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Client Six Month Report

Purpose

The Client Six Month Report, lists the total sales for all clients from a given month and for the previous five months, with percentage changes betwwen months. It is useful for monitoring the change in "value" of each Client by month to see if you should pay more or less attention to them. The report can be ranked by total sales over the six month period in descending order.

Reports -> Marketing -> Client Six Month Report

Selection Criteria

  • Month
  • Currency to use
  • Rank in value or Client reference order
  • All companies (if you are a multi-company business your clients may be supplied by several of your companies)
  • Information reported

  • Client reference
  • Contact name
  • Company name
  • For previous five months and the selected month

  • Total value excluding Sales Taxes
  • % change on the previous month
  • Total value excluding Sales Taxes for the six months per client
  • Percentage share of Total for all Clients per Client
  • Total value excluding Sales Taxes for each month
  • % change on the previous month
  • Sort order

  • Total value excluding Sales Taxes for the six months
  • Client reference


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