Modified: 2018/06/06 11:57 by EricCrocker - Uncategorized

Edit

Report: Yearly Sales Review

The Yearly Sales Review Report combines the billing history for all pasts months and revenue projections for current and future months into year columns.

This report can be launched from the Reports window.

Edit

Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

Edit

Criteria

• Custom Dates -Use any dates.(with the From and To below)
• This Year - the year up to date
• Last Year
• Last 2 Years
• Last 3 Years
• Last 4 years
• Last 5 Years

• From -Used with Custom Dates

• To -Used with Custom Dates

Edit

Columns

Edit

Standard

• Customer-Name of Customer
• GE$01 - Gross effective sum.
• GE$02 - Gross effective sum.
• GE$03 - Gross effective sum.
• GE$04 - Gross effective sum.
• GE$05 - Gross effective sum.

Edit

Additional Columns

• Agency - See Agency.
  
• Billing Cycle - The billing cycle of the Contract.
• Contract# - Contract number.
• Invoice number- The Invoice number.
• NE$01 - Net effective sum.
• NE$02 - Net effective sum.
• NE$03 - Net effective sum.
• NE$04 - Net effective sum.
• NE$05 - Net effective sum.
• Owner - Owner of Contract
• Postal - Postal address of Customer
• Primary Conflict The primary Conflict.
• Product The product entered on the Contract.
• Revenue Source The RevenueSource entered on the Contract.
• Revenue Type The RevenueType entered on the Contract.
• Sales %The SalesCommission percentage entered on the Contract.
• Sales PersonThe SalesPerson entered on the Contract.
• Secondary Conflict The secondary Conflict entered on the Contract.
• Spot Count
• State - The state the Customer is located.
• Station The Station or Stations that the Contract targets.

Edit

Additional Information

• See Reports.