New and Repeat Customers Report

The New and Repeat Customers Report in XoroERP offers valuable insights into customer engagement and sales performance. This report displays the data about new and repeat customers and their total sales up to date. This report contains details such as customer name, customer id, currency, type, total count of total order, and total count of total amount.

By providing data on new and repeat customers, along with their total sales, this report equips businesses with the information needed to make informed decisions and tailor their marketing strategies effectively.

To access the report, go to Menu > Reports > Sales > New and Repeat Customers Report

New and Repeat Customers Report Fields

Field	Description
Customer	This field displays the name of the customer.
Customer ID	This field shows the unique identifier for each customer. This is assigned when a customer is created.
Currency	This field shows the currency in which transactions are processed.
Type	This field displays whether the customer is new, repeating or has not generated any sales.
Total Count of Total Orders	This field shows the total number of orders placed by the customer during the specified time period.
Total Count of Total Anount	This field shows the total count of all

New and Repeat Customers Details Report

Users can further drill down the details of the sales by clicking on the values under the "Total Count of Total Orders" and "Total Count of Total Amount" columns.

New and Repeat Customers Details Report Fields

Field	Description
Customer	This field displays the name of the customer.
Customer ID	This field shows the unique identifier for each customer. This is assigned when a customer is created.
Currency	This field shows the currency in which transactions are processed.
Type	This field displays whether the customer is new, repeating or has not generated any sales.
Total Orders	This field shows the total number of orders placed by the customer during the specified time period.
Total Amount	This field shows you the total value of all orders placed by each customer, giving you a sense of their overall spending habits.

Filtering the report

Users can filter the report by the customer join date and the type of customer. These filters are available at the top-left corner of the report.

After selecting the filters, click on "Refresh" icon at the top-right corner to apply the changes.

Benefits of the New and Repeat Customers Report

• Identify loyal customers: This report helps recognize repeat customers who consistently make purchases from your business, allowing you to tailor loyalty programs and rewards to retain their loyalty.

• Identify Inactive New Customers: This report allows the businesses to analyze the new customers that have not generated any sales for the specified period. You can then target the customers for enhancing sales.

• Sales Performance Analysis: By analyzing the total order count and total sales amount of each customer, businesses can identify their most valuable customers and tailor their marketing efforts accordingly.

• Assessing Customer Engagement: The report provides insights into customer engagement by showcasing the frequency of purchases made by both new and repeat customers.

• Informed Decision Making: By understanding customer behavior and sales patterns of new and repeat customers, businesses can make data-driven decisions to optimize their marketing strategies and improve customer retention.

The "New and Repeat Customers Report" is an invaluable asset for businesses aiming to fine-tune their customer engagement approaches and boost their growth. By leveraging the detailed insights provided by this report, organizations can foster stronger relationships with their customers, resulting in increased customer satisfaction and loyalty.