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The sales 12 months column

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Feature in testing

This column is selectable inside the company list and helps you sort companies based on how much they've purchased during the last 12 months. 

This feature is under development and available to beta tester customers. Contact us to become a beta tester and gain early access to the newest features.

Tips on how to use this column:

  • 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.

 

Adding a column to a list Switch sorting of a column
  1. Click the cog icon in the top right corner of the list
    1. mceclip1.png
  2. Select which columns you want (max 5)
  3. Click save

If the column is sortable, it will display a small sorting icon. Click it to change sorting.

 

mceclip2.png

 

Feature still in development (2022-03-07) and released for selected customers.

This is a part of Upsales upsell/account growth features aimed to help you figure out which customers to spend more or less time on based on their growth potential.

Read more about account growth here.

 

 

 

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