The new Business Report within the Sales Performance Report provides a clear view of new business performance over a selected time period. It shows total new business dollars, including both open and invoiced items, with a separate breakdown for extended service contracts. The report also supports different views of the data by month, week, or day, along with comparison data and cumulative totals. Advanced Filters allow users to focus the results by brand or location, while export options provide access to both summary and detailed report data.
New Business Report Documentation
Overview
This document explains how to use the New Business report in the Sales Performance Reports section under Point of Sale. It covers the report’s default behavior, grouping and comparison options, cumulative view, filtering, and export options.
Where to Find the New Business Report 0:00
The New Business report is located in Reports → Point of Sale within the Sales Performance Report area.
It summarizes the total amount of all new business written during a selected time period.
The report includes both open and invoiced items, as long as they were written within the chosen date range.
It also includes a separate breakout for Extended Service Contracts.
Time Range and Default View 0:08
Use the time range selector at the top of the report to choose the reporting period.
The default range is Last 30 Days.
In the example shown, the range is set to Year-to-Date.
By default, the report can show:
Cumulative totals
Comparison data
A combined view that may be harder to read at first glance
Grouping and Basic Breakdown 0:26
Use the Group by dropdown to control how results are aggregated.
Available groupings include:
Month
Week
Day
To view new business for a specific period more directly, uncheck Cumulative and Show Comps.
This displays totals by the selected grouping without the running total or comparison metrics.
Extended Service Contracts and Comparisons 1:16
Click Extended Service Contracts to view that sales category separately.
Enable Show Comps to compare current results against prior periods.
Comparison metrics can include:
Month-to-month
Year-over-year
These comparisons help show whether performance is improving, steady, or declining.
Reading Comparison Metrics 1:39
Individual metrics can be removed by clicking the metric on the report.
For example, you can keep Total New Business and Month-to-Month New Business while removing Year-over-Year New Business.
The report is read relative to the selected time range.
Example interpretation:
February shows the total new business written in February.
January shows the prior month’s total.
Year-over-year compares the same period in the current year versus the previous year.
Cumulative View 3:03
The Cumulative view shows a running total over time.
This makes it easier to see whether current performance is keeping pace with prior periods.
In the example, the cumulative total is outpacing both month-over-month and year-over-year new business.
Advanced Filters 3:22
Click Advanced Filters at the top of the report to narrow results further.
Filters can be applied by different metrics, including location.
Selecting a location updates the report to show new business for that location only.
Exporting Report Data 3:47
Click the Export icon to view the underlying sales that make up the report.
Choose one of the available export levels:
Summary
Detail
Use Summary for a higher-level breakout and Detail for a more granular view.