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Customers and Receivables | CLEARIFY

How-To Guides

Version 112

Customers and Receivables

CLEARIFY ®

Published: 3/5/2012

CLEARIFY ®

Updated: 6/20/2018

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Customer and Receivable Analytics

Customer Profiles
- Customer Acquisition Cost
- Average Sales Transaction
- Buying Frequency
- Customer Value
- New Customer Analysis
- Top N Most Profitable

Buying Patterns
- Average Days Between Sales
- Last Purchase
- Sales by Customer Type
- Purchasing History
- Frequency of Customer Purchases
- Sales Trends
- Geography
- Price Levels/Rates
- Cross Sell Opportunities

Sales Analysis
- Yearly and Cumulative Sales Comparison
- Sales Order Fill Rate
- Top Sales Months
- Top N Items
- Top N Item Margin %
Discounts - available vs taken
Commissions
Expected Sales Order Shipments
Fulfillments and Back Orders
By Job, Territory, or Sales Rep
Sales Order BOM extrapolation

Accounts Receivable
- By Category
- By Job, Rep, Class
- By Territory
- By Sales Rep
Credit Standing
- Avg Days to Pay
- Average Days Past Due vs Average Terms

Available Customer Analytics

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