Customer Sales Analysis
Version: 150113
Printed Report Title:Â Customer Sales Analysis
Report Summary
View $ and volume sales by customer for each brand in a given date range with a comparison to the same period in the prior year.
Default Location In OBeer
Base Module:Â Sales - A/R > Sales Reports > Orchestrated Reports
Reports Module:Â Reports > Sales and Purchasing > Orchestrated Reports (1)
*These are the standard default locations. Your locations may be different.
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Typically Used by
Sales staff and Owners can see the performance of each customer and how their sales have changed from the previous year
Key Requirements
All beer sales items must have a valid Brand assigned
Tips
If you don't need to know what brands a customer bought, select sort by item group. It's a lot shorter report.
Parameter Entry Options
Required:
Starting and Ending datesÂ
Item Measure (Choose Units, BBLs, Gal, Liter, Oz, CE's)Â
Include Sales Orders? (This would add un-shipped orders into the total sales)Â
Sort By: (Choose Brand or Item Group)Â
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Optional:
Hide $0 Activity Customers?Â
Summary Only? (show 1-line total by Customer)Â
Select any:Â
 Item GroupÂ
 BrandÂ
 Business PartnerÂ
 BP GroupsÂ
 TerritoryÂ
 SalespersonÂ
Parameter Entry Image
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