Audit customer lifetime value, client retention rates, and contractor purchase volume
What this does
Identifies top commercial contractors, high-volume architectural accounts, and customer lifetime value (LTV) across graphical charts and pivot matrices.
Before you start
- Sales Manager access.
Steps
Important
Maintaining VIP terms for top contractors ensures long-term pipeline stability and predictable factory billet consumption.
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01
Open Sales › Reporting › Customers.
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02
Group by Customer and sort by Total Untaxed descending to identify top 20% key accounts.
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03
Measure average order frequency and contract re-order cycles for developer clients.
Common mistakes
- Allowing high-volume contractors to accumulate overdue unpaid milestone balances.
- Failing to identify declining purchase trends from key architectural partners.
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