Annual Sales by Month
The report shows the sales by month for reps. You can use this report to see how much your reps have sold for upcoming months for a publication(s) and compare it to the previous year to track your trends. You can also drill down to a snapshot report or the issue comparisons report.
You can change the results that are returned by using the search fields, including start month and start year, page type, media format, probability, pay method, publisher, and publication. If you do not select a publication, then the report will show results for all publications. You also have the option of including or excluding tax amounts, using gross sales rather than net, using the fiscal calendar, and including data about the previous year.
Use fiscal calendar: If your fiscal year is not that same as the calendar year, when this option is checked, the report will group your sales and goals number based on your fiscal periods. For example, if your first fiscal period is from 11/01 - 1/31, the fiscal quarter will include all issues with reporting dates between 11/01 - 1/31 and not from 1/01 - 3/31.
Include Previous Year: When this option is used, the report will display data about the corresponding month from the previous year; i.e. October 2020 will be compared to October 2019. The previous year’s sales will show up in blue, so the numbers can be easily compared.
Report Types: The data that will display in the body of the report varies depending on which Report Type you select.
Sales: The report will break down the total sales made by month and rep.
Pages Sold: The report will break down the total advertising pages sold by month and rep.
Avg Price Per Page: The average price per page is calculated by dividing the cash sales by the number of pages. As an example, let’s say that you have both a ½ page horizontal ad size, and a ½ page vertical ad size, and a rep has sales for both sizes in the month of June. The system will take your cash sales value in June for your ½ horizontal size, and divide it by the number of pages sold for your ½ horizontal size in June. The system will perform the same calculation for your ½ vertical ad size. The numbers that are displayed in the table are calculated by adding together all of the individual ad size averages for that month, and dividing the total by how many averages there are. For example, let’s say your average in June for your ½ horizontal size ended up being $1,000, and your average for the ½ vertical size ended up being $3,000. The overall average for the month of June, then, would be $2000, or (1000 + 3000)/2 for that specific rep.
Avg % Rate Card: The report will break down the rate card price, versus the actual prices items get sold for. For example, if an item on your rate card is worth $1000, and two of those items get sold, one for $700 and one for $900, then the average selling price would be $800. In the report, you would see 80%, because the item is getting sold on average at 80% of its rate card price.
Paid vs Comped: When filtered this way, the report will show a percentage for each month of how many sales were paid, as compared to how many were comped. For example, if no sales were comped, then you will see a 100% show up.
Unpaid Invoices: The report will show the total unpaid invoice cash amount per month for line items.
% New Clients: This report type shows what percent of your total sales were made to new clients. For instance, if a rep made a total of $5000 in sales in one month, and $1000 of those sales were to new clients, rather than existing clients, then you would see a value of 20% show up for that month.
# New Clients: When this report type is selected, the table will show how many new clients a sale was made to in a specific month.
Barter: The report will display any barter amounts recorded for sales based on rep and month.
No matter what Report Type is chosen, the information will display in a table format, where you can change how many search results display and can sort by any of the table headers.
Note
The information shows up in each month based on the Material Due Dates of the items, not the Sold Date of the order. For print and digital ads, this is typically the Reporting Date of the issue, and for items like digital media it is the line item’s run dates. For example, if a sale is made in June for a July issue, the numbers will show up under the month of July.
If you have the report’s sub-permission to ‘View All Users’, then you will automatically see results for every rep. If you do not have the permission, you will only see results for your own data.
When the report is run, the numbers in the table are quick links, which will bring you to the Consolidated Sales Report, with some of the search criteria automatically filled in.
If you Include Previous Year search option is selected, and you are filtering the report by Print Ads only, then you will also see an icon which will bring you to the Issue Comparison report, allowing you to get more in depth as to why you are seeing the yearly differences.