This report is used to compare the rounded dollar value of orders booked within a chosen time period. The data will be represented by both month and year and is generally used to evaluate the overall sales performance of your operations.
o | Blank - it is not recommended that you leave both date fields blank. This may result in a "blank" or inaccurate report. |
o | To: Date only - this will show you everything from the beginning up to the specified date. |
o | Both - this will show you results for the specified date range. |
o | Sales Rep - limits the results to a single Sales Rep. |
o | Customer Category - limits the results to a single Customer Category. |
o | Master Customer - limits the results to a single Master Customer. |
o | Customer - limits the results to a single Customer. |
o | Product Category - limits the results to a single Item Category. |
o | Item - limits the results to a single Item. |
o | Group by sales rep - each sales rep will have their own pages within the report, and the last page will show a summary of all sales reps with their totals. |
Sales Comparison
Income Comparison
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