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Old 01-01-2007, 08:00 PM   #1 (permalink)
 
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annual service and product revenue

Do you need to reset Helios at beginning of year to figure out clients annual service and product revenue?

If so how do you do this?

Can you go back and view previous years once reset?
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Old 01-01-2007, 08:23 PM   #2 (permalink)
 
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Re: annual service and product revenue

Management ... Initialize ... Clients

Will reset the YTD info on the Summary tab in Helios. You should backup first.

The PTD values remain ... which would be Life to date numbers of the client.

No, you can not look at prior year numbers once reset ... unless you take a copy of the data to another system to be able to look back that the database at that point.
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Old 01-01-2007, 09:00 PM   #3 (permalink)
 
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Re: annual service and product revenue

Thanks Andy. Is there a way to query the YTD values...tell me which clients have spent x $ in total revenue this quarter, month or year?
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Old 01-02-2007, 11:16 AM   #4 (permalink)
 
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Re: annual service and product revenue

The Client Activity Report within Helios allows you to list Sales by Client for a selected time range

you can also use the Helios Back Office module
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