> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tetherdata.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales History

> View historical sales data in Tether

# Sales History

The Sales History view shows your actual historical sales data. It's essential for understanding past performance, validating forecasts, and identifying trends.

## Accessing Sales History

Navigate to **Demand Forecast** → **Sales History** (or **Sales History** in the sidebar for Sales Rep users).

<Note>
  Sales History is available to both Admin and Sales Rep users, making it accessible for the entire team.
</Note>

## What is Sales History?

Sales History displays actual sales transactions that have occurred:

| Data Point     | Description                  |
| -------------- | ---------------------------- |
| **Units Sold** | Quantity sold                |
| **Revenue**    | Sales value (if tracked)     |
| **By SKU**     | Broken down by product       |
| **By Channel** | Broken down by sales channel |
| **By Period**  | Daily, weekly, or monthly    |

## Sales History View

### Layout

The Sales History view uses a similar layout to the Forecast Dashboard:

* **Filter Panel** (left) - Filter by channel, product, etc.
* **Data Table** (center) - Historical sales by period
* **Time Controls** (top) - Date range and aggregation

### Table Columns

| Column Type         | Content                    |
| ------------------- | -------------------------- |
| **Row Identifiers** | SKU, Channel, Collection   |
| **Period Columns**  | Sales for each time period |
| **Totals**          | Row and column sums        |

## Viewing Historical Data

### Date Range Selection

<Steps>
  <Step title="Click Date Range">
    Open the date range picker
  </Step>

  <Step title="Select History Period">
    Choose how far back to look:

    * Last 30 days
    * Last 90 days
    * Last 12 months
    * Custom range
  </Step>

  <Step title="Apply">
    Data refreshes to show selected period
  </Step>
</Steps>

### Aggregation Levels

| Level         | Best For                 |
| ------------- | ------------------------ |
| **Daily**     | Recent detailed analysis |
| **Weekly**    | Short-term trends        |
| **Monthly**   | Long-term patterns       |
| **Quarterly** | Strategic overview       |

### Grouping Options

Group historical data by:

* Channel
* Collection
* Product hierarchy
* SKU

## Filtering Sales History

### By Channel

View sales for specific channels:

1. Open Channel filter
2. Select channels
3. See only sales from those channels

### By Product

Focus on specific products:

1. Use Collection or SKU filters
2. Select products to view
3. Data shows only selected items

### By Time Period

Beyond date range, filter by:

* Day of week
* Specific months
* Comparable periods (same month last year)

## Comparing to Forecasts

### Side-by-Side View

To compare sales history with forecasts:

1. Go to the Forecast Dashboard
2. Enable both "Sales History" and "Forecast" metrics
3. View actual vs. predicted in the same table

### Variance Analysis

| Column         | Description                    |
| -------------- | ------------------------------ |
| **Forecast**   | What was predicted             |
| **Actual**     | What actually sold             |
| **Variance**   | Difference (Actual - Forecast) |
| **Variance %** | Percentage difference          |

### Reading Variances

| Variance       | Meaning                 | Action                      |
| -------------- | ----------------------- | --------------------------- |
| **Positive**   | Sold more than forecast | Good news, may need supply  |
| **Negative**   | Sold less than forecast | Review why, check inventory |
| **Zero/Small** | Forecast was accurate   | Forecasting is working well |

## Sales Trends

### Identifying Patterns

Look for:

**Seasonal Patterns:**

* Higher sales in certain months
* Holiday peaks
* Weather-related changes

**Growth/Decline:**

* Consistent month-over-month changes
* Year-over-year comparisons
* Product lifecycle stages

**Channel Patterns:**

* Channel-specific seasonality
* Promotional impacts by channel
* Channel growth rates

### Trend Indicators

| Pattern      | What It Looks Like                 |
| ------------ | ---------------------------------- |
| **Growth**   | Values increasing over time        |
| **Decline**  | Values decreasing over time        |
| **Seasonal** | Regular peaks and valleys          |
| **Steady**   | Consistent values period to period |

