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Utilizing Enquiries to establish your top falling customers

SugarCRM
6.39K subscribers
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9 views 1 month ago
In this Third session of the series, we will be looking at your Top Falling Customers, analyzing the different ways we can interrogate this information and the benefits to this. We will use several methods to find opportunities, allowing you to have more insightful discussions during meetings. During this session we will cover. ● Setting up a Variance report to see two different date ranges. ● Re-organizing your data so you can find the most effective results. ● Utilizing Variance + so we can see falling customers in multiple measurement types. ...more
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Utilizing Enquiries to establish your top falling customers
0Likes
9Views
Feb 202025
In this Third session of the series, we will be looking at your Top Falling Customers, analyzing the different ways we can interrogate this information and the benefits to this. We will use several methods to find opportunities, allowing you to have more insightful discussions during meetings. During this session we will cover. ● Setting up a Variance report to see two different date ranges. ● Re-organizing your data so you can find the most effective results. ● Utilizing Variance + so we can see falling customers in multiple measurement types.

Follow along using the transcript.

SugarCRM

6.39K subscribers