⚠ PRIORITY ACTIONS — Accounts needing attentionⓘ how status is decided
TERRITORY SNAPSHOT
ⓘ At-Risk = days silent > 2× that account's own average reorder cycle
| Customer | Territory | Rep | Status | Revenue | Days Since | Avg Cycle | Orders/yr | Top SKU |
|---|
| Product | Brand | Revenue | Trend | Orders | Status |
|---|
REP PERFORMANCE — At-risk accounts by territory
ORDER PATTERN BREAKS — Accounts off their normal ordering cycleⓘ Break = days silent > 2× the account's average cycle
NEW CUSTOMER CONVERSION — 45-day window
⚠ RE-ENGAGEMENT — At-Risk & Lost accountsⓘ how status is decided
At-Risk = days since last order > 2× that account's own average reorder cycle — still recoverable inside their own rhythm. Lost = > 4× cycle and at least 60 days silent (single-order accounts with no cycle yet: Lost after 90 days). These are the accounts most worth a direct outreach touch right now.
| Customer | Territory | Rep | Status | Days Silent | Avg Cycle | Top SKU | Revenue | Outreach |
|---|
Drafts are generated on request by the same AI agent and API call used in the chat panel — nothing is sent automatically, and nothing here bypasses the upload data-sharing setting.
WEEK-OVER-WEEK BY SKU — which products are moving up or down
REVENUEORDERS
Click a SKU row for its full weekly history
Trailing-average estimate, not a submitted forecast. The "forecast" here is a naive projection: the average of each customer's or SKU's own previous weeks of revenue, compared with what they actually ordered in the latest full week. It does not come from any budget, S&OP or sales-submitted forecast.
FORECAST vs ACTUAL —
CUSTOMERSSKUs
| Entity | Trailing-avg estimate | Actual | Variance $ | Variance % | Read |
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