Turnover statistics
This report shows turnover statistics for products, customers and employees (e.g., sales representatives). The report contains the turnover of both for the individual customer (or product or employee) and of the entire customer (or product or employee) group.
To create turnover statistics:
- Click ‘Report’ > ‘Customers’ > ‘Turnover statistics’
- Edit the fields Details
- Choose whether or not you wish to "Include paid invoices only"
- Click ‘OK’
See here how to run your turnover statistics:
Details about the fields
Note that not all fields are mandatory.
| Field | Action |
|---|---|
| From/To date | A date interval |
| Based on | The category of the report (customers, products or employees) |
| From/To employee | An employee number interval |
| From/To customer group | A customer group number interval |
| From/To customer | A customer number interval |
| From/To product group | A product group number interval |
| From/To product | A product number interval |
| Distributed by delivery location | Check this to distribute the turnover statistics by delivery locations |