Although Sales Order Processing (SOP) is technically a distribution module, many non-distribution companies use it. Many professional services organizations bill through the SOP module as well. Distribution and non-distribution companies alike evaluate SOP reporting daily to view past performance for information on:
Sales
Cash flow forecasting
Commissions
Profitability
The SOP module interfaces with our customers and represents (usually) the source of our mainstream revenue, so it is critical to review it regularly.
This chapter focuses on the review of SOP data. The next chapter will focus on using BI as part of your workflow.
What we will build:
Dashboard of sales by customer, state, item class, and salesperson
Dashboard of open orders by customer, state, item class, and salesperson
Items sold by manufacturer