Upsales advanced industry classification system leverages AI to provide you with actionable insights into how your customers perform within their industry. It goes beyond traditional, broad classifications to pinpoint exactly where your company stands within the market.

For example, rather than the company Upsales simply being labelled under generic categories like “IT Services”, Upsales Company Data Hub supplies detailed industry codes, so Upsales can compare a company with companies in the same industry and a similar revenue range.

Comparing your customers vs their industry: Financial performance benchmarking

Upsales allows you to compare your customers' financial performance with others in the same industry. This helps you see if your customers are growing at the same pace as their industry or if they’re ahead or falling behind competitors. On an aggregated scale this helps you analyse the financial health of your customers and their industries.

How is the performance calculated?

To compare companies across industries, Upsales uses a universal metric; The rule of 40. Although it might be best suited for the SaaS industry, it's a way to compare all companies by the same standard:

The Rule of 40 (E40) is a valuable KPI for comparing companies because it provides a balanced view of two crucial business metrics:

• It combines growth (Net Sales Growth %) with profitability (Profit Margin %)

This combination makes it an effective metric for several reasons:

• It creates a balanced view between growth and profitability, preventing companies from overemphasising one at the expense of the other
• It allows for meaningful comparisons between companies of different sizes and stages
• It helps identify companies that can sustainably scale while maintaining healthy profit margins
• It's particularly useful for evaluating software and technology companies where there's often a trade-off between growth and profitability

Customer market share analysis

By grouping companies in the same industry category, Upsales can calculate and analyze their combined revenue. This lets you understand your customers’ market share within the industry and also find potential leads in the same industry.

Find similar customers

The Similar customers list in the company card sidebar shows your customers in the same industry sector with a similar revenue. A customer here is a company you have won a deal with in the last 12 months. Click a name to open that company.

Frequently asked questions & known limitations