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.
Total Sales
The total sum of the values of the invoices that have this customer associated with them from the start of the month.
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.
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.
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.
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 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 autofills the Customer ID value through the "New Message" 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.
Monthly 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.
Past Month Sales By Class
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.