Corvera
Use case

Turn retailer portal data into today's calls

Corvera signs in to each portal with the access you give it, pulls every report as it publishes, and turns it into the accounts to call today.

Book a walkthrough.
Your sourcesPulled as each one publishes
Pulling reports
Harborview MarketsRetailer portal · Daily
Signing in
Ridgeline DistributionDistributor portal · Weekly
Signing in
Cedar ValleyDistributor portal · Daily
Signing in
Fieldstone FoodsEmailed report · Weekly
Reading
Ranked into today's callsHarborview Markets · 52 first, with the call brief for Jack

Your data sits behind a login per portal

Before anyone can read a week of sales, someone has to sign in, export and line up each source by hand.
Before the analysis starts
Harborview Markets portalCSV
Ridgeline Distribution portalPDF
Cedar Valley portalXLSX
Fieldstone Foods reportXLS
One store, three names
HARBORVIEW #52Harborview portal
Harborview Mkts 0052Ridgeline portal
HBV-052Cedar Valley portal
A login per portal and an inbox of attachments before anyone reads a number.

A login per portal

Each retailer and distributor runs its own portal, and most of them offer no open API to pull from.

Reports that arrive by email

Smaller retailers send a weekly file instead, so part of the week's data sits in someone's inbox.

Every source names the store differently

The same store shows up under a different name and number in each report, so nothing lines up until someone matches it by hand.

How it runs on Corvera

Three steps, set up with the Corvera team.
STEP 1

Connect your portals and inboxes

Give Corvera the access your team already uses for each portal. Emailed reports reach it through a forwarding rule.
Connect sourcesYour access
Harborview MarketsSigned in with your access
Connected
Ridgeline DistributionSigned in with your access
Connected
Cedar ValleySigned in with your access
Connected
Fieldstone FoodsReport forwarded to Corvera
Connect
No open API needed3 of 4 connected
STEP 2

Map every store and product once

Corvera proposes each match with its source, your team approves it, and a store that changes distributors stays one store.
MappingApproved once
HARBORVIEW #52Approved
Harborview Markets · 52
Harborview Markets portal
HBV-052Approved
Harborview Markets · 52
Cedar Valley Distribution portal
OAT DRK ORIG 32OZApprove
Oat drink, Original 32 oz
Ridgeline Distribution portal
Kept for every report after this one1 to review
STEP 3

Pulled as each source publishes

Daily or weekly, each source is pulled on its own schedule, and the accounts to call are ranked every day.
Pull scheduleRanked daily
Harborview MarketsDaily · Today, 6:10am
Cedar ValleyDaily · Today, 6:25am
Ridgeline DistributionWeekly · Monday
Fieldstone FoodsWeekly, by email · Monday
New reports in. Today's calls ranked at 7:00am.

What your team gets

Four views, all from the same mapped data.
01

Your sources in one view

Sales by account, chain, distributor or rep, across the portals and emailed reports you connect, without signing in to each one.
Oat drink line · last week4 sources
AccountChainDistributorRep
Harborview MarketsPortal
1,184 units
Market St GroceryPortal
962 units
Fieldstone FoodsEmail
418 units
One store list underneathEach chain from its own source, matched to your stores
02

Ranked into today's calls

The AI sales engine reads the same data and ranks the accounts each rep should call, with the reason and the source behind it.See the AI sales engine
Today's callsRanked
1
Harborview Markets · 52Velocity down three weeks running
2
Market St Grocery · 207Not carrying 2 core SKUs
3
Fieldstone Foods · 22Out of stock on Original 32 oz
Call brief readyJack · Harborview Markets · 52
03

Ask in plain English

Ask how a chain sold last week and get the answer with the source it came from, in Corvera or in any MCP-compatible AI tool.
Week ending Saturday, all stores
Units sold
1,184+6%
Stores selling
41 of 44
Out of stock
3 stores
Source: Harborview Markets portal, pulled today
04

Dashboards and reports by email

Build a dashboard from a question, or have the Monday report land in the team's inbox.
Monday sales reportScheduled
Every Monday, 7:00am · to the sales team
Sales by chain and source
Stores out of stock
Accounts past 30 days
In your inbox
Monday sales reportSending
Chain dashboardUpdated today

Questions about retailer portal data

How does Corvera get data out of a retailer portal?

Corvera signs in to the portal the way your team does, with the access you give it, and pulls each report. Most retailer and distributor portals offer no open API, so Corvera reads them the way a person on your team would.

What about retailers that send reports by email?

Set up a forwarding rule to your Corvera inbox, or add Corvera as a recipient on the report. Each file is read when it arrives and mapped like any other source.

How often does the data refresh?

As often as each source publishes. Some retailers report daily and others weekly, so Corvera pulls each one on its own schedule and ranks the accounts to call every day.

Which portals can Corvera connect to?

Start with the list your team signs in to today. The Corvera team checks each portal and emailed report with you at setup.

Do we have to clean up the data first?

No. The Corvera team builds your store and product directory with you at setup: Corvera proposes how each name in each report maps to it, and your team approves. Each match is made once and kept for every report after.

Go deeper

The AI sales engine for CPG brands

The daily call list this data feeds, with every account ranked and the ask attached.

Unsold accounts

Every account that stopped ordering, flagged daily and checked for a distributor switch.

If your sales team starts its day in a spreadsheet, let's talk.

The AI sales engine for CPG brands, built on a context layer.