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Blog · Coverage and territory · Industrial distributors

The reactivation list: dormant accounts ranked by what they used to buy

How a distributor's inside sales team builds a weekly reactivation list from invoiced sales: the dormancy rule that combines a global window with each account's own rhythm, the past-value ranking, the reasons that move an account to a watch list instead, and the branch roll-up that shows how much revenue went quiet.

The short answerAn account is dormant when it has not ordered for longer than the larger of a global window and three times its own typical interval between orders. Rank dormant accounts by their trailing twelve-month value before they stopped, per branch, and give the inside team the top of the list each week with the last order date and the categories the account used to buy. Accounts with a known reason, a project ended or a seasonal close, go to a watch list instead.

Every branch has accounts that used to buy weekly and stopped, and nobody noticed because nothing in the sales report goes down when an account goes quiet; it simply stops appearing. The reactivation list is the report that makes silence visible, ranked by what it costs. This guide sets out how to build it from invoiced sales.

The dormancy rule

Per account:

Interval = the account's typical days between orders over the trailing two years Dormant = days since last order > max(global window, 3 × interval)

The global window, ninety days by default, handles accounts with too little history. The interval handles the rest, and it is what makes a monthly buyer dormant at ninety days and a quarterly buyer fine at the same point.

The ranking

Dormant accounts are ranked by trailing twelve-month value before the last order. The account that used to spend $4,000 a month is above the one that spent $200, whatever their days since order.

The rows you need

  • Invoiced sales: account, date, category, value, branch, rep. From the ERP.
  • Account master: branch, type.
  • Reasons: optional, the rep's note when an account is marked as a known dormancy.

Account identifiers only.

Building it

  1. Per account: last order date, interval, trailing value, top categories.
  2. Dormant flag by the rule.
  3. Watch list: accounts marked with a reason move off the reactivation list.
  4. Rank per branch by trailing value.
  5. Assert that every dormant account was active in the trailing year, and count accounts whose identifier changed, which appear as one dormant and one new account.

A worked list

One branch, this week, top five.

Account Last order Days since Interval Trailing 12m Used to buy
ACC-0412 71 days ago 71 14 $48,000 Fasteners, safety
ACC-1187 96 days ago 96 30 $31,000 Cutting tools, abrasives
ACC-0933 58 days ago 58 10 $22,000 Fasteners
ACC-1301 130 days ago 130 60 $19,000 Power tools
ACC-0770 92 days ago 92 21 $17,000 Safety, fasteners

ACC-0933 is the interesting line: 58 days is inside the global window and nearly six times its own interval. The single-window report would not have shown it. Together the five are $137,000 of trailing revenue that went quiet, and the inside team's week is five calls with a category to offer on each.

Where it goes wrong

One window. Misses the frequent buyers, flags the infrequent ones. Use both.

Identifier changes. An account re-keyed in the ERP appears as a dormant old account and a new account. The assertion counts them; the fix is a mapping.

No reason capture. Without a way to mark "project ended", the same accounts appear every week and the list is discredited. Capture the reason and move them to the watch list.

Value at last order only. A single large order before dormancy inflates the rank. Use trailing twelve months.

Every Monday, per branch

Mapped once, the ERP export produces the list per branch every week, reconciled, with the watch list beside it. Covirage builds this from the export as it is. The industrial distributors page describes the setup, and the category penetration guide covers the growth half of the same export.

Questions people ask

Why two windows?

A single ninety-day window misses the account that ordered every three weeks for two years and has been silent for eight, and wrongly flags the one that always ordered quarterly. The account's own interval catches the first; the global window catches accounts with too little history to have an interval.

What is on each line of the list?

The account, its last order date, its trailing value before dormancy, and the two or three categories it used to buy most. The inside rep needs a reason to call and something to offer; the categories are both.

How is the list reconciled?

Dormant value by branch sums to the company's dormant value, and every dormant account was an active account in the trailing year's invoiced sales. The report counts accounts that appear dormant only because their identifier changed.