Sales
Live0 of 14 worked, 14 to goToday: a customer list in Business Central and a memory for who has gone quiet
An account is measured against the rate its own ledger sets, so a big account slipping and a small one slipping are both visible on the same list
Vantage Fields Stadia is 88% down on the rate its own ledger sets.Call 4 of 14. Buying below its rate, Freya Jellicoe looks after it.£22,570 at stake
£3,096 across 2 orders in the last 8 weeks against £25,666 pro rata on a ledger worth £378,202 a year. The last order was 11/08/2026, 2 days ago.
Traded£3,096On rate£25,666Running at12%Sites3
Ask what changed. A £22,570 gap over eight weeks is somebody else delivering, a site that closed or a person who left.
Every figure in this card is the eight week reading on the customer board, not a separate sales number. The outcome is recorded against the account and never leaves the platform.
Traded, last 8 weeks£395,682112 orders, £3,533 average
Accounts trading37 of 403 silent, £242,253 a year between them
Waiting on you today14£219,158 at stake across the calls still open
Open quotes£183,90118 live, 17 going cold
0 of 14 worked, 14 to gothe system decides who is on the list, you decide what happens0%
Ravensworth HousingRAV017 · Tessa OkonkwoWaiting on you
Why it is on the listBuying above its rateAt stake£27,244
Grangemoor University ServicesGRA033 · Duncan CusackWaiting on you
Why it is on the listBuying above its rateAt stake£27,115
Kestrel Point OfficesKES029 · Dermot HartnellWaiting on you
Why it is on the listBuying below its rateAt stake£25,950
Vantage Fields StadiaVAN039 · Freya JellicoeWaiting on you
Why it is on the listBuying below its rateAt stake£22,570
CleanCo ResaleCLE003 · Errol OllertonWaiting on you
Why it is on the listBuying below its rateAt stake£17,737
Copperfield Facilities ManagementCOP013 · Femi LomaxWaiting on you
Why it is on the listGone quietAt stake£17,723
Ferrymead Cleaning CoFER035 · Duncan CorriganWaiting on you
Why it is on the listQuote going coldAt stake£16,023
Applecross HygieneAPP037 · Gordon JellicoeWaiting on you
Why it is on the listQuote going coldAt stake£15,634
Eastway DistributionEAS027 · Imogen FerrersWaiting on you
Why it is on the listGone quietAt stake£15,320
Brightside FacilitiesBRI001 · Rufus WrenfieldWaiting on you
Why it is on the listQuote going coldAt stake£15,018
Selby Court ResidencesSEL031 · Kirsty FramleyWaiting on you
Why it is on the listBuying below its rateAt stake£10,780
Northgate LeisureNOR006 · Sian CusackWaiting on you
Why it is on the listGone quietAt stake£4,227
Silverbeck HospitalitySIL009 · Owen ThackerayWaiting on you
Why it is on the listHeld on creditAt stake£3,686
Thornfield HotelsTHO022 · Rufus WrenfieldWaiting on you
Why it is on the listHeld on creditAt stake£131
14 calls, £219,158 still at stake and £0 worked. Ordered by consequence, not by name.
What the reading saysthe same five lines the customer board opens with
- Ravensworth Housing is buying well above its usual rate.£40,550 across 6 orders in the last 8 weeks against £13,306 pro rata on a ledger of £196,068 a year, so it is running at 305% of rate and taking 10% of the book. Get Tessa Okonkwo in front of it while it is hot and check stock cover on what it keeps buying.Open the account
- Kestrel Point Offices is 89% down on the rate its own ledger sets.£3,048 in the last 8 weeks against £28,998 pro rata for an account worth £427,310 a year. The last order was 04/08/2026, 9 days ago. Worth a call from Dermot Hartnell before month end. Copperfield Facilities Management has not ordered at all either.Open the account
These are written by the reading in one place and read on every screen that needs them, so the sales desk and the customer board can never state different figures.
Who is carrying the bookthe ten largest accounts, 8 weeks to 13/08/2026Best week 07/08 at £243,839
Cancelled orders are excluded, because a cancelled order is not trade. The top five accounts are 40% of the £395,682 traded, and 37 of 40 accounts ordered at all.
