Inbox & follow-ups·Team3 min read

Track a customer's annual value (ACV)

Set what each customer relationship is worth per year (managers+). Turns your customer list into a book of business and surfaces the annual value sitting in at-risk leads.

In this guide

What ACV is — and isn't
Who can set it
How to set it
Where you'll see it
Why it's worth doing

Annual value (ACV) is what a customer relationship is worth to you per year. Set it on any customer and Yesoma turns your contact list into a book of business — so you can see your highest-value customers, prioritise follow-ups, and know exactly how much revenue is sitting in leads that are going cold.

What ACV is — and isn't

ACV is forward-looking: your estimate of the annual value of the relationship. You set it.
It's different from a deal value — what one specific job or sale was worth, recorded when you close a case as won or lost. ACV is the ongoing yearly worth of the whole relationship, not a single transaction.

Who can set it

Annual value is a money figure, so editing is limited to owners, admins, and managers. Agents and viewers can see a customer's ACV, but can't change it.

How to set it

Open a customer — Customers, then pick someone from the list.
On their profile, find the Annual value (ACV) card.
Click Set (or Edit), type the amount, and Save. The currency matches your workspace.

Tip — use the suggestion. If the customer has won deals in the last 12 months, Yesoma offers a suggested ACV from that history. Tap Use [amount] to accept it, then adjust if you like.

To clear an ACV, open the editor, delete the amount, and save.

Where you'll see it

Once set, ACV shows up everywhere it helps you act:

Customers list — a value pill on each customer card, plus a Book of business total across all your customers (grouped by currency).
Inbox — a small read-only ACV chip on the case thread and the preview panel, so whoever is replying knows what the customer is worth.
Insights — the Attention list headlines the total annual value at risk: the combined ACV of customers who are going cold, have overdue follow-ups, or an unresolved complaint. That's your priority list, in money terms.

Why it's worth doing

Setting ACV takes seconds and changes how you triage. A cold lead worth 5,000 a year deserves a different response than a one-off question. It's the difference between working your inbox top to bottom and working it by what actually moves your revenue.