Customer/Item Sales (report)
The Customer/Item Sales report shows a total of the items sold to customers in a given period. The report groups the information by customer.
Value entries for each combination of a customer and an item are summed to calculate the total invoiced quantity, amount, discount, and profit.
The calculated sales amount and profit margins include added costs, such as item charges.
Use cases
Sales representatives use the report to:
- Identify which items sell the most to customers within a selected period, and prioritize sales efforts.
- Identify sales trends and adjust sales strategies.
- Analyze the relationship between discounts, sales amounts, and the volume of item sales.
Sales managers use the report to:
- Analyze sales performance across customers and items.
- Determine which items sell the most to customers within a selected period, and prioritize sales efforts.
- Identify sales trends and make data-driven decisions to improve performance.
Marketing managers use the report to:
- Analyze sales trends across customers and items.
- Identify the customers with the highest sales volume and target them for future marketing campaigns.
- Identify sales trends and adjust marketing strategies.
Try the report
Try the report here: Customer/Item 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.
Related information
Sales reports
Ad hoc analysis of sales data
Sales analytics overview