The Customer vs Product Type Report provides a comparative analytical view of customer sales distribution across different product types within TUHUND.
The report is designed to help organisations analyse how customer purchases are distributed across operational product segments such as Products, Spares & Accessories, Services, Virtual Products and Miscellaneous categories.
The report supports both quantity-based and value-based analysis while allowing users to filter data by transaction type, marketing zone and reporting period.
The report can be accessed through:
Sales → Reports → Customer vs Product Type
Purpose of the Report
The report is used to analyse customer purchasing distribution across product types, compare customer contribution across operational categories and monitor category-wise sales activity.
It also supports weighted performance analysis through configurable point-based reporting.
The report is commonly used by sales teams, product managers, regional managers and management teams.
Report Interface
The report interface contains the following sections:
|
Section |
Description |
|
Entity Selection |
Filters report by organisation, company or branch |
|
Show Selector |
Filters transaction source type |
|
Display Selector |
Switches between values, quantities and points |
|
Marketing Zone Selector |
Filters report by marketing zone |
|
Period Selector |
Defines reporting period |
|
Show Free Dates |
Enables custom date-range selection |
|
Report Table |
Displays customer-wise product type data |
|
Export Button |
Exports report data |
|
About Button |
Displays report information |
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 transaction sources are included within the report. Available options include All, Commercial Invoices and Sales Orders.
This allows users to analyse customer-product type distribution across different transaction sources.
Commercial Invoices represent direct invoice-based sales transactions, while Sales Orders represent externally forwarded or intermediary sales transactions.
Display Options
The Display selector controls how report data is represented within the report. Available display options include Total Values, Total Quantities and Points.
Total Values displays monetary sales values excluding taxes, Total Quantities displays quantity-based movement information, and Points displays weighted performance values configured within the system to measure sales contribution beyond raw quantities or monetary value.
Marketing Zone and Period Filtering
The Marketing Zone selector allows users to analyse customer-product type distribution across selected operational or geographical marketing zones.
The Period selector supports monthly, quarterly and yearly reporting periods along with custom date-range selection through the Show Free Dates option.
Report Structure
The report is displayed as a comparative customer-product type analysis table where each row represents a customer and columns represent operational product categories including Products, Spares & Accessories, Services, Virtual Products, Miscellaneous, Total and Recovery.
The Total column displays the combined value or quantity across the displayed product type categories, while the Recovery column displays recovery-related values associated with the displayed records.
About Information
The About button provides additional report calculation information.
According to the report information provided within the system, values are calculated using gross totals excluding taxes, Commercial Invoices are adjusted against accounted Credit Notes, Sales Orders include externally forwarded sales activity and values are displayed in home currency using actual exchange rates.
Export Functionality
The Export button exports the currently displayed report data in Microsoft Excel (.xlsx) format.
The exported output reflects the selected filters, reporting period, display mode and marketing zone configuration.
Data Representation
The report supports customer-wise product type analysis, quantity-based reporting, amount-based reporting, point-based analysis, marketing zone filtering and transaction-type filtering.
Displayed information varies depending on the selected filters, display mode and reporting period.
Where no data exists, the corresponding report fields may remain empty or display zero values.
Summary
The Customer vs Product Type Report provides a comparative analytical view of customer purchasing distribution across operational product categories within TUHUND.
By combining configurable filtering, quantity and value analysis, point-based performance visibility and category-wise comparison, the report enables organisations to analyse customer sales distribution and monitor purchasing behaviour across different product segments.
