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Commercial Account Analysis Form


ACCOUNT ANALYSIS

ACCOUNT___________________________________________________
ADDRESS___________________________________________________
__________________________________________________________
BUYER_____________________________________________________
OTHER
CONTACTS__________________________________________________
CALLING DAYS AND TIMES____________________________________
ANNUAL
VOLUME__________EMPLOYS__________CREDIT LIMIT______D&B____
HISTORICAL
PURCHASES 20___/$_______ 20___/$_______ 20___/$____
20___/$_____ 20___/$_______ 20___/$_______ 20___/$____
COMPETITOR PROFILE AND PRESENCE IN ACCOUNT INVENTORY:_____
__________________________________________________________

PROBLEMS AND OPPORTUNITIES:_______________________________
__________________________________________________________
STRATEGIC APPROACH:_______________________________________
__________________________________________________________


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