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 forRequired Filter(ge;le) ORD |
| LineAmount | decimal (38, 2) | Line Amount for dateRequired |
| LineDiscountAmount | decimal (38, 2) | Discount over Line Amount for DateRequired |
| QuantityBase | decimal (38, 3) | Base Quantity for DateRequired |
| SalesAnalyticId | guid | Row Id. Required Filter(multi eq) |
| StandardQuantityBase | decimal (38, 3) | Standard Base Quantity for DateRequired |
References
| Name | Type | Description |
|---|---|---|
| Customer | Customers | Unique customer Id. |
| Dealer | Dealers | External Dealer for this sales |
| DistributionChannel | DistributionChannels | Distribution Channel for this sales |
| DocumentCurrency | Currencies | Currency for this sales |
| EndCustomerParty | Parties | Unique party id. |
| EnterpriseCompany | EnterpriseCompanies | The Enterprise Company to which this SalesAnalyticsEntry applies. |
| EnterpriseCompanyLocation | CompanyLocations | The Enterprise Company Location to which this SalesAnalyticsEntry applies. |
| Product | Products | Unique id of the item. |
| ProductVariant | ProductVariants | Product Variant for this sales |
| SalesPerson | SalesPersons | Unique sales person for this sales |
| Store | Stores | Unique store Id. |
Attribute Details
DocumentDate
Date to group forRequired Filter(ge;le) ORD
Type: date
Category: System
Supported Filters: GreaterThanOrLessThan
Supports Order By: True
Show in UI: ShownByDefault
LineAmount
Line Amount for dateRequired
Type: decimal (38, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
LineDiscountAmount
Discount over Line Amount for DateRequired
Type: decimal (38, 2)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
QuantityBase
Base Quantity for DateRequired
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 DateRequired
Type: decimal (38, 3)
Category: System
Supported Filters: NotFilterable
Supports Order By: False
Show in UI: ShownByDefault
Reference Details
Customer
Unique 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
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
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
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.
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.
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.
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.
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
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
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.
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