Item Customer Salesperson Sales Analysis

Note:  This report always displays domestic currency. Therefore, the fields containing foreign currency are translated into domestic currency before being displayed.

Use this report to view, for each customer, past sales information for a selected range of salespersons and customers with item-specific information. The report is derived from the order and order history files. Sales values are based upon invoiced quantities.

The following information displays on this report:

  • Past sales information pulled from the customer order files for each selected salesperson and customer.
  • Month-to-Date and Year-to-Date accumulated totals of Sales Price and Sales Units for both the current and previous year display for each item that the customer has purchased from the salesperson within the period.
  • Customer and salesperson totals and item totals.