Department performance
Biggest customer declines
Biggest customer gains
Customer & department drop-off
| Customer | Prior | Sales | GP | GP% | Δ | Δ% | Status |
|---|
Cross-sell & whitespace
The categories that comparable accounts buy alongside what each account already buys — surfaced for customers who buy the anchor line but not the linked one, and sized as a cross-sell opportunity.iHow this is calculated. Relationships are learned per order over the last 12 months: for each department we take the orders that include it and measure how much of every other department appears on those same orders per €1 — so consumable orders that bundle Paper, Chemicals and Janitorial show strong links, while a standalone Nilfisk machine order carries little else. For a customer we take their biggest department and surface the related departments they buy none of, sized at their spend in the selected period × that per-order ratio (€100 of Paper with a 1:0.5 link → €50). Each pitch leads with that department’s best-selling product and its variant Sales price. Furniture and carriage are treated as one-offs.
Pick a customer in the Customer box at the top to see their tailored pitch — best-selling product, variant Sales price and the sized opportunity. With no customer selected, every opportunity is listed below.
Cross-sell opportunities
Department penetration
How widely each department sells across active customers in the selected period, its margin, and the trend versus the comparison period.
| Department | Buyers | Penetration | Avg wallet share | Sales | GP% | Δ |
|---|
Orders vs invoices
Confirmed sales orders set against what has actually been invoiced and posted to the ledger, by month and by customer. A positive gap is order value not yet invoiced; a negative gap is invoicing that draws down earlier orders. Visible only to users with accounting access.
By month
ordered vs invoicedLargest gaps by customer
Commission report — by salesperson
Invoiced sales and gross profit by salesperson for the selected period, reconciled to the sales ledger. Set a rate to value the commission run; pick the Last month period for the monthly cycle. Based on the Invoice Analysis (invoiced, not order) figures — shown only to users with accounting access.
| Salesperson | Prior sales | Sales | GP | GP% | % of sales | Δ sales | Commission |
|---|
Trends
Visual trends to share with the team — how departments are tracking month to month, what is moving most this period, and how cross-sell relationships compare with the targets you set. Respects the period and customer filters above.