Use the Customer Sales Comparison Report to evaluate your customers by comparing this year's sales to last year's. The report displays the sales, gross profit dollars, and gross profit percentage for the customer sales.
The system calculates the following totals, based on the report's as-of date:
Month-to-date
Last year's month-to-date
Year-to-date
Last year's year-to-date
It also calculates month-to-date and year-to-date variance percentages between the two years. You can sort the report to identify your best customers.
If a customer account has been reassigned to a new salesperson, then all sales history is credited to the newly assigned salesperson for the purposes of this report, because it is based at the customer level.
To run the Customer Sales Comparison Report:
From the Reports > End of Month Reports > Customer Reports menu, select Customer Sales Comparison to display the Customer Sales Comparison Report window.
In the Home Branch/Territory field, enter the home branch or territory of customers to include in this report. To include all branches and territories, enter ALL.
In the Sales Branch/Territory field, enter the branch or territory for which to calculate sales amounts on this report. To calculate sales amounts for all branches and territories, enter ALL.
In the As of Date field, enter the date as of which to compare sales. The system populates this field with the current date, but you can change it, if needed. This field supports variable dates.
In the Salesperson field, enter a salesperson ID to limit the data to customers assigned to a specific sales representative.
In the Sort by field, enter the parameter to sort the report data by a specific column or group of columns. The default value is Salesperson.
In the Report Currency field, enter the currency other than your company's base currency in which you want the report data to display.
In the Only Show Top field, indicate whether to limit the report to list only your top customers. Enter the number of customers to list.
Use the following check boxes, as needed:
|
Field |
Description |
|
Suppress Accts |
Indicate whether to exclude customer accounts with no activity from the report. |
|
Include Blank Home Branch |
Indicate whether to include customers with no home branch assigned on this report. |
Select display data from the following areas, as needed:
|
Area |
Description |
|
Salesperson Type |
Limits the data to a specific sales department .The default is Outside. |
|
Calendar/Fiscal |
Indicate whether to use calendar or fiscal periods in calculating the month-to-date and year-to-date figures for the report. The default is Fiscal. |
|
Customer Level |
Indicate whether to include bill-to, ship-to, or parent customers in the report. The parent includes bill-to customers and the respective ship-to customers in the report. The default is Bill-To. |
|
Misc Charges |
Indicates whether to include, exclude, or list only those customer sales for which miscellaneous charges exist on the invoice. The default is Exclude. Note: The system checks to see if the product sold has the product status set to Misc Charge in the product file. |
Note: If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.