The Spend Analysis report is used to provide details of how much money the top one hundred
individual customers have spent within the business from both the sales and aftersales
departments and will also show how much gross profit has been achieved per customer.
To access the Spend Analysis report go to CRM > Sales Reports > Management > Spend Analysis, select the option for ‘Spend Analysis’ from the left hand menu.
The Spend Analysis Report can be filtered by a specific location within the company structure,
or by a monthly date range. The three drop down menus on the top right hand side of the screen
can be used to display specific results based on user requirements.
The Values drop down menu will allow the report to be displayed by either Turnover or Profit.
The results produced can be displayed based on either the customer directly or by a sales ledger
account held by the customer using the base report on filter.
The Spend Type can also be filtered to focus the results on either the sales departments’ vehicle
sales or parts or workshop module activities.
A filter exists to include all of the accounts that have been set to be excluded from the default
list. Details of how to exclude sales ledger accounts from the Spend Analysis report can be
found in the parameter section of the guide.