O4 Customer Statistics

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O4 Customer Statistics provides an overview of a customer's win, loss, and unknown counts and values for its given role on a quote or order. It will calculate data from the past two years based on entry date.

Requirements:

The following As Order classifications for a quote status will impact Customer Statistics in the following ways:

  • Ignore (I)- status is not considered
  • Win (W)- status is considered won
  • Loss (L)- status is considered lost
  • Unknown (U)- status is considered unknown

When quotes are in a win status (As Order = W), option codes in the BOM will impact Customer Statistics in the following ways:

  • Option- option is not considered
  • Pending- option is not considered
  • Win-  considered won
  • Lost- considered lost
  • Abandoned- option is not considered

1. Click the OASIS_Icon.PNG icon.

2. Select Customers from the drop-down list.

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3. The Customer Listing will appear. Open a customer entry.

4. The Customer Viewer will appear.

5. Click the Statistics tab.

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Understanding the Report Builder

The Toolbar

Click the Timeframe menu to change the timeframe to a sliding 12 months, the previous 6, 12, or 24 months, or a single year from the past five years.  

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The Header

The header of the report will provide an overview of the data presented in the report, where Statistic will be blank until a row is selected.mceclip3.png

The Report

The report will display up to four rows depending on the OASIS version and the customer's role in a quote or order:

  • Overall Contractor Stats- will display for the Agency version of OASIS whenever the customer is a contractor assigned to a distributor or is the distributor with contractors assigned. Note: users must add the contractors under the distributor entries on the Customers tab of the quote and set the contractor as a specifier on the order for this row to appear in the report.
  • Overall Customer Stats- will display when the customer is the direct customer.
  • Overall Role Stats- will display when the customer is added as a specifier.
  • Overall Vertical Stats- will display when a vertical market is selected.

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Users can click a row of data to open the details about the statistics for the selected timeframe by month. The Statistic field in the header will update to reflect the selected row.

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