Most accounts are ordering steadily, but a few regulars have gone quiet. Winning them back moves the score to Strong.
−4 points vs last monthBuilt all at once, this homepage is a large project. Built one report at a time, it isn't. Each focus point above is its own report, and Account Pulse is the first.
Standing orders and order history show what each account buys. Account Pulse shows which accounts are drifting away: every wholesale account, ranked by how much money is at stake, with a next step for each. Overdue means it has gone more than one and a half times its usual gap without ordering. Otherwise, an account is growing or slipping when its orders are up or down at least 5% on the period before. Tap a group to filter, or an account to see what to do.
| Account | Usual order | Last order | Change |
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Account Pulse builds on data BakeSmart already holds, the wholesale orders, standing orders and invoices behind your Wholesale Reports, and turns it into a prioritized action list with estimated revenue at risk. The figures here are sample data. It's delivered as a working, standalone report with its source code, for your team to connect to your data and adapt to your app. The calculations and the styling are kept separate to make that easier.