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Account growth

This view helps you find customers with high (or low) growth and upsell potential.

How to view Account growth

  1. Click Sales & CRM → dropdown next to Companies & contacts → Account growth:

    account-growth-menu.png

The view opens filtered to your own active customers: companies at the Customer journey step where you are the account manager. Change or remove the filters to see more companies.

Columns in account growth

Last met 

Helps you understand when you last were in contact with your customers. Time to get in touch again?

More about last met

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Sales 12m

Helps you understand how much you've sold to your customers in total order value (sales) the past 12 months.

More about Sales 12m

Sales also appear in other sales models:

  • Contribution margin (CM 12m)
  • ARR (current or 12 months ago)
  • MRR (current or 12 months ago)
mceclip2.png

 

Growth 12m

Helps you understand how much more or less you've sold to your customers over the past 12 months compared with the previous 12-month period.

More about Growth 12m

Also available in other sales models:

  • Contribution margin (CM growth 12m)
  • ARR (ARR change 12m)
  • MRR (MRR change 12m)
mceclip4.png

 

Purchase vs revenue

Helps you understand how big part of a customers revenue they're spending on purchases from you (in actual order value). The share is calculated against the Revenue on the company. If the company has no revenue, the column shows Missing revenue.

 

More about purchase vs revenue

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ARR/MRR/CM vs revenue

Helps you understand how big part of a customers revenue they're spending on purchases from you (in ARR/MRR or Contribution margin). MRR vs revenue compares one month of recurring revenue with the company's yearly revenue.

More about ARR/MRR/CM vs revenue

 

arr.png

 

 

 

 

 

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  • Company Group Overview
  • Subaccounts for companies
  • Riskbedömning bland dina kunder
  • Signals: About the 'Potential risk' filter
  • Q. What is the default price list option?
  • Price lists overview
  • Automatic update of company info
  • Q: Can I save my chosen export fields as standard?
  • Q: How can I filter to find all the companies without any contacts?
See more

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