Crm.Sales.SalesAnalytics (View)
Sales Analytics provides aggregated and structured sales data optimized for reporting and analysis. This data type contains pre-grouped sales measures and dimensions derived from sales documents, such as quantities, amounts, discounts, revenues, and related analytical attributes (e.g. customer, product, period, location). Sales Analytics is designed to support fast and consistent sales reporting, dashboards, KPIs, and business analysis, enabling users to analyze sales performance across different perspectives without processing raw transactional data.
General
Namespace: Crm.Sales
Repository: Crm.Sales.SalesAnalytics
Introduced In Version: 26.2.0.62
API access: ReadOnly
Visualization
Display Format: {SalesAnalyticId}: {DocumentDate}
Search Members:
Category: Views
Show in UI: ShownByDefault
Aggregate
An aggregate is a cluster of domain objects that can be treated as a single unit.
Aggregate Tree
Attributes
| Name | Type | Description |
|---|---|---|
| DocumentDate | date | Date to group for. Required Filter(ge;le) ORD |
| LineAmount | decimal (38, 2) | Line Amount for date. Required |
| LineDiscountAmount | decimal (38, 2) | Discount over Line Amount for Date. Required |
| QuantityBase | decimal (38, 3) | Base Quantity for Date. Required |
| SalesAnalyticId | guid | Row Id. Required Filter(multi eq) |
| StandardQuantityBase | decimal (38, 3) | Standard Base Quantity for Date. Required |
References
| Name | Type | Description |
|---|---|---|
| Customer | Customers | Unique customer Id. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Customers_Table.Customer_Id |
| Dealer | Dealers | External Dealer for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Dealers_Table.Dealer_Id |
| DistributionChannel | DistributionChannels | Distribution Channel for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Distribution_<br />Channels_Table.Distribution_Channel_Id |
| DocumentCurrency | Currencies | Currency for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Currencies_Table.Currency_Id |
| EndCustomerParty | Parties | Unique party id. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Parties_Table.Id |
| EnterpriseCompany | EnterpriseCompanies | The Enterprise Company to which this SalesAnalyticsEntry applies. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Enterprise_<br />Companies_Table.Enterprise_Company_Id |
| EnterpriseCompanyLocation | CompanyLocations | The Enterprise Company Location to which this SalesAnalyticsEntry applies. Required Default(New Guid) Filter(multi eq) Inherited from Cm_Company_Locations_Table.Company_Location_Id |
| Product | Products | Unique id of the item. Required Default(New Guid) Filter(multi eq) ORD Inherited from Gen_Products_Table.Id |
| ProductVariant | ProductVariants | Product Variant for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Product_Variants_Table.Product_Variant_Id |
| SalesPerson | SalesPersons | Unique sales person for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Sales_Persons_Table.Sales_Person_Id |
| Store | Stores | Unique store Id. Required Default(New Guid) Filter(multi eq) Inherited from Inv_Stores_Table.Id |
Attribute Details
DocumentDate
Date to group for. Required Filter(ge;le) ORD
Type: date
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: True
Show in UI: ShownByDefault
LineAmount
Line Amount for date. Required
Type: decimal (38, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
LineDiscountAmount
Discount over Line Amount for Date. Required
Type: decimal (38, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
QuantityBase
Base Quantity for Date. Required
Type: decimal (38, 3)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
SalesAnalyticId
Row Id. Required Filter(multi eq)
Type: guid
Category: System
Supported Filters: Equals, EqualsIn
Show in UI: ShownByDefault
StandardQuantityBase
Standard Base Quantity for Date. Required
Type: decimal (38, 3)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
Reference Details
Customer
Unique customer Id. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Customers_Table.Customer_Id
Type: Customers
Category: System
Inherited From: Crm_Customers_Table.Customer_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
Dealer
External Dealer for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Dealers_Table.Dealer_Id
Type: Dealers
Category: System
Inherited From: Crm_Dealers_Table.Dealer_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
DistributionChannel
Distribution Channel for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Distribution_Channels_Table.Distribution_Channel_Id
Type: DistributionChannels
Category: System
Inherited From: Crm_Distribution_Channels_Table.Distribution_Channel_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
DocumentCurrency
Currency for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Currencies_Table.Currency_Id
Type: Currencies
Category: System
Inherited From: Gen_Currencies_Table.Currency_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
EndCustomerParty
Unique party id. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Parties_Table.Id
Type: Parties
Category: System
Inherited From: Gen_Parties_Table.Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
EnterpriseCompany
The Enterprise Company to which this SalesAnalyticsEntry applies. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Enterprise_Companies_Table.Enterprise_Company_Id
Type: EnterpriseCompanies
Category: System
Inherited From: Gen_Enterprise_Companies_Table.Enterprise_Company_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
EnterpriseCompanyLocation
The Enterprise Company Location to which this SalesAnalyticsEntry applies. Required Default(New Guid) Filter(multi eq) Inherited from Cm_Company_Locations_Table.Company_Location_Id
Type: CompanyLocations
Category: System
Inherited From: Cm_Company_Locations_Table.Company_Location_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
Product
Unique id of the item. Required Default(New Guid) Filter(multi eq) ORD Inherited from Gen_Products_Table.Id
Type: Products
Category: System
Inherited From: Gen_Products_Table.Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
ProductVariant
Product Variant for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Gen_Product_Variants_Table.Product_Variant_Id
Type: ProductVariants
Category: System
Inherited From: Gen_Product_Variants_Table.Product_Variant_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
SalesPerson
Unique sales person for this sales. Required Default(New Guid) Filter(multi eq) Inherited from Crm_Sales_Persons_Table.Sales_Person_Id
Type: SalesPersons
Category: System
Inherited From: Crm_Sales_Persons_Table.Sales_Person_Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
Store
Unique store Id. Required Default(New Guid) Filter(multi eq) Inherited from Inv_Stores_Table.Id
Type: Stores
Category: System
Inherited From: Inv_Stores_Table.Id
Supported Filters: Equals, EqualsIn
Default Value: NewGuid
Show in UI: ShownByDefault
API
Domain API Entity Set: Crm_Sales_SalesAnalytics
Domain API Entity Type: Crm_Sales_SalesAnalyticsEntry
Domain API Query: https://testdb.my.erp.net/api/domain/odata/Crm_Sales_SalesAnalytics?$top=10
Domain API Query Builder: https://testdb.my.erp.net/api/domain/querybuilder#Crm_Sales_SalesAnalytics?$top=10