Plugins

Sage X3 Sales History

Unlocking Potential

Sage X3 Sales History Plugin Summary

The Sales History Plugin provides a summary of sales by product. The results are displayed in a graphical or tabular format with the option of a weekly view or monthly view. The data illustrates the quantity of a particular product that has been consumed in the time period. The values are compared to the previous year.

Who Is It For?

Buyers, production planners, inventory managers and sales teams who need quick access to a summary of a products’ performance

What Will You Gain?

The ability to predict sales trends without the need to create reports

Where Will You Find me?

Sales History is displayed in an easy to read graphical or tabular format found in the Product Screen

More Detail:

This enables the user to analyse differences in the data and conclude any trends or patterns from their findings, without having to run a report. This subsequently reduces the risk of a product going out of stock, or a stock surplus occupying valuable warehouse space.

Sales Quantity, Value and Margin are also shown. Using this information, the user is able to compare the amount of product purchased against the margin from year to year or month to month. Therefore, easily assessing the value of an individual product within the business.

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About The Sponsor

Sentis Managed Solutions is a UK-based IT services provider helping organisations maximise the value of their technology infrastructure. It delivers managed services, cybersecurity, cloud and hosting, and project management, ensuring systems remain secure, resilient, and high-performing. With a proactive, customer-focused approach, Sentis supports smooth operations and confident scalability.

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Thought Leadership Session

  • Keeping Up To Date On Cyber Security

Breakout Sessions

  • Managed Service Support For Sage Intacct 
  • Project Management Support For Sage X3 

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Neil Homer

Owner & Co Founder

Amy Farrington

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that delivers real-time insights for smarter decision-making. Its core solution, Sage Enterprise Intelligence (SEI), is fully integrated across the Sage ecosystem, branded as SEI for Sage X3 and Nectari for Sage Intacct, to enhance reporting, dashboards and analytics within each platform.

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  • From Dashboards to Decisions:
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  • Roundtable Session One:
    AI Copilot In Bi: What’s Working, What’s Not, and What’s Next?

  • Roundtable Session One:
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Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

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Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
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    • Summary of R2 2026 and Sage Intacct Roadmap

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Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

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General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
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  • Breakout Two:
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Meet The Team

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer