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Whitespace AnalysisPRODUCTS
Who are we NOT selling to?
Background Tour
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
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
Where to Find the ReportSALES MANAGEMENT > WHITESPACE - PRODUCTS
OverviewCo
mpa
nies
s Lar
gest
to S
mal
lest
Products Largest to Smallest
Sales Opportunities
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
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.linkedin.com/company/new-haven-technologies-llcwww.FaceBook.com/[email protected]/NewHavenTech
www.ConnectWise.com/Marketplace