Use caseBook a walkthrough.
Win back the accounts that stopped ordering
Every account that stopped ordering, flagged daily from your depletions, ranked by what it used to buy, with the follow-up drafted.
Unsold accountsRanked by what each account used to buy
Checking feedsUnsold 3017-4
ClearedCleared as switches3+1
At stakeVolume at stake$21K-$3K
Past your window
30d60d90d
1
Market St Grocery · 112No order in 34 days · Call the store
$4.2K2
Harborview Markets · 52No order in 41 days · Short-shipped
$3.6KFieldstone Foods · 22Now ordering through Cedar Valley
ClearedFollow-ups draftedA store list for Ridgeline's brand manager, a call brief for Jack
A month-end report for a daily problem
Non-buys get pulled together after the books close, so an account that stopped ordering in week one surfaces weeks later.non-buys_month-end_v3.xlsx
After closeAccountLast orderWhy
MKT ST GROCERY #112Wk 30?
HARBORVIEW #52Wk 29?
FIELDSTONE FDS #22Wk 28?
MKT ST GROCERY #207Wk 31?
Built after the books close, weeks after the last order, with no reason attached.
Rebuilt by hand every month
Someone exports each distributor's report after close and works out which accounts did not reorder, rep by rep.A distributor switch reads as a lost account
A store that moves to a new distributor drops off one report before it shows up on the next, and lands on the unsold list by mistake.The list stops at the name
A non-buy list says who stopped ordering, and the rep still has to find out why: an empty shelf, a lost authorization or a new buyer.How it runs on Corvera
Three simple steps, get fully set up in one day.STEP 1
Connect your feeds
Distributor depletions, the broadliner portals, retailer portals, and the trackers your reps already keep.FeedsLive
Distributor depletions22 houses · daily
Synced
UNFI portalWeekly
Synced
KeHE portalWeekly
Synced
Retailer portals3 connected
Synced
Rep trackersShared sheets
Synced
STEP 2
Keep one record per store
Every store mapped across distributors and approved by your team, so an account that changes houses keeps its order history.Account mappingGoverned
FIELDSTONE FDS #22Fieldstone Foods · 22
Ridgeline DistributionUntil wk 30
ApprovedFIELDSTONE FOODS 0022Fieldstone Foods · 22
Cedar Valley DistributionFrom wk 31
ApproveOrder history kept across the switchOn unsold 30
STEP 3
Flag, check, follow up
Each day Corvera flags the accounts past your window, checks for a switch or a short shipment, and drafts the follow-up.17 accounts past your 30-day window, top 3 shown
Market St Grocery · 112No order in 34 days
Call the storeHarborview Markets · 52No order in 41 days
Short-shippedFieldstone Foods · 22Now ordering through Cedar Valley
ClearedStore list for Ridgeline's brand manager drafted
What your team gets
Four views, all built on the unified account data.01
Unsold at 30, 60 and 90 days, or the window your team works to, viewed by channel, distributor or rep.Your windows, checked daily
Ridgeline DistributionChecked daily
ChannelDistributorRep
Unsold 3017 accounts
Unsold 609 accounts
Unsold 905 accounts
Your window30 days, the window your reps already work to
02
Each lapsed account carries the volume it moved before it went quiet, so the biggest losses get the first call.Ranked by what the account used to buy
Market St Grocery · 112Gone quiet
Cases a week, last 13 weeks3.4 a week before it stopped
Ranked by prior volume
1Market St · 1123.4 cs/wk$4.2K
2Harborview · 522.9 cs/wk$3.6K
3Market St · 2071.6 cs/wk$2.0K
03
An account that moved distributors or was shorted on its last order is checked before it reaches the list.Switches and short shipments ruled out
Harborview Markets · 52Checking 1 of 2
Ordering through another distributor?Checking
Last order shipped in full?Checking
Routed to Ridgeline to fix the short shipment.
Fieldstone Foods · 22Moved to Cedar Valley Distribution
Cleared04
The note to the distributor's brand manager with the store list, or the brief for the rep, ready to approve and tracked in one place.The follow-up, drafted
Follow-upDrafted
To: Ridgeline Distribution · brand manager2 stores with no order in 30+ daysStore 52 was shorted on its last order. Can your reps check both shelves this week?
Market St Grocery · 112Harborview Markets · 52
Approve
In flight
Brand manager note · RidgelineAwaiting approval
Call brief · Jack · Store 112Drafted