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SPA-I-1673
SPA-I-1673
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CRM App
Created by
Guest
Created on
Jul 12, 2021
RELATED IDEAS
Have option for RFM Analysis to also consider Imported Sales Transaction Data
Automatic sync for Distributors' sales data from the ERP
Extend RFM by Delivery Address to calculate across multiple (otherwise unconnected) Ledger Accounts
Allow creation of sales ledgers
Add Margin Value to Sales Ledger Monthly
Include Distributor sales in RFM and CLTV calculation
Option to Exclude B2C Retail customers from RFM Analysis
Consolidated RFM view at Company Level
Sales Ledger Creation for Dear Inventory Customers
Add toggle to display Sales Analysis in customer currency
Values such as RFM and sales analysis may prove beneficial if they are driven from the customer ledger. This would then include credits and transactions that are direct to sales invoice which would provide a more accurate view of customer activity.
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