Customer-wise Performance
See how each customer is buying and paying over a period: number of invoices, total sales, collections, outstanding and last purchase date.
Load
CustomerInvoicesTotal SalesCollectionsOutstandingLast Purchase
Why and when you use it
Your best customers deserve attention, and your slipping customers need a call before they leave. This screen puts buying and paying side by side for every customer, so the owner or sales manager can see who is growing, who has gone quiet and who buys a lot but pays slowly.
Before you start
- Sales invoices and payments recorded for the period
Step by step
- Open Customer-wise PerformanceUnder Stockivio ERP, open Customer-wise Performance.
- Pick the periodChoose the period, for example the last three months.
- Press LoadPress Load. The table shows Customer, Invoices, Total Sales, Collections, Outstanding and Last Purchase.
- Find your top customersLook at the highest Total Sales. These customers should get regular visits and your best service.
- Spot quiet customersAn old Last Purchase date for a regular buyer is an early warning. Ask the salesman to visit.
- Watch slow payersCompare Collections with Total Sales. High Outstanding means you should chase payment before taking a big new order.
Worked example
The owner of Sharma Traders reviews August to October 2026.
- Open Customer-wise Performance, set 1 Aug 2026 to 31 Oct 2026, press Load.
- Gupta Kirana Store: Invoices 26, Total Sales ₹3,20,000, Collections ₹2,85,000, Outstanding ₹35,000, Last Purchase 29 Oct 2026.
- Shree Ganesh Stores: Invoices 4, Total Sales ₹42,000, Last Purchase 18 Aug 2026.
- Laxmi General Store: Total Sales ₹2,10,000, Outstanding ₹1,10,000.
Result: The owner asks Ravi to visit Shree Ganesh Stores this week, and holds new credit for Laxmi General Store until part of the ₹1,10,000 is paid. Gupta Kirana Store stays a priority customer.
💡 Tips
- Use a three-month period to smooth out one-off orders.
- Check Outstanding together with Receivables, which shows how old the dues are.
- Share the list of quiet customers with the salesman as Customer visit tasks in Team Workboard.
⚠️ Common mistakes
- Judging customers on Total Sales only and missing that some never pay on time.
- Running it for a single week, when many customers buy every two weeks.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Customer-wise Performance and set three months.
- Scene 2: Press Load and explain each column.
- Scene 3: Highlight the top customer.
- Scene 4: Highlight a quiet customer by Last Purchase.
- Scene 5: Highlight a slow payer by Outstanding.