How Do I Write a Business Analysis Report?

The customer analysis report is also called the analysis report of the counterparty or the transaction object. It is an analysis report written after investigating the customer through various channels. It mainly reflects the customer's credit status, business scope, activity capacity, development trend, and development prospect. Writing a customer analysis report is convenient for the correct selection and cooperation of the transaction object, and it is an important reference basis for the strategic development department, the outreach department, and the senior management to make decisions.

Customer Analysis Report

The customer analysis report is based on scientific and rigorous customer management. ^[1]

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1. Customer management is a dynamic process. Because the customer's situation is constantly changing, the customer's information must also be constantly updated. Therefore, the customer analysis conclusions are also time-sensitive. When completing the customer analysis report, the latest, most recent and detailed first-hand information is used as much as possible to ensure the value of the customer analysis report. ^[1]

2. The customer analysis report should highlight the key points. For key customers or large customers, sort the data and focus on their business conditions, so that the customer analysis report is representative and useful.

3 The customer analysis report belongs to the scope of the investigation report, so it is necessary to follow the general principles of the investigation report writing.