Customer & product insights

Before you begin

• A reporting period and a specific question to answer.
• Access to the relevant customer or product report.

How to use it

1. 1

   Choose a focused report

   Use a customer-oriented report for account activity or a product-oriented report for what sells.

2. 2

   Apply consistent filters

   Set the period and available order conditions. Use the same criteria for any comparison.

3. 3

   Read the rows and chart

   Look for high-volume items, changes in demand or accounts that merit follow-up. Distinguish a large order from a sustained pattern.

4. 4

   Investigate the detail

   Open the customer or product workspace to understand the result before changing pricing or contacting an account. Export the report where offered.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Sales by product shows the relative performance of items in the selected period.