Thorough Customer Analysis Vital for Revenue Planning, Pricing and More

Which are our top performing customers in terms of revenue?  Profit?  What products have they purchased and when was the last transaction?  Are they buying at the same rate quarter over quarter, or is there a downward trend?  Are we vulnerable to a revenue dip if a handful of customers go somewhere else?   Do we have a complete view of every account and the business we are doing with them in each of our divisions?

arcplan's customer analysis reports place up-to-date customer information in one place, and provides the ability to drill down to the transaction level to better understand customer activity and profitability.  Sample customer-related reports include:

  • Profitability by Customer
  • Revenue by Customer
  • Sales Trend Analysis by Customer, including Trailing Sales Analysis by Customer

This sample report illustrates profitability ranking by customer.  The variety of chart formats allows executives and line managers to quickly consume key information.