This is the average monthly booked amount per unique account that the salesperson has.
Let’s assume that today is January 25, 2022. This metric will look at the time frame of Feb 2021 – Jan 2022 to determine the average monthly booked amount over the last year.
The formula to calculate this value is (Booked / Unique Account Count)/12)
In this example when you click on the $8546.49 you will see a chart. This chart is designed to show you the average monthly booked amount in any given month.
For example if you click July, it will show a list of Accounts that booked in July.
The calculation is (Booked / Unique Account Count) = Average spend of an account in the month.
It’s important to note that the Sales Productivity card and the click through have different account counts. So the amounts may seem off when trying to compare the two but they’re independent values since they have a different count of accounts in each time frame.
The Accounts that are listed as those that fall below the average monthly sales amount for the year of $8,546.49 from this example. Their values represent the average amount booked for the time frame of Feb 2021 – Jan 2022 (total booked / 12). For example, Appliance Factory and Mattress Kingdom booked $22,250 in Feb 2021 – Jan 2022. So (22250/12) = $1,850 average amount per month.