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How do I use Customer and Product Reporting?

BlueTrace reporting shows you how your business is performing — which customers are buying, what's selling, and whether you're making money on it.

Note: Reporting can be turned on for individual users, so if you don't see it in the navigation talk to your administrator.  They can turn it on for you. 

Customer Reports: Answer: "How is this customer doing over time?" — See their total orders, spend, and whether they're buying more or less than before.

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Product Reports: Answer: "How is this item selling?" — See volume in pounds, total revenue, and your profit margin week by week.

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How to read these reports:

Orders / Qty sold For customers, this shows the number of orders placed that week. For products, it shows pounds (or other quantity) sold. This tells you activity level at a glance.

Total cost vs. total sales  Cost is what you paid for the product. Sales is what your customer paid you. The gap between them is your gross profit.

Profit %  This is the most important column. A healthy seafood margin is typically 20–35%. Watch this number week over week — if it drops, your cost went up or your price didn't keep pace.

Weekly, monthly, or custom

Use the dropdowns in the top-right corner to switch between weekly and other views, or pick a custom date range. Zooming out to 3–6 months shows you seasonal trends. Zooming in to the last 4 weeks helps you react to what's happening right now.