Table of Contents

By Customer

A 360° view on customer performance, combining sales, profit and regional information.

By Customer report

Rank and segment customers by value, spot accounts with weakening revenue or margin, and connect high-level customer KPIs to detailed transactional context via drill-through.

At a glance

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

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

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 over time
  • Visualize sales geographically to reveal regional patterns

Filters & slicers

Filter What it does
Client, Period, Employee, Items, Order Customer Restrict analysis to specific salespeople, item portfolios, periods, legal entities or customer segments.

Visuals on this page

Customer Performance Table

A central table consolidates key indicators per customer - open order value, invoiced sales and YoY development, profit contribution and margin trend.

  • Account segmentation into high, medium and low value customers
  • Identification of accounts with weakening revenue or profitability
  • Prioritization of retention and upselling activities
  • Identification of major backlogs and potential fulfillment issues

Geographic Sales Development

A map visualizes customers on a world map with markers reflecting performance indicators.

  • Recognize regional concentration of revenue and profit
  • Spot areas with growth potential or declining business
  • Plan territory responsibilities and regional campaigns

Drill-through & detail pages

Customer documents

Shows all orders and invoices for the selected customer.

Customer documents

By Item

Reopens the By Item page filtered to that customer, enabling per-customer product analysis.

By Item

Typical use cases

  • Key Account Management — Monitor the health of strategic accounts and prepare customer meetings with up-to-date numbers.
  • Churn & Risk Detection — Identify customers with declining sales or margins and trigger pro-active retention measures.
  • Territory Planning — Align sales territories with the actual geographic distribution of revenue.
  • Campaign Targeting — Define target groups for marketing campaigns based on customer value and development.
  • Invoice Amount
  • Invoice Profit Margin
  • Open Order Amount
  • Invoice Amount YoY %

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

Back to all Sales standard reports · Semantic model · Key business questions

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