Introduction

The dashboarding will show the profitability per item per segment. Considering the overhead expenditure captured on the GL accounts inside Sage Evolution.

With the default reports inside Sage, you are able to quickly view the Gross profit per item, but it will not show you the nett profit per Item. This dashboards takes the expenditure from the various departments and allocates these accordingly to the items.

By entering settings on both Item UDF's and Account UDF's the dashboard will pick up both to display and use for calculations.

Dashboards

Two dashboards are available for viewing the profitability:

1) Costing overview 

Main dashboard that contains all the logic and calculations to display the profitability per item per segment.

2) Sales detail

Detail dashboard containing the individual invoices for reconciliation purposes. (Note that the sales data is also available in the Costing overview, however it is loaded consolidated to limit the amount of data)

Costing overview

Main dashboard that contains all the logic and calculations to display the profitability per item per segment.

General fields and calculations

Pages

1) Production expenses

2) Logistics expenses

3 - A) Sales expenses

3 - B) Sales expenses - Rebates

4) Marketing expenses

5) IT & administration

7) Costing and pricing overview

8a) Performance overview - per SKU

8b) Performance overview - per channel

9) Budget overview

10) Sales & Production overview

11) Stock % per Line

Sales detail

1) Sales detail