Analysis Report: Customer
Custom CSS & Javascript: Inventory
March 21, 2023
Newsletter Q1 2023
April 27, 2023Here are some reports to analyze your customers.
These reports will help you learn which customers spend the most, place the most orders and convert the fewest quotes.
Average Monthly Sales
Compare a customer's spending habits including how many orders, the total and the average for each month of the calendar year.
Customer Analysis
The Customer Analysis report gives you a summary of a customer's quote and order history for the calendar year versus the lifetime of the customer.
Quotes vs Orders
Use this report to see how many quotes each customer is requesting and how many result in orders.
Orders by Customer
Similar to the Average Monthly Sales report, find how many orders, the total and average for each customer for a specified period of time.
Sales by Customer
See how much each customer is being invoiced for a selected period of time.
What reports do you use?
1 Comment
After all these years I’m floored that the reporting functionality in DocketManager hasn’t been improved. Still just a rudimentary export to CSV. When will you support a simple link to PowerBI?