## Year-over-Year Comparison

Compare current period to same period last year:

### Setting Up YoY View

<Steps>
  <Step title="Select This Year's Period">
    Choose the current period you're analyzing
  </Step>

  <Step title="Add Comparison">
    Enable "Compare to Prior Year" option
  </Step>

  <Step title="View Results">
    See both years' data side by side
  </Step>
</Steps>

### YoY Metrics

| Metric        | Description               |
| ------------- | ------------------------- |
| **This Year** | Current period sales      |
| **Last Year** | Same period prior year    |
| **Change**    | Difference in units       |
| **% Change**  | Percentage growth/decline |

## Exporting Sales Data

### Export Options

<Steps>
  <Step title="Set Filters">
    Configure view with desired filters and date range
  </Step>

  <Step title="Click Export">
    Click the **Export** button
  </Step>

  <Step title="Choose Format">
    Select:

    * **CSV** - For data analysis
    * **Excel** - For formatted reports
  </Step>

  <Step title="Download">
    File includes all visible data
  </Step>
</Steps>

### Export Uses

* Detailed analysis in Excel
* Input to other planning tools
* Sharing with stakeholders
* Archive for records

## Period Completion Status

Some views show period completion:

| Status          | Meaning                           |
| --------------- | --------------------------------- |
| **Complete**    | Full period, all data in          |
| **In Progress** | Current period, data still coming |
| **Estimated**   | Some data may be delayed          |

<Info>
  Recent periods may show incomplete data if sales are still being processed or synced.
</Info>

## Integration with Forecasts

Sales history feeds into forecasting:

### How Forecasts Use History

1. **Baseline** - Historical patterns establish baseline
2. **Trends** - Growth/decline rates inform projections
3. **Seasonality** - Past seasonal patterns project forward
4. **Model Training** - Algorithms learn from history

### Data Quality Impact

Better history data = better forecasts:

* Complete data improves accuracy
* Consistent tracking helps patterns
* Flagged anomalies prevent distortion

## Best Practices

<AccordionGroup>
  <Accordion title="Regular Review">
    Check sales history regularly:

    * Weekly: Recent performance
    * Monthly: Trend analysis
    * Quarterly: Strategic review
  </Accordion>

  <Accordion title="Investigate Anomalies">
    When you see unusual patterns:

    * Was there a promotion?
    * Were there supply issues?
    * Market event?
    * Document for future reference
  </Accordion>

  <Accordion title="Compare Year-over-Year">
    Use YoY comparisons to:

    * Understand seasonal patterns
    * Measure growth
    * Validate forecasts
  </Accordion>

  <Accordion title="Export for Analysis">
    Export data for deeper analysis:

    * Create charts and visualizations
    * Perform statistical analysis
    * Share with leadership
  </Accordion>
</AccordionGroup>

## Troubleshooting

### Missing Sales Data

**Possible causes:**

* Integration sync delay
* Date range doesn't include data
* Data wasn't imported

**Solutions:**

1. Check integration status
2. Expand date range
3. Verify data import completed

### Data Doesn't Match Source

**Possible causes:**

* Returns not processed
* Timing differences
* Aggregation method differs

**Solutions:**

1. Check if returns are included
2. Verify period definitions match
3. Confirm aggregation logic

## Next Steps

<CardGroup cols={2}>
  <Card title="Forecast Dashboard" icon="chart-line" href="/demand-forecasting/dashboard">
    Compare history to forecasts
  </Card>

  <Card title="Forecast Comparison" icon="code-compare" href="/demand-forecasting/comparison">
    Compare forecast models
  </Card>

  <Card title="Filtering" icon="filter" href="/demand-forecasting/filtering">
    Learn to filter data effectively
  </Card>

  <Card title="Integrations" icon="plug" href="/integrations/setup">
    Set up sales data sync
  </Card>
</CardGroup>