RE: Count the number of customers that have been invoiced
Hey everyone.
A wholesaler has several hundred items from different brands.
The wholesaler would like a report for a given time frame (ex this year, this month etc….)
Counts:
- The total number of customers he invoices to (not that have ordered)
- The total number of customers that have purchased an item from a specific brand
- The total number of customers that have purchased a specific product
Possibly showing also the % of customers that have purchased it.
the report should look like this:
JACK DANIELS. 70. 76,09%
- JACK DANIELS N.7 70. 76,09%
- SINATRA EDITION. 2 2,17%
- TENNESSEE APPLE 11 11,96%
APEROL 42. 45,65%
- APEROL 42. 45,65%
CAMPARI 55 59,78%
- CAMPARI 52. 56,52%
- CAMPARI SODA 7 7,61%
TOTAL CUSTOMERS 92. 100%
any suggestion?
To create a report for the wholesaler that summarizes customer counts and percentages based on a given time frame, you can follow these steps:
- Total Number of Customers Invoiced To (Not Just Ordered): You will need access to your invoicing system or records. Count the unique customers who have been invoiced within the specified time frame. This information is usually available in your invoicing or accounting software.
- Total Number of Customers for a Specific Brand:
- Extract the list of customers who have purchased items from a specific brand within the given time frame.
- Count the unique customers from this list.
- Total Number of Customers for a Specific Product:
- Extract the list of customers who have purchased a specific product within the given time frame.
- Count the unique customers from this list.
- Calculate Percentages:
- To calculate the percentage of customers who have purchased a specific brand or product, divide the count from steps 2 and 3 by the total number of customers invoiced (from step 1).
- Multiply the result by 100 to get the percentage.
- Report Format:
- Format the report as shown in your example, with the brand, product, count, and percentage.
- Repeat this format for each brand or product you want to include in the report.
- Total Customers:
- At the end of your report, include a row for “TOTAL CUSTOMERS” with the total count and 100% to sum up the report.
- Automation (Optional):
- If you need to generate such reports frequently, consider using business intelligence or reporting tools that can automate this process based on your database or invoicing system.
