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Sales Anomalies and Trends

Sage 300, Dashboard

The Sales Anomalies and Trends dashboard for Sage 300 surfaces margin erosion risk, abnormal daily sales activity, and sales patterns over time. It flags early warning signals in customer and product performance, risk that comes from sales volatility, and statistically abnormal revenue events.

  • Spot margin erosion by customer and product before it grows into a larger financial impact.
  • Catch statistically abnormal sales spikes or drops for fraud checks, operational review, and validation of one-off events.
  • Follow day level and month level sales density to see patterns in operational and commercial activity.
  • Notice outliers that may signal posting errors, timing issues, or extraordinary transactions.
  • Trace the source of margin erosion by customer and product, for pricing decisions, contract renegotiations, and product portfolio decisions.

Filters​

Use the filtering panel at the top of the Sales Anomalies and Trends dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.

Year: one value
Period: one value
Company: multiple values
Location: multiple values
Product Category: multiple values

Visual components​

View nameType of viewWhat it shows
Customer Margin Erosion MonitorBubbleMaps customers by net sales variance % along the horizontal axis, with bubble size and the vertical axis showing additional measures. Customers further right have a larger variance, and bubbles that sit lower point to shrinking margins.
Temporal Sales Density MapBubblePositions sales activity by*month (horizontal axis) and day of the month (vertical axis), with bubble size reflecting sales volume. Larger bubbles mark the days when sales concentrate the most.
Product Margin Erosion MonitorBubbleMaps products by net sales variance % along the horizontal axis, using the same structure as the Customer Margin Erosion Monitor but at the product level.
Anomaly Detection in Daily SalesCombinationFollows daily net sales against a volatility band with a high and a low value. Days where net sales fall outside the band point to unusual activity that may need investigation.