 Login in to www.insidecooper.com
Step 2 Choose reporting from the menu bar
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Sales Reporting Instructions
Step 3 Click Yes on the Security Screen
Step 4 Choose Division Reporting from second
level menu bar
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Sales Reporting Instructions
Step 5 Choose Cooper
Crouse-Hinds from the Detailed Navigation area
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Steps to process report Sales by Branch
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Sales by Branch
Step 1 of 5 Choose Sales by Branch under detailed
navigation
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Sales by Branch enter required values
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2
3 5
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Molded Products
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Step 2 of 5

• To select MTD sales, enter prior month-end
  closing date. To select YTD sales enter todays
  date.
• Enter 1001 for Cooper Crouse-Hinds Industrial and
  Commercial U.S. sales information
• Click Insert Row
• Enter 1006 for Cooper Crouse-Hinds ICI U.S. sales
  information
• Click Insert Row
• Enter 1051 for Cooper Crouse-Hinds Molded
  Products U.S. sales information
• Customer group is used to limit customers based
  on the type of customer. If the field is left
  blank all customers are selected. Customer types
  are
• Enter 01 - Full Line Distribution only
  Enter 02 - Commercial only Enter 03 -
  Commercial Plus only

Check and verify that both sales organization
values have been entered
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Sales by Branch process report
Step 3
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Step 3 of 5
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1. Click the execute button
2. Indicates the query is processing
3. Results displayed when processing is
complete.
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Sales by Branch Save the report
Step 4 of 5 1. Click the Excel Button
2. Click the Open button
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Sales by Branch- Excel output
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To
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Step 5 of 5
From
1. Click the save button and pop-up box displayed.
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2. Change the Save as type option from Web
Page to Microsoft Office Excel Workbook.
3. Click the save button
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Sales by Branch- Excel Report
Report columns B to N
Sales District, Office, Group, Corp. Customer,
Sold-To, City, State
Report columns O to AD
Total Prior YR Sales for Industrial,
Commercial, Molded Products, V Prior and Current
YTD Sales for Industrial, Commercial, Molded
Products, V
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Product Line Report
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Product Line Report
Step 1 of 5 Choose Sales Analysis under detailed
navigation
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Product Line Report
Step 2 of 5

• For current YTD sales through prior day, enter
  todays date. For month to date, enter prior
  month-end closing date.
• Enter 1001 for Cooper Crouse-Hinds Industrial and
  commercial U.S. information
• Click Insert Row
• Enter 1006 for Cooper Crouse-Hinds ICI U.S. sales
  information
• Click Insert Row
• Enter 1051 for Cooper Crouse-Hinds Molded
  Products U.S. information

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Product Line Report
Step 2 of 5 continued

• For specific Sales Group, such as Atlanta, Click
  Selection Button
• Choose button for The Next 25 Values
• Click Atlanta
• Click Transfer Button. You must click the
  Transfer Button to move the selection to the
  report.

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Product Line Report
Step 3 of 5 1. Process the report by clicking the
execute button 2. Identify the product
hierarchy basic view field.\ 3. Click the drill
down button 4. Scroll down to review the report
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Product Line Report
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Step 4 of 5

• To expand the hierarchy field to display the
  product lines, click on Electrical Distribution.
• The second level of the product hierarchy will be
  displayed.

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Product Line Report
Step 5 of 5 To display details within a product
line.

• Left click a product line. Example control
  apparatus.
• Level three is displayed for control apparatus

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Additional Reports Using Navigation Block
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The Navigation Block Sales By Branch
The navigation block allows you to access
additional fields and add the information to your
sales report.

• Sales by Branch report query commonly used fields
• Project vs. Stock
• Select Corporate Customer

Remove filter deletes the filter value
displayed in the navigation block
Drilldown in the rows displays information by
creating new rows in the report
Drilldown in the columns displays selected
field information by creating new columns on the
report
Select filter value Limits the information on
the report to the values identified by updating
the filter.
Remove drilldown Removes the selected field
from the report.
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Drilldown on Project vs Stock
Step 1
1. Identify Project vs Stock field
2. Left Click drill-down button
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3. Project / Stock is displayed in a new column
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NOTE P Project S Stock SPA Credits
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Filter on Corporate Customer
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Step 1 of 2
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1. Identify Corporate customer field
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2. Click the filter button for that field
3. The pop-up filter selection box will be
displayed
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4. Enter the corporate customer name (In CAPS)
5. Click the Search in Text button
6. Click the Find button
Always enter the search value in CAPS and click
the Search in Text button
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Filter on Corporate Customer
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Step 2 of 2
1. The corporate account is displayed for
selection.
4. All the Graybar sold-to accounts are displayed
2. To select the customer click the box button
3. Click the Transfer button to process the query
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Navigation Block- remove filter Corp. Customer
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Step 1
1. The corporate customer filter value is
displayed.
2. To remove this filter click the Trash Can
button
3. The filter on customer Graybar is removed and
all customers are displayed on the report.