Table of Contents

By Item

An item-centric view on sales performance to manage the product portfolio based on facts.

By Item report

Understand which items and categories drive revenue and profit, spot slow and fast movers, and back assortment, pricing and promotion decisions with detailed item KPIs.

At a glance

Generated from the report definition (Artikelauswertung / Analysis by Item).

  • Key visuals: bar chart, scatter chart, table
  • Drill-through by: InvoiceCustomer, OrderCustomer

What this report helps you do

  • Understand which items and item categories drive revenue and profit
  • Identify slow- and fast-moving products from a sales perspective
  • Monitor how item performance evolves over time compared to last year
  • Support assortment, pricing and promotion decisions with detailed item KPIs

Filters & slicers

Filter What it does
Client, Period, Employee, Items, Order Customer Analyze a single product or family, focus on items sold by a specific salesperson, or compare across periods and companies.

Visuals on this page

Item Category Comparison

A bar chart contrasts sales per item category.

  • Quickly identify winning and underperforming categories
  • Provide input for category/product management and purchasing decisions

Item Ranking Table

A detailed table ranks items by invoice amount, showing sales volume and YoY change, profit contribution and margin development.

  • Focus on the small number of items that generate most of your sales
  • Recognize products with high revenue but weak margins
  • Detect items where sales are shrinking despite attractive margins

Item Category Profitability Scatter

A scatter plot compares item categories by average invoice size and margin development.

  • Differentiate high-value low-frequency items from low-value high-frequency ones
  • Identify categories becoming more or less profitable over time
  • Prioritize product groups for deep-dive analysis or promotions

Typical use cases

  • Portfolio Optimization — Decide which items to promote, maintain or phase out based on revenue and margin insights.
  • Pricing Review — Focus on items with strong sales but low margins to evaluate pricing, discount structures or sourcing.
  • Sales & Purchasing Alignment — Share item performance data with purchasing to negotiate better conditions for key products.
  • Campaign Targeting — Select suitable items for campaigns (e.g. slow movers with healthy margins or fast movers with high contribution).
  • Invoice Amount
  • Sales Quantity
  • Invoice Profit Margin
  • Invoice Line Discount

See the full KPI & measure catalog for definitions and formats.


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