Reports → Customers: who’s at risk, slowing or gone quiet

Quick answer: Reports → Customers lists every customer with a health group. A red “N days late” means a regular has missed their usual order — that’s who to call first. The number on the Customers tab is how many are at risk.

The health groups

• At risk — a regular well past their own usual gap between orders.
• Slowing — still ordering, but later than usual.
• Gone quiet — no order for 90 days or more.
• Healthy — ordering on their usual rhythm.
• New — too few orders yet to know their rhythm.

The chips above the list filter it. When Compare is on you also get Growing and Falling. Each row shows sales, share, orders, the last order, the rep and, when they’re late, how many days.

How we decide

Click How we decide to see the rules. The same rules are used on the Dashboard, in Reports and in the weekly email, so the numbers agree. Under How early should we warn you? choose Early, Standard or Late; it applies to at-risk customers and lapsed products.

Follow up

Click a customer to open their side panel: sales by month, the products and categories they buy, any lapsed lines, and buttons for Log a call and Customer page.

The figures at the top show sales, ordering customers, how many are at risk, lapsed product lines (with the dollars a month at risk) and lines that came back in the last 30 days.