Analyze a customer's sales history

You can compare a customer's year over year Sales, Cost, Gross Profit Dollars and Gross Profit Percent from the Sales Analysis page of the Customer Master Ledger.

The Variance option will display a year over year sales dollar variance as well. All information displays by month, based on the Sales Journal Period on the invoice..

1. Open the customer's account in the Customer Ledger:
   • Go to File > Customer > Master > Ledger or
   • Accounting > Accounts Receivable > Customer Ledger
2. Click the Sales Analysis tab.

   

3. From the View list, choose the type of information you want to view:
   • Sales: Monthly sales dollars.
   • Cost: Your monthly cost.
   • Variance: The difference in Sales dollars year over year per month.
   • Gross Profit: The total value of the gross profit per month over the last 4 years.
   • A/R balance: The balance of money due but not yet paid for by this customer per month over the last four years.
4. When you have finished, click Exit.

See also

• View customer order history
• Compare the sales and profit per day month to date (Sales & Profit Methods MTD Dashboard)
• Review total annual sales by month (12M Sales Grid Dashboard)
• Analyze year to date sales