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QQube Customers / Receivables for QuickBooks | CLEARIFY

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Version 148

Customers and Receivables

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Data Models for Customers and Receivables

Output Examples

  • 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 Data Models

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