ProductBook a walkthrough.
The daily action list for your sales team
One list each day, from unsold accounts and distribution gaps to DC reorders and phantom stock. Every flag carries a dollar value, accounts are ranked by what is at stake, and each action comes with its email drafted.
Today's actionsRanked by what is at stake
RankingDaily action listValued
DC reorderRidgeline · South DCOat Drink 1L · Email drafted
$8.4KDistribution gapHarborview Markets · 31Chocolate Oat 1L · Email drafted
$3.1KUnsold accountMarket St Grocery · 207Email drafted
$2.0KEvery actionComes with its email drafted
What goes into the list
Unsold accounts, distribution gaps, and DC reorders sit in the list, along with other kinds such as voids, phantom stock, and stores selling below last year.Today's list, by kindRanked by value
Distribution gaps23 stores missing a core SKU
$16.8KStore out-of-stocks14 stores with a core SKU at zero and not scanning
$12.3KUnsold accounts8 accounts that stopped ordering
$9.6KVoids18 stores with a SKU on the plan that has never sold
$7.4KDC reorders3 DCs short of their cover target
$6.1KPhantom stock21 stores showing stock on hand that is not selling
$4.7KLow velocity11 stores selling far below the rest of the chain
$3.2KBelow last year16 stores in stock and selling less than last year
$1.9KUnsold accounts
Non-buys: the accounts that stopped ordering.Distribution gaps
The core SKUs missing from stores you already sell.DC reorders
Days of cover for each SKU in each distributor DC, checked against what is already on order.The list also includes
- VoidsStores with a SKU on their plan that has never sold.
- Store out-of-stocksStores with a core SKU at zero and not scanning.
- Phantom stockStores showing stock on hand that is not selling.
- Below last yearStores in stock and selling less than last year.
- Low velocityStores selling far below the rest of the chain.
How the list is built
Three steps, run by scheduled agents.STEP 1
Watch the signals
Scheduled agents watch velocity, non-buys, and short shipments.Scheduled agentsWatching
VelocityBy store and SKU
Non-buysBy account
Short shipmentsBy distributor warehouse
DC reorderDistribution gapUnsold account
STEP 2
Valued and ranked
Every flag carries a dollar value, and accounts are ranked by what is at stake.Each flag, with its valueValuing
DC reorder$8.4K
Distribution gap$3.1K
Unsold account$2.0K
STEP 3
Drafted for each action
The agents then draft the rep brief, the buyer email, and the distributor follow-up.Drafted for todayDrafting
Rep briefJack · Market St Grocery · 207
Buyer emailHarborview Markets · 31
Distributor follow-upRidgeline · South DC
What happens to each action
Each action comes with its email drafted.01
For a store, the email goes to the buyer, distributor rep, or broker responsible for it, and your rep checks it and sends it. A DC reorder email is written for that DC, and can also be approved and sent straight out.Checked, then sent
Buyer emailDrafted
To: Harborview Markets · buyerChocolate Oat 1L for Store 31It sells in your other stores and is missing from Store 31.
Checked by JackSend
02
Once the email goes out, the follow-up is scheduled.The follow-up, scheduled
Harborview Markets · 31Scheduling
Buyer email sent
Follow-up with the buyerThursday
03
The action clears once the data shows it is resolved.Cleared once resolved
Today's actions
DC reorderRidgeline · South DC
$8.4KDistribution gapHarborview Markets · 31Waiting on the data
OpenUnsold accountMarket St Grocery · 207
$2.0K