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Retail Execution at Your Fingertips
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            Generate a Customer Sales Report

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            Generate a Customer Sales Report

            A customer sales report shows the sales graph for a customer. Use this report to analyze month-wise sales data for a customer, and compare last year’s sales with the current year's sales. You can view the data of the previous year, past months, and the current month.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To create a customer sales report:

            CGCloud Sales User

            OR

            CGCloud Retail Sales User AND CGCloud Retail User

            A customer sales report pulls data from the Account_Sales_Data object. This object contains information about the monthly sales volume of a customer. The information is captured in the object through custom project work.

            1. From the main menu, tap Reports.
            2. Tap Customer Sales.
            3. To select a customer, tap Customer.
              By default, the currency is shown in USD.

              Customer sales report

             
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