Dashboard
Customer Summary
The Customer Summary currently offers 12 quick glances at your sales with this customer on a month-over-month basis. Each one of these stats is referred to as a "tile", and appear in numerous places throughout Counterpoint Cloud Platform
All "% From last month" values are calculated up to the current day of the month.
For example: if today is July 15th, the main values are calculated based on sales from July 1st to July 15th, while the "From last month" values are calculated based on sales from June 1st to June 15th.
Because of this, you may see fluctuations throughout the week as the number of business days elapsed in a month will differ as weekends occur.
Customer
Displays the customer's account number and the name associated with it.
Sales Rep
Displays the name of the sales rep associated with this customer. If there is no Counterpoint Cloud Platform user associated with the sales rep number, the number is displayed instead.
Total Invoices
The total number of invoices that have this customer associated with them from the start of the current month.
Net Sales
The total sum of the values of the invoices (less returns) that have this customer associated with them from the start of the month.
Gross Sales
The total sum of the values of the invoices (before returns) that have this customer associated with them from the start of the month.
Last invoice
Amount and date of the last invoice for this customer
Last Payment
Amount and date of the last payment this customer made
Credit Limit
Credit limit set in Counterpoint for this customer as of last night.
Avg GP%
The GP from all of the invoices that have this customer associated with them from the start of the month.
Online Sales
The total sum of the values of the invoices that have this customer associated with them from the start of the month, and have autoeat associated with them as the clerk.
Industry Group
If applicable, the industry group that this customer belongs to. Otherwise, will display as "N/A"
Discount Group
Displays the discount group that this customer belongs to.
Credit Rating
Credit rating within Counterpoint as of last night
Current
Displays the outstanding balance that this customer is carrying.
30 Days
Displays the outstanding balance that this customer is carrying from 30 days ago.
60 Days
Displays the outstanding balance that this customer is carrying from 60 days ago.
90 Days
Displays the outstanding balance that this customer is carrying from 90 days ago.
Customer Actions
Create Order
View Customer In FlightDeck
Open the active customer in the FlightDeck Dashboard tab, with all dashboard metrics only applying to this customer
Add Customer to Focus
View Notices
View any current notes assigned to this customer
Monthly Sales History
A graph that is a month by month breakdown of the customer's sales used to quickly highlight sales trends. The graph is a stacked bar graph that will represent both in store and online sales, comparing them to the previous year.
Recent Activity
The recent activity panel gives you a quick glance at some of the different items that can be associated with a customer - notes, messages, calls, and alerts. Any tabs with active or unread messages will have an alert box next to the heading with the number of open items contained within.
Recent Messages
Shows up to 4 of the most recent messages associated with the customer. Also shows the number of unanswered messages as a badge on the Recent Messages button.
Offers quick access to the message creation screen and auto-fills the Customer ID value through the "New Message" link in the top right of the panel.
Recent Notes
Allows you to see up to 5 of the most recent notes associated with this customer, as well as who created them and their timestamp.
Offers quick access to the Notes page via the "Create Note" link in the top right of the panel
Recent Calls
Shows the three most recent calls with the phone number stored in this customer's profile. Offers the start date, end date, and time elapsed for the phone call.
For a more detailed breakdown of all calls, the "Go to full Call Log" link is located in the top right of the panel.
This section is only available to those who are utilizing a phone package from AMS.
Customer Alerts
The customer alerts section shows a list of all of the conditions in which an alert can be triggered for a customer. The sum of the number of alerts is shown as a badge on the Customer Alerts button.
Any values that are configurable on a per-customer basis are editable via the "Edit Customer Alerts" button in the top right of the panel.
If enabled, on the first of the month, a report will be emailed to the address associated with your sales rep account detailing all of the customers who triggered alerts.
30 Day Performance
This alert tracks the total value of sales for the last full month, and compares it to the previous month. If there is a decrease in sales greater than the threshold value, an alert is generated.
