The Customer Performance Report provides a comparative analytical view of sales performance across customers within TUHUND. The report is designed to help organisations analyse customer-wise sales contribution using both tabular and graphical representations.

The report supports comparative analysis across customers while allowing users to filter data based on business categories, invoice and sales order stages, currencies and reporting periods.

The report combines customer-wise contribution analysis, percentage-based comparison, graphical visualization and hierarchical drilldown functionality to provide operational and management-level customer performance visibility.

The report can be accessed through:

Sales → Reports → Customer Performance Report

 

The report may also be accessed through the Customers utility button from related performance reports.

 

---

 

Purpose of the Report

The report is used to analyse customer-wise sales contribution, compare customer performance and monitor sales distribution across different operational segments.

It also supports drilldown into brand-level and product-level customer purchase analysis.

The report is commonly used by sales managers, regional managers and management teams.

 

---

 

Report Interface

The report interface contains the following sections:

The ENTIRE ORGANIZATION selector functions similarly to other sales reports and allows users to generate reports for selected organisations, companies or branches based on access permissions.

 

---

 

Show Options

The Show selector controls which business categories are included within the report.

Available options include All, Products/Spares & Accessories, Products, Spares & Accessories, Services and Others.

This allows users to analyse customer performance across different business segments and operational categories.

 

---

 

Commercial Invoice and Sales Order Options

The Commercial Invoices selector filters report data based on invoice status. Available options include Completed & Closed, Approved and Exclude.

The Sales Orders selector filters report data based on sales order status. Available options include Created, Approved, Forwarded, Delivered and Exclude.

These filters allow users to analyse customer performance across different transaction and operational stages.

 

---

 

Currency Filtering

The Limit To selector allows users to filter report values by currency.

This enables organisations to analyse performance using selected currency representations and regional financial views.

 

---

 

Period Selection

The Period selector allows users to define the reporting period for analysis.

The report supports monthly, quarterly and yearly periods along with custom date-range selection through the Show Free Dates option.

 

---

 

Report Structure

The report displays customer-wise comparative performance information using both tables and graphical charts.

The tabular section contains:

• Customer name

• Net sales value

• Percentage contribution

Displayed values represent net sales excluding taxes.

The report also includes:

• amount-based bar chart visualization,

• and percentage-based share chart representation

for comparative customer performance analysis.

 

---

 

Drilldown Behaviour

The report supports hierarchical drilldown functionality.

The drilldown icons displayed beside customer names open a secondary view showing which brands are being purchased by the selected customer.

Further drilldown is available into product-level information for each brand, allowing users to analyse specific products associated with customer purchases.

This enables users to progressively navigate from customer-level contribution analysis into detailed brand-wise and product-wise sales visibility.

 

---

 

Graphical Representation

The report includes graphical analytical charts for visual performance interpretation.

The Customer Performance Report (Amount) chart displays comparative customer sales values, while the Customer Performance Report (Share) chart displays percentage contribution share across selected customers.

 

---

 

Utility Reports and Integrated Navigation

The report includes utility buttons which provide access to related comparative analytical reports.

These utilities allow users to analyse the same comparative sales structure across different business dimensions.

 

---

 

Export and Print Functionality

The Export button exports the currently displayed report data in Microsoft Excel (.xlsx) format.

The Print button generates a printable version of the report including graphical charts and tabular analysis.

The exported and printed output reflects the currently selected filters, reporting period, currency configuration and report view.

 

---

 

Data Representation

The report supports customer-wise comparative analysis along with graphical visualization, percentage contribution tracking and hierarchical drilldown analysis.

Displayed information varies depending on the selected filters, reporting period and currency configuration.

Where no data exists, the corresponding report fields may remain empty or display zero values.

 

---

 

Summary

The Customer Performance Report provides a comparative analytical view of organisational sales performance across customers within TUHUND.

By combining configurable filtering, graphical visualization, comparative reporting structures and hierarchical drilldowns, the report enables organisations to analyse customer contribution, monitor purchasing patterns and evaluate customer-wise sales distribution across brands and products.