Modified: 2018/04/09 09:38 by EricCrocker - Uncategorized

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Report: Annual Sales Review

This report combines the billing history for all past months and revenue projection for current and future months.

This report can be launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria

• Period
  • Custom Dates -Use any dates.(with the From and To below)
  • This Year
  • Last Year
  • Next Year
  • Last 2 Years
  • Last 3 Years
  • Last 4 Years
• From - The start date to use when filtering (reduce) the retrieved data.
• To - The end date to use when filtering (reduce) the retrieved data.

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Columns

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Standard

• Customer
  
• Year
  
• GE$1 - Gross effective sum for January
  
• GE$2 - Gross effective sum for February
  
• GE$3 - Gross effective sum for March
  
• GE$4 - Gross effective sum for April
  
• GE$5 - Gross effective sum for May
  
• GE$6 - Gross effective sum for June
  
• GE$7 - Gross effective sum for July
  
• GE$8 - Gross effective sum for August
  
• GE$9 - Gross effective sum for September
  
• GE$10 - Gross effective sum for October
  
• GE$11 - Gross effective sum for November
  
• GE$12 - Gross effective sum for December
  

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Additional Columns

• Agency
  
• Billing Cycle
  
• Contract
  
• GE$ An - Gross effective sum for the year
  
• GE$ Q1 - Gross effective sum for the first quarter
  
• GE$ Q2 - Gross effective sum for the second quarter
  
• GE$ Q3 - Gross effective sum for the third quarter
  
• GE$ Q4 - Gross effective sum for the fourth quarter
  
• Invoice number
  
• NE$1 - Net effective sum for January
  
• NE$2 - Net effective sum for February
  
• NE$3 - Net effective sum for March
  
• NE$4 - Net effective sum for April
  
• NE$5 - Net effective sum for May
  
• NE$6 - Net effective sum for June
  
• NE$7 - Net effective sum for July
  
• NE$8 - Net effective sum for August
  
• NE$9 - Net effective sum for September
  
• NE$10 - Net effective sum for October
  
• NE$11 - Net effective sum for November
  
• NE$12 - Net effective sum for December
  
• NE$ An - Net effective sum for the year
  
• NE$ Q1 - Net effective sum for the first quarter
  
• NE$ Q2 - Net effective sum for the second quarter
  
• NE$ Q3 - Net effective sum for the third quarter
  
• NE$ Q4 - Net effective sum for the fourth quarter
  
• Postal
  
• Primary Conflict
  
• Product
  
• Revenue Source
  
• Revenue Type
  
• Sales %
  
• Sales Person
  
• Secondary Conflict
  
• Spot Count
  
• State
  
• Station
  

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Additional Information

• See Reports.