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EasyReports for Trading Industry

Make smarter moves in trading with EasyReports. See profits, costs and reports clearly — all in one place!

Sales Reporting

Active Inactive Customer

Active Inactive Customer

Helps Salespersons to

  • Track the stuck payment and follow up the customers
  • Follow up losing customers to get sales orders
  • Track area-wise

Helps Company to

  • Get salesperson or state-wise troubled customers

Other Options Available

  • Company-wise segregation
  • Each salesperson to access only their data
  • Customer master data like email, phone number, etc.

Sales Detailed Analysis (Cross Selling)

Helps Salespersons to

  • Identify customers for cross selling of products
  • Area-wise customer details are available

Helps Company to

  • Get salesperson or state-wise customers for cross selling

Other Options Available

  • Company-wise segregation
  • Each salesperson to access only their data
  • Customer master data like email, phone number, etc.
  • Can view data for a month, quarter, year, or selected date range
Sales Detailed Analysis (Cross Selling)
Sales Detailed Analysis (Focused Product - Company)

Sales Detailed Analysis (Focused Product – Company)

Helps Company to

  • Get product bifurcation for each product category based on sales volume categorized in 3 brackets:
    • More than 5%
    • 2–5%
    • Less than 2% of total sales

Other Options Available

  • Company-wise segregation
  • Can be seen monthly, quarterly, yearly, or for a selected date range
  • Option to filter Top N items for each category

Sales Detailed Analysis (Focused Product – Area)

Helps Company to

  • Get product bifurcation for each area based on sales volume categorized in 3 brackets:
    • More than 5%
    • 2–5%
    • Less than 2% of total sales
  • Helps in identifying top selling products in each area

Other Options Available

  • Company-wise segregation
  • Can be seen monthly, quarterly, yearly, or for a selected date range
  • Option to filter Top N items for each category
Sales Detailed Analysis (Focused Product - Area)

Sales Detailed Analysis (Salesperson Stock Category Bias)

Helps Company to

  • Identify stock biasness of a salesperson (e.g., selling items only from certain categories)

Other Options Available

  • Company-wise segregation
  • Can be seen quarterly, yearly, or for a selected date range
  • Summarize at salesperson level
  • Option to view at customer or product level

Item Sales Target vs Actual

Helps Company to

  • Track item-wise target vs actual
  • Identify items whose targets are not achieved

Other Options Available

  • Can be seen quarterly or yearly
  • Company-wise segregation

Customer Sales Target vs Actual

Helps Salespersons to

  • Track their target achievement
  • Identify customers for whom target is not achieved

Helps Company to

  • Track salesperson and customer-wise target vs actual
  • Identify salespersons whose targets are not achieved

Other Options Available

  • Company-wise segregation
  • Can be seen quarterly or yearly
  • Salesperson can use this report with cross selling report to identify items to pitch to customers

Sales Dashboard (Overview)

Helps Company to

  • Analyze sales data by party, item, month, and company

Sales Dashboard (Party Analysis)

Helps Company to

  • Get item-wise or month-wise sales breakup
  • Analyze sales data for a particular party group or individual party

Sales Dashboard (Item Analysis)

Helps Company to

  • Analyze sales data for a particular item group or individual item
  • Get party-wise or month-wise sales breakup

Purchase Reporting

Purchase Dashboard (Item Rate Analysis)

Helps Company to

  • Identify purchase rate variation month on month

Other Options Available

  • Select a vendor and view product-wise rate variations
  • Select a product and view vendor-wise rate variations
  • View quarterly or yearly trends

Customer Reporting

Billing Efficiency (Salesperson)

Helps Company to

  • Track billing efficiency using metrics: total invoices, average ticket size, new customers, outstanding, last sales

Helps Salespersons to

  • Track billing efficiency of their parties

Customer Outstanding Variation

Helps Salespersons to

  • Identify parties with increasing/decreasing credit days

Helps Company to

  • Ensure customer outstanding stays within credit limits
  • Minimize bad debts
  • Better manage working capital
  • Summarize at salesperson level

Customer Credit Utilization

Helps Salespersons to

  • Identify customers who have exceeded credit limits

Helps Company to

  • Track customer credit utilization
  • Keep customers within approved credit limits
  • Better manage working capital

Bill-wise Receipt Days

Helps Salespersons to

  • View bill-wise receipt days vs credit days for customers
  • Track credit performance

Helps Company to

  • Identify customers with troubled payment history

Inventory Reporting

Stock Clearance

Helps Company to

  • Identify customers to sell stock to during clearance sales
  • Decide pricing based on last sale data

Other Options Available

  • Filter by stock category
  • Filter by ageing (e.g., items in stock > 360 days)

Reorder Level Details

Helps Company to

  • Identify items below reorder level for timely purchasing

Other Options Available

  • Filter by reorder status
  • Company-wise breakup
  • Filter by stock category

Non-Moving Items

Helps Company to

  • Identify items not sold for N days

Other Options Available

  • Filter by days not sold
  • Company-wise filter
  • Filter by stock category

Order Processing

Sales Order Delivery Plan

Helps Company to

  • Plan pending sales orders
  • Identify fully, partially, and undeliverable orders
  • Plan procurement accordingly

Other Options Available

  • Filter undeliverable orders
  • Filter by company, stock category, or stock item

Purchase Orders Outstanding

Helps Company to

  • Track pending POs
  • Get status of delayed deliveries

Other Options Available

  • Filter by vendor, company, stock category, or item

Financial Reporting

Budget vs Actual

Helps Company to

  • Compare actual vs budgeted figures
  • Track over-expensed or under-revenue areas

Other Options Available

  • Filter by company
  • Summarize by group
  • View quarterly or yearly

Upcoming Payments and Receipts

Helps Company to

  • Track upcoming payments and receipts
  • Plan working capital needs

Other Options Available

  • Filter by company
  • Summarize by group

Configuration

  • Upload recurring yearly payments
  • Upload monthly estimated variable costs

Expense Analysis

Helps Company to

  • Track expenses
  • Analyze monthly variations
  • Highlight threshold-exceeding items

Other Options Available

  • Filter by company
  • Summarize by group
  • View quarterly or yearly

Columnar TDS Details

Helps Company to

  • Track all TDS entries
  • Get details by ledger
  • Reconcile data with party and expense ledgers

Other Options Available

  • Filter by company
  • Summarize by group
  • View by date range

Expense Register

Helps Company to

  • Track expense entries
  • View details by expense ledger
  • Reconcile with party, TDS, and GST ledgers

Other Options Available

  • Filter by company
  • Summarize by group
  • View by date range

Additional Data – Customer Dimension

  • Option to upload additional customer/item dimension data
  • Upload up to 5 fields (salesperson, area, region, customer type, etc.)
  • All fields appear in standard customer reports
  • Upload via Excel template
  • Download existing data to update
  • Manually update single rows if needed