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customers customers

QuickBooks Customer Metrics

Customer Metrics

Customer Profiles, Lifetime Sales
Purchasing Power, Acquisition Costs
(QQube with Power BI example)

Buying Patterns

Purchasing History, Frequency of Customer Purchases
Days Between Sales, Not Purchased in x Days
(QQube with Power BI example)

Sales Analysis

Customer Profitability, Trends
Base Unit of Measure Calculations
(QQube with PowerPivot example)

Item and Sales Analysis

Item Profitability, Fill Rates,
Comparisons for Customer, Item, Date, Rep, Geography
(QQube with Power BI example)

Sales Commissions

Commissions by Profitability, Gross Sales, Item, Item Type
Custom Field Usage at Entity and Item Level
Applied Credits, Fully Paid Dates, Paid with x days

(QQube with Excel example)

Open Sales Orders

Subset of Inventory to determine only Open Sales Orders
by Job, Vendor, Item, For Assemblies
(QQube with Power BI example)

Accounts Receivable

A/R by Job, by Class, by Sales or Job Rep
Compare Past Due vs Average Terms
Receivable Days Calculation

(QQube with Power BI example)

QQube Customer Analytics

Examine Profiles, Buying Patterns, Sales and Receivables