Business Intelligence reports

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On the subpages with BI (Business Intelligence) reports, you will find statements on the turnover generated by customers. Thanks to them, you can make several analyzes regarding customer behaviour, including declines or increases in turnover.

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1. Types of reports.

   1. Total customer turnover - total turnover generated by all customers in the selected period.

   2. TOP 10 customers - a pie chart where you will find information on up to 10 clients who generated the highest turnover in the selected period.

   3. TOP 10 customer increases - a list where you will find information about customers with the highest increase in turnover in the selected period (compared to the same period before).

   4. TOP 10 customer drops - a list where you will find information about customers with the largest drop in turnover in a selected period (compared to the same period in the past).

   5. TOP 10 overdue invoices - a list of unpaid invoices with the highest value.

2. Change the time. To change the period in a specific report, expand the list available in the upper right corner of the tile and select the option you are interested in.

3. Generating reports for selected customer groups. To narrow down the data included in the reports, expand the list at the top of the subpage and select the appropriate groups.
   

Report Drill Down

1. Types of reports

   1. Total customer turnover - the total turnover generated by all customers in the selected time presented in the form of a graph.

   2. Total turnover - presented in the form of a list, the total turnover generated by all customers in the selected period.

2. Detailed information on the total turnover.

   1. After pressing the arrow at the end of the row with the turnover generated in the selected time, you will expand the list of customers who generated this turnover. It will be displayed in the adjacent column.

   2. After pressing the arrow next to the customer's name (at the end of the line in a new column), you will expand the list of turnover generated by this customer in the selected period, broken down by months.

3. Change the time. To change the period in a specific report, expand the list available in the upper right corner of the tile and select the option you are interested in.

4. Generating reports for selected customer groups. To narrow down the data included in the reports, expand the list at the top of the subpage and select the appropriate groups.