Account insights
The health of every account you have already won: who is being kept warm, who is going quiet, and how much business is sitting behind the accounts nobody has been in front of lately.
Business behind quiet accounts
$787.9k
7 accounts past the 45 day target
Accounts on track
11 / 20
visited inside the target window
Average days since visit
41
target is 45 days across the book
Action items closed
35%
13 still open of 20
Where the book stands on visits
Every account graded on how long since anyone was in front of them.
Action items
Raised out of visits and calls, and how many are closed.
Going quiet
Longest without a visit, with the business riding on them.
Who is keeping accounts warm
Visits and calls logged per person.
33 interactions logged across the team.
Activity, last 12 weeks
Interactions per week, with site visits and meetings picked out.
Every figure here is read straight off the account notes and deliveries. The visit target is 45 days and can be changed in Settings.