Replay
See what the rules find in your own history
Replay runs the same rules that build the daily list over your full order history, so the first day shows which accounts drifted and what each was worth.
How it works
- 01It runs by itself the day your first import is approved, and again whenever you press Rerun.
- 02It names the accounts that stopped ordering, the ones still ordering for materially less than a year earlier, the product lines accounts dropped, and any clusters.
- 03Every row opens the orders behind it. The results export to CSV and PDF.
Who uses it
- Owners
- The first proof, on their own data, before anyone changes how they work.
- Sales managers
- Who owned each account that drifted.
In the help center
- Getting started From your order history to your first daily list.
Every feature is on every plan. See pricing.
The rest of the product
Daily listEach morning, the accounts that broke their patternAlloAsk about your book in plain wordsScorecardsHow every account, rep and team is doing, in partsTeam and rolesEveryone sees the part of the book that is theirsFollow-ups and alertsNothing you meant to come back to slipsGrowthWin back, ramp up and grow the accounts you haveProduct lines and clustersCatch the account that stopped buying one thingData health and activityKnow the data is right, and who changed what