Sorry, we don't support your browser.  Install a modern browser

[BLOCKED] Know the accounts that make up the customers portfolio#32

As entrepreneur, I want to know the shape and the worth of my current customer portfolio to maximize it and better plan our growth.

I would like to make distinction between accounts based on their activity level:

  • very active
  • active
  • slipping away
  • sleepy.

I also would like to have a focus on the new accounts, and those having exited my portfolio or about to exiting.

I want to know the accounts that contributes the most to our sales, and those contributing the less in order to optimize my average client revenue by rewarding the best, and having facts and figures to drop the worst.

kopilot
10 months ago
Changed the status to
Planned
kopilot
10 months ago
Changed the title from "Customers Portfolio" to "Optimize my Customers Portfolio to increase Average Revenue Per Account"
kopilot
10 months ago
Changed the title from "Optimize my Customers Portfolio to increase Average Revenue Per Account" to "Know the accounts that make up the customers portfolio"
kopilot
6 months ago
Changed the title from "Know the accounts that make up the customers portfolio" to "[BLOCKED] Know the accounts that make up the customers portfolio"
kopilot
3 months ago
Changed the status to
Blocked
kopilot
3 months ago