Sales by Customer Summary Report
The Sales by Customer Summary report is a general overview of your sales in dollar amounts by customer. It lists each customer and the amount they purchased from your business.
With Narrative Insights, you can use generative AI to summarize the report, helping you identify your top revenue-generating customers and understand how sales are distributed across your customer base.
The generated insights may include:
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The top five customers by sales, including each customer's sales total and the percentage of total sales they contribute
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An overview describing whether revenue is highly concentrated among a small number of customers or more evenly distributed
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Information about the number of small customers and their combined contribution to total sales
To generate an insight on the Sales by Customer Summary report, the Enable Narrative Insights preference must be enabled in the Narrative Insights tab of the AI Preferences page. This preference is enabled by default. For more information, see Managing Narrative Insights Preferences.
For more information about Narrative Insights, see Narrative Insights Overview.
To view the Sales by Customer Summary report:
Go to Customers > Customer Reports > Sales by Customer.
A popup message appears to let you know your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
To generate an insight on the Sales by Customer Summary report:
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Filter the report to include only the information you want the insight to reflect.
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Click the Generate Insight button.
The Narrative Insights dialog is displayed. You can generate the insight again at any time by clicking the Generate Insight button.
Insights may differ each time they're generated, even when you're viewing the same data.
To run this report on a cash basis, ask an administrator to set the Cash Basis Reporting preference. Accounting preferences are at Setup > Accounting > Accounting Preferences. The Cash Basis Reporting preference is on the General subtab in the General Ledger section. The Cash Basis Reporting preference applies to all standard reports that support cash basis reporting. When you check the box for this preference, the report runs on a cash basis instead of on an accrual basis. If you don't use this preference, you can create a custom cash basis report by enabling the Cash Basis option on the More Options page of the Financial Report Builder. See Setting Up Cash Basis Reporting.