Viewing Monthly ABC Customer Sales History

Use the Monthly Activity-Based Customer Sales History screen to view a month-by-month breakdown of the sales, cost, and gross profit totals for the current or previous year. You can use this information to determine which months were profitable and which were not. You can then drill down into the ABC log entries for suspect months to see where problems existed and determine a course of action to ensure that they do not recur. For example, if working with a customer consistently results in a negative gross profit amount, you need to consider whether continuing to sell to that customer is worth your time and money.

To view monthly ABC customer sales history:

From the Events > Activity Based Costing menu, select ABC Customer Sales History Inquiry to display the Activity Based Customer Sales History screen.

View the customer's activity-based sales history.
Select the current or previous year column and use the Monthly Sales hot key to display the Monthly Activity Based Customer Sales History screen.
View the sales, costs, and gross profit information for each month, as needed.
Press Esc to exit the screen.

More Options for Viewing Monthly ABC Customer Sales History

The Monthly Activity Based Customer Sales History screen also offers these options:

To...	Use this hot key...
change the displayed cost (for example, Calculated YTD, or Calculated 12 month)	Cost Select The cost selection used to determine the activity-based costs is indicated in the upper right corner of the screen.
view transaction level detail for a month with data in the ABC Cost$ column, position the cursor on the month for which you want to view the ABC detail and	Expense Detail The log entries that contributed to that amount display on the ABC Log Viewing/Download screen.
view the Expense Category view of the ABC Expense Category Summary screen for a designated month, position the cursor on the month for which you want to view the summary and	Exp Cat Summary The ABC Expense Category Summary screen displays in expense category mode.
view the G/L Pool view of the ABC Expense Category Summary screen for a designated month, position the cursor on the month for which you want to view the summary and	Pool Summary The ABC Expense Category Summary screen displays in G/L pool mode.