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Similar to the Order Comparison, the Sales Comparison represents the rounded dollar value of jobs invoiced within a specified time period. Again represented by both month and year, this report can be used to evaluate the performance of accounting personnel, trends in billing and, when used in conjunction with the Order Comparison, the efficiency and accuracy of the transition from booking to billing.
| 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 Product 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. |
Order Comparison
Income Comparison
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