Report of the Week - What-If Analysis (Influence of Discount over Sales)
When an archer is aiming to hit the bullseye (or a sniper, her target), she has to consider external factors like gravity, wind direction and wind speed. Similarly, when running your business, you will have to ask various questions.
Have you aligned yourself against all external factors, when it comes to meeting your target?
Should
you
raise the price, or increase the production to make more money in the current market trend?
By how much percentage?
Is it
the
right time to run a
marketing campaign?
Would it not
be easier if you knew
what
the
outcome can be when you undertake
such a change?
What-if Analysis
helps
you evaluate
such
options.
It
shows you how
external
changes
might
affect the outcome of a
decision you are about to take.
What can be done?
What-if Analysis shows what might happen if one or more factors change.
It
lets you know
the impact of various factors
on
your business and gives
you
an idea of what needs to be done.
Here are a few scenarios where What-if Analysis can help you.
-
You are planning for a sales day. Based on your previous sales, you can measure the impact of discount percent on your revenue and learn what percent of discount makes people buy more.
And you can set your discount percentage to an optimal value so that it leads to
maximum
profit for you.
-
You have spent
various amount on marketing
over the months, which affects the leads
gained
in each month.
With What-If analysis,
you can learn what will happen if you increase or decrease the expenses.
-
You have
multiple teams working
on
different
projects.
There will be
different billing prices
and hours
per week, each team member might be working for. You can check the time and money needed for each
member -
project combination and choose the best
combination
out of it to assign projects.
-
You have projected sales for the next six months.
There is a possibility
of
your revenue
increasing or decreasing and you can know with What-if analysis how much your revenue would be,
based on percentage increase/decrease.
-
And much more...
How to do What-if Analysis
You can easily set up a What-if report by following the steps here.
Step 1:
Creating Variables
Here, we have created two variables to apply the change in discount percentage and sales volume.
Discount Percentage
Create a variable with a range of discount percentages you are planning to provide. We have set the
Range
between
5
to
50
with an
Increment Size
of
5. And the Default Value is set as
10.
Step 2:
Creating Aggregate Formulas
The following is the formula to calculate the sales after discount.
|
sum( "Sales"."Sales" )-(sum( "Sales"."Sales" )/ 100 )* ${Discount %} *(1+${Sales Volume}/100 |
If you have different product categories, then use the following formula to calculate the Sales after discount for all products with different discounts.
|
Sum( "Sales"."Sales" ) -(sumif( "Sales"."Product Category" = 'Furniture' , "Sales"."Sales", 0 )/ 100 * ${Furniture Discount %} ) -(sumif( "Sales"."Product Category " = 'Stationery', "Sales"."Sales", 0 )/ 100 * ${Stationery discount %} ) -(sumif( "Sales"."Product Category" = ' Grocery', "Sales"."Sales", 0 )/ 100 * ${Grocery Discount %}))*(1+${Sales Volume}/100 ) |
Step 3: Creating Report
- X-Axis - Date with Month & Year
- Y-Axis - Sales with Sum and Sales After Discount (Aggregate Formula with variable) with Actual
Step 4: Adding Variable as User Filter
Access your files securely from anywhere
Zoho Developer Community
Topic Participants
Janani Thakshayani
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Checking if Creator has Change History
Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submissionZoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.Zoho sites header
Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and myYour bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missingKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedUnable to create embed code for resource of workdrive using API
Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, belowAdding contact role to a specific deal js sdk malfunctioning
i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",Q3 Updates from Bigin!
Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your businessNew Series Announcement - Ecommerce Marketing Tips
Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho CommerceClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce{"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}
Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);Converting Sales Order to Invoice via API; Problem with decimal places tax
We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed inZoho Canvas - Custom templates for related lists
Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that: 1) How can i make my own custom templates for related lists? 2) Where and how can i check out existing custom templates?Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can Iopen word file in zoho writer desktop version
"How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"How to invite friends on other social media platforms to one of my group chats in arattai?
Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups toZoho PDF editor has a lot of issues.
Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.Enable Password Import option in ulaa browser
Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. ManuallyZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Workdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaMarket cap
Market cap formula?? Kaise nikalestock
bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problemZoho sheet desktop version
Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.ZOHO SHEETS
Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the sameZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéUsing Zoho Flow to create sales orders from won deal in Zoho CRM
Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalidIs Zoho Sheet available for Linux ?
Is Zoho Sheet available for Linux ?Bharat
ahow to disable staff selection Zoho Booking integrated to SalesIQ?
currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It willZoho Bookings No Sync with Outlook
Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?End Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Custom confirmation message
How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but ratherIssue showing too many consultations in my workspace link.
Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personalImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Deluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attachedZoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,Addin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances
My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zohohow to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crmHow to Install Zoho Workdrive Desktop Sync for Ubuntu?
Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards SenthilNext Page