Know your last touchpoint with your most valuable customers, product mix, sales history, and what you have planned to retain their business

We group customers by the number of days that's passed since you last connected:

3 Months +
​2-3 Months
​Last Month
​This Month

A symbol (meeting) with a direct link to the last Activity your team completed
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A symbol (phone call) indicates the next Activity planned

A 'Caution Sign' means there is no activity or call cycle planned - click to create an activity or set up a call cycle
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Exsalerate can import your sales data to give you useful insights into each account.

We display 3 key periods to help you to compare to the previous period's performance.
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This shows the value of total sales for the current month compared to the current month last year.
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This shows the total value of sales for the current financial year e.g 1 July - 30 June

To set your business financial year click here
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This shows the total value of sales for a rolling 12-month period.
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The pie graph shows a share of the wallet that the customer has purchased (based on sales codes) so you can get a sense of the different products and services they are buying.

We also display credit notes here.