When accounts are not assigned a Product Category, they appear in CRM under the “Accounts Missing Product Categories” alert on the Dashboard. Managers can review these accounts, assign them to the correct product category, and save changes to ensure clean reporting.
For managers, fixing missing product categories is essential because it:
Preserves Reporting Accuracy: Ensures all billed revenue is properly categorized for analysis.
Improves Sales Insights: Helps managers track which product categories are growing or shrinking.
Strengthens Coaching: Provides clearer data when discussing seller performance by category.
Prevents Data Gaps: Keeps uncategorized accounts from skewing billing, pacing, or revenue reports.
Supports Strategic Planning: Allows leadership to see complete category performance for investment or resource allocation decisions.
Categorization makes financial and performance data actionable, giving managers reliable insights for coaching and strategy.
