Sales Summary
The Analytics Sales Summary table shows you big picture information of your sales by company. It is one of the simpler tables in Metabase, but can be extremely helpful. The table displays each company in your system, and their sales based on annual, lifetime, quarter, and year to date. You could easily filter or summarize the data to create a personalized report, or join the table with another based on company ID.
Breakdown of Data
Company Name
Annual –Sales for the current year.
Company ID - Every company in the system gets a unique identification number. We recommend using the ID if you ever want to import data to a company or join a table to get more information about a company, like invoice date. IDs are much better ways to join than on name.
Lifetime – The data in this column is the total sales you have made with that company for the entire time they have been your client.
Ytd - The year to date field displays the total sales you have made with the company for the current year, up until the current date.
Qtr – The quarterly field shows the total sales you have made with the company in the current sales quarter.