User Manual

Statistics

The CRM -> Statistics page shows statistical reports based on shipped or partly shipped customer orders.

  • The reports can be selected from the drop-down menu.
  • The period of a report can be custom defined or selected from pre-defined options.
  • Reports can be saved in PDF or CSV.

Jump to report:

  1. Customers - summary of shipped orders by customer.
  2. Goods shipped - summary of shipped orders by items sold.
  3. Customer orders - summary of shipped Customer Orders.

Report "Customers"

Summary of shipped orders by customer.

The report includes:

  • Customer;
  • Selling price;
  • Cost;
  • Profit;
  • Average delay of shipment in days (exceeding the order Delivery date);
  • On time delivery percentage.

Report "Goods shipped"

Summary of shipped orders by items sold.

The report includes:

  • Part number;
  • Part description;
  • Quantity;
  • Selling price;
  • Cost;
  • Profit;
  • Cost of materials;
  • Manufacturing overhead;
  • Labour cost;
  • Average delay of shipment in days (exceeding the order Delivery date);
  • On time delivery percentage.

Report "Customer orders"

Summary of shipped Customer Orders.

The report includes:

  • Customer order;
  • Customer;
  • Selling price;
  • Cost - cost of all items on the order (incl. non-manufactured items);
  • Profit;
  • Cost of materials - cost of materials of the manufactured items;
  • Manufacturing overhead;
  • Labour cost;