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)