| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected clients () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected clients () on the right. |
Sales volume
This page explains the calculation types, dimensions and filters available to you for the key figure Sales volume. This page is for reference purposes only and assumes that you already have basic knowledge about the plentyBI tool.
plentymarkets calculates the key figure Sales volume by summing up the quantity of order items in the orders:
∑ Order items = Sales volume
By choosing a calculation type, you decide whether to calculate with gross sales volume or the net sales volume.
In addition, select a dimension to determine how the result is grouped.
Set filters to specify the criteria for the calculation of the sales volume.
1. Calculation type
1.1. Gross sales volume
Sales volume is calculated on a gross basis. This means that the order items of credit notes and returns are not subtracted from the total quantity when these order types are selected in the filter Order type.
1.2. Net sales volume
Sales volume is calculated on a net basis. This means that the order items of credit notes and returns are subtracted from the total quantity when these order types are selected in the filter Order type.
2. Dimension
2.1. Creation date
Sales volume is displayed grouped by creation date. This means that the date on which the orders were created is considered in the calculation.
2.2. Invoice country, creation date
Sales volume is displayed grouped by invoice country and creation date. This way, you can see at a glance how many items are sold broken down by invoice country. A further differentiation is made according to the creation date of the orders.
2.3. Delivery country, creation date
Sales volume is displayed grouped by delivery country and creation date. This way, you can see at a glance how many items are sold broken down by which delivery country. A further differentiation is made according to the creation date of the orders.
2.4. Date of outgoing items
Sales volume is displayed grouped by date of outgoing items. This means that the date on which the order items were shipped is considered in the calculation.
2.5. Order referrer, creation date
Sales volume is displayed grouped by order referrer and creation date. This way, you can see at a glance how many items are sold broken down by order referrer. A further differentiation is made according to the creation date of the orders.
2.6. Item category, creation date
Sales volume is displayed grouped by item category and creation date. This way, you can see at a glance how many items are sold broken down by item category. A further differentiation is made according to the creation date of the orders.
2.7. Warehouse, creation date
Sales volume is displayed grouped by warehouse and creation date. This way, you can see at a glance how many items are sold broken down by warehouse. A further differentiation is made according to the creation date of the orders.
2.8. Client, creation date
Sales volume is displayed grouped by client and creation date. This way, you can see at a glance how many items are sold broken down by client. A further differentiation is made according to the creation date of the orders.
2.9. Manufacturer, creation date
Sales volume is displayed grouped by manufacturer and creation date. This way, you can see at a glance how many items are sold broken down by manufacturer. A further differentiation is made according to the creation date of the orders.
2.10. Return reason, creation date
Sales volume is displayed grouped by return reason and creation date. This way, you can see at a glance how many items are sold broken down by return reasons. A further differentiation is made according to the creation date of the orders.
2.11. Payment method, creation date
Sales volume is displayed grouped by payment method and creation date. This way, you can see at a glance how many items are sold broken down by payment method. A further differentiation is made according to the creation date of the orders.
2.12. Payment date
Sales volume is displayed grouped by payment date. This means that the date on which a payment was assigned to the order is considered in the calculation.
2.13. Order referrer, payment date
Sales volume is displayed grouped by order referrer and payment date. This way, you can see at a glance how many items are sold broken down by order referrer. A further differentiation is made according to the date on which a payment was assigned to the order.
2.14. Warehouse, payment date
Sales volume is displayed grouped by warehouse and payment date. This way, you can see at a glance how many items are sold broken down by warehouse. A further differentiation is made according to the date on which a payment was assigned to the order.
2.15. Client, payment date
Sales volume is displayed grouped by client and payment date. This way, you can see at a glance how many items are sold broken down by client. A further differentiation is made according to the date on which a payment was assigned to the order.
2.16. Order referrer, date of outgoing items
Revenue is displayed grouped by order referrer and date of outgoing items. This way, you can see at a glance how many items are sold broken down by order referrer. A further differentiation is made according to the date on which the order items of an order were shipped.
2.17. Warehouse, date of outgoing items
Sales volume is displayed grouped by warehouse and date of outgoing items. This way, you can see at a glance how many items are sold broken down by warehouse. A further differentiation is made according to the date on which the order items of an order were shipped.
2.18. Client, date of outgoing items
Sales volume is displayed grouped by client and date of outgoing items. This way, you can see at a glance how many items are sold broken down by client. A further differentiation is made according to the date on which the order items of an order were shipped.
3. Filter
Filters allow you to narrow down the data calculated by the key figure. How to add and combine filters is explained in the Dashboard (Beta) section of the manual.
3.1. Client
Filters the selected key figure and dimension additionally by one or several clients. For this filter you can select the clients that have been set up in your system. Select one of the following comparison operators and then the desired clients ().
