Inventory Customer Sales (report)
The Inventory Customer Sales report shows a total of items sold to customers in a given period, grouped by items.
Value entries for each combination of customer and item are summed up to show the total quantity invoiced, amounts, discounts, and profit.
The calculated sales amount and profit margin include added costs such as item charges.
Use cases
Inventory managers use the report to:
- Monitor the inventory levels of specific items based on their sales history.
- Plan for future purchases based on the sales history of specific items.
- Identify items that aren't selling well and might require a reduction in inventory levels.
Sales representatives use the report to:
- Identify the best-selling items over a selected period to focus sales efforts.
- Analyze the sales performance of specific items for individual customers.
- Determine which customers are buying specific items, and how often they buy.
Marketing analysts use the report to:
- Identify the items that aren't selling well and require more marketing.
- Analyze the sales trends of specific items over time.
- Determine which customers are buying specific items, and how often they buy.
Financial analysts use the report to:
- Analyze the revenue and profit generated by specific items over a selected period.
- Determine the cost of goods sold for specific items and customers.
- Identify trends and patterns in the sales performance of specific items and customers.
Try the report
Try the report here: Inventory Customer Sales
Tip
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.
See also
Inventory and warehouse report overview
Ad hoc analysis of inventory data
Inventory analytics overview