Purchasing Behavior RRS feed

  • Question

  • How can we get an easy way to make it available in the Account record data related to purchasing behavior, and facilitate cross-selling and up-selling. Examples.

    -          Annual Purchases

    -          Best selling products at a time for an account.

    -          Any product not sold in a period for an account

    -          Number of annual bills.

    -          Annual number of cases

    -          Number of Annual Opportunities.

    -          Last invoice date

    -          Date of last case


    -          Best selling products in a period.

    -          Customers who have not purchased a product in a period

    -          Sales of a product.

    Excuse for my English and, thank you for your time

    Pedro Gómez

    Sunday, October 12, 2014 3:41 PM

All replies

  • Given the different things that you want to show for an account I would consider writing an SSRS report to show this information. Although it is a few extra clicks for the user to run the report I think it will be quicker to write the report (for someone experienced in report writing) than trying to customize the account entity with the items that you list.
    Monday, October 13, 2014 3:23 PM