Statistics

The CRM -> Statistics page shows statistical reports based on shipped or partly shipped customer orders - the cost of goods sold (COGS), selling price, on-time delivery statistics, profit margin, etc.

Jump to:

1. Notes.
2. Cost of goods sold.
3. Customers - summary of shipped orders by the customer.
4. Goods shipped - summary of shipped goods.
5. Customer orders - summary of shipped Customer Orders.

Notes

• These reports are calculated based on items that have been shipped to customers.
• The selling prices are taken from Customer Orders (not invoices).

Cost of goods sold

• The Cost of the goods sold (shipped) is obtained from the stock lot(s) of the shipped goods.
• For manufactured items, the Cost, as additional information, is also broken down into 3 components: Cost of materials, Applied overhead cost, and Labor cost.
  
  • These costs are taken from the Manufacturing Order(s) of the product.
  • The cost is not broken down for items that are purchased. 
  • The cost is not broken down for goods from stock lots, that are manually entered into the system. The information is absent.
• The materials, overhead, and labor costs are pure costs, in case you have products with multi-level BOM where different levels are manufactured in different MOs. For example:
  • MO 1 produces 1 unit of assembly A, which is used in MO 2. The product from MO 2 is shipped to the customer.
  • MO 1 total cost for manufacturing 1 unit of assembly A is $3 = $1 materials + $1 overhead + $1 labor.
  • Inside MO 2, in addition to assembly A, another procured item is used that costs $1. Also, $1 of labor and $1 of overhead are allocated.
  • In this report, the total cost of the product is $6 = $2 materials + $2 labor + $2 overhead.

Report "Customers"

Summary of shipped orders by the customer. The report includes:

• Customer
• Selling price
• Cost
• Profit
• Average delay of shipment in days
  • This is the average of the maximum delay in each customer order exceeding the Delivery date.
  • As products in one CO can have different delivery dates and can be shipped separately, the most delayed line is found for each CO.
• On-time delivery percentage
  • If at least one product in a customer order is delayed, the whole customer order is considered delayed.

Report "Goods shipped"

Summary of shipped goods. The report includes:

• Part number and description
• Quantity
• Selling price
• Cost
• Profit
• Cost of materials (pure)
• Applied manufacturing overhead (pure)
• Labor cost (pure)
• Average delay of shipment in days
  • The average delay of this product's shipments exceeding the Delivery date across all customer orders in the selected period.
• On-time delivery percentage

Report "Customer orders"

Summary of shipped Customer Orders.

The report includes:

• Customer order
• Customer
• Selling price
• Cost
  • The cost of all items on the order (incl. non-manufactured items)
• Profit
• Cost of materials (pure)
• Applied manufacturing overhead (pure)
• Labor cost (pure)