Reporting Month KPIs
Sales performance against targets and prior period.
Revenue MTD
$487K
MoM ▲ +14% · above $470K target
Rev YTD: $1.94M (▲ 19%)
Customer Health
73/100
MoM ▲ +2 pts · 847 accounts scored
3 critical · 11 warning · 833 OK
Top Customer
Account · A
MoM ▲ +24% · $32K · 6.6% of total
Rev YTD: $98K · 7.6% of total
At-Risk Accounts
14
▲ 3 new · escalation drafts ready
3 critical · 11 warning · $8.4K LTV
Analysis against targets
Performance by zone, customer, and lost-sales reason.
(Click any row to drill in)
Revenue MTD vs target by zone
Above and below target
Top 5 customers · revenue YTD
Current vs prior year
Account · A+62%
$98K$60K
Account · B+44%
$74K$51K
Account · C+25%
$52K$42K
Account · D−18%
$31K$38K
Account · E−9%
$27K$30K
Lost sales by reason · 30D
$41K total · 576 SKUs flagged
Stockout$18.4K (45%)
CCC sync gap$11.2K (27%)
Below-floor decline$6.8K (17%)
Lead time miss$3.2K (8%)
Other$1.4K (3%)
Additional plugins (data-driven)