WyzeSales  /  Sales analysis
360° sales analysis for any ERP

Sales analysis from every angle, built from your ERP data

Every invoice line, by sales person, customer, item, category, area, region, country, range, group or type, with your target on the chart and no spreadsheets in sight.

WyzeSales dashboard in dark mode: revenue target attainment, gross profit margin, sales coverage, top-5 customer concentration, rep target attainment, returns rate, and a customer breakdown chart

Chart or table, summary or invoice line

Start with the trend, then keep going until you are looking at the individual document. Switch between chart and table in a click, and see your target on the chart so you notice the gap as it opens.

  • Every dimension you care aboutGroup and filter by any of the dimensions below, or combine several of them.
  • Months or quartersIn rand value, gross profit or quantity.
  • Compare side by sidePut sales people, customers or products next to each other on one chart.
Sales personCustomerCustomer categoryItemItem categoryRangeGroupTypeAreaRegionCountryFinancial yearQuarterMonthDocument
WyzeSales Sales Analysis chart with monthly revenue as a line against monthly target bars for the financial year
WyzeSales year-on-year comparative table showing three financial years by month with percentage variance

This year against the last two, month by month

See whether you are ahead of last year, and whether last year was itself a good one. Totals compare like for like months, so a part-finished year never looks like a collapse.

Group by any dimension, not just by month, and export to PDF or Excel when someone needs it in a pack.

Know who is on target, and how far the others have to go

% of target, the rand gap, how much more coverage you still need, and gross profit, by sales person or any other dimension. Colour-coding shows who is on target, behind, or well behind.

The bell on every screen warns you when a customer, sales person or branch is selling at a loss, or running behind its pro-rated budget, before month end does.

WyzeSales performance view by sales person showing contribution, value, target, percent to target, rand gap, coverage needed, profit and gross profit percentage

Know which customers to thank, call and win back

Add customer segmentation to see who your best customers are and who is slipping away. Or see the whole 360° view.

Frequently asked questions

What is a 360° view of sales?
It means seeing the same sales numbers from every angle at once: by sales person, customer, product, place and time. In WyzeSales every analysis screen can be filtered and grouped by any of these, down to the individual invoice line.
Which dimensions can I analyse by?
Sales person, customer, customer category, item, item category, range, group, type, area, region, country, financial year, quarter, month and document.
Can I compare against targets and last year?
Yes. Targets appear on the sales chart and in the performance tables (% to target, rand gap and coverage needed), and the year-on-year screen compares three financial years month by month.
How does my data get into WyzeSales?
WyzeSales connects to your ERP or accounting database and pulls a fresh extract every night. There is nothing to export and nothing to remember to run.
Can I export what I see?
Yes. Screens can be exported to PDF or Excel.

Let's talk about your business

Tell us what ERP or accounting system you run and what you would like to see. We will show you how it looks on real numbers.