Comparison operators for this filter
3.2. Order referrer
Filters the selected key figure and dimension additionally by one or several order referrers. For this filter you can select the order referrers that are available in your system. Select one of the following comparison operators and then the desired order referrers ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected order referrers () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected order referrers () on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected order referrers () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected order referrers () on the right. |
Less than |
< |
The analysis includes data that is less than the selected order referrers () on the right. |
Less than or equal to |
⇐ |
The analysis includes data that is less than or equal to the selected order referrers () on the right. |
Greater than |
> |
The analysis includes data that is greater than the selected order referrers () on the right. |
Greater than or equal to |
>= |
The analysis includes data that is greater than or equal to the selected order referrers () on the right. |
Is between |
The analysis includes data that is between the values for the selected order referrers () on the right. |
3.3. Order type
Filters the selected key figure and dimension additionally by one or several order types. The available selection of order types depends on the selected key figure and dimension. Select one of the following comparison operators and then the desired order types ().
Note that the quantity of order items in credit notes and returns are subtracted from the sales volume when you selected these order types in this filter.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected order types () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected order types () on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected order types () on the right. |
3.4. Order status
Filters the selected key figure and dimension additionally by one or several order statuses. For this filter you can select the order statuses that have been setup in your system. Select one of the following comparison operators and then the desired order statuses ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected order statuses () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected order statuses () on the right. |
Is equal to |
== |
The analysis includes data corresponding to the exact selected order statuses () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected order statuses () on the right. |
Less than |
< |
The analysis includes data that is less than the selected order statuses () on the right. |
Less than or equal to |
⇐ |
The analysis includes data that is less than or equal to the selected order statuses () on the right. |
Greater than |
> |
The analysis includes data that is greater than the selected order statuses () on the right. |
Greater than or equal to |
>= |
The analysis includes data that is greater than or equal to the selected order statuses () on the right. |
Is between |
The analysis includes data that is between the values for the selected order statuses () on the right. |
3.5. Order property type
Filters the selected key figure and dimension additionally by order property types. Select one of the following comparison operators and then the desired order property type (). If you want to narrow down the selected type even further, use the filter Order property value. By additionally setting this filter, you can define your own values, which are then applied to the type.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected order property types () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected order property types () on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected order property types () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected order property types () on the right. |
3.6. Order property value
Is used in combination with the filter Order property type. This combination filters the selected key figure and dimension additionally by order property values that you defined yourself. Select one of the following comparison operators and enter the corresponding values for whichever order property type you selected. Use commas to separate multiple values.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact entered values on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the entered values on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the entered values on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the entered values on the right. |
3.7. Item ID
Filters the selected key figure and dimension additionally by one or several item IDs. Select one of the following comparison operators and enter the desired item IDs into the text field separated by comma.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact entered item IDs on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the entered item IDs on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the entered item IDs on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the entered item IDs on the right. |
3.8. Order item type
Filters the selected key figure and dimension additionally by one or several order item types. The available selection of order item types depends on the selected key figure and dimension. Select one of the following comparison operators and then the desired order item types ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected order item types () on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected order item types () on the right. |
3.9. Revenue account
Filters the desired key figure and dimension additionally by revenue accounts. For this filter you can select the revenue accounts that have been set up in your system. Select one of the following comparison operators and then enter the desired revenue account.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact entered revenue accounts on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the entered revenue accounts on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the entered revenue accounts on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the entered revenue accounts on the right. |
3.10. Invoice country
Filters the selected key figure and dimension additionally by one or several invoice countries. For this filter you can select the countries that are available in your system. Select one of the following comparison operators and then the desired invoice countries ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected invoice countries () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected invoice countries () on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected invoice countries () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected invoice countries () on the right. |
3.11. Delivery country
Filters the selected key figure and dimension additionally by one or several countries of delivery. For this filter you can select the countries of delivery that have been set up in your system. Select one of the following comparison operators and then the desired countries of delivery ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected delivery countries () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected delivery countries () on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected delivery countries () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected delivery countries () on the right. |
3.12. Outgoing items booked
Filters the selected key figures and dimensions additionally by whether outgoing items have been booked. Select one of the following comparison operators.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected values () on the right. |
3.13. Payment status
Filters the desired key figure and dimension additionally by the payment status. Select one of the following comparison operators and then the desired status.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected values () on the right. |