The bookevery account, measured against the rate its own ledger sets
| Account | Account manager | Traded, 8 weeks | On its own rate | Running at | Last order | Open quotes | Reading |
|---|---|---|---|---|---|---|---|
| Ravensworth HousingRAV017 · Leisure · 1 site | Tessa Okonkwo | £40,5506 orders | £13,306£196,068 a year | 305% | 12/08/20261 days ago | none | Above its rate |
| Riverbank AcademiesRIV012 · Logistics · 1 site | Yasmin Okonkwo | £37,8721 order | £7,578£111,665 a year | 500% | 12/08/20261 days ago | £11,6621 quote | Carrying the book |
| Grangemoor University ServicesGRA033 · Housing · 4 sites | Duncan Cusack | £29,3967 orders | £2,281£33,607 a year | 1289% | 12/08/20261 days ago | none | Above its rate |
| Brightside FacilitiesBRI001 · Retail · 4 sites | Femi Prendergast | £26,6324 orders | £4,547£67,007 a year | 586% | 13/08/20260 days ago | £18,7482 quotes | Above its rate |
| Pilgrim Bay Holiday ParksPIL026 · Healthcare · 1 site | Trevor Thackeray | £24,2345 orders | £25,788£380,004 a year | 94% | 13/08/20260 days ago | none | Carrying the book |
| Norbridge FoodsNOR036 · Facilities management · 1 site | Bethan Underhill | £19,4163 orders | £5,385£79,346 a year | 361% | 13/08/20260 days ago | none | Above its rate |
| Fenwick Marine ServicesFEN016 · Resale and distribution · 2 sites | Tessa Halloway | £19,3126 orders | £6,716£98,966 a year | 288% | 12/08/20261 days ago | none | Above its rate |
| Clearvale Cleaning SuppliesCLE020 · Manufacturing · 4 sites | Duncan Ferrers | £18,4377 orders | £8,014£118,088 a year | 230% | 13/08/20260 days ago | none | Above its rate |
| Ashcombe Care GroupASH004 · Hospitality · 2 sites | Imogen Quill | £18,1573 orders | £3,466£51,069 a year | 524% | 05/08/20268 days ago | £9,6601 quote | Above its rate |
| Hartsmere Health PartnershipHAR025 · Resale and distribution · 3 sites | Gareth Halloway | £17,6034 orders | £10,368£152,780 a year | 170% | 12/08/20261 days ago | none | Above its rate |
| Harbourview HotelsHAR002 · Food service · 3 sites | Sian Cusack | £15,3364 orders | £1,332£19,629 a year | 1151% | 12/08/20261 days ago | £6,8841 quote | Above its rate |
| Applecross HygieneAPP037 · Retail · 4 sites | Owen Jellicoe | £13,3264 orders | £20,472£301,676 a year | 65% | 13/08/20260 days ago | £24,0012 quotes | On its rate |
| Wexbury Council ServicesWEX021 · Food service · 1 site | Piotr Quill | £12,5563 orders | £18,029£265,669 a year | 70% | 12/08/20261 days ago | £11,0931 quote | On its rate |
| Marchmont Sports CentresMAR023 · Logistics · 4 sites | Saskia Cusack | £11,9294 orders | £16,241£239,327 a year | 73% | 13/08/20260 days ago | none | On stop |
| Barrowdale FacilitiesBAR030 · Hospitality · 3 sites | Marcus Jellicoe | £11,7764 orders | £13,396£197,406 a year | 88% | 13/08/20260 days ago | none | On its rate |
| Willowford Garden CentresWIL028 · Manufacturing · 1 site | Freya Okonkwo | £10,0495 orders | £3,233£47,640 a year | 311% | 13/08/20260 days ago | £10,1241 quote | Above its rate |
| Redgate Motor GroupRED040 · Resale and distribution · 2 sites | Tessa Rasmussen | £6,9912 orders | £15,116£222,749 a year | 46% | 08/08/20265 days ago | none | On stop |
| Anchorline FerriesANC032 · Logistics · 2 sites | Callum Rasmussen | £6,8403 orders | £4,000£58,945 a year | 171% | 13/08/20260 days ago | none | Above its rate |
| Tanner & Vale FoodsTAN010 · Care homes · 3 sites | Sian Jellicoe | £6,1543 orders | £1,865£27,487 a year | 330% | 04/08/20269 days ago | none | Above its rate |
| Ferrymead Cleaning CoFER035 · Education · 1 site | Tessa Stannard | £5,6602 orders | £9,261£136,469 a year | 61% | 11/08/20262 days ago | £16,0231 quote | On its rate |
| Ludgate Row RestaurantsLUD038 · Housing · 1 site | Marta Brightwater | £5,5963 orders | £13,579£200,101 a year | 41% | 12/08/20261 days ago | none | On stop |
| Oakhurst Care HomesOAK011 · Housing · 1 site | Callum Quill | £5,5083 orders | £7,247£106,792 a year | 76% | 13/08/20260 days ago | none | On its rate |
