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Account growth: Growth 12 months

This column is part of Account growth and compares what you've sold to a company year-on-year.

Why use 'Growth 12 months' 

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

  • Identify which of your customers have grown the most in purchase value in one year. These customers might be saturated and not your biggest concern.
  • Identify which of your customers have the least purchase growth in one year. Perhaps there are some upsell opportunities hidden here?

How to use Growth 12 months

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

    account-growth-menu.png
  3. If Growth 12m isn't visible in the column headers, click the edit column cog icon:

    account-growth-column.png

  4. Search for Growth 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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