Sales and margin under control: how to read them with Nebulas Analytics

01

What you gain by analyzing sales and margin

Nebulas Analytics turns authorized company data into KPIs, charts, and tables on sales, margin, finance, customers, stock, and operations, keeping everything in the same analysis space from the executive overview down to operational detail.

02

How to reach a reliable reading

Steps

1. Open the dashboard and locate the sales, purchases, and profitability widgets already available.
2. Read revenue, costs, and gross margin broken down by the period chosen by the user.
3. Compare the current period with the previous one to understand the trend direction.
4. Drill down by customer, supplier, product, or document.
5. Export the tables to CSV when further analysis or sharing is needed.

03

What you need before starting

Prerequisites

• Authorized company data already present in the system for sales, purchases, and inventory.
• A user with dashboard access and the ability to show or hide widgets.
• A clear reference period to compare with the previous one.

04

Hypothetical example: a quarter worth re-reading

Hypothetical example. A sales manager compares the quarter's gross margin with the previous one, isolates products below the margin threshold, and checks which customers contributed most to revenue. They export the table to CSV to share with management before the weekly meeting.

05

What to check to trust the numbers

• The widgets shown truly correspond to the requested sales, purchases, and profitability KPIs.
• The comparison between periods uses the same data scope to remain comparable.
• Tables exported to CSV keep the same granularity seen in the dashboard.
• The breakdown by customer, supplier, or product is consistent with the aggregated total.

06

How Nebulas Analytics supports this reading

The dashboard brings together indicators for sales, purchases, profitability, credit, customers, inventory, orders, and activities in one space, with widgets that each user can move, show, or hide. Revenue, costs, gross margin, customers, suppliers, products, and documents can be read by period and compared with the previous period, with table export to CSV.

07

An operational sequence to reuse every month

Steps

1. Set the analysis period and the comparison period before opening the dashboard.
2. Check aggregated revenue, costs, and gross margin for the company.
3. Isolate anomalies by customer, supplier, or product.
4. Export to CSV the data feeding the management report.

Expected result: A repeatable reading of sales and margin, comparable period over period and ready for sharing.

08

The next useful step

Anyone wanting to make this periodic comparison stable can start by setting the sales and profitability widgets as a fixed starting point on the dashboard, so every month the comparison with the previous period starts from the same data scope.