What is customer level reporting?

Customer Level Reporting can turn your average reps into great reps. Sales reps are prepared to make the best decisions and provide robust insights to achieve their sales goals by providing easy access to real-time customer performance metrics.

Customer reports provide sales reps with customer order history that is:

• Comparable over time: Latest period performance versus past periods

• Easily accessible: Displayed in customer section of the app

• Real-time: Current data from most recent sync

• Action oriented: In context of customer ordering

• Simple to understand: Key insights available at a glance

• Dynamic: Easily sortable to get to important information fast
  
  

Because of the seamless access to this data, your sales reps can be more effective, grow the business, and deliver outstanding customer service by:

• Identifying customer volume gaps that need to be addressed

• Prioritizing customer meetings and calls

• Analyzing performance drivers for key insights; enabling them to be market experts

• Recognizing seasonality issues in the business and responding proactively to address ordering gaps

• Having strategic customer conversations and providing ideal ordering recommendations

• Taking faster action on decisions, since data and order writing capabilities are in a single location
  
  

Disclaimer:

Reports across multiple currencies are not supported at this time. Additionally, in order for the reports to display properly you must have customer groups set up within your account. If you don't have any set up at the moment, you can create a default customer group called "All".

Let's take a look at how we can set up a Customer Level list view report .