QBO Sales Summarizer — Exec View V9

Local-only. Drop a QuickBooks Sales by Customer Detail (Excel) to get KPIs, Top lists, a Monthly Trend, and per-year Customer/State summaries.

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Column mapping (auto-detected; override & save)
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Total Revenue
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Active Customers
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YoY Change
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YTD vs Prior YTD
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Top Lists

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Top Customers
    Top States

      Monthly Trend (filtered range)

      Hover to see values • Exports respect filters
      0 customer rows
      0 state rows