A weekly routine

• Customers Decreasing — sort by Value Change, call the top five.
• Customers- Lapsed Products — sort by Potential Sales Lost, prompt the accounts at the top.
• Customer Losses — sort by Missed Value, try the long-standing ones.
• New Customers and Cross Sell Gain — follow up while the relationship is fresh.
• Export the lists you work, so there is a record of who was called.

Next: Walk-through 6 — Settings, including the variables that decide what appears on these lists.