Interactive browse screen displays of information at points in time or a month-by-month trend for an annual period
Print a report that analyses performance for the last 12 months - month by month in a trend report comparison to last year: understanding what happened in a month
Lost business – those who we have not dealt with in the last elapsed 12 months but did so in the 12 months prior (the previous 12 month period)
Won business – those who we dealt with in the month who we had not dealt with in the last elapsed 12 months
Recurrent business – active in both 12 month period
This analysis can highlight an over-emphasis or lack of

The report completes the analysis for each individual month so that a monthly trend movement can be reported

Analyse and report on the trend – month by month - in weight compared to last year along with the movement in GP%, average sell price /unit, gain/loss in GP dollars. This highlights the consequential impact of movements in sell, margins and volume
Click on the Note button for any highlighted account and view the Customer contact notes (CRM). How is our service level? This can be invaluable when reviewing ‘Top 10/??’.
Query-filter displayed data with range selection

Browse the monthly trend of what items a customer is buying or switch to what customers are buying which item
Review based on when first bought/last bought

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