Duplicate Accounts
14
↑ 3 new this month
Dormant Accounts
38
No order in 12+ months
Missing Contacts
22
Accounts with no email
Data Quality Score
68%
↑ 4% since last audit
Flagged Accounts — Action Required
AI-detected data quality issues
| Account | Issue | Est. Revenue | Last Order | Status |
|---|---|---|---|---|
| Procter & Gamble 3 duplicate records | Duplicate | $142,000 | Mar 2025 | Merge Required |
| Unilever Corp / Unilever Inconsistent naming | Naming | $98,500 | Apr 2025 | Review |
| Cargill Inc. No contact email on file | Missing Data | $211,000 | May 2025 | Enrich |
| Midwest Bio Fuels 18 months no order | Dormant | $44,000 | Nov 2023 | Dormant |
| ADM Agri No rep assigned | No Owner | $67,000 | Jan 2025 | Assign Rep |
| Green Valley Soaps 14 months no order | Dormant | $29,500 | Mar 2024 | Dormant |
| Lubrizol Corp Phone only — no email | Missing Data | $88,000 | May 2025 | Enrich |
Data Quality Breakdown
Illustrative
Dormant Value at Risk
$312K
Revenue from dormant accounts
38 accounts · avg 16 months inactive
AI Analysis — Account Hygiene
"What are our biggest CRM data problems right now?"
YTD Revenue
$14.2M
↑ 8.3% vs last year
Top Segment
Personal Care
↑ 14% this quarter
Concentration Risk
38%
Top 3 customers
Declining Accounts
2
Down 15%+ this month
Monthly Revenue Trend
2024 vs 2025 comparison ($K)
Customer Concentration
Revenue share by account
Revenue by Segment — YTD
| Segment | YTD Revenue | vs Last Year | Trend | Action |
|---|---|---|---|---|
| Personal Care | $3,820,000 | ↑ +14% | Expand | |
| Food & Flavor | $3,240,000 | ↑ +7% | Stable | |
| Agriculture | $2,910,000 | → +1% | Watch | |
| Industrial | $2,440,000 | ↓ -6% | Review | |
| Paints & Coatings | $1,790,000 | ↑ +11% | Expand |
AI Alerts
1 Critical
Cargill Inc. down 18% vs 90-day avg. No rep contact in 23 days.
CRITICAL · Flag today
ADM Agri order frequency slowing — 2 missed monthly cycles.
WARNING · Follow up
Personal Care segment is your fastest growing — 3 untapped prospects identified.
OPPORTUNITY
Q2 on pace to hit $3.8M — strongest quarter in 3 years.
INFO
AI Executive Summary — Sales Intelligence
"What changed in sales this month and what should I be worried about?"
Cash Position
$1.24M
↑ Healthy through Q3
Overdue Receivables
$287K
3 accounts 30+ days
Avg Days to Pay
38d
↑ 4 days vs last quarter
30-Day Forecast
+$410K
Net positive position
Cash Flow — 6 Month View
Cash in vs. cash out ($K)
Receivables Risk Scoring
AI-ranked by collection urgency
Midwest Bio Fuels
$112,000 · 61 days overdue
Sunflower Chemical
$98,500 · 44 days overdue
Greenfield Soaps
$76,000 · 31 days overdue
Cargill Inc.
$340,000 · 12 days — on time
P&G / Procter
$142,000 · 8 days — on time
30-Day Cash Forecast
Expected Cash In$820,000
Expected Cash Out$410,000
Receivables at Risk$287,000
Net 30-Day Position: +$410,000 ✓
60-Day Scenario Planning
Best Case
+$890,000
All receivables collected on time
Base Case
+$603,000
Normal 38-day collection cycle
Risk Case
+$316,000
Midwest Bio Fuels defaults
Payment Trend by Customer
Midwest Bio Fuels — payment speed declining 3 months in a row
Avg now 61 days · was 32 days
Sunflower Chemical — first late payment in 18 months
Recommend proactive call
Cargill — consistent 12-day payments, no issues
Best payer in portfolio
AI Analysis — Cash Flow Intelligence
"What's our cash position and who do we need to call this week?"
Open Quotes
$340K
3 expiring this week
Pipeline Value
$1.8M
↑ 22% vs last quarter
No-Contact Accounts
7
No rep touch in 30+ days
Win Rate
62%
↑ 8% vs last year
Sales Funnel
Current quarter pipeline
Leads
84
100%
Qualified
56
67%
Opportunities
38
45%
Quotes Sent
24
28%
Orders Won
15
17%
Repeat Orders
9
11%
AI Opportunity Scoring
Ranked by close probability × deal value
| Account | Deal Value | AI Score | Days Open | Action |
|---|---|---|---|---|
| Nature's Essentials Personal Care · Glycerine USP | $88,000 | 94% | 8 | Close Now |
| FarmBio Co. Agriculture · Fatty Acids | $62,000 | 81% | 14 | Follow Up |
| Apex Coatings Paints · Specialty Solvents | $44,500 | 67% | 22 | Nurture |
| Midwest Lubricants Industrial · KOH Flake | $31,000 | 48% | 31 | Re-engage |
| Green Valley Foods Food · Glycerine Organic | $114,000 | 41% | 45 | Expiring |
Rep Activity Monitor
2 Gaps Found
| Rep | Calls This Week | Quotes Sent | Last Activity | Status |
|---|---|---|---|---|
| Aaron Eckhardt | 12 | 4 | Today | Active |
| Brad Merz | 8 | 3 | Yesterday | Active |
| Michael Letzter | 3 | 0 | 6 days ago | Inactive |
| Unassigned | — | — | — | 7 accounts |
Automated Follow-Up Queue
3 Overdue
Green Valley Foods quote expires in 2 days — $114K deal. No response to last email.
URGENT · Send follow-up now
Midwest Lubricants — 31 days no contact. Quote still open.
OVERDUE · Call today
Nature's Essentials — 94% close score, 8 days old. Strike while hot.
OPPORTUNITY · Close this week
7 accounts have no assigned rep. Revenue at risk: $312,000.
ACTION REQUIRED
AI Sales Assistant — CRM Intelligence
"What should my sales team be doing right now to hit this quarter's number?"
YTD Revenue
$14.2M
↑ 8.3% vs last year
Cash Position
$1.24M
↑ Healthy
Issues Requiring Action
24
Across all modules
Data Quality
68%
Target: 90%+
Revenue 12-Month Rolling
Top Priority Actions
Immediate
Midwest Bio Fuels — $112K overdue 61 days. Call today.
CASH FLOW · Critical
Cargill Inc. revenue down 18% — rep contact needed immediately.
SALES · Critical
Green Valley Foods quote expires in 2 days — $114K at risk.
CRM · Urgent
14 duplicate accounts in CRM distorting all sales reports.
DATA · This week
7 accounts unassigned — $312K revenue with no rep ownership.
CRM · This week
AI Executive Briefing — Daily Summary
"Give me the full business summary — what's working, what needs my attention today?"