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Sales reports

The six reports under Satış › Analitik (Sales › Analytics) are calculated live from sales documents. Common rules:

  • Dönem (Period): if the date range is empty, the last 90 days are used; above the result rows, the date used for filtering is shown in the form "Dönem: 04.08.2026 – 02.11.2026 (varsayılan 90 gün) · …" (Period: 04.08.2026 – 02.11.2026 — default 90 days · …).
  • The Ara (Search) box searches in codes and names; there is no customer, product or warehouse selector.
  • The Kanal (Channel) filter is available in every report. The Satış Org. (Sales Org.) and Bölüm (Division) filters appear only if the installation has more than one option.
  • Currencies are shown on separate rows; there is no currency conversion. Amounts are sales order amounts, not invoice amounts.
  • Excel'e Aktar (Export to Excel) downloads the filtered result. Filters are carried in the address; anyone you share the link with sees the same report.
Screen
Module
Sales
Menu path
Satış › Analitik › Müşteri Bazında Satış · Ürün Bazında Satış · Temsilci Bazında Satış · Teklif Kazanma/Kaybetme · Brüt Kâr · Açık Satış Siparişleri (Sales › Analytics › Sales by Customer · Sales by Product · Sales by Sales Rep · Quotation Win/Loss · Gross Profit · Open Sales Orders)
Screen route
/erp/sales/reports/customer-sales
Required permission
Müşteri / Ürün / Temsilci Bazında Satış: erp-sales-orders.view + satış fiyatını görme izni (ör. erp-sales-price-lists.view)
Teklif Kazanma/Kaybetme: erp-sales-quotations.view
Brüt Kâr: erp-sales-shipments.view + erp-inventory-costs.view + satış fiyatını görme izni
Açık Satış Siparişleri: erp-sales-orders.view (Kalan Net yalnız satış fiyatını görebilene)

Sales by customer​

Sales by Customer report
  1. 1Period — last 90 days by default
  2. 2Date range
  3. 3Export to Excel — filtered result
  4. 4Net — after discount

"Who did we sell how much to?" — the after-discount amount of approved sales orders, per customer and currency. Draft and cancelled sales orders are not counted; manually closed sales orders are counted. The date is the order date.

Columns: Müşteri (Customer), Para Birimi (Currency), Ara Toplam (Subtotal), İskonto (Discount), Net, KDV (VAT), Brüt (Gross), Sipariş (Orders; the number of sales orders), Son Sipariş (Last Order). The subtotal at the bottom shows net, gross, number of sales orders and number of rows.

Sales by product​

Sales by Product report
  1. 1Period — last 90 days by default
  2. 2Date range
  3. 3Export to Excel — filtered result
  4. 4Average net unit price

The quantity sold on approved sales orders and the after-discount amount — per product, unit and currency. Columns: Ürün (Product), Miktar (Quantity), Para Birimi (Currency), İskonto (Discount), Net, Brüt (Gross), Ort. Net Birim Fiyat (Avg. Net Unit Price; net ÷ quantity), Sipariş (Orders). Search: product or customer.

Sales by sales rep​

Sales by Sales Rep report
  1. 1Period — last 90 days by default
  2. 2Date range
  3. 3Export to Excel — filtered result
  4. 4Number of the rep's customers

The amount of approved sales orders per sales representative of the sales order and currency; sales orders without a sales representative are totalled on the Atanmamış (Unassigned) row. Columns: Satış Temsilcisi (Sales Rep), Para Birimi (Currency), Ara Toplam (Subtotal), İskonto (Discount), Net, KDV (VAT), Brüt (Gross), Sipariş (Orders), Müşteri (Customers; the number of distinct customers), Son Sipariş (Last Order).

Quotation win/loss​

Quotation Win/Loss report
  1. 1Grouping — rep, customer, loss reason
  2. 2Period — last 90 days by default
  3. 3Date range
  4. 4Export to Excel — filtered result
  5. 5Win % — closed quotations only

"How many quotations did we submit, how many did we win, and why did we lose?" The date is the quotation date; the last revision of the quotation chain is counted, while drafts and older revisions are excluded.

  • Gruplama (Grouping): Satış Temsilcisi (Sales Rep), Müşteri (Customer) or Kayıp Nedeni (Loss Reason).
  • Columns: Para Birimi (Currency), Teklif (Quotations), Kazanılan (Won), Kaybedilen (Lost), Açık (Open), Süresi Dolan (Expired), Kazanma % (Win %), Teklif Net (Quotation Net), Kazanılan Net (Won Net), Kaybedilen Net (Lost Net).
  • Kazanma % (Win %) is calculated only from closed quotations (open quotations do not lower the rate). If there are no closed quotations, it shows "—".

Gross profit​

Gross Profit report
  1. 1Grouping — customer, product, month
  2. 2Period — last 90 days by default
  3. 3Date range
  4. 4Export to Excel — filtered result
  5. 5Cost — booked issue cost
  6. 6Shipment and return line count

"What did we earn on the goods we shipped?" Revenue is the net sales of the goods shipped (sales order price, after discounts); cost is the issue cost in the ledger. A delivery correction is deducted from the delivery, and a return is entered as a negative on its own date. The date is the delivery date.

  • Gruplama (Grouping): Müşteri (Customer), Ürün (Product) or Ay (Month).
  • Columns: Net Satış (Net Sales), Maliyet (Cost; in its own currency), Brüt Kâr (Gross Profit), Marj % (Margin %), Sevk / İade (Shipments / Returns; the number of shipment and return lines).
  • If the profit cannot be calculated, the reason is shown on the row: "… satırın maliyeti bilinmiyor" (the cost of … lines is unknown) or "Maliyet farklı para biriminde — kur çevrimi yok" (Cost is in a different currency — no currency conversion).
  • The subtotal at the bottom shows net sales, profit and margin.

The report requires two permissions (reading deliveries and stock costs); a user without them cannot open the report at all.

Open sales orders​

Open Sales Orders report
  1. 1As of today — no date range
  2. 2Delay — all open lines / overdue only
  3. 3Quantity not shipped
  4. 4Days since requested delivery

"Which sales order lines have not been shipped, and how many days late are they?" At line level, as of today: the lines of approved, non-closed sales orders that have an open delivery quantity. There is no date range; the header shows the Rapor tarihi (Report date). The sort order is by requested delivery date, with undated lines last. A line reopened by a delivery correction is also shown here.

  • Filters: Ara (Search; sales order no., customer or product), Gecikme (Delay; Tüm açık satırlar — All open lines · Yalnız gecikenler — Late only), Kanal (Channel).
  • Columns: Sipariş No (Sales Order No.), Müşteri (Customer), Ürün (Product), Sipariş (Ordered; the order quantity), Sevk Edilen (Shipped), Kalan (Remaining), Kalan Net (Remaining Net; the amount of the remaining quantity after line and overall discounts), İstenen Teslim (Requested Delivery), Yaş (gün) (Age, days; from the order date to today), Gecikme (gün) (Delay, days; from the requested delivery date to today; "—" if not late).
  • The Kalan Net (Remaining Net) column, the totals bar and the Excel export are visible only to users who can view sales prices.

The remaining quantity of a service line (hours awaiting confirmation) is also shown here.