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Executive Summary Report PDF Print E-mail

The Executive Summary Report is designed to assist sales management with sorting through sales data in a concise, quick, and easy manner.  This report is broken up in to six sections:

  • Lost Sales- POS accounts with no sales in the most current quarter, but with sales in the prior quarter.
  • Falling Sales- POS accounts with current month's sales less than sales of the prior quarter.
  • New Accounts- POS accounts with sales of at least $1,000 in current quarter and no POS sales in the prior 18 months.
  • Key Accounts- The top OEM accounts with the highest POS sales for the past 12 months.  Also includes parts sold and the selling distributor.
  • Distributor Review- A quarterly review showing current quarter sales performance compared to the prior three quarters.
  • Territory Review- Shows current quarter sales performance compared to the prior three quarters.
 
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