reports

How do I compare my previous month’s sales with my current month’s sales?

You can view the Sales by Customer report to get the total sales for a period and customize this report to compare it with the previous months/years. Here’s how you can view and customize the report:

  • Go to the Reports module and choose Sales under Report Category.
  • Click Sales by Customer.
  • On this report page, click the drop-down next to Compare With.
Reports page
  • Choose Previous Periods from the options provided in the Compare section and select the Number of Period(s).
Compare section
  • Click Apply.

Similarly, you can compare the reports in the Sales section with the previous years/periods as required.

Insight: The date range needs to be selected as This Month in order to compare current month sales with previous month.


Was this document helpful?
Yes
No
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Simplify accounting
and GST filing.