How can I create a sales report on a per customer
basis showing Sales, GP Sales and GP % for the last 3 years.
You can create the above report by using the
Pivot Table report from Market Analysis
This creates the first Pivot table with
Sales YTD for each customer
- Using Market analysis, create a customer list based on
selected criteria
- Once
your list is complete select File / Print
- Select
Report- Excel Pivot Table. This report takes a long tome to generate. When
the “Pivot Table toolbar” appears on your screen you are ready to begin
report generation
- From
the Pivot Table toolbar select Pivot Table/Wizard
- Select
Layout
- Slide
DivRef Name to “Row”
- Slide
YTD sell to “Data”
- Select
OK
- Finish
- Select
cell D10
- Select
Pivot Table/Wizard from the Pivot Table Wizard
- Select
Next
- It
will ask you what pivot table to use. Use the highlighted one (pivot Table
1)
- Next
- Select
“Layout”
- Slide
Div Ref Name to “Row”
- Slide
YTD GP to “data
- OK
- Finish
- Hide
column D (Div Ref).
- Create
the GP % by dividing Sell by GP$
- Label
Row 9 with the correct Labels ie F9 would be YTD GP%