Sales Analytics and Fulfillment Monitoring

Keep this: job aid

Sales analytics and monitoring card

• Overview pages: My Sales Overview (sales rep), Sales Management Overview (manager).
• Fulfillment issues: credit, delivery and billing blocks; incomplete; not confirmed; missing follow-on document.
• SAP GUI routes: V.02 incomplete, VKM1 credit, V.23 billing block, VL06O deliveries, VF04 due list, VFX3 not posted.
• Incoming orders = order value by creation date. Sales volume = billed value (net of credits). Backlog = ordered, not yet billed.
• State measure, dimensions and filters with every figure; check display currency and conversion date.
• Daily test-cycle check: blocks, undelivered, no goods issue, unbilled, unposted, failed interfaces.
• Triage stuck documents: open step, expected stop, or defect; patterns mean configuration or interface.
• Reconcile app totals to document lists for an identical selection, same user, frozen data.
• Evidence: selection + app total + document total + user + date. Not a chart screenshot.