Monthly and Quarterly Sales Report
The Monthly and Quarterly Sales Report shows confirmed sales and contract sales. The report will break down sales for Publication/Services, Sales Reps, and Companies. You can view sales by the Quarter or by Month.
To access this report, you need the User Permission 'Monthly and Quarterly Sales Report'.
To run the report, you only need to choose a year, which by default is set as the current year. If you would like, you can use the other search options to narrow down your results by fields such as market, publisher, office, and order probability.
The report is broken down into three main tables: Sales by Publication, Sales by Rep, and Sales by Company. Each of these tables shows both confirmed and contract sales as well as quarterly and Year to Date totals, for the year, broken down by publication, rep, or company, respectively.
Confirmed sales are any orders that are fully approved, whereas contract sales include orders that are still pending and have not yet been fully approved, i.e. a pending order would only show up in contract sales, whereas a fully approved order would show up in both the confirmed and contract sales columns.
For each table, you also have the option of showing a Monthly breakdown of the confirmed sales. It shows the same information as the quarterly view, but allows you to see each month’s data rather than the quarter as a whole.
Updated 3/26/2025