The Customer Analysis report shows a broad overview of Customer data. 

Run the Report

• Select Reports > Analysis > Customer Analysis 
• Choose a Customer (leave as Select an Option for all Customers)
• Click Generate

Data Included in the Report

• Customer Name
• Customer Number
• Sales Rep (on customer)
• Customer Since
• Last Order Date
• No. of Orders This Year (posted/unposted) (calendar year)
• Value of Orders This Year (posted/unposted)
• No. of Orders Lifetime (posted/unposted)
• Value of Orders Lifetime (posted/unposted)
• Average Value of Order (value of orders lifetime /No. Of orders lifetime)
• No. of Quotes Lifetime (all statuses)
• Value of Quotes Lifetime (all statuses)
• Average Value of Quote (value of orders lifetime /No. Of orders lifetime)
• No. of Converted Quotes
• Value of Converted Quotes
• No. of Active Quotes
• Value of Active Quotes
• No. of Lost Quotes
• Value of Lost Quotes