# Sales reports (Analytics)

> Sales by customer, product and sales rep, quotation win/loss, gross profit and open sales orders — what they show, filters, how to read them.

URL: https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-raporlari

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.

- **Type:** 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](https://erpdocs.corexlogic.com/en/en/img/screens/satis/rapor-musteri.png)
1. Period — last 90 days by default
2. Date range
3. Export to Excel — filtered result
4. Net — 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](https://erpdocs.corexlogic.com/en/en/img/screens/satis/rapor-urun.png)
1. Period — last 90 days by default
2. Date range
3. Export to Excel — filtered result
4. Average 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](https://erpdocs.corexlogic.com/en/en/img/screens/satis/rapor-temsilci.png)
1. Period — last 90 days by default
2. Date range
3. Export to Excel — filtered result
4. Number 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](https://erpdocs.corexlogic.com/en/en/img/screens/satis/rapor-teklif.png)
1. Grouping — rep, customer, loss reason
2. Period — last 90 days by default
3. Date range
4. Export to Excel — filtered result
5. Win % — 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](https://erpdocs.corexlogic.com/en/en/img/screens/satis/rapor-brut-kar.png)
1. Grouping — customer, product, month
2. Period — last 90 days by default
3. Date range
4. Export to Excel — filtered result
5. Cost — booked issue cost
6. Shipment 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](https://erpdocs.corexlogic.com/en/en/img/screens/satis/rapor-acik-siparis.png)
1. As of today — no date range
2. Delay — all open lines / overdue only
3. Quantity not shipped
4. Days 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.

## Related

- [Sales orders](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-siparisleri)
- [Sales quotations](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-teklifleri)
- [Sales returns](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-iadeleri)