For any shop owner, it’s essential to know the purchases statistics of his various customers. This in order to identify the best customers. Fortunately, NexoPOS has an equivalent feature. In this tutorial, we’ll show you how to read the customers statistics report.
The customers statistics report : Presentation and practical case
We’ll show you the report first and then we’ll show you how to read it.
The customers statistics report is a document that allows you to see over a for a specific time range (at least 1 month) the trend of purchases made by a given customer. You can thus appreciate the purchases of the latest, to make conjectures for the upcoming months. and even offer discounts based on report results to reward your best customers.
In order to access this report, you must click on the “Reports” menu on the left side of the dashboard. Then enter the sub menu “Customers Statistics” as shown below :
The Customers Statistics page contains three required fields. When you complete it, the results are displayed on a chart area.
- The “Please choose a client” field allows you to add one or more clients for the graphical analysis. These customers must first be created. Click on this link to see how to create a customer on NexoPOS.
- The “Start date” field indicates the beginning of the period of the report.
- The “End date” field indicates the end of the period of the report.
- The “Chart” area displays the results. On the abscissa axis, we have the period concerned and on the y-axis the amount of purchases made by one or more customers. You will discover the fluctuations of purchases made by customers over a chosen period.
It’s very important to note that sales must be done on behalf of the customers created to appear on the customer’s statistical report.
For the practical case we’ll simulate the analysis of purchases of two customers previously created namely Bill Forost and Daemon John. We’ll do it over a period of three months.
First, you must add these clients to the required field. You can delete and add a client as you wish.
After, you can define the period of analysis. For this case, it’s about three (3) months (November 1 st to February 1 st). You can either write it on the field provided for this purpose or select a date on the calendar. Then click on the “Display Results” button.
Finally, the results are displayed as curves on the chart. On the top, you have the legend. It indicates the color of the curve of each customer. (Black for Bill Forost, and Green for Daemon John). Overall, Bill Forost’s purchases are larger than those of Daemon John. In fact, € 85.97 (Total amount of purchases on December) appears when you slide your mouse over Bill Forost’s curve peak. On the other hand, the one Daemon John indicates € 25.98 (Total amount of purchases on February). Both customers didn’t make purchases on November and February.
You can decide to display only the Bill Forost’s curve. Just click on Daemon John’s legend to remove his curve.
The customer statistic report helps any shop owner to identify his best clients. So for that, you have to set the customers and the report time range. Then, you can display the result as a curve chart. If you have any issue during the process, please let us know at [email protected], or by commenting the tutorial.