Sales Intelligence

10 scenarios

40 companies · 112 non-cancelled orders · 26 quotes0 open follow-upsDemo records dated 13/08/2026

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Falling order valueAI-assisted workflow demo

1 · What the records show

Order value is 76% lower across the latest 28 days than the preceding 28 days.

2 · Suggested action

Ask the account owner to check changed demand, service issues or a different purchasing route.

3 · Follow-up plan

Review in three working days. Record the reason before assigning a recovery action.

Order value is not invoiced sales. Seasonality and order timing may explain the change.

Ashcombe Care GroupReview evidence

Latest 28 days£3,564 · 1 orders

Previous 28 days£14,593 · 2 orders

SO-10410£3,564 · delivered · 05/08/2026Open source

SO-10435£13,933 · invoiced · 30/06/2026Open source

SO-10479£660 · invoiced · 07/07/2026Open source

Sample account context
Sample account note: please check whether purchasing has moved to a different site before chasing the customer.

Open customer Customer orders

Review the suggested message and assign the next step

Calculated from current fictional order records. Your approved follow-up is saved in this browser.

Demonstration environment Sample suggestions, reviewed by you · Nothing is sent automatically · No connected mailbox, telephone or AI service

Sample processing is deterministic. Customer, product and order context comes from the existing fictional demo records. Follow-ups are saved only in this browser. Approved order drafts enter the existing prototype Orders book. No email is sent, no calls are recorded and no external system is changed.