coreSTORE - Reporting: Identifying Top and Bottom Selling Customers

Navigate to the Reports menu option on the left-hand navigation bar.

In the Reports section, locate Customer Reporting.

Now, select the Summary Report. This report provides the filtering options needed to identify top and bottom customers based on your desired thresholds.

The Date Range field allows you to specify the timeframe for the data you wish to include in the summary report. This is useful for generating reports for specific periods, such as last holiday season or even all-time transactions.

The Total Spent field allows you to filter customers based on their spending, identifying those who have spent more, less, or equal to the specified amount. This helps you pinpoint your big spenders and identify clients who may need additional attention to encourage their return.

You can also use the Total Number of Sales field to identify clients based on the number of transactions rather than their total spending.

The Purchase in Last field allows you to set criteria based on a specified number of months, ensuring that the filtered results meet the selected criteria within that timeframe.

Once you have established your criteria, you can generate the report for on-screen viewing. Alternatively, you can export the report to Excel if you’d prefer to work with this list in a spreadsheet for further analysis or to import into your marketing program. Adjust your filters as needed to find the insights you’re looking for regarding your top and bottom customers.