How to view the sales order statistics in Business Central?
In this video I will show you how to view the sales order statistics, to see how much money you earned on a specific order.
This is what happens in the video
Business Central lets you check exactly how much you earned on a specific sales order. The statistics on a posted sales invoice show you the invoiced amount, the original profit percentage and the adjusted profit once the actual cost is known.
You find the statistics by opening the posted sales invoice and going to the Navigate tab. The original profit is based on the expected cost at the time of sale. When items are produced and put in inventory, the actual cost becomes known and the profit and percentage are adjusted to reflect reality.
Where to find sales order statistics in Business Central
Start from the search window and find the posted sales invoice you want to investigate. You can search by customer name or invoice number to locate the right document. Open the posted sales invoice, then go to the Navigate tab and select Statistics.
What the statistics show you
On the statistics page you can see the amount the customer was invoiced. You also see the original profit percentage that you expected when the item was sold.
In this example, the item was not yet in inventory at the time of sale. The original profit percentage was calculated from an original cost of 2,000 DKK.
How profit is adjusted when actual cost is known
When you sell an item that is not yet in inventory, Business Central uses the expected cost to calculate the profit. Afterwards the items are produced and put on inventory, and at that point the actual cost is known.
The profit is then adjusted to reflect the real cost, and the profit percentage is updated accordingly. This means the statistics give you an accurate picture of how a specific order actually performed once all costs have landed.
Q&A
Where do I find the profit on a specific sales order in Business Central?
Open the posted sales invoice from the search window, go to the Navigate tab and select Statistics. There you can see the invoiced amount, the profit and the profit percentage for that order.
Why does the profit on a posted sales invoice change over time?
If you sell an item before it is in inventory, the profit is based on the expected cost. Once the items are produced and put on inventory, the actual cost is known and the profit and percentage are adjusted to the real figures.
How can I search for a posted sales invoice?
From the search window you can search by customer name or by invoice number to find the posted sales invoice you want to investigate.