ACCOUNTS
A full view of your wholesale business
See all your wholesale business in one place, sorted by account health, with the next step your agent is already taking.
Every account, one screen. Account health, order rhythm and the next step your agent is already taking.
Account health
Growing, steady, due to reorder or at risk. Click any group to see the stores in it.
Four health groups
Growing, steady, due to reorder or at risk. Every store files into one.
Click a group, see the stores
Any group opens straight into the list of stores in it.
Next step included
Each store shows the step your agent is already taking for it.
Built to your standard
Revenue, trend, last order and the agent’s next step, side by side for every store.
Revenue and trend
How the store is doing, side by side.
Last order
When they last bought, and what it was.
The agent's move
What happens next, on the same row.
Just ask
Search in plain words, like “who hasn’t reordered since summer?”, and get the list.
Plain words
“Who hasn't reordered since summer?” is a valid query.
Answers, not dashboards
You get the list itself.
Across every store
One question covers your whole book.
How teams use accounts
See all your wholesale business in one place, sorted by account health, with the next step your agent is already taking.
