Sales Trends
The Sales Trends report module is a fixed module that can be added to your Menu. It allows you to view a chart of trends running over multiple years by All Sales, Rep, Customer or Product.
Filters
Filters
Calendar/Financial Years
Filter - select from All, Customer, Rep or Product.
Budget - Filters according to Financial Year or Calendar Year as well as on the Filter selection.
Accruing - Toggle between monthly totals or accruing totals over the 12 month period.Â