This is an example of a Market Share by Customer report for the time period specified at the time of creation. Market Share by Customer reports can include data for up to the last 2 years.
This report shows exactly what products within the Supplier's chosen categories the Customer has been buying for the selected date period.
Column A - Pp Product Id - This is the Product description unique identifier. It's possible to add products to Catalogues using this number alone.
Column B - Category
Column C - Sub-Category
Column D - Brand
Column E - Product Description
Column F - Sell Unit
Column G - Supplier Product Code
Column H - Catalogue Title - Shows which of, if any, of your Catalogues the product is contained within. If the cell is blank, this product is not in any catalogue
Column I - Unit Prices - This shows the price(s) of the product within the Catalogue(s) named in Column H
Column J - Total Sold - The quantity of the product that the Supplier has sold to this Customer.
Column K - Total Ordered - The total quantity of this product ordered by the Customer from all Suppliers.
Column L - Rank - Rank 1 = The product the Customer spent the most money on during the selected date period.
Column M - % Won - What percentage of the Total Ordered product this Supplier sold to the Customer.
There are 3 main searches to perform using this data
Filter out all the 0% and 100% in Column M. This will show you all the products this Customer is buying some, but not all of, from the Supplier.
Filter out the blanks from Column H. This will remove any products that are not in a Catalogue. Next, show only the 0% in Column M. This filter combination shows you products that are in Catalogues, but that the Customer is not buying
Show only blanks in Column H. These are products that are not contained within a Catalogue that the customer is buying from other Suppliers
Using this information, you now know which products to add and prices to update in your Catalogues. (See: Update products and pricing in a spreadsheet)