Review the ongoing financial performance of customer accounts
URN: CFASAL010
Business Sectors (Suites): Sales (2013)
Developed by: Skills CFA
Approved:
2016
Overview
Performance criteria
You must be able to:
Knowledge and Understanding
You need to know and understand:
Scope/range
Scope Performance
Scope Knowledge
Values
Behaviours
Skills
Glossary
Links To Other NOS
External Links
Version Number
Indicative Review Date
2016
Validity
Current
Status
Original
Originating Organisation
Original URN
Relevant Occupations
Business Sales Executives, Marketing and Sales Managers, Sales Accounts and Business Development Managers, Sales Related Occupations, Telephone Salespersons
SOC Code
3552
Keywords
Financial performance; financial tools; assessing business and financial risk; maximising profit; measuring potential value of customers; lifetime value cash flow; achieving target profitability; discounted cash flow techniques; customer profit statement; analysing customer accounts; business and financial risks; preparing contingency plans; communication with stakeholders; customer retention and enhanced profitability; using financial ratios; risk assessments; financial reports and assessment; trend analysis