PCRT Sales/Marketing/Reporting Plugin - Need Ideas

jft135

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I've cross posted this on the PCRT forums as well, but I'll probably get more responses here.

One of my techs is working on his CS degree and for his semester project, he'll be building an external reporting app that will query a PCRT database to generate additional reports that aren't in PCRT itself. I'd love to see some of these built in, but for the time being, this will be a useful piece of software. He's planning to release it as open source when it's done. We have some ideas for what reports we want that I'll list below, but we'd love some input on other reports that would be useful for you guys. Thanks.

NOTE: This is the output from a really rough brainstorming session we've done. Not all of these are even possible/feasible.

Inventory

- Item detail (prompt for PCRT item #)
Average sales/week (no of items) w/ line graph showing past 52 weeks
Average sales price (last 12 mos)
Average cost w/ line graph showing cost for past 52 weeks
Average profit/sale
Gross Revenue from item for last 12mos
Average monthly revenue from item for last 12mos w/ line graph showing revenue by month
Gross Profit from item for last 12 mos
Average monthly profit from item for last 12mos w/ line graph showing profit by month
ROI last 12 months (profit/cost)

-Inactive items list (stock status 0 and no activity last 6 mos.) Export to .csv

Marketing

-Ticket volume by Acquisition Type last 12 mos w/ weekly line chart and bar graph
-Revenue by Acquisition Type last 12 mos w/ bar graph & pie chart
-Gross Profit by Acquisition Type w/ bar graph & pie chart
-Average Revenue per ticket by Acquisition type w/ bar graph
-Average Gross Profit per ticket by Acquisition type w/ bar graph
-Cost per Acquisition by Acquisition type w/ bar graph
-ROI (based on revenue) by acquisition type w/ bar graph (prompt for yearly cost and divide gross profit by that number for each type. Account for divide by 0 for free marketing ie. word of mouth)
-ROI (based on profit) by acquisition type
-Sales by Customer report - Top 100 (export to .csv)
-Most profitable Customer report - Top 100 (export to .csv)
-Inactive Customer Report (prompt for date and list customer groups that haven't had a WO or receipt since that date. Export to .csv and add line for last transaction date)

Labor

- Revenue by Quick Labor item last 12 mos w/ weekly line graph (for clarity's sake allow selection of which items to display)
- Ticket volume by Quick Labor item last 12 mos w/ weekly line graph
- Median time in shop by Quick Labor item.
 
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