CRM Phase 2 - Flipbook - Page 93
STEP
STEP 1
Spend Analysis
PROCESS
In order to show spend analysis a customer record must first be loaded, refer to
process 02.001.01 L1 Searching for CRM Records. From with My desktop select
Customer options from the toolbar and Spend analysis.
Field
Description
Departments
Lists the cost centre/departments held in CRM, if a department
has spend analysis the entries are highlighted.
Gross
Details the full sale value minus any delivery charge and VAT.
Net
Details the full sale value minus any discount, delivery and
VAT.
Margin and %
Shows the profit in the vehicle minus the delivery charge and
also expresses this as a percentage %.
Date range
Allows you to specify the date range you wish to report on
including a time frame as shown below:
02.005.01 L1 9304E
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