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Sales Results: TOP Customers

Giedre -

 

NOTE: Sales Results TOP Customers report is only available to users on the Enterprise Plan.

 

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TOP Customers report showcase how many deals were closed per customer and what is the total amount. This report is an overview of the customers who brings the most profit to your business. 

To enable TOP Customers report navigate to Insights Module > Sales Results > TOP Customers

 

 

You can see all your TOP Customers listed in the chart. Green line shows total value of the Deals. Blue circle indicates number of Deals.

  • Icon 1- enlarges the graph covering the menu on the left.
  • Icon 2- enables the time filter option.

Below you can filter TOP Customers list by tag; sales process and employee. As well there is information showing number of deals; average deal value and total value.

By clicking on Customer's title > Customer's card will open. 

 

 

 

 

 

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