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.

Sales Rep
Select a Sales Rep option from the drop-down.
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