New Sales Analysis in Zamawiaj24: Your Data, Your Layout
The idea for this feature came from a practical customer conversation. The customer explained that they had relied heavily on pivot tables in their previous system. It was one of their most important ways to work with sales data because it let them change perspective quickly: by representative, product, category, business partner or time.
The conversation took place one day. The first version was available in Zamawiaj24 the next.
This illustrates the platform's direction. The goal goes beyond adding screens and predefined printouts. Users should be able to work independently with data without waiting for a new report, submitting IT requests or settling for a report that almost answers their question.
That led to Sales Analysis, a feature for building dynamic views in Zamawiaj24 much like a pivot table, without leaving the SFA system.
A report does not have to be designed in advance
In many systems, sales reporting follows a rigid process. First, someone specifies the fields. Then an IT specialist or system provider prepares the report. Finally, the user checks whether it answers the question.
Often, it almost does.
An extra breakdown, different date range, additional column or comparison with another dimension is missing. Another change request follows, then another. Reports multiply, yet straightforward answers to current business questions remain difficult to obtain.
In sales, questions change quickly. A manager might review representative performance in the morning, analyze products in a retail chain in the afternoon and compare distributors by category at the end of the week. A sales director looks at margin, revenue, volume, order count and sales mix. Manufacturers may want to see which product groups are growing at particular accounts, while distributors want to identify best-selling products by region or channel.
A predefined report rarely remains sufficient for long.
Zamawiaj24 takes a different approach. Users decide how they want to view their data. They select fields, scope and grouping, and the system builds the analysis.
How Sales Analysis works in Zamawiaj24
Sales Analysis answers questions that previously often required spreadsheet exports, manual processing or a separate report. Now this can be done directly in Zamawiaj24.
Start by selecting a date range: a day, week, month, quarter, sales season or any period relevant to the business.
Next, choose how to group the data. This is where the feature becomes a flexible analytical tool rather than a fixed report.
Data can be grouped by:
sales representative,
distributor,
business partner,
product,
manufacturer,
product category,
retail chain,
time.
Arrange these dimensions to create the view you need. This could be category sales by representative, product sales by retail chain or a comparison of distributors and manufacturers in a selected period.
Users also choose which data creates dynamic columns. The analysis becomes a structured comparison rather than a flat list. This matters because many sales questions involve comparing people, channels, categories, products or periods.
What you can measure
Grouping is only the first part. The next step is choosing which values to calculate.
Sales Analysis can examine:
net value,
gross value,
VAT amount,
quantity of products sold,
line item count,
order count.
This provides several perspectives. Net value shows revenue excluding tax. Gross value helps analyze total order values. Quantity reveals volume. Line item count shows order composition, while order count helps assess customer and representative activity.
Users also choose the aggregation method:
sum,
average,
minimum,
maximum.
The same data source can serve different purposes. Summed sales show the overall result. An average helps assess typical order or line item value. Minimum and maximum highlight extremes, such as the largest order in a category or the lowest sales volume for a product.
Questions you can answer immediately
The greatest value comes when you can investigate a specific question immediately without preparing a new report.
Example one:
Which representative sells the most in each category?
Group data by representative and use product categories as dynamic columns. The result shows who generates sales in particular product groups. This helps assess specialisms, plan promotions and discuss sales targets.
Example two:
How do category sales compare across distributors?
Compare distributors by category to see which product groups perform well in a channel and where potential remains untapped. Manufacturers can identify partners whose ranges need strengthening, while distributors can assess their sales mix.
Example three:
Which products sell best in each retail chain?
This is particularly valuable when selling through multiple retail chains or customer groups. Compare products with chains and choose a measure such as quantity or net value. Differences in assortment, product popularity and sales activity effectiveness become easier to spot.
Many other questions are possible:
How did manufacturers' sales change month by month?
Which customer places the most orders in a category?
What is the average order value for each representative?
Which products have the highest and lowest sales in a selected period?
How does a category perform at particular distributors?
Each question is simply a different layout of the same sales data analysis.
No SQL, no exports and no waiting for another report
Sales Analysis is designed so users need no SQL knowledge, query-building skills or understanding of the database structure. They do not have to build a report from scratch or ask IT for another view.
Users choose the fields they need. Zamawiaj24 builds the analysis.
This changes how people work with an SFA system. Data becomes a tool for ongoing sales management rather than something to extract and process elsewhere.
Sales representative software should support everyday field work and give managers fast access to information. Reports help representatives review activity and results. Management analysis helps identify trends, compare channels and make decisions using current data.
The new feature serves precisely this purpose. Standard reports still have a role for fixed, recurring needs. Sales Analysis adds freedom when a new question arises, a quick comparison is needed or a sales hypothesis needs testing.
Greater independence when working with data
The central change brings control closer to the user. People analyzing sales can adapt the analysis to their question instead of adapting the question to an existing report.
This is especially important for businesses working across many dimensions: representatives, customers, distributors, manufacturers, products, categories, retail chains and sales periods. More dimensions create a greater need for flexible views.
Sales Analysis shortens the journey from question to answer, and from data to decisions about representative priorities, distributor activity, promotions, assortment, account discussions and targets.
The new Sales Analysis feature is now available in Zamawiaj24.
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