Contribution Margin past 12 months is part of Account growth – a feature for finding customers with high (or low) growth and upsell potential.
Using the Contribution Margin (CM) sales model? Here's how to quickly see how much – or how little – CM each customer is generating over the past year.
Why use Contribution margin past 12 months
Sort the results to uncover your customers with:
-
Higher amounts of CM
(identify your most valuable customer segments and products with the most profitability) -
Lower amounts of CM
(find out the reasons why and take action before you run into problems)
How to view Contribution margin past 12 months
- Click Sales & CRM
- Click the dropdown next to Companies & contacts and click Account growth:
- If CM 12m isn't visible in the column headers, click the edit column cog icon:
- Search for CM 12m under the company fields or use the search bar:
- Click to select and add the column. You can also click and drag to rearrange the column order:
- To sort into ascending or descending order, click the arrows next to the column header: