The Daily Summary gives entrée users a valuable tool for targeting and monitoring the activities that drive business success. You can easily create customized grid configurations to select, analyze and report on the factors that are most important to your business.

 

The "Daily Summary" screen provides an overview of sales performance and deliveries in a 'side-by-side' or 'over-under' layout for a specified day.

 

The Daily Summary Utility Supports

•Options for reporting on Estimated, Net and Gross Weight information and Market Cost.

•Report column configurations include: multiple field options for weights, Bill/Ship, Salesperson, Route, City, State and costs and margins.

•Display options include: enabling sub-totaling and grouping and sub-totaling reports by Order Taker, Salesperson, Route, Bill/Ship City, Bill/Ship State.

•Print options include: the "Details" view as well as the multiple graph and charting formats.

 

Some ways to run your Daily Summary are:

1: Orders by Salesperson and Deliveries by Route with Sub-totals.

2: Orders by Salesperson Bar Chart and Deliveries by Salesperson for Gross Profit Pie Chart.

3: Orders by Route for Bill Company and Deliveries by Route.