Customers Overview
Application component: Sales
App type: Analytical
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Monitoring and Analytics (S/4 CLD)
Description:  With this app, you can get an overview of the sales data of one or more customers.  
An OVP application to overview customer related KPIs and document status
Key features:    View various sales measures of customers represented by cards. The data is displayed in an easy-to-consume manner using charts and lists.   Filter results by various criteria, such as sold-to party, sales organization, sales group, and so on. Note The filters that you apply and the corresponding results that you get are automatically saved for your current login session. So, if you navigate to the launchpad or other apps and come back to the Customers Overview app in the same session, the filters and the results from earlier continue to be displayed. To get the latest set of results, choose Go again. Once you log off, the saved filters and results are cleared.   Specify a preferred currency for displaying the results. You must select the display currency and at least one sold-to party (customer) in order to see the corresponding sales data.   Navigate to the related apps to drill down into the data.   The app displays the following cards:   Card Description     Frequency of Sales Orders      Displays the average number of sales orders per month for the last 6 months.   Displays the number of sales orders per month for the last 6 months in a chart.   Allows you to navigate to the Manage Sales Orders app by:  Clicking on the card header to see detailed information for the last 6 months.   Clicking on the data point of a month in the chart to see details for that specific month.          Incoming Sales Orders      Displays the average net value of sales orders per month for the last 6 months.   Displays the net value of sales orders per month for the last 6 months in a chart.   Allows you to navigate to the Manage Sales Orders app by:  Clicking on the card header to see detailed information for the last 6 months.   Clicking on the data point of a month in the chart to see details for that specific month.          Open Sales Orders      Displays the list of sales orders that are not completed. This status is based on the Overall Status filter in the Manage Sales Orders app. The sales orders displayed are ordered by the requested delivery date.   Allows you to navigate to the Manage Sales Orders app by:  Clicking on the card header to see details of all the open sales orders.   Clicking on a specific sales order to see only its detailed information.          Rejected Sales Orders      Displays the total number of sales orders that are either partially rejected or fully rejected (Everything Rejected). This status is based on the Rejection Status filter in the Manage Sales Orders app. The data displayed in this card is for the sales orders from the last 6 months.   Displays the number of partially rejected sales orders. Partially rejected sales orders are those where only some of its items are rejected.   Displays the number of fully rejected sales orders. Fully rejected sales orders are those where all of its items are rejected.   Allows you to navigate to the Manage Sales Orders app by:  Clicking on the card header to see details of both the partially rejected and fully rejected sales orders.   Clicking on a specific rejection status to see the corresponding sales orders.          Customer Returns      Displays the total number of items returned by customers for various reasons. The data displayed in this card is for the items returned in the last 6 months.   Displays the number of items returned by customers for each reason. The reasons are ordered in the descending order of the number of items tagged against it.   Allows you to navigate to the Customer Returns - Return Rate app by:  Clicking on the card header to see details of all the reasons for return.   Clicking on a specific reason for return to see its details.         Delivery Performance  Displays the delivery performance of sales orders over the last 6 quarters. Displays the quarterly data in a chart for the following key figures: Delivered as Requested: Includes sales order items that have been delivered by the customer's requested delivery date. Delivered as Committed: Includes sales order items that have been delivered by the committed delivery date.     Sales Volume / Profit Margin  Displays the sales volume against profit margin for the last 6 quarters in a chart. Allows you to navigate to the Sales Volume - Profit Margin app by:  Clicking on the card header to see details for the last 6 quarters in a chart.   Clicking on a specific data point to see details for the selected quarter.       Sales Volume by Sales Area      Displays the net sales volume from all sales areas, which are assigned to the selected sold-to party, for the current year. A sales area is a combination of sales organization, distribution channel, and division.   Displays the sales volume in each sales area, assigned to the selected sold-to party, for the current year in a chart.   Allows you to navigate to the Sales Volume - Check Open Sales app by:  Clicking on the card header to see details for all the sales areas.   Clicking on a specific sales area in the chart to see its details.          Open Quotations      Displays the list of sales quotations that are not completed. This status is based on the Overall Status filter in the Manage Sales Quotations app. The sales quotations displayed are ordered by their validity end date.   Allows you to navigate to the Manage Sales Quotations app by clicking on the card header to see details of all the open sales quotations.   Allows you to navigate to the fact sheet of a specific sales quotation by clicking on it.        Rejected Quotations      Displays the total number of sales quotations that are either partially rejected or fully rejected (Everything Rejected). This status is based on the Rejection Status filter in the Manage Sales Quotations app. The data displayed in this card is for the sales quotations from the last 6 months.   Allows you to navigate to the Manage Sales Quotations app by clicking on the left area of the card to see details of both the partially rejected and fully rejected sales quotations.   Allows you to get a basic overview of partially rejected and fully rejected sales quotations by clicking on the right area of the card. This action opens a scrollable collection of cards representing both the partially rejected and fully rejected sales quotations. You can see additional details of any sales quotation by clicking on the corresponding card header in this collection.        Sales Contract Fulfillment      Displays the list of sales contracts that are not fulfilled (or not completed). This status is based on the Overall Status filter in the Manage Sales Contracts app. You can order the sales contracts displayed either by their validity end date or fulfillment.   Allows you to navigate to the Manage Sales Contracts app by clicking on the card header to see the list of all the unfulfilled sales contracts.   Allows you to navigate to the fact sheet of a specific sales contract by clicking on it.        Quick Actions   Provides shortcuts to perform the following actions: Create a sales order using either the Create Sales Documents app or the Manage Sales Orders app. Create a sales quotation using the Create Quotations app. Create a customer return using the Manage Customer Returns app. Track sales orders using the Track Sales Orders app.      Customer Contact     Displays the contact information of one or more customers. Allows you to navigate to the Customer - 360° View app by clicking on a specific customer for more details.      
Business roles: Internal Sales Representative
Internal Sales Representative : 
Manages sales documents, e.g. captures changes or cancels sales orders, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Solution Order Specialist : 
Manages solution orders for customers. Creates, updates, orchestrates and monitos the solution order, order execution and coordination across delivery organizations, delivering reports on orders, executing order changes, etc.

Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.