Sales Top 10 Details by Customer
You access this report:
- From the Top 10 Customers
in previous month metric in the Sales Dashboard: The report shows the top ten
customers.
See Sales Dashboard
- By clicking a product in the Sales Top 10 Details by Item report and selecting : The report displays the top ten customers for the selected product.
- By clicking a sales representative in the Sales Top 10 Details by Sales Representative report and selecting . The report displays the top ten customers sold to by the selected sales representative.
The report is filtered by Sales Offices by accounting entity, All items, Sales reps by company , All revenue origins, and by the previous month - inherited from the metric.
You can apply different filters; for example, to discover the top ten customers for a particular product.
To change a filter, select from the Location, Item, Sales Representative, Revenue Origin, and Time lists. If the lists are not displayed, click the down arrow in the report heading.
As in the Top 10 Customers metric, this report displays, by default, the top ten customers in terms of Net Revenue from invoiced sales. But here, you can also calculate the top ten customers in terms of:
- Value of discounts given: Which customers received the greatest value of discount. Discounts are Gross Revenue less Net Revenue.
- Percentage of discounts given: Which customers received the greatest value of discount as a percentage of Gross Revenue earned from those customers.
- Gross Profit.
To change the Top 10 measure, click , , , or in the column headings. Values in the selected column are sorted in descending order.
The report displays data in these columns:
Customer
This column displays the name of each of the top ten customers according to the currently selected measure.
- Time Analysis: Displays
the Sales Time Analysis Customers Comparison report.
Note: This report is displayed regardless of which customer is clicked.
- by Item: Displays the Sales Top 10 Details by Product report, but filtered to display only products relating to the selected customer.
- by sales representative: Displays the Sales Top 10 Details by sales representative report, but filtered to display only those sales representatives for the selected company.
Revenue trend
This sparkline shows the trend of Net Revenue from invoiced sales over the previous 12 months.
Net Revenue
This column is selected by default. It displays this information:
- Net Revenue earned from each of the top ten customers in the previous month
- Total Net Revenue earned from the top ten customers
- Total Net Revenue
- Share of top ten customers: The percentage of the total Net Revenue that was earned from the top ten customers in terms of the currently selected measure.
Discounts
Click Discounts to display the top ten customers in terms of discounts given. Discounts are Gross Revenue less Net Revenue from invoiced sales. The column displays this information:
- Total Discount given to each of the top ten customers in the previous month
- Total of Discounts given to the top ten customers
- Total Discounts
- Share of top ten customers: The percentage of total Discount that was given to the top ten most discounted customers in terms of the currently selected measure.
Discounts in %
Click Discounts in % to display the top ten customers in terms of discounts given as a percentage of Gross Revenue. The column displays this information:
- Percentage Discount given to each of the top ten customers in the previous month
- Percentage of Discounts given to the top ten customers
- Percentage Discounts given to all customers.
Gross Profit
Click Gross Profit to display the top ten customers in terms of the gross profit they generated. The column displays this information:
- Gross Profit in respect of each of the top ten customers in the previous month
- Gross Profit in respect of the ten customers: The average of gross profit for the top ten.
- Gross Profit in respect of all customers.