Discover the proportion of a customer's annual revenue that they're spending with you.

Why use 'Purchase vs revenue'

This is part of Upsales upsell/account growth features. Built to help you find customers with high (or low) growth potential. The process works in 3 stages:

1. Analysing how much you've sold to a customer during the past 12 months
2. Combining with the customer's annual revenue in their financial statements
3. Calculating what percentage of the customer's annual revenue your sales make up

The share is calculated against the Revenue on the company. If the company has no revenue, the column shows Missing revenue.

Sort the results to uncover your customers spending:

• Higher percentages of their revenue on you
  (identify your most valuable segments)
• Lower percentages of their revenue on you
  (explore potential for increasing sales and upsell opportunities)

How to view Purchase vs revenue

1. Click Sales & CRM → dropdown next to Companies & contacts → Account growth:
   
   
2. If Purchase vs revenue isn't visible in the column headers, click the edit column cog icon:
   
   
    
3. Search for Purchase vs revenue under Company fields or use the search bar:
   
   
    
4. Click to select and add the column. A view can have up to 8 columns: if it already has 8, remove one first. To rearrange the column order, click and drag:
   
   
    
5. To sort into ascending or descending order, click the arrows next to the column header: