Customer analytics & retention
See which accounts are slipping before they're gone
Customers stop ordering quietly — usually months before anyone at the office notices. These reports catch the gap early, so a rep can call before the account is actually lost.
The reports in this group
Every report here supports year-over-year comparison, so a drop shows up against last year, not just last month.
At-Risk Accounts
Flags customers whose ordering pattern has gone quiet compared to their own history — the earliest warning sign you have.
Customer Segmentation
Group customers by behavior or value, save the segment, and share it with your team instead of rebuilding the filter every time.
Customer Analysis
Tracks Average Days Between Orders against Days Since Last Order — a widening gap is your early warning system for declining engagement.
Customers Who Did Not Purchase
Surfaces active accounts that have gone quiet on a given item or line, so reps can reach out with a specific, relevant recommendation.
Customer Dashboard
A dedicated dashboard for every customer record, so reps and management see individual account performance at a glance, not just the company-wide roll-up.
Available on the Sales Force tier
At-Risk Accounts and segmentation ship with Sales Force
Customer Analysis and Customer Dashboard are available broadly; At-Risk Accounts and Customer Segmentation are part of the Sales Force package. Check the plan comparison for the full breakdown.
See pricing & plans