Monthly Sales

Anthony Hodge 0.4 min August 22, 2025

Monthly Sales Action Grid

Monthly sales figures for multiple clients.

This preloaded action grid lists monthly sales figures by client, revenue type, warehouse, year, and month. Revenue codes are set up in WP.31 [Revenue Analysis Codes] or CR.36 [Revenue Analysis Codes].

Using standard Action Grid Functionality, the data may be sorted, filtered, and sub-totaled for various types of analysis. The results may be converted to a chart and/or output to external format (PDF, Excel, XML etc.).

Columns to Rows

Monthly data elements in the Sales action grid are displayed in columns (fields) horizontally across the grid. To view this data vertically (i.e., to apply Crunch Analysis) use the Columns to Rows feature to convert selected columns.

 

 

Was this article helpful?

Give feedback about this article