Customer Monthly Sales Ranking

Ranks customers by what they sold in each month of a chosen month range, with POS sales, back-office sales and both combined, in quantity, amount and profit.

Menu: Reports › Ranking Reports › Customer Monthly Sales Ranking

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Reports › Customer Monthly Sales Ranking › View

What it's for

Use it to see which customers bring the most sales and profit, and which bring little. Sort by the column you want to rank by (for example Total Amount or Total Profit, descending). Click Click to Show Summary at the bottom for the totals of all lines.

Example

Sales management ranks customers for the year to date by Total Amount and filters one Salesman to review his key accounts before the annual price negotiations.

Filters

Click Filters to narrow the report. You can filter by:

Branch, Date, Customer, Salesman, Category Tag, Category, Brand.

Columns

Column	What it shows
Customer	The customer.
POS Qty	Quantity sold at the POS.
POS Amount	Amount sold at the POS.
POS Profit	Profit on POS sales (amount − cost).
Backend Qty	Quantity sold through back-office sales outbounds.
Backend Amount	Amount of back-office sales outbounds.
Backend Profit	Profit on back-office sales outbounds.
Total Qty	POS Qty + Backend Qty.
Total Amount	POS Amount + Backend Amount.
Total Profit	POS Profit + Backend Profit.
Total Profit Percentage	Total Profit as a percentage of Total Amount.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.