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Sales Intelligence
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Sales Intelligence
Analytics
Overview
Leaderboard
Customers
Customers
Customer Lists
Declining Clients 0
Admin
Upload Data
FIVE Sales Intelligence
Dashboard
Churn Rate
—
Live Data
D
Dustin
YTD vs Prior Year
—
This Year YTD
—
Prior Year YTD
—
$ Difference
—
% Difference
—
Total Revenue
$0
0%
Total Orders
0
0%
Avg Order Value
$0
0%
YoY Growth
0%
vs Last Year
Revenue Trend
#
Customer
Revenue
Orders
Avg Order
YTD
YTD vs PY
Quarterly
Sales Rep Leaderboard
Rank
Sales Rep
Revenue
Orders
Avg Order
YTD vs PY
Customers
Top 25 Customers
#
Customer
Revenue
Orders
Avg Order
At-Risk Customers
Customer
T-12
PY-12
12M Chg
T-3M
PY-3M
3M Chg
Customer Insights
Total Customers0
Active Customers0
New Customers0
Retention Rate0%
Top 5 Customers
Additional Metrics
Best Month—
Worst Month—
Avg Monthly Revenue$0
Orders per Customer0
⚠️ At-Risk Watchlist
Accounts flagged by automated risk scoring — —
🔴 Critical
0
Score 70–100
🟡 Watch
0
Score 40–69
🟠 Monitor
0
Score 20–39
💸 Revenue at Risk
$0
T-12 decline total
Customer
Rep
Risk Score
Level
T-12 Rev
PY-12 Rev
12M Δ%
T-3 Rev
PY-3 Rev
3M Δ%
Last Order
Days Since
AOV This Yr
AOV Last Yr
Orders YTD
Flags
Customer Lists
All ordering customers by sales rep — filtered by current time period. Click any name to drill down.
#
Customer
Sales Rep
Revenue
Orders
Avg Order
First Order
Last Order
Win-Back List
Customers with $5k+ lifetime spend and 2+ orders who have placed zero orders in the last 12 months. Sorted by recovery priority.
Win-Back Accounts
—
Lost Revenue (T-12)
—
Avg Months Gone
—
Potential Recovery
—
Customer
Rep
Score
Tier
Last Order
Months Gone
Lifetime Rev
Lifetime Orders
Avg Order
Peak Year Rev
Flags
Declining Clients
Active customers whose spend in the last rolling 12 months is lower than the prior 12 months. Sorted by largest dollar decline. Windows anchored to the latest date in the data.
