Customer Monthly Sales Ranking
Ranks customers by what they sold in each month of a chosen month range, with POS sales, back-office sales and both combined, in quantity, amount and profit.
Menu: Reports › Ranking Reports › Customer Monthly Sales Ranking
What it's for
Use it to see which customers bring the most sales and profit, and which bring little. Sort by the column you want to rank by (for example Total Amount or Total Profit, descending). Click Click to Show Summary at the bottom for the totals of all lines.
Sales management ranks customers for the year to date by Total Amount and filters one Salesman to review his key accounts before the annual price negotiations.
Filters
Click Filters to narrow the report. You can filter by:
Branch, Date, Customer, Salesman, Category Tag, Category, Brand.
Columns
| Column | What it shows |
|---|---|
| Customer | The customer. |
| POS Qty | Quantity sold at the POS. |
| POS Amount | Amount sold at the POS. |
| POS Profit | Profit on POS sales (amount − cost). |
| Backend Qty | Quantity sold through back-office sales outbounds. |
| Backend Amount | Amount of back-office sales outbounds. |
| Backend Profit | Profit on back-office sales outbounds. |
| Total Qty | POS Qty + Backend Qty. |
| Total Amount | POS Amount + Backend Amount. |
| Total Profit | POS Profit + Backend Profit. |
| Total Profit Percentage | Total Profit as a percentage of Total Amount. |
For searching, express filters, sorting, column settings, exporting and printing, see About reports.