Customer - Order Summary (report)
The Customer - Order Summary report shows the sales order details, including the quantity not yet shipped for each customer in three periods of 30 days each, starting from a date that you specify. You can also display orders to ship before and after the three periods, and the total order details for each customer.
For a detailed breakdown of each order line, use the Customer - Order Detail report.
Use cases
Sales representatives use the report to:
- Analyze customer order history and identify trends or patterns in their purchasing behavior.
- Determine which customers have the most outstanding orders and prioritize follow-up.
- Identify the orders to ship in the next 30 days and communicate shipping timelines to customers.
Sales managers use the report to:
- Analyze sales performance across customers and regions.
- Determine which customers have the most outstanding orders and prioritize follow-up.
- Identify bottlenecks or inefficiencies in the sales process, and make data-driven decisions to improve performance.
Try the report
Try the report here: Customer - Order Summary
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