What this screen is for
Each customer's trade with you over a period: how many invoices they were sent, what those came to, how much has been paid, how much is still outstanding, and the average invoice value. It can be narrowed to a single salesperson.
When to use it
Use it to see who your business actually depends on, and to spot a regular customer whose volume has quietly fallen away. It is most useful read as two columns rather than one — a large sales total sitting beside a large outstanding figure is a very different customer from one of the same size who pays on time.
What you see on this screen
Four cards open the report: Unique Customers, Total Invoices, Total Sales and Outstanding. A Monthly Sales Trend panel then lists each month with the number of customers who bought and the value they took.
Customer Sales Detail is the table, and it ends in a totals row that adds up the columns:
- Customer — the name, with their email beneath.
- Invoices — how many invoices they were sent in the period.
- Total Sales — what those invoices came to.
- Paid — how much of it has been collected.
- Outstanding — how much is still owed. It is highlighted in red while anything remains, which is what makes the pair of columns worth reading together.
- Avg Invoice — total sales divided by the number of invoices. A useful check on whether a customer is buying more often or simply buying bigger.
Filters and actions
A date range picker sits in the header. Filters offer a Salesperson control with a Reset, so the report can be scoped to one person's book. Print produces the standard report document, and Export gives Excel, CSV or a landscape PDF.
The Outstanding column here tells you how much is owed but not how long it has been owed. For that, the Customer Outstanding report ages the same debt into buckets.
Related
- Customer Outstanding — the same debt, aged
- Sales Report
- Sales by Product