ACCTivate!, Custom Reporting

Multi Year Sales History/Forecasting Report

Knowing how your company is doing year over year is something every company wants to know.  You can look at a comparative P&L for this info but what if you want to know how sales for a specific customer are going, or maybe for a product?  Our Acctivate Multi Year Sales History/Forecasting Report was originally designed to group the results by Customer by Product.  Since the original design we have created a version that first groups by the Acctivate Product Class.  We could just as easily do this grouping by Sales Category.

This report shows sales history broken out by month for an entire year and when run for a range of years there is a row for each year, for easy month to month comparison.  Because the report is grouped by product we are able to show the sales amount total and the quantity total, which can be very helpful in giving you a quick way to identify possible trends and seasonality of your products.

The Forecast numbers are shown for future months and are based on Quotes that have been entered into the system.  This could be adjusted to use Booked Orders instead of Quotes if that makes sense for your organization.

As with any of our reports, this is a starting point and can be modified to meet your specific needs.  Just reach out to use and let us know how we can help.

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