Get access to the big picture of an existing clients’ portfolio. Track the dynamics of clients’ performance in terms of profitability and rank any client to the rest of the batch.
How to: Provide the app with the historical data of your sales enriched with their profitability. For best results, you have to provide monthly sales data for few months back. 6 months back is an optimal data set.
After the submission, your data will be processed as soon as a computational resource becomes available. You will receive, via email, a link to access your report within 24 hours.
Meanwhile you can explore our sample Client Optimization report.
The data you provide must be in a comma-separated values (CSV) format and have these 6 columns: