While checking a customer’s information or sales invoices, you can easily view the best-selling products or services for the customer using Copilot Insights.
To see the best-selling products or services for a customer:
- Open the customer’s information or a sales invoice.
Third parties > Customers
Sales > Sales invoices - Open the Copilot screen ().
- Choose the prompt .
Copilot generates an overview of best-selling products or services for the last 12 months.
You can change the duration that Sage Copilot takes into account for this insight by selecting .
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