This report is perfect for companies who sell to the same base of clients repeatedly.   It shows sales over the last 12 months, both per month and quarterly – as well as this it shows the trend of sales for each of the clients.

This assists with identification of clients which may have a declining spend – a fact which can be difficult to miss in an otherwise growing and healthy business.

Like many CRM reports it is possible to filter and sort by clicking on column headings.


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