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Trading Statistics

When the Trading Statistics is started, the first form the user sees is the Trading Statistics Request. Once the user has completed the selection criteria, the statistics are selected and displayed on this form. At the top of the form are a number of buttons that allow further manipulation of the statistics. Below that is a plain English description of the information that is being displayed. The bottom half of the form contains a grid which shows the actual statistics information.

Figure: Example Trading Statistics Screen

These buttons are available at the top of the form.

Press this button to redisplay the Trading Statistics Request window. This will allow you to adjust the selection criteria.

Press this button to open a query which was previously saved.

Press this button to save the current query. You can open it again later on by pressing the Open button. When the button is pressed, the Trading Statistics Save window will be displayed requesting further details about the query before it is actually saved.

Press this button to display the Trading Statistics Treemap form which allows information to be displayed in a graphical format using size and colour to provide a quick overview of trading information.

Press this button to display the Trading Statistics Graph form which allows various values of the current query to be graphed.

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These buttons are used to preview/print the current statistics as a report. When pressed, you will be asked whether to include the statistics graph on the report. The statistics from the current view only will be reported, that is if you are looking at Sales, the Purchases, Customers, Forecasts, and so on will not be reported.

This will save the data from the current query to a comma-delimited file. This can then be imported into an Excel spreadsheet.

This bottom section of the form shows the actual statistics. Each value is shown in its own column. The columns at the start contain the data by which the statistics was grouped. These columns are fixed and cannot be moved around. The next set of columns is the statistical data itself. If you have selected a comparison for the query, there will be another set of columns showing the comparison data and another set showing the variances between actual and comparison. Each of the sets (actual, comparison and variance) will be shown in a different colour. These columns can be moved so that you can view one particular column next to another.

The statistics can be sorted by simply clicking on the column heading. For example, to sort by GP%, click the GP% column heading. The rows will be sorted in ascending order based on the values in the selected column. A small arrowhead pointing upwards will be displayed next to the column heading to show this is the sort column. Click on the same column heading again and the rows will now be sorted in descending order and a downwards pointing arrowhead will be displayed next to the column heading.

Further options are available by clicking the right mouse button. This will display a popup menu as below. Some of the options work on the point at which the mouse button was clicked, that is the row and the column.

Drill Down

This option is only available if data is being grouped by Department/ Category/ Group. It will drill down into the next level. For example, if the statistics are displayed by department, you can highlight the required department row, right mouse click to display this pop up and then select the Drill Down option. The system will perform a new query to show the statistics for each category in the selected department. You can drill down from Department to Category to Group to Item.

Drill Up

This is similar to the Drill Down option except it works backwards, that is if you select this option while looking at categories, the system will requery to show statistics for the departments.

Sort Ascending/ Descending

These options simply sort the data by the selected column. It is similar to clicking on the column heading.

Hide Column

This option will hide the currently selected column.

Show Column

This will display a list of columns that have been previously hidden. Highlight the rows which need to be shown again and press the Save button.

Group Columns By Type

There are a lot of columns of data displayed, especially if you have done a comparison. You may have moved some of the columns around to make things more readable. This option will redisplay the columns so that they are grouped together by type, that is all the actual columns will be displayed together, all the comparison columns and all the variances.  

Group Columns By Field

This option is similar to Group Columns By Type, but it will group the fields together by the type of data. For example, the Sales actual, comparison and variance will be displayed together, then the GP actual, comparison and variance and so on.

Reselect Stats

This option will take the current row and make it part of the selection criteria. It will then display the Trading Statistics Request window. For example, you may have originally selected statistics for ALL locations with the data grouped by location. One of the locations, BRTBS, is of further interest. Selecting this option on that row will display the Trading Statistics Request form with the location code changed from ALL to BRTBS. You could then change the data to group by period and reselect the statistics.

There are different views available for the statistics data. Each view is shown on a separate tab. Click on the tab to see that view.

Sales

Shows Qty Sold, Sales, COGS, GP, GP% and Stock Qty. The Qty Sold, Sales and GP are also shown as a percentage of the total Qty Sold, Sales and GP.

Purchases

Shows Purchases, Sales, GP%, Deals, Terms, Total Income, Net GP%, Qty Purchased. The Qty Purchased and Purchases are also shown as a percentage of the total Qty Purchased and Purchases.

Note: You need to run UpdateStockStats to update this tab.

Daily Sales

Shows the Sales, Qty Sold, COGS, GP and Customers for each day of the week.

Stock

Shows the stock valued at invoice cost and retail value, the Stock Qty, Sales and Stock Cover (calculated as retail value/sales). This information is kept completely at department, category and group level. However, at item level it is only kept for items which also recorded sales during the same period.

Note: Trading statistics only shows stock data when a trading period is selected that is no stock data is displayed when a date range is selected. See UpdateStockStats for more information.

Customers

Shows Customers, Qty Sold, Sales, Sales/Customers.

Sales Wages

Shows the Qty Sold, Sales, Total Wages, Overtime Hrs, Labour Hrs, Labour Cost (Total Wages/ Labour Hrs), Wages/Sales, Sales/Labour Hr and Qty Sold/Labour Hr.

Expenses

Shows Total Wages, Cash Short/Over, Damages, Bags and Wrap, Freight, Markdown and Total Expenses.

Forecasts

Shows Sales, Planned Sales, variance between actual planned sales, Total Wages, Planned Wages and the variance between actual and planned wages.

Financial Sales

Shows Sales, Financial Sales, variance between actual and financial sales, GP% and Financial GP% (based on Financial Sales).

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