Looking for a report to identify where you can improve your cross selling?

Download the Partner Allocation report "Commspace - Client Segmentation". This report is ideal over 12 months as it should include all your products received once a year.

On this report you will see a tab called "Client Gap Analysis" which will have the income over product groups, per client and client group.

Here we can identify which clients have specific products and which products they might still benefit from.