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Sales - Top Customers
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Price: $1.99
At A Glance
This Excel spreadsheet is a template for identifying and tracking your major customers.
Background
Developing a top customers template is important for determining which customers you should pay the most attention to. This tool allows you to track the purchase history of several customers by quarter, and even see their average order size.
Benefits
Using this tool, you can quickly spot sales trends, opportunities or issues with your top customers.
Time ROI
It takes on average 3 hours to develop a Top Customers Template. By using MyWorkTools.com, you will save approximately 2 hours since all you will have to do is input your company specific data.

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This Word document is an example of what one company did to evaluate their fluctuations in revenue throughout the year.

 

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