Hi, I can't seem to figure out how ot create a YTD sales comparison (from last year) by customer report.

I'd like to be able to create a list of customers and have last years sales to this date compared to this years sales to this date for each customer. Please help!

Thanks,

 John

Hello John J,

They are several possibilities to obtain this type of information and end users probably have the best reporting strategies.

You could go to Reports, Forecast & Analysis, Analysis, Customer Analysis and run this report with current year dates and run it again with prior year dates for your comparison.  You can filter this report for Revenue, Profit, ROI etc.  It may be helpful.

Any other suggestions?