Executive Performance Summary

The Executive Performance Summary is designed to give you an overview of your company's performance from up-to-date sales and accounting information, to Year-to-Year comparison and Year-to-Date statistics. You can adjust this summary to display data for the entire company, only a selected branch, or a different calendar period. Figures are based on the posting date for transactions, not the invoice or order date.

 

Cost of Goods Sold, Merchandise Amounts and Gross Profit figures are calculated using the Sales Invoice G/L Cost Column, as specified in your Company Master, under the Pricing/Costing tab.

 

To view this report, select Sales > Executive Performance Summary.

 

To change the branch, delete the branch reference code from the branch field, enter the appropriate reference code, and then press Tab. If you leave this field blank, the summary will add and display data for all branches.

 

To change the calendar period, delete the period from the period field, enter the appropriate period in mm/yy format, and then press Tab. You cannot leave this field blank; the system will automatically enter the current period if you do not enter your own.

 

This summary cannot be printed, faxed, or emailed; only viewed on screen. Click on any of the tabs above for more information.


Sales

 

Sales Reports