Sales by Plan

The Sales By Plan report allows you to break down your monthly sales totals by individual plan frequencies.

Select Range

Set a starting month and number of months of data to consider

Summary

The report provides an overall summary of sales activity for the date range selected

Heat Map

The report shows a heat map of the Sales contribution made by each individual Plan Frequency.  You can select to display top 10/25/50/100 plans in order to get a visual representation of how much of a contribution each individual plan is making to total sales.

Data Grid

The report also provides a data grid showing the individual contribution made by each plan frequency for the months within the data range selected.  This data is available for export in CSV format.