Sage X3 Automated Sales Reporting

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

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

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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