Account - What Does the Customer Analytics Tab Show Me?

What Is the Customer Analytics Tab?

The Customer Analytics tab provides a real-time view of revenue performance for this Account. It breaks down Closed Won Opportunities across three views:

1. Current Quarter

2. Current Financial Year

3. All-Time (Lifetime Value)

It’s designed to help you understand how much value this customer has delivered—and when.

What Can I See in Each Tab?

Current QTR

Shows Opportunities marked as Closed Won this quarter.

• Total revenue won in the last 90 days

• Who owns the deals (e.g. Alex Morgan)

• Helps you assess recent momentum and short-term success

Use this to spot fresh wins or check if activity has slowed recently.

Current Year

Shows all Closed Won Opportunities in the current financial year.

• Tracks total value won this FY

• Breaks down performance by Opportunity Owner

• Includes a Month-over-Month bar chart to highlight trends, bursts, or slowdowns

This view is ideal for QBRs, renewal prep, or forecasting account growth.

Lifetime Value

Summarises all-time Closed Won revenue for this Account.

• Adds up the full historical value delivered

• Useful for measuring total customer contribution

• Supports strategic tiering, retention planning, and value-based prioritisation

Why It Matters

• Quickly see how much this customer has spent

• Spot trends, gaps, or opportunities for upsell

• Use visual insights to support strategic planning and forecasting

• Understand revenue contribution by rep or time period

Tip - Use this tab during renewal reviews, exec check-ins, or territory planning.
It gives a simple but powerful way to show how important this Account really is.