Sales follow-up dashboard
Last order date, overdue follow-ups, priority accounts, and weekly rep activity in one view.
What's broken today
Reps are busy. Customers fall through the cracks. Reorders get missed. Managers don't have a clean view of who needs attention, so revenue quietly leaks out the side of the business.
The toolWhat we build
A branded dashboard that turns scattered sales activity into a repeatable system: it surfaces who to contact, when, and why — before the opportunity goes cold.
What's inside
- Customer list with last order and last contact dates
- Automatic follow-up reminders and priority scoring
- Suggested next actions and message drafts
- Per-rep dashboards and a manager roll-up view
- Overdue and at-risk account flags
- Weekly activity summaries
Turns inconsistent follow-up into a system. A tool like this pays for itself by recovering just a few missed deals a month.
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