Open your customer list from the side navigation Customers > Summary. In the summary view you can:
✔️ View key KPIs related to customers
✔️ Update existing customer information, such as industry or account owner
✔️ Export the customer list from the system as a file
Kpis, i.e. key figures
View preselected KPI figures at the top of the summary view. The formulas for the KPI figures are explained in the table below:
| KPI figure | Description and formula |
|---|---|
| Margin this year | Difference between billing and total costs this year. Formula is Billing - Total Cost. The number doesn’t include costs added to internal projects. |
| Billing this month | Compares this month's billing with last month's billing. Invoices included in the calculation are those with status Sent (Sent selection in invoice status settings), have an invoice number, the invoice date is in the relevant month (last/this month), and those you have permissions for. |
| Active customers | Number of customers with an open sales case or project (excluding internal projects). |
| Prospects in pipeline | Number of customers who have an active sales case in progress, but the customer has no billing and no sales cases or projects in won status. |
Mass update of customer data
Update your customer information for several customers at once from the Customers > Summary or Reports > Report creation > Customers view. Update information and settings by selecting the desired customers from the checkbox to activate. Once you have selected the desired rows from the customer list, make the following changes to all selected simultaneously:
- Change account owner: Update a new named owner for the selected customers.
- Change industry: Set or change the industry classification for all selected customers at once.
- Change invoice template: Choose which invoice template (e.g., different language versions or layouts) will be used.
- Change default invoicing vat: Change the default value-added tax rate for the selected customers.
- Change status: Change the status of customers (e.g., from active to passive).
- Add market segmentations: Attach selected customers to new groups (previous groups are retained).
- Remove market segmentations: Remove selected customers from certain groups.
Customer data reporting
Create reports from your customer data from the left side navigation under Reports > Report creation > Customers. Create your own personalized reports related to customers and contacts. For example, through the Contacts & addresses report, you can list all contacts with their email addresses on the same report. Download the report in Excel or CSV format by clicking the icons in the upper right corner of the report.
Keywords: customer relationship, customer registry, mass update, KPI figure, public registry, customer data reporting, mass update of customer data
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