Listing Products Sold to Accounts, Territories and Business Segments


Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.

Problem: Quick access to who and where products are sold

When managing customer relationships, sales teams need to know what their accounts have bought and are buying. You don’t want to come off as not knowing the customer well. But you don’t want to have to dig for this historical information to prepare. Sales teams need to be productive with their time and maximize time selling, not researching,

Businesses also need to make informed strategic decisions for forecasting and resource deployment. You can’t do it all, so priorities must be set. Knowing what is going out the door and where is an important input. That's why we built Account Performance Intelligence and Territory & Segmentation Intelligence analytic packs for the Data Analysis Helper app.

Solution: Real-time products-sold lists for all accounts and segments

Data Analysis Helper tracks key information and metrics, analyzing it and presenting it in at-a-glance reports, charts, and dashboards. Having products-sold information readily available certainly makes customer interactions more productive and satisfying. It could also uncover cross-sell and up-sell opportunities that might otherwise go unnoticed.

Products Sold List by Account

In the larger sense, besides for individual accounts, this information can be valuable when evaluating sales by region, territory, industry or some other business segment. Do certain patterns emerge? Are certain products more likely to be sold in specific situations? Or not sold? Would this indicate that product changes may need to be made in order to sell more to different territories/segments? Does the sales focus need to sharpen on certain categories as prioritized opportunities? Data Analysis Helper’s add-on premium packs can assist with this evaluation.

Products Sold List by Territory


Want to see how Data Analysis Helper analytic packs can help your sales and services teams?



  Learn More About Data Analysis Helper                                                    Book A One-On-One Demo                                          Start Free Trial

Determining the Account Health Score for Every Account Data Analysis Helper Use Case Library Analyzing Salesforce Lead Conversion Data to Boost Sales Performance