Customer Scorecard widgets

Customer service widgets provide relevant Distribution SX.e information to sales executives, sales managers, and sales representatives.

These customer-related widgets are included on the Customer Scorecard Homepage:

• Customer Scorecard Banner

  Includes these individual widgets:

  • Sales Trend by Year/Month

    Shows sales trends for the selected customer, based on historical revenue.

  • Fill Rate by Year/Month

    Shows the fill rate of the selected customer by year and month.

• Customer Lookup

  Shows the customers that are available in the company that is selected in the configuration settings for the widget. Select a customer to update the information in the other widgets on the homepage.

  If you can sign in to multiple companies or have multiple user IDs for a company, then you must configure this widget. Click ... > Configure and then select a value in the Company/User ID field to indicate the company from which to retrieve the information.

• Customer Scorecard

  Shows customer ranking of the selected customer, based on sales. Margin amounts and percentages, the total number of orders, and the total number of lines is also displayed.

• Customer's Fill Rate

  Shows the percentage of orders that arrived on time per month in the current and previous year for the selected customer.

• Customer Analysis

  Shows sales amounts and gross margin percentages for the selected customer by product category.

• Top 10 YTD Sales by Product Category

  Shows the sales for top 10 categories for the selected customer.

• Top 10 Product Category Sales Increase

  Shows the year-to-date sales increase for the top 10 product categories for the selected customer.

• Top 10 Product Category Sales Decrease

  Shows the year-to-date sales decrease for the top 10 product categories for the selected customer.