The Sales over Time report for Customer allows you to view your top performing customers. This information is especially useful if you are a wholesaler and you’re trying to figure out customised price lists and discounts for your customers. This article will go over how to create this report.
First, go into the Intelligence Section and click on Sales by Customer on your dashboard.
Select the date range.
You can either manually select the date range or used one of the predefined ranges at the top. Once you have applied the date range you will be able to see your top performing customers for that time period.
If you want to see how a particular customer has performed during that time period, simply click Filter Report.
You will be able to select the filter from the drop down box. Once you select Customer as the dimension, you will be able to search for that particular customer. Apply Filters.
You can also view other information in the table below by selecting dimensions using 'Edit Columns'. Apply changes.
You will see the sales report generated by this particular customer over a time period like this:
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