SALES LOST CUSTOMERS HOW TO PRODUCE THE REPORT- S15(180 DAYS)/A13 (90 AND 30 DAYS)/FULL INV S12 180 DAYS
This video shows how to produce the lost customer report along with the sales levels reports and customer type report all in one using DIGDB
VIDEO LINK TO HOW TO COLLECT DATA FROM PINNACLE
VIDEO 2 -How to manipulate data from excel in DIG DB
ONCE IN EXCEL
A13 REPORT (inv in last 90 but not in last 30 )
DELETE EBAY CUSTOMERS KEEP COLUMNS FOR
NAME
MAIN CONTACT
PHONE
ALL OTHERS NOT REQUIRED
S15 REPORT KEEP COLUMNS FOR (last 180 days )
NAME
NUMBER OF INVOICES
SALES WITH TAX
CREDITS
EMAIL ADDRESS
S12 REPORT KEEP COLUMNS FOR (last 180 days )
NAME
CUSTOMER TYPE
remove name duplicates
------------------------------------------------------------------------------------------------
see separate video how to use digdb
for password login to digdb see your manager
----------------------------------------------------------------------------------------------
IF PRINT OUT THE DOC into excel it is recomnded
8 ROWS PER PAGE
DO IN LANDSCAPE
RECOMMENDED ROW HEIGHT IS 75