Explore the feature for gaining important insights into your business performance. Monitor your customer base, spot trends, manage risks, and take action.
Customer portfolio gives you year-on-year insights across your:
Customer performance
Click Sales & CRM → Customer portfolio → Customers:
The Customers tab displays performance data for your business over the past 12 months:
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Buying Companies Trends
Track trends in the number of buying companies compared to the past 12 months -
Total Sales Insights
Get an overview of total sales and its trends -
Sales Distribution
Understand how sales are distributed among existing customers, new customers, and potential gains from greater customer retention:
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Industry Breakdown
Explore sales contributions by industry segments (for companies with a Swedish Standard Industrial Classification SNI) -
Lost Customers Analysis
Analyse customers who didn't make purchases in the past year
Risk exposure
Risk exposure is available with Company Data Hub
Click Sales & CRM → Customer portfolio → Risks:
You can identify levels of risk, the nature of risk, and credit rating levels:
Companies with sales or current ARR > 0 are shown in the risk tab. The result may be different depending on the permissions of the user viewing the Customer Portfolio
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Risks in customer portfolio
View customers at risk on a scale of: Warning, Potential risk, No risk identified. Compare distribution across industries to identify trends -
Credit rating distribution
Gain a clear picture of credit ratings (and potential risk of bankruptcy) within your portfolio -
Risks List
View risks on your customers, such as payment issues, bankruptcy forecasts, or credit rating changes. Click a row to view signals relating to the customer
Risk events
Click Sales & CRM → Customer portfolio → Risk events.
The tab lists credit rating downgrades for your companies under Credit monitoring, newest first. Each row shows the Company, Event date, Account managers, Credit rating and Type of event, for example Credit rating downgraded with the old and new rating. Click the company name to open the company.
Upsell potential
Click Sales & CRM → Customer portfolio → Upsell potential.
The tab compares how much each customer buys from you with similar customers. Where a customer buys less, the difference is shown as potential. The list is sorted by Potential, highest first, and shows the Company, Potential, Sales 12m (or ARR, MRR or CM 12m, depending on the sales model you view) and Account manager. The estimated total value is shown above the list.
The Upsell potential tab is shown to administrators and to users with access to all reports, on plans that include it.
View by companies or sales
Click the tabs to change the view between number of companies, or sales over the past 12 months:
How to view different Customer portfolio dimensions
You can filter Customer portfolio by:
- Account managers
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Opportunity stages
Stages set to exclude from sales figures are filtered out by default. Not available on the Risk events and Upsell potential tabs. -
Sales model
Depending on your Sales model, you can switch between viewing Contribution Margin, ARR, MRR, and total order value: