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Use Account Ordering Pattern Object

Understanding a customer’s buying pattern can help make decisions about how you’ll boost sales. You’ll be able to better predict future orders, help to keep an accurate inventory and help market better to create highly targeted campaigns and promotions.

Gathering this much historical data can be cumbersome but GoldFinch has a function called Account Order Pattern to help.

To populate this table, schedule a daily job:

To view the data, create a tab.

Then you can navigate to the tab to see data.

Using on Account Ordering Pattern object, you can run reports, or create workflows to manage the exceptions.

Read this page for field help Account Ordering Pattern

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