This column is selectable inside the company list and helps you sort companies based on their purchase trend.
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.
The column compares what you've sold to the company during the last 12 months with the prior 12 months.
Tips on how to use this column:
- Sorting to show companies with the biggest change on top shows which of your customers have grown the most in purchase value in one year. These customers might be saturated and not your biggest concern.
- Sorting to show companies with the smallest change on top shows which of your customers have the least purchase growth in one year. Perhaps there are some upsell opportunities hidden here?
|Adding a column to a list||Switch sorting of a column|
If the column is sortable, it will display a small sorting icon. Click it to change sorting.
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.