WindoorERP Documentation 19.0

Conduct sales performance analysis, revenue trends, and gross margin audits

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Delivers macro-level business intelligence into total company revenue, quarterly growth rates, gross margins, and order fulfillment volume across all manufacturing lines.

Before you start

  • Sales Manager or Executive access.

Steps

Executive sales revenue and margin trends bar chart

Sales performance multi-dimensional pivot table

Sales reporting audit log list

Detailed sales record performance profile

Important

Auditing Margin (%) alongside Total Revenue ensures aggressive revenue targets do not erode bottom-line profitability.

  1. 01
    Open Sales › Reporting › Sales.
  2. 02
    Toggle between Graph, Pivot, and List views.
  3. 03
    Select Measures: analyze Untaxed Total, Margin, Margin (%), and Average Order Value.
  4. 04
    Compare year-over-year sales performance across fiscal quarters.

Common mistakes

  • Relying on gross invoiced numbers without deducting contract retention deductions.
  • Not filtering out internal sample and showroom orders from executive revenue reports.

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