Grow Financial Section

At the top of the page, Zengain displays key information to focus the team.

Unlike generic tools, Zengain is laser-focused on helping you and your revenue team identify, prioritize, and seize every sales opportunity.

From the moment you open any dashboard, whether acquiring new customers or growing existing accounts, you’ll see high-impact opportunities highlighted front and center.

The financial and engagement section: This shows four statistics:

1. The upsell opportunity value across accounts where that field has a value (in this e.g. 24 accounts)

2. New to grow in the last 7 days (focus feature)

3. Total no. Customers who will renew within 90 days and who have shown an opportunity

4. Total no. Customers who will renew within 30 days and who have shown an opportunity

See revenue-focused tools for more

How the numbers are calculated:

• Green

  • $<@X> in upsell opportunity across <@Y> customer accounts

    • sort by upsell opportunity

• Orange

  • <@Z> Customers entered a grow module in the last 7 days

    • New filter

• Blue

  • <@Y> Customers with renewals within 90 days showed a growth opportunity

    • Entering renewal filter

• Red

  • <@Z> Customers with renewals within 30 days showed a growth opportunity

    • Upcoming renewal filter