Account coverage and dormancy
Covirage joins your ledger to your activity log and shows, by value, which accounts have been reached within the contact they are owed and which have gone quiet against their own buying pattern. The output is a ranked list with an owner on every row, refreshed each week from the files you already export.
Counting calls says how busy a team is. Coverage says whether the accounts that matter were reached. A fixed ninety-day rule lists annual buyers who are fine and misses weekly buyers who left a month ago, so the dormancy threshold is set per account from its own gaps between orders.
Each tier is owed a contact interval. Coverage is the revenue held by accounts reached inside it, by rep, team and region.
Accounts past a multiple of their own order gap, ranked by what they bought last year, with the owner and the last touch beside each.
Days from reassignment to first real contact, by tier, so a handover does not become two months of silence.
Three steps, in this order.
The invoice or order ledger and the CRM activity log, joined on the account identifier. Client IDs only.
Which activity types count as a touch, the cadence per tier, and the dormancy multiple. Stated on every table.
A ranked list per owner each week, with what changed since the last one.
Short answers. The Help center has the long ones.
A two-way interaction with a named contact: a meeting, a connected call, a replied email, an order taken by a person. Sequence emails and voicemails do not. You set the list and it is shown on the page.
Because ninety days is normal for a customer who orders twice a year and far too late for one who orders weekly. The threshold is a multiple of each account's own typical gap.
Order or invoice dates and amounts by account, and logged activity by account with a date and a type. An account list with owner and tier helps and is not required to start.
Written for this job: the measures, the data you already hold, and the arithmetic.
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