Sales & Margin Intelligence

KSS

Where customers are slipping by department, and the categories comparable accounts buy that they don't — gross-margin-led, live from the invoice ledger.

Department performance

Biggest customer declines

Biggest customer gains

Customer & department drop-off

CustomerPriorSales GPGP%ΔΔ%Status

Cross-sell & whitespace

Departments a customer doesn't buy that comparable accounts reliably do, valued as estimated annual gross profit, from the selected period's buying patterns.

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Recommended departments to introduce

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Department penetration

How widely each department sells across active customers in the selected period, its margin, and the trend versus the comparison period.

DepartmentBuyersPenetrationAvg wallet shareSalesGP%Δ
Customer invoices and credit notes (posted) over the last 24 months, from Odoo’s Invoice Analysis (invoices and posted credit notes); gross profit is Odoo’s line margin. The Overview shows your sales income-account balance from the General Ledger as the control total, with the variance (POS takings and manual journals) reconciled beneath it. Departments are the product-category level beneath “Saleable”. Comparisons are like-for-like (same window length). Cross-sell excludes departments with fewer than 15 buyers; values are indicative share-of-wallet at department margin, not forecasts. Visit actions are logged to the customer’s Odoo chatter (visible to your team); department notes are saved in this browser. Data limited to your access rights.
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