Top to Bottom Analysis (Party/Item Wise)
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📊Overview
Reporting and analytics are vital for business success. They provide deep insights into areas like sales, inventory, customer behavior, and staff performance. With these insights, businesses can detect 📈 trends, seize 🪙 opportunities, and make data-driven decisions to grow across markets.
Logic ERP offers a powerful report called the Customer + Item Top-Bottom Sales Analyzer 🔍, which enables detailed item-wise and party-wise sales analysis. This report allows users to identify both top-performing 🌟 and underperforming 📉 customers and products, as well as those underperforming—giving a clearer picture of your revenue sources and sales dynamics.
🧭Accessing the Report
To generate the Customer + Item Top-Bottom Sales Analyzer report, follow these steps:
📂Go to the Main Menu
📋Navigate to Reports Queries.
📊Open the Analysis Report
Click on Customer + Item Sale Analysis.
Under this, select Customer + Item wise Sale Analysis.
⚙️Configure the Report Settings
In the configuration panel, select Customer-wise Top-Bottom Analysis.
To refine the report, apply relevant filters like:
🏢 Company
🏷️ Category
🌍 Market
📅 Date range
👥Customer-wise Top-Bottom Sales Analysis
This report helps identify your top-performing and lowest-performing customers based on sales volume or value within a specific market or time frame.
🔹 🔝Top 10 Customers Report
From the configuration, choose to display the Top 10 Records.
Sort the data in descending order to view highest-performing customers at the top.
The report will display:
👤Customer names
💰Sales amounts
🏢Associated company or market details
Use Case: Understand who your best customers are, focus on retention strategies, and tailor loyalty programs🎁.
🔻 Bottom 10 Customers Report
Change the configuration to display the Bottom 10 Records.
Sort the data in ascending order to view lowest-performing customers.
This view helps identify customers with declining or consistently low sales📉.
Use Case: Target these customers with re-engagement strategies, promotional offers, or review their purchase behavior🧠.
📦Item-wise Top-Bottom Sales Analysis
This analysis helps businesses understand which products are performing well and which are lagging, across a company or within specific categories🧐.
🔝 Top 10 Best-Selling Items
Select Item-wise Top-Bottom Analysis in the configuration.
Filter by Company and Category as needed.
Configure the report to show the Top 10 Selling Items.
Use Case: Identify high-demand products, plan stock levels📦, and prioritize marketing efforts📢.
🔻 Bottom 10 Low-Selling Items
Change the report view to display the Bottom 10 Selling Items.
This version highlights underperforming items.
Use Case: Analyze why these items are not performing—pricing💲, visibility❌, or demand issues📉—and take corrective action such as bundling, discounting, or product discontinuation🛠️.
✨Key Features & Benefits
🔍 Customizable Filters: Generate highly specific reports using filters like company, category, customer, item, and time period.
📊 Flexible Sorting: Sort results in ascending or descending order based on sales volume or revenue.
📈 Data-Driven Insights: Identify which customers and items contribute most (or least) to your business.
🧠 Better Decision Making: Use this analysis to shape sales strategies, inventory planning, customer engagement, and future forecasting.
✅Conclusion
The Customer + Item Top-Bottom Sales Analyzer in Logic ERP is a essential reporting tool for any sales-focused organization. By helping you identify your best and weakest performers—both customers and products— this report equips you with the insights needed to make smarter, faster, and more strategic business decisions 🎯.
By regularly reviewing these reports, your business can:
✅Maximize revenue from top-performing customers and products
♻️Re-engage low-performing segments
📦Optimize stock and promotional strategies
🚀Plan for long-term growth and stability.
Start using this report today to unlock the full potential of your sales data! 📈💼.
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