Whitespace analysis products
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Transcript of Whitespace analysis products
![Page 1: Whitespace analysis products](https://reader037.fdocuments.net/reader037/viewer/2022083115/58ec96ed1a28ab72018b45e3/html5/thumbnails/1.jpg)
Whitespace AnalysisPRODUCTS
Who are we NOT selling to?
Background Tour
![Page 2: Whitespace analysis products](https://reader037.fdocuments.net/reader037/viewer/2022083115/58ec96ed1a28ab72018b45e3/html5/thumbnails/2.jpg)
Purpose/Background
• Shows:– What products you are selling to each client– Which clients you are NOT selling a given product to• i.e. “White space”: An opportunity for incremental sales
• Can filter on:Location Agreement TypeSales Rep Product Category
Line of Business Product SubCategory
![Page 3: Whitespace analysis products](https://reader037.fdocuments.net/reader037/viewer/2022083115/58ec96ed1a28ab72018b45e3/html5/thumbnails/3.jpg)
Notes and Notices
• Figures shown on the report represent total contribution margin for “that product” sold to “that customer” over the selected timeframe. Contribution Margin is:– Revenue minus 3rd party costs
![Page 4: Whitespace analysis products](https://reader037.fdocuments.net/reader037/viewer/2022083115/58ec96ed1a28ab72018b45e3/html5/thumbnails/4.jpg)
Where to Find the ReportSALES MANAGEMENT > WHITESPACE - PRODUCTS
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OverviewCo
mpa
nies
s Lar
gest
to S
mal
lest
Products Largest to Smallest
Sales Opportunities
![Page 6: Whitespace analysis products](https://reader037.fdocuments.net/reader037/viewer/2022083115/58ec96ed1a28ab72018b45e3/html5/thumbnails/6.jpg)
Filters
Click “Refresh” after changing
parameters
Select Locationsto Display
Select date range
Filter by Sales Territory
Include or Exclude a
select list of Companies
Filter by Line of Business
Save settings as Bookmark or Favorite for one-click
access
Quick access to Favorites via the “Go To” menu…
Filter by Agreement Type
Filter by Product Category
andSubCategory
![Page 7: Whitespace analysis products](https://reader037.fdocuments.net/reader037/viewer/2022083115/58ec96ed1a28ab72018b45e3/html5/thumbnails/7.jpg)
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.linkedin.com/company/new-haven-technologies-llcwww.FaceBook.com/[email protected]/NewHavenTech
www.ConnectWise.com/Marketplace