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
All finished goods sales items must have a valid Brand assigned
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
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)
Hide $0 Activity Customers?
Summary Only? (show 1-line total by Customer)
Parameter Entry Image
Report Sample Image