Customer Analysis Reports

Use the Customer Analysis report weekly or monthly to review which customers represent your best sales and which customer relationships could be further developed.

The Customer Analysis report is similar to the Customer Sales report, however, it adds a ranking structure to your customer sales (top or bottom percentage of customers), and also adds two more columns of information: the Average Inventory Value of the Item Sold and the Return on Investment (expressed as a percentage) for the specific sale.

To view this report, open the Report Centre in the Home window, select Forecast & Analysis, and then the customer analysis report by name. Click Display.

• The Customer Analysis - Summary report displays the customer name, the number of transactions, the quantity of goods sold, the total revenue for the sale, the Cost of Goods Sold, the total Profit, the sales margin (expressed as a percentage), the Average Inventory Value of the Items Sold, and the Return on Investment (expressed as a percentage).  You can double-click any of the items to view more information about the transaction.
• The Customer Analysis - Detailed report adds details about the specific inventory items sold.

After you display a report, you can drilldown to view a specific invoice or journal entry.

What do you want to do?

Modify a Customer Analysis report (Premium)