Skip to content

Sage X3 Automated Sales Reporting

Are you looking for a Sage X3 automated sales reporting solution to automatically run and distribute sales reports to team members and other important stakeholders? Or are you and your colleagues expected to create and distribute ad hoc sales reports when certain business rules are approached or broken? For example, slow product line sales or monthly sales figures are below target.

Codeless Platforms' Sage X3 automated sales reporting solution enables organisations of any size to quickly and cost effectively automate the creation and distribution of scheduled or event-based sales reports. Our Sage X3 sales report automation solution can automatically create and send your reports via email, FTP, attach the report to a CRM record or place the report on a network location enabling you to have complete visibility when you need it most.

Automated Sales Reporting for Sage X3 Brochure

Automated Sales Reporting for Sage X3 Brochure

Discover why automating your sales reports will improve visibility and employee productivity.
Download Brochure

Sage X3 Automated Sales Reporting Scenarios and Benefits

Common Sage X3 sales report automation scenarios when using BPA Platform include:

  • Monthly/weekly/daily sales performance by sales representative
  • Monthly/weekly/daily sales by product line, region, or other criteria
  • Event-based reports, e.g. sales below targets or large orders placed
  • Monthly/weekly daily reports on discounts provided
  • Monthly/weekly daily sales reports by profitability
  • Inbound/email or SMS triggered sales reports

Common commercial advantages achieved by automating sales report creation and distribution with Sage X3 include:

  • Removal of repetitive administration and reporting errors
  • Increased visibility of business information to aid decision making
  • Improved compliance and company procedures
Download Brochure
Automated Sales Reporting for Sage X3 Brochure

Automated Sales Reporting for Sage X3 Brochure

Discover why automating your sales reports will improve visibility and employee productivity.

Subscription Pricing

Sage X3 Automated Sales Reporting

Software from

BPA Platform

Starts from

£500

6000
Per month
Billed annually

ROI Calculator

Use our simple ROI calculator to discover how much you could save each year through automation.

- Hours
Hours saved per year
£-
Financial savings per year
Business Process Automation CTA

Got a question?

Send us your questions and we will provide you with the information and resources that you need.

Ready to Talk?

You don’t learn everything in life by reading a manual, sometimes it helps to get in touch

Phone: +44 (0) 330 99 88 700