The threshold value can be changed on a per-customer basis via the "Edit Customer Alerts" link in the top right of the panel, and falls back to a global value that can be changed in the server settings.
Account Debts
These alerts track the total debt for a customer over 3 values (30, 60, 90 days) and generates an alert for each if the value is greater than the threshold. The threshold for each of the 3 potential alerts can be changed in server settings.
Uploaded Files
Displays any files specifically uploaded for this customer
Past Month Sales By ACA Category
The Past Month Sales By Class graphs give you a quick visual representation of the breakdown of your sales so far this month, compared to this day of last month for the given customer.
This graph relies in the Class that is associated with each product. Any products that have been sold to this customer that do not have class values associated with them will not appear in this chart.
If you have had any returns made in a different month from the original purchase, it is possible for some classes to have negative values. This will shift the range of values that the chart displays.
Past Month Sales By Category
The Past Month Sales By Category graphs give you a quick visual representation of the breakdown of your sales so far this month, compared to this day of last month for the given customer.
This graph relies on the values associated with the categories for each product. As categories consist of a 3 character ID in Counterpoint, that code will be displayed for each value here.
If you have had any returns made in a different month from the original purchase, it is possible for some categories to have negative values. This will shift the range of values that the chart displays.
Online MTD Sales Summary
These statistics are pulled directly from autoecat.com.
Summary Tiles
These tiles represent some specific values as they pertain to the current user's online browsing and buying habits
autoecat Lookups By Month
This is a total of the number of autoecat lookups this user made, broken down by month for the past 6 months.
Top Lookups by Product Line
This is a total of the number of autoecat lookups this user made, broken down by the catalogue defined product types based on the autocare ACES standard
Last Catalogue Access
The last date this customer logged into autoecat
MTD Lost Sales
A total count of the number of online lost sales that have been registered to this account. This does include automated lost sales triggers.
Sales Summary By Filter
The Sales Summary By Filter Table allows you to drill into the sales of a customer, offering monthly and yearly comparisons.
Columns
The following columns are present in every table under this panel:
MTD Sales
The total value of all sales for this row so far this month.
MTD $ Difference ($ Diff.)
he difference in sales so far this month compared to last month.
MTD % Difference (% Diff.)
The difference in sales so far this month compared to last month, as a percent value.
MTD GP%
The gross profit so far this month, as a percent value
MTD GP% Difference (Diff.)
The difference in gross profit so far this month compared to last month, as a percent value.
MTD% Returns ($ Ret.)
The number of items that have been returned this month compared to the number of items that have been bought this month, as a percent value
YTD Sales
The total value of all sales for this row so far this year.
YTD $ Difference ($ Diff.)
The difference in sales so far this year compared to last year.
YTD % Difference (% Diff.)
The difference in sales so far this year compared to last year, as a percent value.
YTD GP%
The gross profit so far this year, as a percent value
YTD GP% Difference (Diff.)
The difference in gross profit so far this year compared to last year, as a percent value.
YTD% Returns (% Ret.)
The number of items that have been returned this year compared to the number of items that have been bought this year, as a percent value
Tables
The following tables are available within this Sales Summary By Filter panel
Category
A listing of each category that has been sold to the parent customer with the category and description available. Drills down on the "Category" column.
Category > Part
A listing of each part that belongs to the parent category, that has been sold to the parent customer with the item code and description available.
ACA Category
A listing of all the available ACA categories for which you've sold a product within the current time frames, with the category and description being available. Drills down on the "Category" column.
ACA Category > ACA Subcategory
A listing of all the available ACA subcategories related to the parent ACA category for which you've sold a product to a customer within the current time frames, with the SubCategoryID and SubCategory Name available. Drills down on the "SubCategoryID" column.
ACA Category > Category
A listing of all your product categories for which a product has been sold to the customer that matches the parent ACA Category within the current time frame.
Class
A listing of all the classes for which a product has been sold to this customer, within the current time frames.
Class > Subclass
A listing of all the subclasses related to the parent class for which you've sold a product to a customer within the current time frames, with the subclass name available.