This report will show you all sales for each customer during the specified time period.
Filters
Transaction Date - Confirmed Date or Fulfilled Date.
From - To Date - Starting time and ending period
Order Status - All, Confirmed, Inprocess, or Fulfilled
The default date range is from today to 1 months back.
Data
Name - Customer Name.
Items - Number of items sold to the customer.
Items Per - This is the percent of all items sold to the customer. Calculated using the formula: [(Items / Total Items)*100]
Price / Item - This is average revenue generated per item sold to the customer. Calculated using the formula: Sales / Items.
Tax - This is the total of all taxes that were charged to the customer.
Sales (W/O Tax) - This is the total sales for all orders minus any taxes charged to the customer. Calculated using this formula: (Subtotal of all orders for the customer - discounts for the customer).
COGS - This is the value of inventory being sold to the customer. Calculated using this formula: (Variant MAC * total quantities in orders).
Profit - This is the profit generated from the customer. Calculated using this formula: [Sales (W/O Tax) - COGS].
Profit Margin % - This is the gross margin of the customer. Calculated using this formula: [(Sales (W/O Tax) - COGS)*100] / Sales (W/O Tax).
Info
Reports can be exported Excel. Reports can also be emailed to 5 email addresses at a time.
