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The Average Monthly Sales report shows the average monthly sales by month. 


Step     Action

  1.      Select {Reports} and then select {Average Monthly Sales Report} under the Analysis 

           section. A Generate Report modal window will open.



  2.      Complete the fields.


Field
Description
Sales Rep
Select a Sales Rep option from the drop-down.
Year
Select a Year from the drop-down.

   

 3.      Select {Generate}.



Note: You may need to confirm the file to be opened/saved before proceeding, depending on your web browser. A .csv file will open or be saved to your computer depending on your web browser. On PC/Mac the default file location is in your Downloads folder.


Report columns include:

  • Quote Number
  • Customer
  • Customer Number
  • Sales Rep
  • Total
  • Status