Dormant Outlets

Customers that used to order and then stopped, sorted by lifetime value. Usually the fastest report to turn into money.

Questions It Answers

Which outlets used to buy a lot and are now silent?
Which salesman is responsible for them?
When were they last visited — is the silence simply lack of contact?

How To Use It

Fill the Days Without Order filter — 60, for instance. It is required, because "how long counts as stopped" differs by product type.
Work from the top row down: that is where the value is.
Put the chosen outlets into next week's Visit Plan, or create an Activity with a due date.

Outlets that never ordered at all do not appear here — those belong to Leads, not to dormancy.

Menu Location

CRM & Distribution / CRM Reports / Dormant Outlets
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