Viewing Monthly ABC Customer Sales History

Use the Monthly Activity-Based Customer Sales History window to view a month-by-month breakdown of the sales, cost, and gross profit totals for the current or previous year. You can use this information to determine which months were profitable and which were not. You can then drill down into the ABC log entries for suspect months to see where problems existed and determine a course of action to ensure that they do not recur. For example, if working with a customer consistently results in a negative gross profit amount, you need to consider whether continuing to sell to that customer is worth your time and money.

To view monthly ABC customer sales history:

  1. From the Events > Activity Based Costing menu, select ABC Customer Sales History Inquiry to display the Customer Activity Based Sales History Inquiry window.

  1. View the customer's activity based sales history.

  2. Select a cell the current or previous year column and, from the Inquiry menu, select Monthly Sales to display the Monthly Activity Based Customer Sales History window.

  3. View the sales, costs, and gross profit information for each month, as needed.

  4. Exit the window.

More Options for Viewing Monthly ABC Customer Sales History

The Monthly Activity Based Customer Sales History window also offers these options:

To...

Select this menu option...

view the Expense Category view of the ABC Expense Category Summary screen for a designated month, select a cell in the month for which to view the summary and

File > Expense Category Summary

The ABC Category Summary screen displays in expense category mode.

view the G/L Pool view of the ABC Expense Category Summary screen for a designated month, select a cell in the month for which to view the summary and

File > G/L Pool Summary

The ABC Category Summary screen displays in G/L pool mode.

change the displayed cost calculation method (for example, Calculated YTD, or Calculated 12 month)

Edit > Cost Selection

The Branch ABC Cost Selection window displays. Select an option to update the costs in the Monthly Activity Based Customer Sales History window.

The selected method displays on the status bar.

view a list of ABC log entries for an expense category or G/L pool amount, select an expense category or G/L pool amount and

Edit > Expense Detail

The ABC Log Viewing window displays.

See Also:

ABC Reports and Inquiries Overview

ABC Expense Category Concepts

ABC G/L Pool Concepts