Customer Performance Report (ID: S104)
The Customer Performance Report provides insights into sales performance across different customers. Users can filter data based on various criteria, view sales figures, and visualize the data through charts.
Steps to View the Customer Performance Report
- Access the ERP System
Log in to the TUHUND ERP system using your credentials. - Navigate to the Sales Module
Click on the Sales module in the navigation bar. - Select Report Tool
Find the Reports section in the Sales module. - Choose Customer Performance Report
Select Customer Performance from the list of available reports. - Set Report Parameters
- Select Date Range: Choose the time period for the report.
- Select Customer: Choose specific customers from the SHOW option in the toolbar.
- Customize Report Options
Additional filters include:- Sales Orders: Filter by order status.
- Limit to: Select the currency for displayed values.
- Visibility: Toggle labels, values, percentages, and legends.
- Export/Print the Report
Export or print the report for sharing or documentation.
Filters Section
This section allows users to refine the report based on specific criteria.
- Show Dropdown:
- All: Displays all data.
- Products/Spares & Accessories: Filters products and accessories.
- Products: Displays only product data.
- Spares & Accessories: Shows data for spares and accessories.
- Services: Includes data on service sales.
- Others: Displays other relevant sales data.
- Commercial Invoices Dropdown:
- Completed & Closed: Shows fully processed invoices.
- Approved: Displays only approved invoices.
- Exclude: Excludes specific invoices from the report.
- Sales Orders Dropdown:
- Created: Includes all created sales orders.
- Approved: Displays only approved orders.
- Forwarded: Shows forwarded orders.
- Delivered: Displays delivered orders.
- Exclude: Excludes specific orders.
- Limit to Dropdown:
- Select the currency: INR, USD, EUR, etc.
- Visibility Options:
- Toggle labels, values, percentages, and legends.
- Period Selection Dropdown:
- Select fiscal years and quarters.
Data Table
Purpose:
Displays performance metrics for different customers.
|
Customer |
Value (INR) |
% Contribution |
|---|---|---|
|
Guru Business India |
3,42,52,528 |
54% |
|
Shoukath Ali And Co |
1,78,54,932 |
28% |
|
A S Computers (A S) |
56,82,934 |
9% |
|
ASHA LAND DEVELOPERS LLP |
15,85,040 |
3% |
|
GULABDAS COMPANY |
10,00,076 |
2% |
|
ECS Global |
6,66,664 |
1% |
|
Maheshwari |
5,90,256 |
1% |
|
White Manufactures |
3,02,500 |
0% |
|
Chandran Traders |
1,94,086 |
0% |
|
AK Groups of Industries |
1,50,000 |
0% |
|
MARAR ASSOCIATES |
89,703 |
0% |
|
Solomon Pvt Ltd |
76,000 |
0% |
|
Abdulla Fouad Holding Co. New |
70,339 |
0% |
|
Shoukath and Co Manufactures |
65,675 |
0% |
|
GOKUL PVT LTD |
61,225 |
0% |
|
New Update |
54,403 |
0% |
|
GEL India |
52,840 |
0% |
|
e-Centric Consultancy Services |
46,080 |
0% |
|
A S Jayanagar DD |
45,563 |
0% |
|
Arab National Bank |
39,738 |
0% |
|
ECS Business Software Solutions |
36,428 |
0% |
|
GOKUL MARAR & CO |
29,912 |
0% |
|
Raj Kamal Creations |
28,071 |
0% |
|
Saudi Aluminium |
25,000 |
0% |
|
Devi International |
23,959 |
0% |
|
J K Furniture Mart |
23,665 |
0% |
|
Al Mateen Freight & Forwarding |
15,988 |
0% |
|
AAA SHELL CO |
15,000 |
0% |
|
Chandra Traders |
10,971 |
0% |
|
SONIYA Textiles |
10,000 |
0% |
|
Anurag Company Limited |
9,900 |
0% |
|
Ajithkumar |
3,813 |
0% |
|
JD Marking Inc |
3,152 |
0% |
|
MS Dev 7 Textiles Pvt Ltd |
2,153 |
0% |
|
ABC And Co |
1,633 |
0% |
|
JRM International |
1,520 |
0% |
|
Johar Associates |
600 |
0% |
|
Total |
6,20,95,380 |
100% |
Chart Section
Purpose of the Chart
The chart provides a quick visual representation of customer performance in terms of sales values.
Chart Comparison
- Sales Performance: Compares the total sales values of each customer.
- Percentage Contribution: Illustrates the percentage contribution of each customer to overall sales.
Example Visualization
- Guru Business India has the highest sales value (₹3,42,52,528) contributing 54% of total revenue.
- Shoukath Ali And Co follows with ₹1,78,54,932 at 28%.
- A S Computers (A S) contributes ₹56,82,934, making up 9% of the total.
- Other customers contribute smaller amounts, indicating areas for potential improvement.
