Follow

Customer Sales Analysis

Report Summary

Printed Report Title: Customer Sales Analysis

View $ and volume sales by customer for each brand in a given date range with a comparison to the same period in the prior year.

 

Default Location In Orchestrated

Base Module: Sales - A/R > Sales Reports > Orchestrated Reports

Reports Module: Reports > Sales and Purchasing > Orchestrated Reports (1)

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Sales staff and Owners can see the performance of each customer and how their sales have changed from the previous year

Key Requirements

All finished goods sales items must have a valid Brand assigned

Tips

If you don't need to know what brands a customer bought, select sort by item group. It's a lot shorter report.

Parameter Entry Options

Required:

Starting and Ending dates 
Item Measure (Choose Units, BBLs, Gal, Liter, Oz, CE's) 
Include Sales Orders? (This would add un-shipped orders into the total sales) 
Sort By: (Choose Brand or Item Group) 

 

Optional:

Hide $0 Activity Customers? 
Summary Only? (show 1-line total by Customer) 

Select any: 
  Item Group 
  Brand 
  Business Partner 
  BP Groups 
  Territory 
  Salesperson 

Parameter Entry Image

 

Report Sample Image

 

 

 

 

 

Version 4.5.1.0

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments