Report Name: |
Revenue Generating Accounts. |
Purpose: |
To list out all the Accounts and their sales for current and past 2 fiscal years. To list out all the closed won deals from last fiscal year and current year by Sales Rep. |
Related Records: |
All account and closed won opportunity records of current and past 2 fiscal years. |
Benefit: |
The organisation will have a total view on the customers’ contribution in sales for the past 2 fiscal years and compare them to current year. Marketing division will be able to identify the “big” contributors and set more promotions and priorities as accordingly. |
Screenshot: |
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