Logicim's ready-to-use Sage 50 CA Customer Analysis.

Introduction

The Customer Analysis Report summarizes customer sales activity so you can compare revenue, quantities sold, transaction history, and customer performance for a selected period.

Prerequisites

1. Sage 50 Canadian edition
2. View other prerequisites in the Requirement section here

What the Report does

It provides Summary Report, Detail Report, and Chart views for customer purchasing behaviour, sales trends, and revenue contribution.

How to use the Report

Step 1: Enter the starting date in C9 and the ending date in C10.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Review the Summary Report, Detail Report, and Chart results.

Customization options

Adjust the desired year on the Parameters sheet and use Autofilter on the required rows or columns.

Common use cases

1. Identify customers with the highest sales revenue.
2. Analyze purchasing trends and buying patterns.
3. Support sales, marketing, and retention reviews.

Troubleshooting

Issue: No data is populated.
Solution: Verify the input parameters and confirm that the selected date range contains records, then select Refresh.

Best practices

1. Confirm the input values before refreshing.
2. Select Refresh before reviewing results.
3. Review active filters when expected rows are missing.