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Comparative Sales Report

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Modified on Fri, 22 May 2015 15:41 by Greg Andrews Categorized as Reporting and Report Sets, Sales Force


General Description

Default Menu Location Reports >> Sales Force >> Comparative Sales Report

Screen Name SALESCOMPARE

Function Comparative Sales report screen allows users to generate a comparison report for selected month and year to the year before. A report could be a comparison sales report for the company and among its customers or it could be a comparison of the sales teams within the company.

Fields/Filters

Month: Selected month for the report

Year: Selected month for the year

Order Type: Selected Sales Order type

Priority: Priority code

Customer: Customer code

Order By: Comparison could be between the customer or the sales team

Sales Person: Salesperson for the report

Account Manager: Account Manager for the report

Standard Report Fields(Page Header)

Selected Month and Year

  • cmonth(ctod(gd_passdate)) + "/" +alltrim(str(year(ctod(gd_passdate))))

Order Type

  • gc_ordertype

Order Status

  • gc_orderstat

Customer

  • gc_customer

Standard Report Fields(Line Items)

Cust No

  • custno

Customer Name

  • Customer

Sales

  • month1

Sales

  • month2

Sales

  • month3

Sales

  • month4

Sales

  • month5

Sales

  • month6

Prior Year Sales

  • prioryr

Calendar Year's Sales

  • ytd

Calendar Year's Month Avg

  • mavg



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