Overview
The Customers tab on the item card breaks down the sales of each item by customer and their transactions. In the customer view, you can
adjust the view to fit your needs.
exclude specific transactions from the sales history.
exclude all transactions from specific customers from the sales history.
exclude all transactions across items in a specific sales order.
Excluding single transactions or all transactions for a customer will reduce the sales history for the item, changing the statistical forecast.
Currently, it's not possible to create reports using customer-related data as a column or filter (for example, customer sales per SKU).
Data visualization
AGR includes three standard charts for data visualization.
stacked bar chart
line chart
pie chart
All three charts show the sales history of the item by customer according to the time period you select in the item card. The stacked bar chart and line chart show absolute sales and the pie chart shows the percentage of sales.
Toggle between the stacked bar and line charts using the button above the charts.
The charts will automatically default to showing the top 4 customers for that item with the other customers grouped together in Others, indicated in grey. In the example below, Gary Player has the most transactions for the item and appears first in the list of customers. Each item will have its own ranking of customers.
You can add or remove individual customers in the charts by clicking on the chart legend. Likewise, you can move customers into or out of the Others area. AGR will update the charts when you make these changes. A refresh icon will appear when you make changes to the legend. Click on refresh to return the list and charts to the default of showing the top 4 customers for that item.
Your changes to the Customers charts will stay if you move to another item card and return to the changed card.
Time period
The charts react to the time period you set in the item card toolbar. The percentages in the pie chart and the time axis (x axis) adjust as you change the time period. For example, the percentages in the pie chart will adjust if you change from a 12-month sales history to a 24-month sales history.
Please note that the customer tab only includes information related to historical demand. Thus, adjusting the number of future periods will not affect this tab in any way.
Sales History
Click on Sales History above the charts to open and close a detailed breakdown of each customer and their transactions.
You can exclude or include a specific transaction from the sales history by toggling it in or out in the sales history list. If you exclude a transaction in this view, AGR will not include it in the sales history, which will impact the statistical forecast. AGR includes all transactions by default.
You also have the option to access further details about individual sales orders. Simply click on the pencil icon located next to the reference number of the sales order. A modal window will pop up displaying all transactions within that sales order. From there, you have the option to exclude either all or specific transactions in the sales order by simply toggling the switch.
Example
Excluding customers in the Customers tab of the Item card will change the item's sales history. In the gif, you can see how the statistical forecast for this specific item changes substantially after excluding all Arnold Palmer transactions from the sale history of the item. You can see the sale exclusion in the item level chart, named Customer Adjusted Sale.
AGR will recalculate the customer level chart when you exclude or include transactions. However, hiding a customer from the legend will not change the sales history.
Filtering and sorting
Filtering and sorting in the Sales History pane allows you to find specific customers or transactions. Click on the column heading to sort in ascending or descending order. Click in the filter field and enter your values to narrow the list. Changes in this area do not affect the charts.
Exclude customers for all items
To exclude customers from the sales histories of all items, navigate to Data Management in the settings area of AGR.
Open the Customers tab in data management to view the
The number of unique items each customer has purchased over time under Number of Items.
The overall sales quantity each customer has purchased, constrained by the extent of sales history being mapped into AGR under Total sales qty.
Uncheck the box next to any customer you want to exclude from the sales history of all items.
In the example below you can see that Greg Norman has been excluded.
Customers excluded in Data Management still appear in the Customers tab of the item card, but you will not be able to include them or their transactions. As shown below, Greg Norman is listed but excluded.
