- lisa07553
- Jul 29
- 2 min read
Updated: Aug 4
Unlock Business Insights with the Management History Report
When it comes to growing your business, tracking performance over time is just as important as watching what’s happening today. That’s where the Management History Report comes in—a powerful reporting tool designed to give you a clear view of your historical data, so you can make smarter, faster decisions.
What Can You Do with It?
The Management History Report helps you look beyond the daily numbers and spot the bigger trends. Whether you need a summary or a detailed breakdown, you can view data across:
Item categories
Payment methods
Sales reps
Stores
Tax codes
Users
And more


It’s flexible enough to work with your reporting needs, no matter how simple or complex.
Spot Trends with Period-to-Period Comparisons
Want to know how this year’s Easter sales stacked up against last year’s? Or see whether profits improved from one quarter to the next?
With side-by-side comparisons, you can quickly measure:
Total sales
Profit dollars
Profit percentages

It’s an easy way to identify growth, catch slowdowns early, and make informed decisions.
Use It as a Sales Rep Scorecard
Sales teams thrive on clarity and accountability. Use the report as a scorecard to track individual rep performance, highlight top performers, and spot areas for coaching. It’s a valuable tool for boosting team productivity and motivation.


Built for Business Intelligence
The Management History Report isn’t just about numbers—it’s about turning data into action. Whether you’re analyzing by department, location, or team, it gives you the insight to:
Measure operational progress
Pinpoint opportunities for improvement
Hold teams accountable
Support data-driven decisions
Start Gaining Insight Today
If you're looking to take the guesswork out of performance analysis, the Management History Report is your go-to tool. It’s flexible, easy to use, and powerful enough to support high-level strategy and day-to-day decision-making.
Access it anytime by going to: Sales History > Reports > Management History.
Ready to see what your data can do?
Reach out to learn how you can start using the Management History Report to uncover insights and fuel growth.




