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Basic Monthly Sales report (Billings to each customer)
and be able to add date ranges so you can view column (billing) comparisons
for the period you select -
Monthly Quarterly, Annually
Michele Mulkey
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upon further reflection, when you are looking at these reports there is no option to select a "Job Type" we categorize or projects by types it would be nice to reflect analyse these over several projects/ customers. Outside of the "Dash Boards" that need major overhauling, it would be nice to see for instance a customer dashboard or project type dashboard broke down in the "Project Dashboard" or something new a creative.
I would vote yes as an optional view point. It would help give perspective into the sales trend for that customer. I frequently find myself checking a customers account ( randomly throughout the year ) for a comparison of how that customers overall account is a good one or bad one and then breaking that number down to year over year, 6 months, quarterly. ( I use project cost codes with labor hours report and fiddle with it quite a bit, the end of this report is quite nice for an over all view, I wish it had a for ratios and a few more breakdowns there, but i'm making due )
Michele,
In this report, do you need a comparison year over year for the same time period?
Michele,
In this report, do you need a comparison year over year for the same time period?