Add to Bookmarks

Export to Excel File (XSLX format)

Bookmark This Report

Report: Sales Summary (by Item)

Search by:

Date Range:

From:

To:

Please wait while the report is loaded...

Please wait while the report is loaded...

No records found for this report. Try running the report with different parameters.

Customer Summary

Loading...

Loading customer summary...

Error: Unable to load customer summary. Please try again later.

-

Invoicing

Average Invoice Amount-

Overdue Invoices -

Overdue Amount-

Overdue Details-

Upcoming Invoice Date-

Upcoming Invoice Amount-

Work Orders

Total (Lifetime)-

Past 12 Months-

Open Work Orders -

Open Work Order Types-

Work Orders Opened Trend (12 Months)

Recurring Jobs

Next Scheduled Date-

Work Orders from Recurring Jobs (12 months):

Upcoming Service Needed

Past Due Service

Expiring Warranty

Expired Warranty

Communication Summary

Loading...

Analyzing communication patterns...

Unable to load communication summary.

Profitability

Total Billed (12 mo)-

Total Profit (12 mo)-

Overall Margin-

This Month

Billed-

Profit-

Margin-

vs 12mo Avg

Percentile Rank-

Highest Margin

-

Lowest Margin

-

12 Month Trend

Contract Forecast

Budget Utilization

-

Projected Depletion (Total History)

-

Projected Depletion (Current Period)

-

There are currently no active contracts for this customer.

Trends

Work Order Growth (YoY)

-

Invoice Growth (YoY)

-