Sales Data

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Icon.Sales Data.png The Sales Data module, located in the General group, is a free add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that displays sales data on an interactive map of the world.

Sales Data.png


Video

The documentation on this page is for the most recent version of the Small.Sales Data.png Sales Data plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Sales Data.png Sales Data plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Sales Data.png Sales Data module from any Fishbowl Client by opening the General module group.
  6. To grant access to additional users, assign the Sales Data-View access right to the appropriate groups in the Small.User Group.png User Group module

View

  • Select a date range and click View. The date range is used to filter sales based on the ship date (specifically, the postDate field on the postSo table).
  • Any time the date range is modified, click View to update the map.
  • Sales will be displayed on the map according to the Ship To address on the sales order.
  • The dollar value displayed includes returns.
  • Click a country/state/area to zoom in and see more details.
  • To filter by product, or to display order count, click Advanced.

Sales Data Advanced.png

Similar data can be found in the Sales Order reports, such as the Gross Sales By Product report, or the Sales By Month report.

Release Notes

Released on 9/8/2016

  • Issue: Module doesn't always load correctly.
  • Resolution: Module now loads again.