Report Sales YOUR Way!

PowerShift lets you determine how you want to group sales to produce a customized summary of units/dollars sold by period. Criteria used for reporting can focus on where/to whom it was sold: country, state, sales region, sales branch, sales organization, customer, customer ship-to, ship-to state, and sales rep; and the type of product sold: item, product class and product subclass.

To create your custom report:

To report sales statistics:

Here's a sample report by region output to Excel:

Excel Sales Report

Agreed that using the custom sales history feature may be a little less straightforward than using other PowerShift reports, but it provides infinite flexibility in how your sales data is accumulated and reported. If you'd like some assistance in setting up a sales report, contact the Qantel Helpdesk or call us at 630.300.6999.