Coverage weighted by current activity rather than by account count: active rigs of served operators over all active rigs in the basin, or the equivalent measure of demand in another market. Two thirds of operators can be a third of the rigs.
Revenue per unit of activity from the accounts served fully, applied to the accounts not served.
An operator adding rigs is adding demand. The trend ranks a growing gap above a shrinking one.
Each operator is weighted by current activity in the basin, such as active rigs or permits, from public data. Coverage is the activity of operators touched within cadence divided by total activity.
A basin has 60 active rigs. Operators touched this month run 33 of them: coverage is 55 percent by activity. By account count the same team reads 80 percent, because the small operators are easy to see.
Call plans built on last year's revenue. An operator that doubled its rig count ranks low and goes unvisited; one that laid down its rigs is still visited monthly.