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Account growth: Sales 12 months (Sales 12m)

This view helps you organize companies based on how much they've purchased during the last 12 months. 

Why use 'sales 12 months' 

This is part of the account growth features that help you identify which customers to focus on.

  • Find out who's your best customers by purchase value. See any similar companies that might have untapped purchase potential?
  • Using the revenue column can be a good way of comparing if two companies could have the same purchase potential.

How to view sales 12 months

  1. Click Sales & CRM 
  2. Click the dropdown next to Companies & contacts and click Account growth:

    account-growth-menu.png

  3. If Sales 12m isn't visible in the column headers, click the edit column cog icon:

    account-growth-column.png

  4. Search for Sales 12m under the company fields or use the search bar:

    account-growth-search.png
     
  5. Click to select and add the column. You can also click and drag to rearrange the column order:

    chrome_xjaJTPWC6s.gif

  6. To sort into ascending or descending order, click the arrows next to the column header:

    account-growth-sort.png

 

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