The account scorecard
Where an account stands, in parts, at the top of its page.
It shows the account's ordering rhythm, its spend against the same months last year, its level and why, the product lines it buys, its last contact and by whom, and open follow-ups.
Each part says how it is worked out. Nothing is blended into a single number.
- Where
- At the top of each account page.
- Who
- Everyone who can see the account.