O4 Customer Statistics

O4 Customer Statistics provides an overview of a customer's win, loss, and unknown counts and values for it's given role on a quote or order. It will calculate data from the past 2 years based on entry date. 

Requirements:

Quote statuses must be configured in Legacy OASIS. 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

1. Click the  icon.

2. Select Customers from the drop-down list.

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

4. The Customer Viewer will appear.

5. Click the Statistics tab.

Understanding the Report Builder

The Toolbar

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

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.

The Report

The report will display up to 4 rows depending on the OASIS version and the customer's role on 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.

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