List Performance Summary Report

This report provides data concerning the performance of a selected set of your lists based on sale data for a specified time period. Specify one time period from which the lists are selected and another time period from which the sales totals are collected. (The two periods can of course overlap or be exactly the same.)

This report includes a horizontal bar chart and a data table.

The bar chart shows the top ten lists from your selection, rated according to their net sales for the specified period.

The data table provides a row of data for each list. Each row includes the following data for each list:

List Name
This is the name assigned to the list by CRMS user who created it.
List ID
The CRMS-assigned identification number assigned to each list, which serves to provide a unique ID for each list.
List Creation Date
The date when the list was created in or introduced into CRMS. Although the list might have existed earlier in another environment, this date refers to the creation of the list with respect to the CRMS list management system.
Customer Count
The total number of customers in each list. More accurately, this is the customer count for each list -- based on the customer count when the list was created. Be aware that the names in each list are validated for format when they are created, that is, when they are imported into CRMS. This tends to reduce the size of some externally generated lists by a small percentage. Note that the total customer count is the count of all unique customers -- not just those on a list – as of the end of the specified period.
Active Customer Count
The total number of customers in each list who made a purchase within the sales dates selected.
Total Net Sales Monetary Units
The total number of sales monetary units produced as income by active customers in a list within the dates selected. This number accounts for returns.
Net Transactions
The total number of net transactions by active customers in a list within the dates selected. Refunds and returns (transactions with negative value) are counted as a negative transaction. Even exchanges (zero value transactions) are not counted as a transaction.
Note: The net transactions count can easily be misinterpreted if your POS system does not match item return transactions to item purchase transactions. Consider if a customer buys multiple items in one transaction, that counts as one transaction. If the same customer returns just one of the items on a subsequent day, the return transaction might count as one negative transaction. With respect to the net transaction value, the return of the one item in this scenario effectively cancels the purchase of several items. (Note, however, that some POS systems match the purchase and return transactions, which eliminates this problem.) Thus, the net transactions value can be skewed towards a conservative measure, depending on how your POS system processes returns.
Net Units
The total number of net units sold during the dates selected.
Note: The totals on the bottom line are not the totals of the numbers listed directly above in the same columns; rather, they are totals of the unique customers, unique active customers, and their related data. (Because multiple lists inevitably overlap with each other, a simple total of the listed numbers counts the same customer data multiple times yielding incorrect figures.)

The total value for Net Sales Monetary Units is simply the total sales over the time selected. This value does not apply to list names, list ID and list creation date; it is simply the total sales over the time selected.