Changes to reports over time

Skip to end of metadata
Go to start of metadata

Question

We track our sales over time and the past numbers change at times. I understand that the sales report are quotes that are turned into jobs and might change if a job is in the system twice or the quote changes.

Is there anything else that goes into the sales report that might cause it to fluctuate?

Answer

Another common reason that you could see changes in the sales reports is if job activity or quote dates are changing - depending on which "measure" you're using on teh report, this could affect the time period that a particular sale is counted.

For example, if you're tracking total sales $ based on the last install date, if there's a re-make or an additional install on a job, this could make the sales report change over time.

Labels

report report Delete
Enter labels to add to this page:
Please wait 
Looking for a label? Just start typing.