Customer Grade
The Customer Grade page contains reports that shows customer data results for the selected month. Customers are graded from g1-g5, where g5 is the highest. In this dashboard, you can also drill down into M3 to update the grade of a specific customer, simplifying the classification within the system.
This table shows the KPIs and reports, which you can filter by year, month, grade, or customer:
| KPI, Report | Description |
|---|---|
| Customers with Grade | Shows the number of customers with a grade in the selected month. |
| Customers that Lost the Grade | Shows the number of customers who lost their grades during the selected month. |
| Customers without Grade | Shows the count of customers who have no grades during the selected month. |
| Customers with Grade in a Month | Shows a list of individual customers along with their grades and recorded invoiced amounts. In the customer column, you can select a specific customer to drill down into M3 (Customer.Open or CRS610/H) and update the customer's grade. |
| Customers without Grade in a Month | Shows a list of individual customers who have no grades in the selected month, along with their grades from the previous month. |
| Customers per Grade Change Variance | Shows the number of customers based on the variance in their grades for the selected month compared to the previous month. You can click a specific bar to show its data in the other reports. |
| Customers with Grade Change greater than '1' in a selected month | Shows a list of individual customers sorted by the variance in their grades for the selected month compared to the previous month. |
| Customer Months without Grade | Shows a list of customers and the number of months during which each customer has no grade. |