Customer Analysis

Menu Path: Executive Information Systems $Images\bluerarw.gif$ Sales $Images\bluerarw.gif$ Customer Analysis

Purpose

Display sales by customer, division, or customer group based on accounting or sales costs.
Display total sales, margin, and margin percentage for a specified period of time.

Overview

Use Customer Analysis to view customer sales for a specific date/period, range of dates/periods, or comparison of two range of dates/periods. You can also view customer costs, margins, and margin percentages for sales and returns, as well as invoice costs and amounts. Customer Analysis also displays average costs for sales, returns, and invoices. You can drill down to view specific categories, subcategories, and products for a customer.

Note Displayed amounts are for customers, not the sales representatives. The displayed sales representative is the primary sales representative for the customer, and may not be the sales representative for all of the customer's sales. Therefore, the sales figures will not match the sales figures in Sales Representative by Customer Inquiry or Sales Representative Analysis.

Analyzing Customer Sales

To analyze customer sales:

Select whether to display data for a range of dates or periods.
Enter a range of dates for which you want to display data in the range 1 From Date and To Date fields, or enter a range of periods for which you want to display data in the range 1 From Period and To Period fields.
If you want to compare data for the range you entered in step 2 with data for another range of dates or periods, select the Range 2 check box, and then enter a range of dates in the range 2 From Date and To Date fields, or enter a range of periods in the range 2 From Period and To Period fields.
If you want to display data for a single shipping location, clear the All Shipping Locations check box, and enter a shipping location in the Location field. You can also click the List button to select multiple locations.
If you want to display data for a single sales location, clear the All Sales Locations check box, and enter a sales location in the Location field. You can also click the List button to select multiple locations.
If you want to display data for a single supplier, clear the All Suppliers check box, and enter a supplier code in the Supplier Code field.
If you want to display data for a single sales team, clear the All Sales Teams check box, and enter a sales team in the Sales Team ID field.
If you want to display data for a single group, clear the All Groups check box, and enter a group in the Group ID field.
If you want to display data for a single category, clear the All Categories check box, and enter a category in the Category Code field. If you enter a category and want to display data for a single subcategory, clear the All Subcategories check box, and enter a subcategory in the Subcategory Code field.
Define the display method by selecting the Customer, Group ID, or Customer Division radio button. You can drill down to either the customer or division level if you select the Group ID radio button.
Select a drill down option. The available options depend on the display option you selected in step 10.
Select whether to use sales or accounting cost.
If you want to display data in a currency other than the default currency, click the Lookup button to the right of the Currency field, and select a valid currency.
If you want to display the cost of products that have been returned but not restocked, select the Include Cost of Products Returned and Not Restocked check box.
Click the Show Data button in the ribbon to display data on the Results tab. The Totals section displays total sales, margin, margin percentage, and net units for the data.

Note The margin and margin percentage are based on net sales (sales minus returns). Sales margin and sales margin percentage are based on sales only, without returns.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Analysis window.
Show Data	Click this button to display customer, group, or division data on the Results tab, based on the selected criteria.
Credit Inquiry	Click this button to display Customer Aging and Credit Inquiry, which allows you to view current and year-to-date credit status for a customer selected in the Results grid.

Ribbon Filters Tab Buttons

Button	Description
Modify My Additional Filters	Click this button to display Screen Additional Filters Maintenance, which allows you to set up additional filters for the Customer Analysis window.

