Sales Summary By Filter

The Sales Summary By Filter Table allows you to drill down into your sales for the past month, offering monthly and yearly comparisons across your sales.

 

Columns

The following columns are present in every table under this panel:

MTD Sales

The total value of all sales for this row so far this month.

MTD $ Difference ($ Diff.)

he difference in sales so far this month compared to last month.

MTD % Difference (% Diff.)

The difference in sales so far this month compared to last month, as a percent value.

MTD GP%

The gross profit so far this month, as a percent value

MTD GP% Difference (Diff.)

The difference in gross profit so far this month compared to last month, as a percent value.

MTD% Returns ($ Ret.)

The number of items that have been returned this month compared to the number of items that have been bought this month, as a percent value

YTD Sales

The total value of all sales for this row so far this year.

YTD $ Difference ($ Diff.)

The difference in sales so far this year compared to last year.

YTD % Difference (% Diff.)

The difference in sales so far this year compared to last year, as a percent value.

YTD GP%

The gross profit so far this year, as a percent value

YTD GP% Difference (Diff.)

The difference in gross profit so far this year compared to last year, as a percent value.

YTD% Returns (% Ret.)

The number of items that have been returned this year compared to the number of items that have been bought this year, as a percent value

 

Tables

The following tables are available within this Sales Summary By Filter panel

Customer

Customer > Category

Customer > Category > Part

Item Category

Customer Territory

Territory > Customer

Industry Code

Discount Group

Discount Group > Customer

ACA Category

ACA Category > ACA Subcategory

ACA Category > ACA Subcategory > Products

Class

Class > Subclass