Revenue and margin
Orders and invoices make up the realised revenue; the recorded costs give the contribution margin.
Features · Reports
Customer value
Which customers carry your business, and where is the next visit worthwhile? For each company and each person, Workspace shows the revenue already generated, the margin it brings and the open pipeline. Alongside are the sales effort and campaign costs that can be assigned to the customer.
Included in: Workspace
What you see for each customer
Open potential
Workspace shows open opportunities and quotations separately from revenue already achieved, including weighted by probability of closing.
Sales effort
Calls, meetings and quotation work feed into customer value together with the time recorded.
Acquisition costs
Campaign costs that can be traced to a customer through attribution appear as known acquisition costs.
How customer value is built
Your sales team records calls, meetings, emails and quotation work as sales activities on the customer.
Where time should count as effort, your team links the activity to the time booked.
Your marketing team records campaign costs with period and currency and assigns enquiries, opportunities or orders to the campaigns.
In the company or person record, you open customer value for the last 30 days, 90 days, 12 months or the entire period.
What you can rely on
If costs or a campaign attribution are missing, Workspace marks the margin or acquisition costs as incomplete.
Values in different currencies are shown side by side. Workspace does not convert them silently.
Each time booking belongs to exactly one sales activity, so no effort is counted twice.
Only approved time bookings count towards effort; planned times and drafts are left out.
You record campaign costs regardless of provider, whether from ads, newsletters or trade fairs.
If a company is also a supplier, its overview additionally shows purchasing value, open and overdue purchase orders and incoming invoices.
The whole company on one page
A company’s overview brings together sales, customer, customer value, supplier and open work. You see open opportunities, pipeline value and weighted pipeline, quotation value, order value and average order value, plus open tasks, follow-ups and active contracts.
Sales, sales management and marketing all look at the same figures. You use permissions to decide who may see which values.
Works together with
Customers and contacts
Companies, people and sales activities form the basis of customer value.
View customersPipeline and forecast
Your sales opportunities, forecast and target coverage at a glance.
View pipelineReports and key figures
The cockpit brings together signals from all areas of Workspace.
View overviewFrequently asked questions
Where do the figures come from?
From the work your team does in Workspace every day: orders, invoices, opportunities, quotations, sales activities, time bookings and campaign costs. You do not need any additional spreadsheets.
What happens if costs are missing?
Workspace then shows the margin or acquisition costs as incomplete. That way, you see immediately where details are still missing and work with reliable figures.
Can I also take advertising costs into account?
Yes. Record a campaign’s costs with period and currency. As soon as an enquiry, opportunity or order is assigned to that campaign, the costs appear on the customer.
What does it cost?
We give you the price in an offer, because it depends on the scope of your project.
Let’s look at your customers
Tell us the questions you want to answer about your customers. We show you customer value with sample data and discuss which of your details feed into it in Workspace.