How to View Business Growth Insights in Xvantage™

Overview:

This article provides the steps to view Business Growth insights in Xvantage, including Share of Wallet and Geographic Prospecting.

Process:

1. Log in to Xvantage.

2. Hover over the left navigation menu and select My Business.

3. Click Insights.

4. The Insights Overview page will be displayed.

5. Click the Business Growth tab.

6. Click the drop-down arrow to select either Share of Wallet or Geographic Prospecting.

   

7. Select Share of Wallet to view the percentage of the end customer's total spending captured within your sales over the last 12 months. Select Vendor to view vendors with the most growth opportunities, or select Category to view categories with the most growth opportunities.

8. Select Geographic Prospecting to view an analysis of the geographic locations of end users who resemble your existing customers and identify potential business opportunities.