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YearlySalesReview
<div id="Text"> ==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. ===Common=== Please be sure to review the [Reports] page for common functionality shared by the majority of our [reports]. ===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 ===Columns=== ====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. ===Additional Columns=== * '''Agency''' - See [Agency].{BR} * '''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 Person'''The [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. ==Additional Information== * See [Reports]. </div> <DIV class=transcludedpage> <div id="Side">{toc} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} </div> </div> <SCRIPT type=text/javascript> var navItem = document.getElementById('ManualTab'); navItem.className = 'active'; </SCRIPT>
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