Sales Analysis

In this example we are going to use the PivotPoint web part to analyse a sale list in different ways, providing new insights into our sales effort and a dashboard view of the performance of teams in different regions.

Sales Analysis Example

We are going to base the PivotPoint web parts of this example list. It has an entry for each sale with fields for Customer, sale Date, Sales Team, Quantity, Price, Total (= Price x Quantity) and the Product sold.

Sales list

Sales Growth

In this example we are going to use a PivotPoint web part to analyze sales growth of the different product lines over time.

Sales growth by product
  1. Firstly add a new PivotPoint web part to a web part page.
  2. Select the Edit menu and Modify Shared Web Partto configure the web part
  3. Modify the web part and choose the Sales list
  4. Under Columns select the Product field
  5. Under Rows select the Date field and a Grouping ofMonth and Year
  6. Under Value field select the Total field and set Calculation to Sum
  7. Click OK
Sales growth configuration

Sales by Region and Product

In this example we are going to use a PivotPoint web part to analyze sales by Team and Product. We are going to provide the results as a Sum of the Total field expressed as a % of the Grand Total - for example Global sales of the Bottle-o-matic accounted for 13.1% of all revenue. We will also provide the Sum value on the tooltip so if hovering over the 13.1% cell the user can see that this equates to sales of £12,010

Sales by team and product
  1. Firstly add a new PivotPoint web part to a web part page.
  2. Select the Edit menu and Modify Shared Web Partto configure the web part
  3. Modify the web part and choose the Sales list
  4. Under Columns select the Product field
  5. Under Rows select the Sales Team field
  6. Under Value field select the Total field and set Calculation to Sum as %
  7. Check the Sum option under Tooltips so we can hover over the PivotPoint to see the actual values in addition to their % of the Grand Total
  8. Click OK
Sales toolpart configuration