The Account Growth Analysis report allows you to look at four different monetary categories that provide insight into returning business, non-returning business, and business that has either returned at a greater or lesser amount.
On the Options screen, you will be presented with the below options to build your report.
Hierarchy - You may select Accounts, Salespeople, Media Types, and Outlets
Select Quarters - Select quarters for This Year, Next Year, Last Year, or Custom
Compare Each Quarter To - Choose previous quarter or the the same quarter in the previous year
Run Button - once all options have been selected, clicking the Run button will run the report
New Business Differential - Compares business that was <=$0 in the comparison period but is > $0 now
Example: Q220 = $0, Q221 = $500
Non-Returning Revenue Differential - Shows revenue that is $0 now but was > $0 in the comparison period
Example: Q220 = $500, Q221 = $0, non-returning will show as -$500
Returning Lower Differential - Shows revenue that is returning but at a lower amount than the comparison period
Example : Q220 = $500, Q221 = $300, returning but lower will show as -$200
Returning Higher Differential - Shows revenue returning at a higher amount than in the comparison period
Example : Q220 = $500, Q221 = $800, returning but higher = $300
Total Differential - Shows the overall revenue difference between the current and comparison periods
Example : Q220 = $500, Q221 = $900, will show revenue up by $400