Prospect CRM pulls your sales report data from several sources, including the Sales Ledger Stats entity and your product records. Understanding where each figure comes from helps you spot and resolve discrepancies between reports quickly.
Where your sales report data comes from
Sales reports combine data from multiple sources, such as the Sales Ledger Stats entity and product records, to give you insight into sales performance, customer rebates, and year-to-date (YTD) figures.
Customer rebate report and YTD sales figures
The Sales Value figure on the Customer Rebate Report comes from the Sales Ledger Stats entity and represents your sales for the current financial year. This figure matches the YTD sales figures shown in other reports, such as the Sales: YTD Report - Wholesale report, so your figures stay consistent across reports.
Sales analysis codes in reports
Sales Analysis codes come from the product record and reflect the analysis code assigned to that product. When you create a sales transaction, such as a quote or order, the analysis code imports from the quote line.
đ Note: If the analysis code in a report doesn't match the one on your transaction line, your report is likely pulling the product-level code instead of the transaction-level code. Add the Sales Transaction > Analysis field to your report to show the correct value.
Resolve common discrepancies
Mismatched sales analysis codes
If the analysis code in your report doesn't match your transaction, use these checks to fix it:
Add the transaction-level analysis code field to your report.
Check that the analysis code on your quote or order line matches your expected value.
Inconsistent sales figures across reports
If your sales figures differ between reports, check the data source each report uses.
Confirm the Sales Value field's data source matches your report's purpose. For example, use the Sales Ledger Stats entity for YTD sales.
Frequently asked questions
Why do sales figures differ between reports?
Why do sales figures differ between reports?
Sales figures can differ if your reports pull data from different sources or levels, such as product-level codes versus transaction-level codes.
How can I make sure my reporting stays accurate?
How can I make sure my reporting stays accurate?
Always check your data source and include the fields that reflect the level of detail you need in your report.