To view this month's sales and compare year to date sales for this and last year:You can compare sales statistics between months, quarters or years by selecting any of the following column views.
To view this month's sales and compare year to date sales for this and last year:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry screen.
Use the Columns hot key and select Month/YTD/LYTD/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
Month |
Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field. |
|
YTD |
Shows data according to the value you selected in the Sales Type field for the year up to the date you entered in the Date field. |
|
Last YTD |
Shows data according to the value you selected in the Sales Type field for the previous year up to the date you entered in the Date field. |
|
% Chg |
The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year. |
To compare year to date sales for this and last year:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Use the Columns hot key and select YTD/LYTD/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
YTD |
Shows data according to the value you selected in the Sales Type field for the year up to the date you entered in the Date field. |
|
Last YTD |
Shows data according to the value you selected in the Sales Type field for the previous year up to the date you entered in the Date field. |
|
% Chg |
The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year. |
To compare sales for the last twelve months and the twelve months prior to that:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Use the Columns hot key and select Last 12/Prior 12/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
Last 12 |
Shows data according to the value you selected in the Sales Type field for the twelve months preceding the date you entered in the Date field. |
|
Prior 12 |
Shows data according to the value you selected in the Sales Type field for the twelve months prior to the twelve months preceding the date you entered in the Date field. |
|
% Chg |
The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year. |
To compare sales for the current month and last month:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Use the Columns hot key and select Month/Prior Mth/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
Month |
Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field. |
|
Prior Mth |
Shows data according to the value you selected in the Sales Type field for the month before the date you entered in the Date field. |
|
% Chg |
The percentage of increase or decrease in sales between the month you entered in the Date field and the previous month. |
To compare sales for the current month and same month last year:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Use the Columns hot key and select Month/Month LY/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
Month |
Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field. |
|
Month LY |
Shows data according to the value you selected in the Sales Type field for the same month you entered in the Date field, but for the previous year. |
|
% Chg |
The percentage of increase or decrease in sales between the month you entered in the Date field and the same month last year. |
To compare sales for the current quarter and last quarter:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Use the Columns hot key and select Quarter/Prior Qtr/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
Quarter |
Shows data according to the value you selected in the Sales Type field for the three months preceding the date you entered in the Date field. |
|
Prior Qtr |
Shows data according to the value you selected in the Sales Type field for the quarter before the three months preceding the date you entered in the Date field. |
|
% Chg |
The percentage of increase or decrease in sales between the quarter you entered in the Date field and the previous quarter. |
To compare sales for the current quarter and same quarter last year:
From the Reprts > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Use the Columns hot key and select Quarter/Qtr LY/% Chg from the list.
If your selection in the Sort Column field no longer applies, the Sort Column selection list displays. Select a new value and press Enter to update the screen.
For your selected sales category, review the following information in each column, as needed:
|
Column |
Description |
|
<Sales Category> |
The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display. |
|
Quarter |
Shows data according to the value you selected in the Sales Type field for the three months preceding the date you entered in the Date field. |
|
Qtr LY |
Shows data according to the value you selected in the Sales Type field for the same three months preceding the date you entered in the Date field, but for the previous year. |
|
% Chg |
The percentage of increase or decrease in sales between the quarter you entered in the Date field and the same quarter last year. |