The For You Page provides reps with a comprehensive view of the customers and items that should be top of their list to go talk to because of an opportunity to gain new business. Alerts and insights on the For You Page use previous purchase history data to generate suggestions for sales reps.
Note: The features in this article are for Pro and Enterprise plans of Sales Hub. Please contact customer success if you'd like to upgrade your Sales Hub Service Level.
Key Benefits
Proactive Churn Prevention: Receive instant alerts when a customer’s ordering pattern deviates from their norm, allowing you to reach out before they switch suppliers.
Real-Time Sales Tracking: DSRs can monitor their weekly sales rollup and week-over-week performance at a glance to stay on track with targets.
Streamlined collections: Identify overdue payments immediately with integrated invoice tracking, helping to resolve billing issues without searching through records.
Identify Gap-Fill Opportunities: “Lost Items” that haven’t been ordered in a significant timeframe give a perfect reason to check in and win back volume.
Interactive Demo
How it Works: Understanding Each Insight
The For You Page is divided into two sections: For You and Insights.
For You
Overdue payments
As a distributor sales rep, one of the most important things you can do is ensure that people are on time with payments. That's why our overdue notification alerts users when a customer:
Has at least one invoice that has a due date that has passed
Doesn’t include credit memos
Churn risk
Churn risks are indicators that a current customer might "churn" and start ordering items from another distributor. A churn risk is generated when a customer:
Have been ordering for at least 3 months
Have ordered at least 5 times total
Current window of not ordering is greater than previous window of not ordering
Lost items
Lost items are items that a customer had been happily ordering for some time, but recently unexpectedly stopped - indicating that they're likely ordering from another supplier. Lost items are triggered when:
A customer has placed more than 10 orders in the last 90 days
Specific items have been included in 5+ orders in the last 90 days
The number of orders that have been placed WITHOUT the item is more than double their previous historical rate of ordering the item
The last time they ordered the item is greater than the biggest gap in ordering that item before
The last they ordered the item is earlier than their latest order
Insights
Orders (mobile only)
Manage current and past orders and review, daily. In Current Orders, view draft orders and orders placed today. Reps can click into each order to see the order details and easily call the employee who started the draft order:
Weekly sales rollup
Here, view sales in $ or GP% across all customers in the past 7 days.
Note: The GP% option will only show if price editing is enabled. Please contact Customer Success if you are interested.
Lowest performing customers
View the lowest performing customers according to GP% or # of units sold.