The Business Edge has a new report that will allow you to easily account for seasonality in your business, as well as surges or contractions in sales. Awareness of these leading indicators in your business can help you make proactive decisions, taking advantage of opportunities and avoiding potential pitfalls. The Customer Monthly Analysis report is a trailing twelve-month calculation and is located below:
Sales Analysis System
Customer Sales Analysis
Customer Sales Summary Inquiries
Customer Monthly Analysis
The Customer Monthly Analysis report is run by an as of date allowing you to customize a date range for the data. If you are running your trailing twelve-month reports for 2019, you can select an as of date that will start from the beginning of the current month and work backward
In the Customer Monthly Analysis report, you can compare your current trailing twelve-month (Trailing twelve months-often abbreviated as TTM) sales figures
The Optional fields in the Customer Monthly Analysis report are below.
If you would like to see a summary, on the right-hand side of the report there is also an option to show sales totals. This will calculate the Quantity, Cost and Sales for the Trailing Twelve Months as well as the Current year to date, Month to date, Previous Month to Date and Prior Year Month and Year as seen below
If you answer Yes to both Summarize Branches (if you have multiple branches) and Summarize Products you will see a summarized version of the report without the individual products listed
