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What
The Product Categories section in Sales Analysis shows all the product categories imported from your traffic system. Each category is tied to its relevant accounts, making it easy to see performance data like billing, gains and losses, and life cycle metrics in one place.
Why
Tracking product category performance helps your team:
- Spot top-performing offerings and underperformers.
- Identify seasonal trends and business growth opportunities.
- Understand which account executives (AEs) are strongest by category.
- Compare results across business units or over time.
- Make data-driven decisions about what to promote, optimize, or sunset.
How
1. View Categories and Accounts
- See every product category pulled directly from your traffic system.
- Each category is linked to associated accounts so you can monitor activity and performance.
2. Apply Filters
Use filters to:
- Drill down by business unit.
- Highlight gainers vs. losers.
- View strongest categories by account executive.
3. Analyze Life Cycle Metrics
At the top of the section, you’ll see a Life Cycle summary based on your selected date range:
- Total number of accounts per product category.
- Average number of months those accounts remained active.
- Budget category breakdown with associated revenue values.
