Video 0.38: Finding clients that buy more or less from us compared to last year
In order to see what clients are buying more or less from you, you need to use Insights and build a report showcasing this. The code for the required calculation is found below and you can also contact Upsales to get help with this from our consultants.
- Go to Analytics and Upsales Insights
- Open the report by clicking “reports” and choose the correct one. In the example video, the report is named “Sales per client compared to last year”.
- In the report, you can see the change in sales compared to the previous year for your clients.
How to create the report:
SUBJECT TO CHANGE -> Lägg till "Företagsnamn" & "Avslutsdatum Date Year" som dimension, Försäljning (Netto) som Measure och gör en pivot på "Avslutsdatum Date Year". Filtrera "Avslutsdatum Date Year" på senaste två åren.
Create a calculation with the below data:(pivot_offset(${ordered_product.total_value},0)-
pivot_offset(${ordered_product.total_value},1))
(pivot_offset(${ordered_product.total_value},1)