Sales Time Analysis Customers Comparison
You access this report by clicking any customer in the Sales Top 10 Details by Customer report and selecting .
See Sales Top 10 Details by Customer
This report is also available as a trend analysis. Click the Trend tab to display the Sales Time Analysis Customers Trend report.
See Sales Time Analysis Customers Trend
By default, the top ten customers displayed in the chart and table are those displayed in the Top 10 Customers metric in the Sales Dashboard. That is, they are the top ten customers in terms of the Net Amount earned from them in a selected month. The column chart and table compare the Net Amount in the selected month with the Net Amount in the prior month.
You can select different periods to compare, and change the period type from Months to Years or Quarters.
For each customer, the table displays the variance between the figures for the selected periods.
By default, the table displays the top ten customers. You can instead display all customers or the Flop 10 customers. Click Top 10 Customers in the table heading and select or . If you select Show all, a tachometer chart is displayed.
The tachometer chart represents total variance between the figures for the selected periods for all customers. Zero% variance is represented as 100%. So, for example, if variance is 5% the pointer is at 105% and, if the variance is -5%, the pointer is at 95%.
Interpretation of the tachometer chart depends on the measures selected in the report. For example, for Net Amount or Average Price, figures greater than 100% are desirable.
By default, the view of the data is filtered by:
- Location by accounting entity
- All Items
- Sales reps by company
- Net amount/revenue earned
- Invoiced orders
- All revenue origins.
To change your view of the data, select from the Location, Product, sales representative, Measure, and Sales Phase, and Revenue Origin lists. For example, view the results for a particular sales representative, or view results for cancelled orders. If the lists are not displayed, click the down arrow in the report heading.
In the Time Settings dialog you can change the periods which are compared. Click in the table heading. The Time Settings dialog is displayed.
See Time Settings
To view key metrics for a customer, click the customer in the table and select . The Sales Key Metrics report is displayed.
See Sales Key Metrics.