Customer/Item Sales (report)

The Customer/Item Sales report shows a total of items sold to customers in a given period. The report groups the information by customers.

Value entries for each combination of customer and item are summed up to calculate the total invoiced quantity, amount, discount, and profit.

The calculated sales amount and profit margins include added costs, such as item charges.

Use cases

Sales representatives use the report to:

• Identify which items sell the most to customers within a selected period, and prioritize sales efforts.
• Identify sales trends and adjust sales strategies.
• Analyze the relationship between discounts, sales amounts, and volume of item sales.

Sales managers use the report to:

• Analyze sales performance across customers and items.
• Determine which items sell the most to customers within a selected period, and prioritize sales efforts.
• Identify sales trends and make data-driven decisions to improve performance.

Marketing managers use the report to:

• Analyze sales trends across customers and items.
• Identify customers with the highest sales volume and target them for future marketing campaigns.
• Identify sales trends and adjust marketing strategies.

Try the report

Try the report here: Customer/Item Sales

See also

Sales reports
Ad hoc analysis of sales data
Sales analytics overview

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