Table of Contents

Know Your Customer Standard Reports

The Know Your Customer app ships with the pre-built Power BI reports below. Start with the Daily Sales page, then drill into the specialized reports.

Reports in this module

Report What it covers
Daily Sales (this page) The daily pulse of your sales - short-term figures, trends and a 7-day average.
Monthly Sales Your monthly sales development against last year's run-up curve.
Customer Loyalty Cohort analysis to see when you win new and lose existing customers.
Churn - Early Warning System Get warned before a loyal customer silently churns.
Customer Clustering Segment customers by order frequency and value to set service levels.
Shopping Basket Analysis Discover which products are bought together to drive cross- and up-sell.
By Customer A 360° view on customer performance - sales, margin and development.
By Item An item-centric view to manage the product portfolio based on facts.
By Employee Sales performance per salesperson, to steer teams based on objective data.

Daily Sales

The daily pulse of your sales - short-term figures, trends and a 7-day average.

Daily Sales report

Use the Daily Sales page to keep a finger on the short-term pulse of the business. It brings the most important KPIs, daily sales figures including a 7-day moving average, short-term trends, a by-weekday statistic and your most important items together on a single screen.

At a glance

Generated from the report definition (DailySales / DailySales).

  • Key visuals: 2× bar chart, line & column combo

What this report helps you do

  • Track the most important KPIs and today's sales at a glance
  • Follow daily sales figures with a smoothing 7-day moving average
  • Spot short-term trends and unusual days early
  • Understand sales distribution by day of week and your top items

Filters & slicers

Filter What it does
Client, Period / Date, Employee, Items Focus the daily figures on a company, day range, salesperson or product portfolio.

Visuals on this page

KPI Tiles

Management-level tiles for today's sales, the 7-day average, average order size and customer dynamics.

  • Daily Sales Today and Daily Sales Moving Ø 7D show today's value against the smoothed trend
  • # New Customers and # Lost Customers capture short-term customer dynamics

Daily Sales Trend

A combo chart plots daily sales with the 7-day moving average to separate noise from trend.

  • Detect short-term momentum and outliers
  • Compare raw daily volatility against the smoothed curve

Sales by Weekday and Top Items

A weekday statistic and an item comparison (actual vs. previous year and plan) round out the page.

  • See which weekdays drive volume
  • Identify the items contributing most in the current period

Typical use cases

  • Daily Sales Standup — Review yesterday's and today's figures and short-term trends in the daily sales huddle.
  • Anomaly Detection — Spot unusual spikes or drops against the 7-day average and react quickly.
  • Daily Sales
  • Daily Sales Today
  • Daily Sales Moving Ø 7D
  • # New Customers
  • # Lost Customers
  • Ø Order Amount

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

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