Sales Analysis Yearly Purpose: A report that directly compares two years of sales while displaying a weekly break out of hours as well as sales. The total difference between each year as well as percentage is visible to help gauge growth of you...
Yearly Sales Purpose: This report shows you a 12 month breakout of your sales and can be helpful to recognize trends within your business. This report shows a grand total of sales each month of each year which can be visible at the end of...
Top 25 Customers Purpose: This report shows you your top 25 customers based on their total GP and total sales for a given time period. Parameters: 1. Branch: A drop- down list of all branches in the user’s current hierarchy. Is...
Short Pay Invoices Purpose: This report is designed for you to view all of your invoices that have a payment that has been applied to them but still have not been paid off in full. Parameters: 1. Branch: A drop- down list of all bran...
Sales Summary Purpose: This report is useful to view overall sales, customer sales, and even branch sales. Within the graph, each point is interactive and link to the Invoice Register report for that given week so that you can see the specific ...
Sales Analysis Four Week Comparison Purpose: This report is helpful to compare a four week period in sales from the current year and the year prior. In comparing totals, you may uncover customers that you have lost business from or see tr...
Sales Analysis Four Week Purpose: This report is useful to view the trends in your sales on a client by client level. The sales column is your total bill, the margin column is your gross profit / total bill, while the hours column is the ...
Quarterly Sales Purpose: This report breaks down total sales by quarter for a customer, branch, sales team etc., which can be specified by the 'group by' parameter. We first show the sales in a graph format and display the additional de...
PO Number Transaction Detail Purpose: This report shows you all of the transactions processed that were linked to a PO. It is a great report to compare the transactions processed under a specific PO vs. the PO value. A message will show up when...