Sales
Sales grouping
Create custom sales groupings for Analytics 360.
Sales groupings let you bucket sales data for analysis in Analytics 360 as Sales segment rows.
Creating a sales grouping
- Go to Settings > Sales grouping
- Click +
- Enter a name
- Select the column to group by
- Add bucket details (values to include in each group)
- Save
You can also import buckets in bulk from the actions menu on the same page.
Grouping columns
| Column | Groups by |
|---|---|
| Customer | Customer identifier |
| Customer Branch | Customer branch identifier |
| Customer ZIP | Customer postal code |
| Brand | Product brand |
| Brand Family | Brand family grouping |
| Operator | Sales operator |
| Salesman | Sales representative |
| Wholesaler Branch | Warehouse or branch location |
| Channel | Sales channel |
| Discount Code | Applied discounts |
Salesman is available for manufacturer accounts and for wholesalers that attribute sales to individual salesmen.
Using sales groupings in Analytics 360
- Open Analytics 360
- Click Group by and choose Sales segment
- Pick which sales grouping to use — the picker title is Pick a segment to view by
- Analyze one row per bucket; drill into customers, brands, or other dimensions
An Other row captures sales that do not match any bucket.