Selecting Alternate Sales Category Inquiry Column Views

You can compare sales statistics between months, quarters or years by selecting any of the following column views.

To view this month's sales and compare year to date sales for this and last year:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select Month/YTD/LYTD/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
Month	Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field.
YTD	Shows data according to the value you selected in the Sales Type field for the year up to the date you entered in the Date field.
Last YTD	Shows data according to the value you selected in the Sales Type field for the previous year up to the date you entered in the Date field.
% Change	The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year.

To compare year to date sales for this and last year:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select YTD/LYTD/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
YTD	Shows data according to the value you selected in the Sales Type field for the year up to the date you entered in the Date field.
Last YTD	Shows data according to the value you selected in the Sales Type field for the previous year up to the date you entered in the Date field.
% Change	The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year.

To compare sales for the last twelve months and the twelve months prior to that:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select Last 12/Prior 12/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
Last 12	Shows data according to the value you selected in the Sales Type field for the twelve months preceding the date you entered in the Date field.
Prior 12	Shows data according to the value you selected in the Sales Type field for the twelve months prior to the twelve months preceding the date you entered in the Date field.
% Change	The percentage of increase or decrease in sales between the year you entered in the Date field and the previous year.

To compare sales for the current month and last month:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select Month/Prior Mth/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
Month	Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field.
Prior Month	Shows data according to the value you selected in the Sales Type field for the month before the date you entered in the Date field.
% Change	The percentage of increase or decrease in sales between the month you entered in the Date field and the previous month.

To compare sales for the current month and same month last year:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select Month/Month LY/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
Month	Shows data according to the value you selected in the Sales Type field for the month you entered in the Date field.
Month LY	Shows data according to the value you selected in the Sales Type field for the same month you entered in the Date field, but for the previous year.
% Change	The percentage of increase or decrease in sales between the month you entered in the Date field and the same month last year.

To compare sales for the current quarter and last quarter:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select Quarter/Prior Qtr/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
Quarter	Shows data according to the value you selected in the Sales Type field for the three months preceding the date you entered in the Date field.
Prior Quarter	Shows data according to the value you selected in the Sales Type field for the quarter before the three months preceding the date you entered in the Date field.
% Change	The percentage of increase or decrease in sales between the quarter you entered in the Date field and the previous quarter.

To compare sales for the current quarter and same quarter last year:

From the Reports > Management Inquiries menu, select Sales Category Inquiry to display the Sales Category Inquiry window.
Display sales information by sales category.
Click the magnifying glass next to the columns and select Quarter/Qtr LY/% Chg from the list.
For your selected sales category, review the following information in each column, as needed:

Column	Description
<Sales Category>	The values for the category you selected in the Category field. For example, if you selected Product Budget Group, all of your sales budget group IDs display.
Quarter	Shows data according to the value you selected in the Sales Type field for the three months preceding the date you entered in the Date field.
Quarter LY	Shows data according to the value you selected in the Sales Type field for the same three months preceding the date you entered in the Date field, but for the previous year.
% Change	The percentage of increase or decrease in sales between the quarter you entered in the Date field and the same quarter last year.