Onboarding Video: Trends

In this onboarding video, we walk through how the Trends module helps wholesalers spot changes in customer buying behaviour over time and turn them into practical action.

1. Track changes over time
   See how Trends compares sales performance across periods so you can quickly identify shifts in customer spend and product movement.

2. Filter by customer, sales rep and date range
   Learn how to narrow the view by customer, rep and timeframe to focus on the accounts and periods that matter most.

3. Analyse brands and product lines
   See how Trends highlights where specific brands or lines are growing, declining or being left behind.

4. Compare previous and current periods
   Understand how to read side by side period comparisons, including total sales, percentage of sales, dollar differences and percentage movement.

5. Spot what needs attention first
   Learn how to identify meaningful increases and declines faster, so your team can tell the difference between a rep issue, a product issue or a broader market shift.

6. Turn trend data into action
   See how Trends supports better decisions around account management, promotions and inventory planning.

This video will give you a practical understanding of how to use Trends to spot changing sales patterns earlier and act before more revenue slips away.