Prebuilt Reports

Information on the prebuilt reports that come with Counterpoint Cloud Platform

Consolidated Sales

The consolidated sales report is a web-based equivalent to the Consolidated Sales report provided in COUNTERPOINT. This report lists current YTD sales compared to previous YTD sales, along with Gross profit and a detailed breakout of the previous 4 month's sales. 

In addition, the report allows you to filter on specific branches, as well as export to excel with one click.


Historic Sales

The historic sales report focuses on a particular branch, and offers an overview of sales performance for the past 2-3 years. This includes gross income, net income, and GP% broken down by year and by month.

Historic Inventory Report

The prebuilt historic inventory report contains both a table and graph
The Historic Inventory Table displays the monthly inventory value and percent change for the last 24-36 months.
The Historic Inventory Graph maps the total inventory value at the first of every month for the selected branches.

Detailed Sales History

The Historic Category Report breaks down sales for the selected branches by category, breaking out their sales as a trend over the past 6 months.

Detailed Inventory History Report

The Historic Category Report breaks down sales for the selected branches by category, breaking out their sales as a trend over the past 6 months.

Clerk Analysis

The clerk Analysis report provides a number of metrics on clerk sales performance.