Article
Made2Manage sales reports
Backlog, net bookings, commission liability and gross margin by order, including a bookings system we built for ERPs that cannot track bookings on their own.
John Pereira · PresidentNovember 2026
We built these reports for manufacturers running Made2Manage and SQL Server Reporting Services, and they are part of the reports library we draw on for every client. Each one is a starting point: we tailor the parameters, columns and layout to how your business actually runs.
Backlog Status
Our Backlog Status report gives flexible reporting on all unshipped sales orders, so the backlog can be analyzed in several ways, with parameter choices for the level of detail shown.
Bookings
Your ERP may not track bookings accurately when the value of orders changes over time. Summing orders received in a period is easy; accounting for canceled orders, or lines that were canceled, reduced or increased, is not. We built a Bookings system that determines net orders booked over any period. It includes several SQL Server Reporting Services reports that look at the data in different ways, plus the SQL tables, stored procedures and functions behind them. Automated tasks snapshot the backlog at set intervals, and bookings are calculated as the change in backlog less shipments.
Bookings with Commissions
Our Bookings with Commissions report shows the expected commission liability for all bookings in a given period. It builds on our Bookings system.
Gross Margin
Our Gross Margin report takes each sales order and determines its gross margin by tracking every revenue and cost line against it.
Takeaways
- Net bookings that account for cancellations and changes.
- Commission liability tied to bookings.
- Gross margin per sales order.
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