SmartPro
Financial System

Customer, sales representative, and supplier reports

1 min read#430

Three types of reports directed to external parties that serve as strategic tools for improving business performance and relationship management.

Customer reports • Sales reports - sales volume and top-selling products • Service and support reports - response times and issue resolution rates • Customer analysis reports - demographic patterns and purchasing behavior • Customer satisfaction reports - satisfaction levels and feedback • Invoice and payment reports - outstanding and overdue accounts

Sales representative reports • Representative activity report - visits, calls, and tasks completed daily • Representative sales report - sales volume versus targets • Customer survey report - feedback on product satisfaction • Monthly/quarterly performance report - summary and recommendations for improvement

Supplier reports • Performance report - the extent to which suppliers comply with quality and deadlines • Supply report - shipment details, quantities, and any delays • Purchasing report - purchase prices, invoices, and discounts • Supplier issues report - documenting issues and corrective actions

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