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

Swoop Funding is a global fintech platform that helps businesses discover and secure the right funding solutions to fuel growth. Through a single digital marketplace, Swoop connects organisations to loans, equity investment and grants, simplifying the funding journey with tailored recommendations, streamlined applications and expert support.

Sessions

Thought Leadership Session

  • Swoop Thought Leadership

Breakout Sessions

  • Swoop Roundtable Session
    • Roundtable Description
  • Swoop Roundtable Session
    • Roundtable Description

Meet The Team

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

Sessions

Thought Leadership Session

  • To Be Confirmed

Breakout Sessions

  • SEI For Sage X3 Users – Breakout Room One
  • Nectari For Sage Intacct Users- Breakout Room Two

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.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

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.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Shezad Beg

Relationship Manager

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer