Use the Sales Summary - Big Ticket Analysis Report to see a summary of sales filtered by an item total range (Administration > Reports > Executive Summary > Sales Summary - Big Ticket Analysis). By default, the item total range is $1,000 to $1,00,000, but you can change this if necessary.
- You can also launch this report using the Evosus Performance Analyzer. For example, you can generate the report for sales and group the data by employee, and then you can click on an employee's sales in the graph to launch this report.
Filters
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Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.
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Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead (see Add New Lead or Customer). You can then follow up with a marketing campaign to encourage a new purchase.
- You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
Security Permissions Required
| Category |
Function |
| Administration – Reports |
Can Access Reports Tree Branch |
| Can Access Reports - Executive Summary |