The Customer Analysis report shows a broad overview of all customers. 

Step     Action

  1.       Select {Reports} and then select {Customer Analysis} under the Analysis 

            section. A Generate Report modal window will open.

  2.      Select a Customer option from the drop-down. If no customer option selected, all 

           customers will be included in the report.

  3.      Select {Generate}.

           Note: You may need to confirm the file to be opened/saved before 

           proceeding, depending on your web browser. The file will open or be saved 

           to your computer depending on your web browser.

Report Columns include:

• Customer Name
• Customer Number
• Sales Rep (on customer)
• 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 coverted quotes
• Value of converted quotes
• No. of active quotes
• Value of active quotes
• No. of lost quotes
• Value of lost quotes