This part covers audit procedures generally performed on sales customers.
Sales summary table by customers and months
# A tibble: 10 x 7
# Groups: name [8]
name month freq credit pct cum_amt cum_pct
<chr> <ord> <int> <dbl> <dbl> <dbl> <dbl>
1 Baker's Professional Lighting~ Feb 7 2391 1 2391 1
2 Baker's Professional Lighting~ May 7 2038 0.160 2038 0.160
3 Baker's Professional Lighting~ Dec 6 10680. 0.840 12718. 1
4 Baker's Professional Lighting~ Feb 10 1885 0.570 1885 0.570
5 Baker's Professional Lighting~ Dec 7 1422 0.430 3307 1
6 Baker's Professional Lighting~ Mar 8 1872 1 1872 1
7 Baker's Professional Lighting~ Jan 10 2381 1 2381 1
8 Cole Home Builders:Phase 1 - ~ Feb 17 2187. 1 2187. 1
9 Cole Home Builders:Phase 1 - ~ May 17 2187. 1 2187. 1
10 Cole Home Builders:Phase 1 - ~ Apr 17 2187. 0.0845 2187. 0.0845Month over month sales by customers
# A tibble: 28 x 4
# Groups: name [14]
yearmonth name monthlysales mom
<chr> <chr> <dbl> <dbl>
1 2018-12 Baker's Professional Lighting:Store #10 10680. 424.
2 2018-12 Lavery Lighting & Design:Store #JL-08 2708. 351.
3 2018-12 Thompson Lighting Stores:Store #15 11800 290.
4 2018-06 Cole Home Builders:Phase 1 - Lot 5 5834. 256.
5 2018-02 Cole Home Builders:Phase 2 - Lot 5 4364 99.5
6 2018-04 Godwin Lighting Depot:Store #202 1688. -78.3
7 2018-07 Cole Home Builders:Phase 1 - Lot 5 9803. 68
8 2018-06 Kern Lighting Warehouse:Store #45 14175 66.8
9 2018-05 Cole Home Builders:Phase 2 - Lot 5 1637. -62.5
10 2018-11 Kern Lighting Warehouse:Store #01 9839 -60.8
# ... with 18 more rowsRelative Size Factor test (RSF)
Could also include mean computed without the first larget number to help you decide relevant RSF score. Here, 0.6 is the chosen cut-off.
# A tibble: 43 x 5
# Groups: name [43]
date num name memo rsf
<date> <chr> <chr> <chr> <dbl>
1 2018-02-14 71110 Baker's Professio~ River Rock (8/60 watt) Faux ~ 0.706
2 2018-12-07 71138 Baker's Professio~ Fluorescent Lamp, Medium Bipi~ 0.945
3 2018-03-11 71048 Baker's Professio~ Polished Brass Pendant, 1-100~ 0.778
4 2018-01-06 71047 Baker's Professio~ Pearl Nickle, 5 Light, Medium~ 0.95
5 2018-02-12 71088 Cole Home Builder~ Pearl Nickle, 5 Light, Medium~ 0.931
6 2018-05-24 71086 Cole Home Builder~ Pearl Nickle, 5 Light, Medium~ 0.931
7 2018-06-07 71085 Cole Home Builder~ Die Cast Lanterns, Black, 1-1~ 1
8 2018-08-22 71109 Dan A. North Buil~ Tapestry, (2-60 watt Med), Et~ 0.9
9 2018-04-28 71067 Dan A. North Buil~ Beveled Mirror, Etched Ribbed~ 0.807
10 2018-05-30 71069 Godwin Lighting D~ Verona Collection, Pendant, C~ 0.923
# ... with 33 more rowsTop 10 customers
| name | amt | freq | pct |
|---|---|---|---|
| Other | $166,063 | 440 | 40% |
| Kern Lighting Warehouse:Store #13 | $37,725 | 32 | 9% |
| Kern Lighting Warehouse:Store #01 | $34,929 | 20 | 8% |
| Kern Lighting Warehouse:Store #34 | $34,625 | 21 | 8% |
| Kern Lighting Warehouse:Store #45 | $30,675 | 16 | 7% |
| Cole Home Builders:Phase 1 - Lot 5 | $25,877 | 196 | 6% |
| Stern Commercial Contractor’s:Walker Properties | $21,330 | 5 | 5% |
| Stern Commercial Contractor’s:Tittle Properties | $17,433 | 6 | 4% |
| Thompson Lighting Stores:Store #15 | $14,825 | 27 | 4% |
| Stern Commercial Contractor’s:Wilson Suites | $14,355 | 3 | 3% |
| Cole Home Builders:Phase 2 - Lot 5 | $13,973 | 81 | 3% |
Customer churn analysis (RFM)
Sales outliers
