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Customer analysis

Customer profitability across revenue, contribution margin and payment behaviour.

The Kundeanalyse (Customer analysis) tab shows customer profitability all in one: what they buy, what they contribute, and how they pay.

What the page shows

  • Revenue, contribution margin and margin percentage per customer.

  • Number of orders, open receivables and overdue amounts.

  • A field selector to split by Kunde (customer), Kundenavn (org) (customer name), Kundekategori (customer category, default), By (city) or Betalingsbetingelse (payment terms).

How to use it

  • Use the field selector to change the split.

  • Narrow down with the date slicer (default: last year), Org. enhed (org. unit) and Kundekategori (customer category).

  • Compare profitability with payment behaviour.

Good to know

  • Archived and deleted customers are not included.

  • You only see data for the departments you have access to in Sapera.

Related

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