At a Glance Information - Company Level

Using the At a Glance tile of a Company's record gives users an instant overview of the company's status, financial information, and main contacts.

To find the At a Glance information for all Companies, simply navigate to the Details page at Company level, and you'll see the tile on the right-hand side.

The first bit of information within the At a Glance tile shows which RFM segment the customer belongs to. This gives the user an instant indication of the customers buying behaviours and the type of engagement required. Clicking on this tile will open the Sales Analysis page, detailing their spending broken down into reports like 'Top Products by Value' and 'Top Products by Order Frequency'.

The second bit of information within the At a Glance tile shows the financial difference between the last 365 days and the previous 365 days. This gives the user a quick indication as to whether the customer's spending has increased or decreased over the past year. Clicking this tile will open the Sales Transactions page, detailing all the Products this business has purchased with you. 

The third bit of information within the At a Glance tile is the FY (financial year) to Date. This shows the user the Company's total spending so far in the current financial year. Clicking this tile will also open the Sales Transactions page, detailing all the Products this business has purchased with you.

Underneath the Google Maps preview of the Company's location, you've got quick visibility over the exact postal address, how many Contacts you have email addresses for, and the main phone number.