How can I generate a comprehensive customer sales report in P3?

Click For Summary

Discussion Overview

This thread explores the challenges and experiences related to generating comprehensive customer sales reports in P3, particularly focusing on the limitations of existing reporting features and the desire for more user-friendly options.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Technical explanation

Main Points Raised

  • One participant expresses a desire to run a report that includes customer names, phone numbers, and order details within a specified date range, noting difficulties with the current order history report.
  • Another participant shares their experience of running a report by selecting "category" instead of individual names, but mentions that it lists orders by item rather than by buyer.
  • A different participant wishes to have a list of customers and their recent purchases to facilitate follow-up calls, emphasizing the need for better export options to Excel.
  • One participant notes that while they can see customer order totals, they cannot view specific items ordered, suggesting that this limitation is frustrating.
  • Another participant shares an update from tech support indicating that there is no current report that provides the desired information, and they have suggested improvements to the reporting system.
  • One participant agrees that having access to a customer's complete order history would be beneficial, particularly for follow-ups after shows.

Areas of Agreement / Disagreement

Views differ on the capabilities of the current reporting system, with some participants expressing frustration over limitations while others suggest alternative methods to access information. No clear consensus emerges on a solution.

Contextual Notes

The discussion reflects personal experiences and frustrations with the P3 reporting system, highlighting the need for enhancements to better support user needs.

Who May Find This Useful

This thread may be of interest to Pampered Chef consultants seeking to improve their reporting capabilities in P3 and those looking for shared experiences regarding customer follow-up strategies.

A
akrebecca
Silver Member
Messages
224
I am wanting to run a report in P3 that shows the following:Customer's name, ph#, what they ordered & from which show. I know I can run it by using the order history report but I can only do one customer at a time that way. I would like to have a list of customers specified by a date range. I tried importing it into excel but it comes out as gobbly gook...which I can't read.

Has anyone found a way to run a report like this?
 
Why can you only do one customer at a time? I just ran that report with every sale that I've ever made. Just select "category" instead of name and make sure they are all check marked. In the lower half, mark the appropriate boxes for phone number & show info. It separates it by item # though, with a list of who all has ordered that item. I didn't see a way to make it list it by buyer.
 
  • Thread starter
  • #3
What I would like to do is have a list of customers with the items they have ordered in the last #of months. This way when I sit down to do calls, I can see what they have purchased and ask them how such & such is doing. I really wish I could export into excel then I can manipulate the info.
 
I've only been able to see that you can see what Customer's Order Totals were (and which show/order it was associated to) - but not WHAT they ordered....SOOOO close. But the only other thing I found was what Sheila was saying- see who's ordered from each category.Sounds like a good suggestion to make to HO!! It would be handy.
 
  • Thread starter
  • #5
Update to my Burning Question.....

I called tech support this morning. The tech guy explained that there is no report that would give me the info I am looking for. The only option would be to look at the customer's info under their contact information. But there is no way to print their record.

'Why am I looking for this info' you may be asking. Well, between me & the kids, we have quite a few dr appointments coming up. Plus three times a week, I pick up DD at school. Rather than sitting there watching the wind blow garbage across the parking lot, i would like to tackle some calls. I really don't want to lug my laptop with me. I would rather have the papers for notetaking & ease in putting in my calendar's pockets. No matter how hard I try, my laptop just won't fit:rolleyes:.

I have emailed tech support with my suggestion of allowing the Order History Report to be sorted by customer name. Right now the only sorting option is by Item Number. I think this would be the easiest option instead of re-inventing the wheel. On the program writing side, it may not be the easiest.

Fingers crossed.
 
I think it is a GREAT idea....It makes much more sense to be able to look at the order history of a Customer- not just their SHOW history??The only reason a Show history is convenient would be for Big MAC and Customer Care followups following a show itself.
 

Frequently Asked Questions

What is P3 in Pampered Chef?

P3 is the Pampered Chef's online platform designed for consultants to manage their business, including tracking sales, customer information, and generating reports. It provides tools to streamline operations and enhance customer engagement.

How do I access the customer sales report feature in P3?

To access the customer sales report feature in P3, log in to your P3 account, navigate to the 'Reports' section from the main menu, and select 'Customer Sales Report' from the available options. This will allow you to view and customize your report.

Can I customize the date range for my customer sales report in P3?

Yes, you can customize the date range for your customer sales report in P3. When generating the report, you will have the option to select specific start and end dates to filter the sales data according to your needs.

What information is included in the customer sales report generated in P3?

The customer sales report in P3 typically includes details such as customer names, order dates, product purchased, total sales amount, and any applicable discounts. This comprehensive data helps you analyze sales trends and customer preferences.

How can I export my customer sales report from P3?

To export your customer sales report from P3, generate the report as per your requirements, and look for the 'Export' option, usually found at the top right corner of the report page. You can choose to export the report in formats like CSV or Excel for further analysis.

You must log in or register to reply here.

Similar Pampered Chef Threads

How to Search for Product Order History on New Website?
  • marystell1
    • Business, Marketing and Customer Service
Replies
2
Views
6K
Cheryl06
P3 Report for Products Still Under Warranty?
  • esavvymom
    • Business, Marketing and Customer Service
Replies
2
Views
1K
Admin Greg
Can You Print a Show Summary/Tally Report from P3?
  • esavvymom
    • Business, Marketing and Customer Service
Replies
5
Views
3K
NooraK
Where Can I Find the Order Date for a Specific Item in P3?
  • kam
    • Business, Marketing and Customer Service
Replies
2
Views
1K
kam
CC Report Assistance for P3: Customer, Product, and Show Details Listed by Name
  • pampchefsarah
    • Business, Marketing and Customer Service
Replies
2
Views
1K
pampchefsarah
How Do You Organize Your Customer Care?
  • mrsbmomof3
    • Business, Marketing and Customer Service
Replies
2
Views
2K
Admin Greg
How can I efficiently organize my customer call backs and order history?
  • PChefRenee
    • Business, Marketing and Customer Service
Replies
2
Views
1K
Admin Greg
Can Canadian Users Print a Customer Phone List from Stoneware Sales Records?
  • PamperedK
    • Business, Marketing and Customer Service
Replies
7
Views
2K
CathyBob
How to Handle a Non-Paying Customer in Direct Sales Business?
  • LBurke
    • Business, Marketing and Customer Service
Replies
4
Views
2K
AnaCash
Order Outlet Items Independently on P3 - No Show Order Required
  • byrd1956
    • Business, Marketing and Customer Service
Replies
12
Views
2K
Sheila
Back
Top