Sales Report – by Customer

The by Customer page gives a 360° view on customer performance, combining sales, profit and regional information.

Overview

This page helps you:

  • 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

Using the standard slicers (Client, Period, Employee, Items, Order Customer) you can:

  • Restrict analysis to customers of specific salespeople or item portfolios
  • Compare customer performance across time periods or legal entities
  • Focus on customers related to particular products or campaigns

Key Visualizations

Customer Performance Table

A central table consolidates key indicators per customer:

  • Open order value
  • Invoiced sales and YoY development
  • Profit contribution and margin trend

This supports:

  • 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. With this you can:

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

Drill-through capabilities

Right-clicking a customer in the performance table opens dedicated drill-through options:

  • Customer documents – shows all orders and invoices for the selected customer.
  • by Item – reopens the by Item page filtered to that customer, enabling per‑customer product analysis.

This drill-through workflow connects high-level customer KPIs with detailed transactional context.

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 actual geographic distribution of revenue.
  • Campaign Targeting – define target groups for marketing campaigns based on customer value and development.
  • Lookup & Analysis – quickly access detailed customer documents and item-level sales data for ad-hoc investigations.