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Categories CRM App
Created by Guest
Created on Apr 2, 2020

Report Entity to Include YTD Sales Value, Profit & Total Amount of Orders

A customer would like to report on new customers that started ordering from a particular date e.g. start of the calendar year. Within this report it would include the YTD sales value, profit total & total amount of orders placed. Sales Ledger YTD includes the sales value YTD but no profit or total amount of orders for Sage customers.

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