Sales by Customer Tag Report Overview

The Sales by Customer Tag Report in Turbo Inventory is a powerful tool that allows you to group your sales based on tags assigned to customers. This report provides insights into sales performance for different customer groups and is highly customizable based on your tagging system.

1. Understanding the Report

The Sales by Customer Tag Report groups sales based on the tags assigned to customers. For example, if a customer has multiple tags, such as electrician, caterer, and medium, the sales for that customer will be displayed under each of these tags. The report will show these tags alongside the sales data.

2. How Sales Are Displayed

The report includes the following categories:

• Standard Sales: These are sales that have occurred in the selected time period (e.g., this month). Sales are classified as cash sales or sales with no tags assigned.

• Tag-Based Sales: If a customer has one or more tags, sales for that customer will appear under each of the tags they have. For instance, a customer with a sales rep tag might show up under Sales Rep 1.

3. Viewing Sales by Tags

You can click on each tag in the report to view the specific customers that have that tag. For example:

• If you see the Sales Rep 1 tag, clicking it will show which customers have been assigned this tag (e.g., Darren and John).

• If a customer has multiple sales tags, the sales for that customer will be shown under each of the tags they have. For example, if a customer makes a €100 sale, it will appear under each of their tags.

4. Comparing Sales by Tags

You can filter the report to compare sales across different tags. For example:

1. Select Filter.

2. Choose Tag is any of.

3. Select multiple tags (e.g., plumbers and electricians) to compare sales between these two groups.

This allows you to compare sales performance between different customer types, such as medium vs. small, or plumbers vs. electricians.

5. Exporting the Report

The Sales by Customer Tag Report can be easily exported to Excel. To do this:

1. Click on the Export to Excel option.

2. This allows you to pull out the data for specific tags and perform further analysis.

6. How to Assign Tags to Customers

You can assign and manage tags for customers directly from the customer list:

1. Go to the Customers section.

2. Here, you’ll see a list of your customers along with their assigned tags.

3. To add or edit tags for a customer, simply click on the Edit button next to the customer and add additional tags.

Note: A customer can only have a single instance of each tag. For example, you can assign the Sales Rep 1 tag to a customer once, but you cannot add it multiple times.

7. Why Sales by Tag Might Differ from Other Reports

It’s important to note that the Sales by Customer Tag Report might show different figures compared to other sales reports. This is because sales are being compared based on the tags assigned to customers, and a single sale may be counted under multiple tags if the customer has more than one.

Conclusion

The Sales by Customer Tag Report is a powerful feature that enables you to group, filter, and analyze sales data based on customer tags. Whether you're comparing different customer groups or looking at sales by individual tags, this report offers a high level of customization and is invaluable for gaining insights into your sales performance.