Hendel & Hendel · Sales reporting

Open your saved reporting workspace below · US dollars (USD) · Automation not connected. Data is processed locally in your browser.

Import data and manage templates

Import workspace

Import customer master first, then reports 204 and 19. Select one sales source for analysis to avoid double counting overlapping reports. CSV only; export Excel files as CSV first.

Dataset

Required headers: sales: date, account_id, net_sales, currency (optional: record_id). Customers: account_id, account_name, consolidated_account. Targets: month, consolidated_account, target, currency. Dates: YYYY-MM-DD; month: YYYY-MM. Net sales must be signed, excluding VAT, with credits negative. Templates contain headers only. Map your actual export headers before importing; report definitions are unverified.

Sales source Year Currency Account View

Performance over time

Report 204 contains monthly invoiced net sales. Zero values are preserved from the export, including future months; completeness is unverified. Report 19 covers 29 February 2024 to 28 August 2026 and uses CRNet including delivery and adjustments. Its 2025 total differs from report 204 by $3,463.29; reconciliation is pending. Customer names are taken from report 204; parent groups require customer master. Calendar periods. YoY compares full matching periods; missing periods are unknown, not zero. Current periods may be incomplete. Targets require every month and account in the selected scope.

Period	Net sales	Prior year	YoY	Target	Variance

Account consolidation

Account names come from the supplied sales reports. Import customer master to assign parent groups. Accounts are kept separate until then.