Dormant Customer Analysis Dashboard

This dashboard honors User restrictions based on Customer Location.

Purpose

The Dormant Customer Analysis dashboard assists with identifying Customers with zero balances, no AR activity, and no Patronage.

Details

Filter by:

  • Customer ID
  • Last Name, First Name
  • Active Status
  • Balances ( all balances combined)
  • Patron
  • Last Transaction Date (Invoice Date and Payment Date)