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