Arrangement Profitability

Shows the work order arrangement margin with and without labor to show profitability.

Campaign Sales

Shows the individual sales along with total sales connected to a campaign.

Category Sales

Shows the total sales connected to a category.

Customer Marketing

Show a list of customer sales and the occasion.

Customer Performance

Top X customer by sales for given period.

Customer/Recipient Problems

Shows a summary of customer/recipient problems for the past [x] weeks.

Daily Rolling Sales

Shows a weekday summary of average sales for the selected period.

Funeral Market Share

A List of funerals with the total items sold, total value and estimated % of market share of each funeral, $1500 default total market share with Estimated Total Market Share available to be set on the funeral recipient, Funeral Home Type (recurring address type) set in Report Configuration.

Holiday Reorder

A list of orders so one can reorder the same thing the next year with similar message, customer or order number must be searched.

Marketing Occasion List

Shows a list of upcoming events a customer could be reminded of e.g., upcoming partners birthday etc.
Currently will not show events that occurred on February 29th.

Material Requirements

Shows a breakdown of the various recipe items on a given quote.

New Customer

A list of newly created customers by period and creator

New Recipient

A list of newly created recipients by period and creator

POS Sales Activity

Summary and List of sales for the selected period

POS Sales Activity Summary

Summary of sales for the selected period

Recipient Marketing

List of recipients and possible marketing data

Referrals Breakdown

A summary of sales by sales source

Upcoming Standing Orders

A list of standing orders with occurrences in the given period