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Blog · Coverage and territory

Cadence and recency: how often it should happen, and how long since it did

The difference between cadence, the expected interval between events for an account, from its tier for touches or from its own history for orders, and recency, the days since the last event actually happened, why every list on this site is recency against cadence rather than either alone, the two cadences, tier cadence for effort and own cadence for behaviour, and the four readings that come from putting the two columns beside each other.

The short answerCadence is how often something should happen at an account: a touch every forty-five days for a tier-two account, or an order every fourteen days for a weekly buyer, from the tier for effort and from the account's own history for behaviour. Recency is how long since it last happened. Neither means anything alone: seventy days since a touch is fine on a quarterly cadence and a failure on a monthly one. Every list on this site is recency against cadence, and the ratio, days since over expected interval, is the column that ranks. The two cadences, tier and own, produce the coverage list and the dormancy list respectively.

Days since last contact is on every CRM view and means nothing by itself. Seventy days is fine for one account and a failure for another, and the difference is cadence. This guide sets out cadence and recency, the two sources of cadence, the ratio that ranks every list, and the four readings.

The two definitions

Cadence Recency
Is The expected interval between events Days since the last event
Source, for touches The tier: touches per period Activity log
Source, for orders The account's own history: median interval Ledger
Alone A rule A number
Together Ratio = recency ÷ cadence: the ranking column

Two cadences, two lists

Cadence List Ratio threshold
Tier cadence, touches Coverage: accounts past cadence per rep Over 1
Own cadence, orders Dormancy: accounts silent past the multiple Over the stated multiple

The four readings

Recency vs tier cadence Recency vs own order cadence Reading
Within Within Covered and buying
Past Within Buying without being touched: inherited or self-serve; at risk
Within Past Touched and not buying: the touch is not working
Past Past Neither: the first call on the list

A worked table

Account Tier cadence Days since touch Touch ratio Own order cadence Days since order Order ratio Reading
4471 45 71 1.6 30 19 0.6 Buying, untouched
2207 30 12 0.4 7 44 6.3 Touched, dormant
9034 90 48 0.5 91 120 1.3 Fine; one order late
1187 45 100 2.2 14 400 28.6 Neither; past the ceiling: lost

Account 4471 is buying and nobody has called: the risk is silent. Account 2207 was called two weeks ago and has missed six orders: the call did not work, or the wrong person was called. Account 9034 is on schedule for both. Account 1187 is lost and belongs on the reclassification list.

Where it goes wrong

Recency alone. Sorted by days; the quarterly accounts first.

Cadence alone. A rule with no account behind it.

One cadence for both lists. Touch cadence used for dormancy, or the reverse.

Ratios not on the page. The reader divides in their head, or does not.

Every week, the ratio column

Mapped once, the activity log, the ledger, the tiers and each account's own history produce both ratios per account, and both lists sorted by them. Covirage builds this from the exports as they are. The contact recency guide covers the touch side in one industry's vocabulary, and the dormant threshold guide covers the order side.

Questions people ask

What is the difference between tier cadence and own cadence?

Tier cadence is what the company decides the account should get: touches per period by tier. Own cadence is what the account does: its median interval between orders. Coverage measures recency against tier cadence; dormancy measures recency against own cadence. Both are recency over an expected interval; the interval's source differs.

Why is recency alone misleading?

Because a list sorted by days since last touch puts the quarterly accounts at the top every week, and a list sorted by days since last order puts the annual buyers first. The ratio to cadence is what says which silence is unusual.

What ratio is the threshold?

Above one for coverage: the account is past its cadence. Above a stated multiple, often three, for dormancy: the account has missed several expected orders. Both are on the report, and the ratio column is sorted, not the days column.