System path: Reports ➔ Statistics ➔ ABC and XYZ analysis.

The “ABC and XYZ analysis” report is designed for comprehensive sales analysis, evaluating the contribution of product items to overall financial results, and determining demand stability.

1. Parameters and Report Generation Settings

At the top of the screen, there is a settings panel with the “Parameters”, “History”, and “Template” tabs:

• Analysis period: Sets the start and end dates of the analyzed interval (e.g., 09/01/2026, 12:00:00 AM — 10/14/2026, 11:59:59 PM).
• Object filters:
  • Retail units — select specific sales outlets or warehouses.
  • Group goods / Goods — select specific product categories or individual items.
• Analysis mode: Mode selection dropdown (e.g., abc / xyz analysis).
• Detailing: Select the data grouping level (e.g., Detail: Products).
• XYZ interval: Set the frequency for evaluating demand variation (e.g., XYZ interval: Week).
• ABC/XYZ group distribution: Button to view and adjust the percentage thresholds for classification groups.
• Calculation options:
  • ABC within product group — checkbox to perform local ABC analysis separately within each product category.
  • Show values — toggle switch to display additional numerical indicators.
• Comment: Field for adding a text note to the report (up to 120 characters).

After setting the parameters, click the “Create a order” button. To save the selected settings for future use, click “Save as template”.

2. Export and Data Management

In the “Report data:” block, there are buttons for quickly exporting results into convenient formats:

• CSV
• XLSX (Excel)
• PDF
• Table column visibility settings button (gear icon).

3. Table Section and Results Interpretation

Table Columns:

1. Basic information: №, Goods group, id, Name goods, Series name, Unit of measurement.
2. ABC analysis results:
   • ABC by quantity — product class by sales volume in physical units.
   • ABC by amount — product class by revenue amount.
   • ABC by profit — product class by margin profit.
3. Financial shares: Share (Amount), % and cumulative total Cumulative (Amount), %.
4. XYZ analysis results: Coefficient of variation and final XYZ class.
5. Combined summary: ABC+XYZ — combined assessment of product importance and demand stability (e.g., AZ, CZ).

4. Class Color Coding

For quick visual analysis, class letters in the table are color-coded:

• Green color (Classes A and X): Key items with a high contribution to results / items with stable, predictable demand.
• Yellow / Orange color (Classes B and Y): Items of medium importance / items with moderate demand fluctuations.
• Red color (Classes C and Z): Items with a low contribution to overall performance / items with irregular (sporadic) demand.
• In the combined ABC+XYZ column, each letter retains its class color (for example, in the AZ class, letter A is green, and Z is red).