Session overview

 

In the Fourth and Final session of the series, we will be looking at your customers' Sales vs. Gaps as a comparison report on a monthly basis to locate spending habits & any gaps in purchasing. During this session we will cover.

  • Setting custom date ranges to organize data points.
  • How to track customers' spending, products, sales reps, and other forms of data.
  • How to organize and digest data to be ready at any moment, with any customer