| Edition: Enterprise | Audience: All Users |
Manager's Toolkit: Repeat Business
The Repeat Business report looks at Total Sales by Organization (customer) and is run over the last twelve months by default.
This report is part of the Slice & Dice Manager's Toolkit.
Key Questions This Report Helps Answer
- How frequently and how much are we generating for our biggest customers?
- What opportunities do we have to reconnect with customers we haven’t worked with for X months?
- Which customers have generated the most revenue for the business over the last 12 months?
Tips
- Click on the Totals column to sort by Total Sales amount.
- Click on the Type variable to view only Contract or Perm Sales.
- Drop the Owner variable into Rows.
- With Owner at the top, the report will cluster customers by owner.
- With Owner at the bottom, the report will cluster by customer and show the different consultants that have done business in that account.
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