Select Tab Fields and Buttons

Field or Button	Description
Range	Select whether to display data for a range of dates or periods. The Date radio button is selected by default.
From Period (Range 1)	Click the Lookup buttons to select a period and year, that is, the first period and year in a range of periods and years for which to display data. This field is only available if the Period radio button is selected.
To Period (Range 1)	Click the Lookup buttons to select a period and year, that is, the last period and year in a range of periods and years for which to display data. This field is only available if the Period radio button is selected.
From Date (Range 1)	Enter the first date in a range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected.
To Date (Range 1)	Enter the last date in a range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected.
Range 2	Select this check box if you want to compare data for two ranges of periods or dates. This check box is cleared by default.
From Period (Range 2)	Click the Lookup buttons to select a period and year, that is, the first period and year in a second range of periods and years for which to display data. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.
To Period (Range 2)	Click the Lookup buttons to select a period and year, that is, the last period and year in a second range of periods and years for which to display data. This field is only available if the Period radio button is selected, and is only enabled if you select the Range 2 check box.
From Date (Range 2)	Enter the first date in a second range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected, and is only enabled if you select the Range 2 check box.
To Date (Range 2)	Enter the last date in a second range of dates for which to display data, or click the drop-down arrow to select a date. This field is only available if the Date radio button is selected, and is only enabled if you select the Range 2 check box.
All Shipping Locations	Select this check box to display data for all shipping locations. This check box is selected by default.
Location (Shipping)	Enter a location prefix or name to display data only for goods shipped from this location, or click the Lookup buttons to select a shipping location prefix or name. These fields are only enabled if you clear the All Shipping Locations check box.
List (Shipping Locations)	Click this button to display Location List, which allows you to select specific shipping locations for which to display data. This button is only enabled if you clear the All Shipping Locations check box. If you click this button and select locations, the check box to the right of the button is selected.
All Sales Locations	Select this check box to display data for all sales locations. This check box is selected by default.
Location (Sales)	Enter a location prefix or name to display data only for goods sold from this location, or click the Lookup buttons to select a sales location prefix or name. These fields are only enabled if you clear the All Sales Locations check box.
List (Sales Locations)	Click this button to display Location List, which allows you to select specific sales locations for which to display data. This button is only enabled if you clear the All Sales Locations check box. If you click this button and select locations, the check box to the right of the button is selected.
All Suppliers	Select this check box to display data for all suppliers. This check box is selected by default.
Supplier Code	Enter a supplier code to display data only for this supplier, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All Suppliers check box.
Name	Enter a supplier name to display data only for this supplier, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All Suppliers check box.
All Sales Teams	Select this check box to display data for all sales teams. This check box is selected by default.
Sales Team ID	Enter a sales team ID for which to display data, or click the Lookup button to select a sales team ID. Note The Lookup window that appears when you click the Lookup button only displays sales teams marked as active in Sales Team Maintenance. This field is only enabled if you clear the All Sales Teams check box. NOTE This filters by the sales team of the customer's default sales representative, which may not be the sales team of the sales representative associated with specific invoices.
All Groups	Select this check box to display data for all customer groups. This check box is selected by default.
Group ID	Enter a customer group ID for which to display data, or click the Lookup button to select a customer group ID. Customer groups are customers with similar attributes grouped together to form a group ID. This field is only enabled if you clear the All Groups check box.
All Categories	Select this check box to display data for all product categories. This check box is selected by default.
Category Code	Enter a product category code for which to display data, or click the Lookup button to select a product category code. This field is only enabled if you clear the All Categories check box.
All Subcategories	Select this check box to display data for all product subcategories. This check box is selected by default, and is only enabled if you enter a category in the Category field.
Subcategory Code	Enter a product subcategory code for which to display data, or click the Lookup button to select a product subcategory code. This field is only enabled if you clear the All Subcategories check box.
Display	Select the data displayed on the Results tab. Select one of the following options: Customer - Display data for customers. Group ID - Display data for customer groups. Groups are collections of customers with similar attributes grouped together with an identifier called a group ID. For information on setting up customer groups, see Customer Group Maintenance. Customer Division - Display data for customer divisions. Divisions are physical locations of customers. For information on setting up customer divisions, see Customer Division Maintenance. Customer is selected by default.
Drill Down	Select the information to display if you drill down on data displayed on the Results tab. The available options depend on the selected display option. Customer is selected by default.
Cost Type	Select whether to use the sales or accounting cost type. Sales is selected by default.
Currency	Click the Lookup button to select a currency to use for all data displayed on the Results tab.
Include Cost of Products Returned and Not Restocked	Select this check box to include cost for products that were returned but not restocked.

Note Additional filters may appear in the My Additional Customer Filters section if customer filters are in set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.

Additional Customer Filters Tab Fields and Buttons

This tab may include additional customer filters if customer filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays customer, group, or division data based on the criteria selected on the Select tab. Double-click a line to drill down to more detailed data. The window that appears when you drill down is based on your selection in the Drill Down field on the Select tab, as follows: Customer - Displays Customer Sales Inquiry, which allows you to view sales for the selected customer based on invoices. Category - Displays Product Analysis, which allows you to view product sales data by category. Division - Displays Customer Analysis, which allows you to view division data for the selected group. Group ID - Displays Customer Analysis, which allows you to view group data for the selected division.
R1 Total Sales	This field displays range 1 total sales for the data displayed in the Results grid.
R1 Margin	This field displays range 1 margin for the data displayed in the Results grid.
R1 Margin %	This field displays range 1 margin percentage for the data displayed in the Results grid.
R1 Net Units	This field displays range 1 net units sold for the data displayed in the Results grid.
R2 Total Sales	This field displays range 2 total sales for the data displayed in the Results grid.
R2 Margin	This field displays range 2 margin for the data displayed in the Results grid.
R2 Margin %	This field displays range 2 margin percentage for the data displayed in the Results grid.
R2 Net Units	This field displays range 2 net units sold for the data displayed in the Results grid.