Customer-wise Sales Reports

Customer-wise Sales Reports

Customer-wise Sales Reports provide detailed analysis of sales performance by individual customers in EquiBillBook. This guide will help you generate and analyze customer-wise sales reports to understand customer buying patterns, identify top customers, and manage customer relationships effectively.

Understanding Customer-wise Sales Reports

Customer-wise Sales Reports help you:

• Track sales performance for each customer
• Identify top customers and VIP clients
• Analyze customer purchase patterns and frequency
• Monitor customer lifetime value
• Manage customer relationships and retention
• Make informed marketing and sales decisions

Accessing Customer-wise Sales Reports

To generate customer-wise sales reports:

1. Navigate to the Reports module from the main menu
2. Click on Sales Reports → Customer-wise Sales Report or Customer Sales Report
3. Select date range and filters
4. Click "Generate Report"

Report Information Displayed

Customer Details

For each customer, the report shows:

• Customer Name/Code: Customer name and code
• Customer Category: Customer group or category
• Contact Information: Phone, email (if included)
• Location: City, state, country
• Sales Person: Assigned sales representative
• Customer Status: Active, Inactive

Sales Metrics

Key metrics per customer:

• Number of Invoices: Total invoices for the customer
• Total Sales Amount: Total revenue from the customer
• Average Invoice Value: Average sales amount per invoice
• Total Quantity: Total items/quantity purchased
• Total Discounts: Discounts given to the customer
• Net Sales: Sales after discounts
• Total Tax: Tax collected from the customer

Financial Information

Payment and credit details:

• Total Paid: Total payments received
• Outstanding Amount: Pending payments
• Credit Limit: Customer credit limit (if applicable)
• Payment Terms: Payment terms and conditions
• Last Payment Date: Date of last payment received
• Days Outstanding: Average days to payment

Performance Indicators

Additional performance data:

• Sales Rank: Ranking by sales amount
• Sales Trend: Comparison with previous periods
• Growth Percentage: Growth rate compared to previous period
• Purchase Frequency: Average days between purchases
• Customer Lifetime Value: Total value over time

Report Parameters and Filters

Date Range Selection

Select the period for the report:

• Predefined Ranges: Today, This Week, This Month, This Quarter, This Year
• Custom Range: Select specific from and to dates
• Last N Days: Last 7, 30, 60, 90 days
• Period Comparison: Compare with previous period

Customer Selection

Filter by customers:

• All Customers: Include all customers
• Specific Customer: Select one or more customers
• By Category: Filter by customer category/group
• By Location: Filter by city, state, or region
• By Sales Person: Filter by assigned sales representative
• By Status: Active, Inactive, or both

Location/Branch Filter

Filter by location or branch:

• All Locations: Include all locations/branches
• Specific Location: Select one or more locations

Additional Filters

Other filtering options:

• Minimum Sales Amount: Show customers with sales above threshold
• Minimum Number of Invoices: Show customers with minimum invoice count
• Payment Status: Paid, Unpaid, Partially Paid, Overdue
• Sort By: Sales Amount, Number of Invoices, Outstanding, etc.
• Show Zero Sales: Include customers with no sales

Report Format and Layout

Report Structure

The report typically includes:

• Header: Report title, date range, company information
• Summary Section: Total customers, total sales, total outstanding
• Detail Section: Customer-wise listing with all metrics
• Charts and Graphs: Visual representations (if available)
• Footer: Report generation date, page numbers

Grouping Options

Group customers by:

• Customer Category
• Location/Region
• Sales Person
• Payment Status
• Date (daily, weekly, monthly)

Sorting Options

Sort customers by:

• Total Sales Amount (highest to lowest)
• Number of Invoices (highest to lowest)
• Outstanding Amount (highest to lowest)
• Customer Name (alphabetical)
• Sales Rank

Generating and Viewing Reports

Generate Report

1. Select date range
2. Apply customer and location filters
3. Select grouping and sorting options
4. Click "Generate Report" or "View Report"
5. Review the generated report

Report Preview

The report preview shows:

• Complete customer-wise listing
• Summary statistics at the top
• Detailed metrics for each customer
• Visual charts for top customers
• Options to export or print

Exporting Reports

Export Formats

Export reports in various formats:

• Excel (XLS/XLSX): For analysis and manipulation
• PDF: For printing and sharing
• CSV: For data import to other systems

Export Process

1. Generate and preview the report
2. Click "Export" or "Download"
3. Select export format
4. Choose export options (columns, grouping, etc.)
5. Download the exported file

Printing Reports

To print reports:

• Generate and preview the report
• Click "Print" or "Print Preview"
• Review print preview
• Adjust print settings (orientation, margins, etc.)
• Select pages to print if needed
• Print or save as PDF

Report Analysis

Key Insights to Review

Analyze these aspects:

• Top Customers: Customers with highest sales or revenue
• VIP Customers: High-value customers to prioritize
• At-Risk Customers: Customers with declining sales
• New Customers: Recently acquired customers
• Outstanding Analysis: Customers with high outstanding amounts
• Purchase Patterns: Frequency and consistency of purchases

Using Report Data

Use the report for:

• Customer relationship management
• Identifying customers for special offers or discounts
• Credit management and risk assessment
• Sales team performance evaluation
• Marketing campaign planning
• Customer retention strategies

Best Practices

• Generate reports regularly to track customer performance
• Compare periods to identify trends and changes
• Focus on top customers for relationship management
• Monitor customers with declining sales for retention efforts
• Use filters to analyze specific customer segments
• Export reports for detailed analysis in Excel
• Review outstanding amounts for credit management
• Use reports to inform sales and marketing strategies

Troubleshooting

Report shows no data:

• Check date range is correct
• Verify filters are not too restrictive
• Ensure sales invoices exist for the selected period
• Check customer selection filters

Customer not appearing in report:

• Check if customer had sales in the selected period
• Verify customer filters applied
• Check if customer is active
• Review minimum sales amount/invoice thresholds

Sales amounts seem incorrect:

• Verify all invoices are recorded
• Check date range selected
• Review invoice status (paid/unpaid filters)
• Verify customer assignment on invoices