Commercial Account Analysis Form
ACCOUNT ANALYSIS ACCOUNT___________________________________________________ ADDRESS___________________________________________________ __________________________________________________________ BUYER_____________________________________________________ OTHER CONTACTS__________________________________________________ CALLING DAYS AND TIMES____________________________________ ANNUALVOLUME__________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:_______________________________________ __________________________________________________________ Commercial Account Analysis Form