Who Are My Best Customers?
Q: "My Sales department wants to find out who are top ten customers are so far this year."
Prior to Big Business 3.0, the solution to this problem was to export a sales report, open the exported file into a spreadsheet, and sort the file by total sales.
Big Business 3.0 added new Questions in the Q&A tool, including a few to answer this problem. (3278)
Use the Q&A Tool and the Customer questions:
- Which Customers have sales this Month Over...?
- Which Customers have sales this Year Over...?
These questions find those Customers who have total sales for the calendar month/year exceeding an amount you specify. To obtain something like a "Top Ten" list, simply adjust the amount specified until you find the desired number.
- Which Customers have sales over $__ for...?
This question finds those Customers who have total sales for a time period you specify exceeding an amount you specify.
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