WHO IT'S FOR
Distributors small enough to care, big enough to lose track.
At a few hundred accounts per rep, nobody can hold every ordering pattern in their head. That is the gap this fills — not another system to work in, just a short list each morning of who has gone off pattern.
This fits if
- ·You have between 10 and 40 people, and two to five outside reps.
- ·Your reps carry a few hundred accounts each and know most of them by name.
- ·Reorders mostly happen because a customer calls, not because anyone planned it.
- ·You have an ERP or QuickBooks with years of order history nobody mines.
- ·When an account goes quiet, you usually find out a quarter late.
It doesn't fit if
- ·You sell one-off projects rather than repeat consumables — there is no rhythm to read.
- ·You want purchasing and demand planning as the main event, not account coverage.
- ·You want a CRM. This does not manage pipeline, quotes, or deals.
- ·You have no order history to load. The whole method depends on it.
The fastest way to know is to check your own numbers. Export your order history and see which accounts already drifted — it runs in your browser and takes about a minute.
Run it on your own data