Report 80/20 Analysis

(Eighty Twenty Analysis)

Access

The 80/20 rule states that roughly 80% of effects come from 20% of the causes.  In terms of sales figures, you can apply this rule to say that roughly 80% of sales come from 20% of products.

Use this report to list your top sales-generating products.  You select a group of products (for example, products associated with certain vendors and/or product categories), then for those products the report lists the products that account for approximately 80% of total sales. You can base the report on sales dollars or units sold. Once the report criteria have been selected, click Run to produce the report.

 The report sorts by either SKU (stock-keeping unit) a unique number or code that distinguishes each product and service provided by a supplier. number or vendor model number depending on your setting at Report Sort By in the Inventory Control Settings.  If you sort by vendor model number and none exists for a product on the report, the product lists by SKU number prefixed by an asterisk (*).

Selection

The choices you make at these fields activate the associated selection fields to the right and inactivate the others.

Primary

Secondary

GroupEnter the code of the product group to include in the report.  If you click on the Search button, a list of groups appears from which you can choose one or more. If you click on the Action button, the Multiple Product Group Selection screen appears from which you can choose one or more groups. If you leave this field blank, you choose all groups.  

This field is active only if you select Group at either the Primary or Secondary fields.
 

CategoryEnter the code of the product category to include in the report.  If you click on the Search button, a list of categories appears from which you can choose one or more. If you click on the Action button, the Multiple Product Category Selection screen appears from which you can choose one or more categories. If you leave this field blank, you choose all categories.  

This field is active only if you select Category at either the Primary or Secondary fields.

BrandEnter the code of the brand to include in the report.  If you click on the Search button, a list of brands appears from which you can choose one or more. If you click on the Action button, the Multiple Brand Selection screen appears from which you can choose one or more brands. If you leave this field blank, you choose all brands.  

This field is active only if you select Brand at either the Primary or Secondary fields.

VendorEnter the code of the vendor to include in the report.  If you click on the Search button, a list of vendors appears from which you can choose one or more. If you click on the Action button, the Multiple Product Group Selection screen appears from which you can choose one or more vendors. If you leave this field blank, you choose all vendors.  

This field is active only if you select Vendor at either the Primary or Secondary fields.

Purchase StatusEnter the code of the purchase status you want to include in the report. If you click on the Search button, a list of purchase statuses appears from which you can choose one or more.  If you click on the Action button, the Multiple Purchase Status Selection Window appears from which you can choose one or more purchase statuses.  If you leave this field blank, you report on all purchase statuses.  

Sort By

LocationEnter the code of the location to include in the report.  If you click on the Arrow button, a list of locations available to you appears from which you can choose. If you click on the Action button, the Multiple Location Selection screen appears from which you can choose one or more locations. To choose all locations, click on the Search button at the Location field in the Multiple Location Selection screen.  

Exclude Items Received AfterEnter the cutoff date for this report.  If you click on the Calendar Icon, a calendar appears from which you can choose a date. The report excludes all sales information for items received after the selected date.

Periods Ago to Report onSpecify the number of sales periods (prior to the cutoff date you entered in the Exclude Items Received After field) you want the report to include when displaying the total quantity and dollars in the Report Qty & Report Dollars columns.

For example, if you enter today at the Exclude Items Received After field and select 3 (Three) at this field, the Report Qty & Report Dollars columns include total sales for the current period, 1 period ago, and 2 periods ago.  

Report Based on

Summary OnlyTo run a summary-only version of this report, check the box. The summary version includes only totals for each product on the report. Otherwise, leave the box blank.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.