Customer Revenue and Usage Reporting.

Customer revenue and usage reporting involves documenting and analyzing data related to the revenue generated by individual customers and their usage of products or services within a business or organization. This reporting process includes tracking information such as customer purchases, transaction amounts, frequency of purchases, and any additional services or features utilized by customers. Customer revenue and usage reporting helps businesses understand the value of each customer, identify high-value customers, track customer behavior trends, and make data-driven decisions to optimize sales strategies, improve customer satisfaction, and maximize revenue.

To see reporting:

1. Go to Sales & Marketing in the left side panel.
2. Click on Customer (CRM).
3. Click Reports in the navigation bar.
4. Click Customer Revenue and Usage Reporting.
   
   

5. On “Event Date From” and “To”, select the dates of the report to view. 

    

   

6. Click on Refresh.

    

   

7. Click on the drop-down “Select Reports...” and select the report you want to view. 
   
   

8. Click on the Check boxes to select the report or reports you want to export. 

    

   

9. Click Print to and select how you want to view the report.