3.14. Warehouse
Filters the selected key figure and dimension additionally by one or several warehouses. For this filter you can select the warehouses that have been set up in your system. Select one of the following comparison operators and then the desired warehouses ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected warehouses () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected warehouses () on the right. |
3.15. Amazon account
Filters the selected key figure and dimension additionally by one or several amazon accounts. For this filter you can select the amazon accounts that are saved in your system. Select one of the following comparison operators and then the desired accounts ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected Amazon accounts () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected Amazon accounts () on the right. |
3.16. eBay account
Filters the selected key figure and dimension additionally by one or several eBay accounts. For this filter you can select the eBay accounts that are saved in your system. Select one of the following comparison operators and then the desired accounts ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected eBay accounts () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected eBay accounts () on the right. |
3.17. Shipping profile
Filters the selected key figure and dimension additionally by one or several shipping profiles. For this filter you can select the shipping profiles that have been set up in your system. Select one of the following comparison operators and then the desired shipping profiles ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected shipping profiles () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected shipping profiles () on the right. |
3.18. Created at
Filters the selected key figure and dimension additionally by the creation date der Aufträge. Select one of the following comparison operators and then select the desired date from the calendar ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected dates () on the right. |
Is between |
The analysis includes data that is between the values for the selected dates () on the right. |
|
Greater than or equal to |
>= |
The analysis includes data that is greater than or equal to the selected dates () on the right. |
Less than or equal to |
⇐ |
The analysis includes data that is less than or equal to the selected dates () on the right. |
Greater than |
> |
The analysis includes data that is greater than the selected dates () on the right. |
Less than |
< |
The analysis includes data that is less than the selected dates () on the right. |
3.19. Paid at
Filters the selected key figure and dimension additionally by the date of receipt of payment. Select one of the following comparison operators and then select the desired date from the calendar ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected dates () on the right. |
Is between |
The analysis includes data that is between the values for the selected dates () on the right. |
|
Greater than or equal to |
>= |
The analysis includes data that is greater than or equal to the selected dates () on the right. |
Less than or equal to |
⇐ |
The analysis includes data that is less than or equal to the selected dates () on the right. |
Greater than |
> |
The analysis includes data that is greater than the selected dates () on the right. |
Less than |
< |
The analysis includes data that is less than the selected dates () on the right. |
3.20. Date of outgoing items
Filters the selected key figures and dimensions additionally by the date at which outgoing items have been booked. Select one of the following comparison operators and then select the desired date from the calendar ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact selected dates () on the right. |
Is between |
The analysis includes data that is between the values for the selected dates () on the right. |
|
Greater than or equal to |
>= |
The analysis includes data that is greater than or equal to the selected dates () on the right. |
Less than or equal to |
⇐ |
The analysis includes data that is less than or equal to the selected dates () on the right. |
Greater than |
> |
The analysis includes data that is greater than the selected dates () on the right. |
Less than |
< |
The analysis includes data that is less than the selected dates () on the right. |
3.21. Payment method
Filters the selected key figure and dimension additionally by one or several payment methods. For this filter you can select the payment methods that have been set up in your system. Select one of the following comparison operators and then the desired payment methods ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected payment methods () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected payment methods () on the right. |
Is equal to |
== |
The analysis includes data corresponding to the exact selected payment methods () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected payment methods () on the right. |
3.22. Manufacturer
Filters the selected key figure and dimension additionally by one or several manufacturers. For this filter you can select the manufacturer data records that have been set up in your system. Select one of the following comparison operators and then the desired manufacturer data records ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected manufacturers () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected manufacturers () on the right. |
Is equal to |
== |
The analysis includes data corresponding to the exact selected manufacturers () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected manufacturers () on the right. |
3.23. Return reason
Filters the selected key figure and dimension additionally by one or several return reasons. For this filter you can select the return reasons that have been set up in your system. Select one of the following comparison operators and then the desired return reasons ().
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the selected return reasons () on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the selected return reasons () on the right. |
Is equal to |
== |
The analysis includes data corresponding to the exact selected return reasons () on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the selected return reasons () on the right. |
3.24. Contact ID
Filters the selected key figure and dimension additionally by one or several contact IDs that are linked with the messages. For this filter you can select the contact IDs that are available in your system. Select one of the following comparison operators and enter the desired contact IDs into the text field separated by comma.
Comparison operators for this filter
| Relational operator | Sign | Explanation |
|---|---|---|
Is equal to |
== |
The analysis includes data corresponding to the exact entered contact IDs on the right. |
Is not equal |
<>, ~=, !=, ^= |
The analysis includes data not corresponding to the entered contact IDs on the right. |
Corresponds to one of these values |
The analysis includes data corresponding to at least one of the entered contact IDs on the right. |
|
Corresponds to none of these values |
<> |
The analysis includes data not corresponding to any of the entered contact IDs on the right. |
4. Required raw data
For the key figure Sales volume, the following raw data have to be activated in your system:
Tip: This is how you activate raw data
-
Go to Setup » plentyBI » Raw data.
-
Activate () all required data. This may result in costs.
-
Save () the settings.
5. Edition
How many and which key figures and corresponding dimensions you can create depends on the edition you have booked.
-
New customers: Choose the appropriate plentyBI edition while you order plentymarkets.
-
Existing customers: Choose the appropriate plentyBI edition in the "My account" area.