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Find customers for follow-up and compare sales performance

Procedure​

  1. Open CRM and Marketing Reports > repeat-sales report and choose an analysis period.
  2. In Settings, define purchase-count/value and days-since-purchase thresholds; apply any customer or item filters deliberately.
  3. Generate the report and open the customer count in the intended segment to inspect its actual members.
  4. Review a customer’s sales/interactions before planning a follow-up; record the call/task separately rather than treating report membership as assigned work.
  5. For comparisons, open Sales Dynamics, Revenue Comparison or sales-manager reports using the same period, company and currency basis. Drill down to source sales.
  6. Use paid-shipments and overdue-debt reports only with their stated scope. A reported missed-revenue estimate is not guaranteed future income.

See also: Create manual and rule-based customer or item segments, Track a sales opportunity through outcome.