Navigate to <https://app.thriveaccounts.com/> and open the Sales module.

By default, the sales analysis report will display the starting period for this financial year to the current accounting period, for all customer accounts.

Here we see just the list of accounts on the system with their account balance to the current period.

For filtering to a specific customer account, select your customer from the list.

You can change the accounting period range using these fields.

Customer Account
From Period
To Period
Comparatives
None
Comparative From Period
Comparative To Period
Date From
Date To
Account Currency
Select
Sales Rep
Select
Customer Group
Select
Analysis 1
Select
Analysis 2
Select
Analysis 3
Select
Include Zero Values
No

You can add a comparative range of accounting periods in this dropdown. You can choose the year to date, prior periods to the range set, the same range last year, or chose to select specific periods.

This is where you enter your comparative periods if you chose ‘Select periods’ in the comparatives dropdown. These fields are disabled if you choose any other comparative, but you can see which periods the system selected.

Customer Account
From Period
To Period
Comparatives
Last Year
Comparative From Period
Comparative To Period
Date From
Date To
Account Currency
Select
Sales Rep
Select
Customer Group
Select
Analysis 1
Select
Analysis 2
Select
Analysis 3
Select
Include Zero Values
No

This is how the comparative looks for the year to date versus last year

You can also filter to a specific date range,

filter to customers with a specific account currency, sales rep or customer group,

or filter to customers in one of your 3 customer analysis groups.

Lastly, you can choose whether or not to include customer accounts with zero values.

You can download your sales analysis report as a CSV file or PDF using the download icons in the top right.

Generating a Sales Analysis Report