Management statistics (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Periodic > Sales management > Management statistics.

Use this form to view graphs that represent statistics for sales management.

The statistics are based on the information that you enter in a quotation, such as the prognosis date, probability of sale, price, and discount. The quality of the sales statistics depends on the accuracy of the information that you enter in the quotation.

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

View the graph, and display the toolbar that you can use to change the graph's appearance.

General

View an overview of the parameters for the graph's data. This tab shows information such as the target period, the period for the transaction log, and the sales unit or salesperson.

Buttons

Button

Description

Queries

Open the Queries form, where you can adjust existing queries or add new queries. Queries generate the data that is displayed in the form. You can change, add, and delete the queries that generate the data.

Data editor

Open the Data editor form, where you can view the selected date ranges and calculated values for the selected query.

Calculate

Generate the statistics by running the queries that you defined in the Queries form.

Graph

Open the Graph form, where you can view the statistical data.

Functions

Make a copy of the current version of the graph, or import the default queries to the current version.

Fields

Field

Description

Version

Enter the name of the version of the graph.

Description

Enter a brief description of the version of the graph.

Category

Select a category for analysis.

From date

Select the starting date for the analysis.

To date

Select the ending date for the analysis.

Last calculated date time

The end date of the period for the transaction log.

Criteria

Select the perspective from which you want to display the data in the graph:

  • Salesperson – Displays data for the worker who is logged on to the system.

  • Sales unit – Displays data for the sales unit to which the worker who is logged on to the system belongs.

  • Company – Displays data for the whole company.

Salesperson

The salesperson who is responsible for the quotations and sales.

Sales unit

The team of salespeople who are responsible for a common sales target.

X axis

Select the x-axis that you want the graph to display. Intervals and increments for the axis are based on the values.

Views

Select the view on which you want to plot the graph.

Unit

The units of time to use when the graph is plotted.

Length of period

The length of time to plot on the graph.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).