What
The Product Categories section in Sales Analysis displays all product categories imported from your traffic system. Each category is directly tied to its relevant accounts, making it easy to review performance metrics such as billing, gains/losses, and life cycle data in one central location.
Why
For managers, monitoring product categories is critical because it:
Identifies Top Performers: Spot offerings that consistently drive revenue and those underperforming.
Reveals Seasonal Trends: Detect growth opportunities or cyclical patterns across categories.
Highlights Seller Strengths: Compare which sellers excel in specific product categories.
Supports Strategic Planning: Guide decisions on what to promote, invest in, optimize, or sunset.
Provides Comparative Insight: Evaluate category performance across business units or over time.
Bottom line: Product Categories give managers a data-driven lens into product and seller performance, ensuring resources and attention are directed where they matter most.
How
1. View Categories and Accounts
Access Sales Analysis > Product Categories.
Review every product category imported from your traffic system.
Each category is linked to its accounts, letting you monitor billing and engagement activity.
2. Apply Filters
Use filters to refine your analysis:
Drill down by business unit.
Highlight gainers vs. losers in revenue.
View top categories by Seller for performance benchmarking.
3. Analyze Life Cycle Metrics
At the top of the section, review Life Cycle metrics for your selected date range:
Total number of accounts per product category.
Average active months for accounts within the category.
Budget category breakdown with revenue values tied to each category.