Unlock Insights into Your Sales with Two Powerful Counterpoint Reports:

• Sales History by Customer by Item

• Sales History by Item by Customer

Ever wondered who is buying a specific product or which items generate the most revenue from certain customer groups? Counterpoint makes it easy to answer these questions with two dynamic reports designed to help you understand sales patterns and customer behavior—so you can make smarter, data-driven decisions.

Sales History by Customer by Item

Think of this report as a customer-focused lens. It shows exactly which items each customer purchased and provides key metrics such as sales, quantities, profitability, and percent-of-total figures. This insight helps you understand not just what’s selling, but who is buying. You can filter the report by items, customers, stores, dates, categories, or other criteria, making it a versatile tool for uncovering trends and spotting opportunities.

Highlights:

• Starting point: Customers (Who is buying)

• Best for:

  • Understanding individual customer purchase patterns

  • Identifying which items a customer—or customer group—buys most

  • Spotting trends in customer-specific profitability or loyalty

• Ideal use case: When you want to know “What has this customer purchased?” or “Which products drive the most revenue from this customer group?"

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Sales History by Item by Customer

This report flips the perspective, giving you a product-focused view. It shows which customers purchased each item, along with sales, quantities, profitability, and percent-of-total figures. Perfect for targeting your outreach, you can filter by item, customer, store, date range, category, or other criteria to drill down into exactly what you need.

Highlights:

• Starting point: Items (What’s being sold)

• Best for:

  • Seeing which customers are buying specific items

  • Creating call lists for your sales team based on items or vendors

  • Identifying the right customers to target for promotions or marketing campaigns

• Ideal use case: When you want to know “Who bought this product?” or “Which customers should I reach out to about this vendor’s line?"

By understanding both the customer perspective and the product perspective, these two reports give you a complete picture of your sales landscape. Use them together to optimize promotions, improve sales outreach, and make smarter business decisions based on real data.

Find these reports by going to:

Home > Sales History > Reports > Sales History by Customer by Item

Home > Sales History > Reports > Sales History by Item by Customer