Table of Contents

By Customer

A 360° view on customer performance - sales, margin and development.

By Customer report

Rank and segment customers by value, spot accounts with weakening revenue or margin, and connect high-level customer KPIs to detailed context. A central table consolidates open order value, invoiced sales and YoY development, profit contribution and margin trend per customer.

At a glance

Generated from the report definition (by Customer / by Customer).

  • Key visuals: map, table
  • Drill-through by: Employee

What this report helps you do

  • Rank customers by sales, margin and open order value
  • Identify strategic key accounts and high-risk customers
  • Understand how customer behaviour changes versus last year
  • Prioritise retention and upselling activities

Filters & slicers

Filter What it does
Client, Period, Employee, Items Restrict the analysis to a company, period, salesperson or product portfolio.

Visuals on this page

Customer Performance Table

Consolidates key indicators per customer - invoiced sales and YoY, profit and margin development, open order value and average order size.

  • Segment accounts into high, medium and low value
  • Identify accounts with weakening revenue or profitability
  • Prioritise retention and upselling

Typical use cases

  • Key Account Management — Monitor the health of strategic accounts with up-to-date numbers.
  • Churn & Risk Detection — Identify customers with declining sales or margins and trigger retention measures.
  • Invoice Amount
  • Invoice Amount YoY %
  • Invoice Profit Margin
  • Order Amount Open
  • Ø Order Amount

See the full KPI & measure catalog for definitions and formats.

Back to all Know Your Customer standard reports · Semantic model · Key business questions

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