Customer Report

Purpose: To provide statistics on the customer data available to the current user through pie charts and bar charts based on various customer attributes.

1 Chart Display

1.1 Pie Chart

The pie charts show the percentage of customers by customer type, customer status, customer attributes, and customer size.

1.1.1 Statistics

1.1.2 Filter

The charts statistics are displayed based on filter criteria and the filter are fixed.

The filter range are created this week, created this month, created this quarter, and created this year.

1.2 Bar Chart

1.2.1 According to Account Executive

Statistics on the total number of customers, customer types, customer statuses, and customer attributes.

Horizontal axis: Account executive

Vertical axis: Number of customers under each account executive.

1.2.2 According to Creation Date

Statistics on the number of customers, customer types, customer statuses, and customer attributes by day, week, and month.

Horizontal axis: Customer creation date

Vertical axis: Number of customers created