| Kingsway Contract CleaningKIN008 · Facilities management · 2 sites | Priya Cusack | £4,1963 orders | £6,141£90,486 a year | 68% | 13/08/20260 days ago | none | On its rate |
| CleanCo ResaleCLE003 · Leisure · 2 sites | Errol Ollerton | £3,9492 orders | £21,687£319,570 a year | 18% | 12/08/20261 days ago | none | Below its rate |
| Silverbeck HospitalitySIL009 · Facilities management · 3 sites | Owen Thackeray | £3,6863 orders | £11,478£169,132 a year | 32% | 13/08/20260 days ago | none | On stop |
| Halstow LogisticsHAL019 · Facilities management · 2 sites | Piotr Bramhall | £3,6732 orders | £9,561£140,895 a year | 38% | 13/08/20260 days ago | £10,7361 quote | On stop |
| Vantage Fields StadiaVAN039 · Facilities management · 3 sites | Freya Jellicoe | £3,0962 orders | £25,666£378,202 a year | 12% | 11/08/20262 days ago | none | On stop |
| Kestrel Point OfficesKES029 · Hospitality · 3 sites | Dermot Hartnell | £3,0482 orders | £28,998£427,310 a year | 11% | 04/08/20269 days ago | £22,1432 quotes | Below its rate |
| Pennine Schools TrustPEN005 · Facilities management · 2 sites | Anita Hartnell | £2,9273 orders | £2,471£36,414 a year | 118% | 11/08/20262 days ago | £12,7061 quote | On its rate |
| Goldcrest CateringGOL024 · Education · 1 site | Errol Hartnell | £2,2641 order | £6,080£89,596 a year | 37% | 11/08/20262 days ago | none | Below its rate |
| Selby Court ResidencesSEL031 · Local authority · 1 site | Kirsty Framley | £1,9401 order | £12,720£187,435 a year | 15% | 04/08/20269 days ago | none | Below its rate |
| Stonebridge ManufacturingSTO015 · Healthcare · 4 sites | Dermot Ollerton | £1,2821 order | £6,327£93,240 a year | 20% | 12/08/20261 days ago | £11,5161 quote | Below its rate |
| Bramblewood NurseriesBRA018 · Hospitality · 3 sites | Hamish Rasmussen | £1,0832 orders | £9,456£139,338 a year | 11% | 13/08/20260 days ago | none | Below its rate |
| Merrowfield EstatesMER007 · Housing · 3 sites | Colin Halloway | £5241 order | £9,411£138,671 a year | 6% | 10/08/20263 days ago | none | Below its rate |
| Whitmoor Business ParksWHI034 · Retail · 1 site | Priya Ferrers | £4921 order | £5,236£77,150 a year | 9% | 13/07/202631 days ago | none | Below its rate |
| Thornfield HotelsTHO022 · Care homes · 3 sites | Rufus Wrenfield | £1311 order | £7,130£105,065 a year | 2% | 11/08/20262 days ago | £13,4361 quote | On stop |
| Larchmont Retail GroupLAR014 · Housing · 1 site | Nadia Ferrers | £591 order | £5,662£83,427 a year | 1% | 12/08/20261 days ago | none | Below its rate |
| Copperfield Facilities ManagementCOP013 · Retail · 1 site | Femi Lomax | £00 orders | £7,818£115,199 a year | 0% | None in the window | £1,7561 quote | Not ordered |
| Eastway DistributionEAS027 · Leisure · 2 sites | Imogen Ferrers | £00 orders | £6,757£99,577 a year | 0% | None in the window | none | On stop |
| Northgate LeisureNOR006 · Leisure · 2 sites | Sian Cusack | £00 orders | £1,865£27,478 a year | 0% | None in the window | £3,4151 quote | Not ordered |
Ravensworth HousingRAV017 · Leisure · 1 siteAbove its rate
Account managerTessa OkonkwoTraded, 8 weeks£40,5506 ordersOn its own rate£13,306£196,068 a yearRunning at305%Last order12/08/20261 days agoOpen quotesnone
Riverbank AcademiesRIV012 · Logistics · 1 siteCarrying the book
Account managerYasmin OkonkwoTraded, 8 weeks£37,8721 orderOn its own rate£7,578£111,665 a yearRunning at500%Last order12/08/20261 days agoOpen quotes£11,6621 quote
Grangemoor University ServicesGRA033 · Housing · 4 sitesAbove its rate
Account managerDuncan CusackTraded, 8 weeks£29,3967 ordersOn its own rate£2,281£33,607 a yearRunning at1289%Last order12/08/20261 days agoOpen quotesnone
Brightside FacilitiesBRI001 · Retail · 4 sitesAbove its rate
Account managerFemi PrendergastTraded, 8 weeks£26,6324 ordersOn its own rate£4,547£67,007 a yearRunning at586%Last order13/08/20260 days agoOpen quotes£18,7482 quotes
Pilgrim Bay Holiday ParksPIL026 · Healthcare · 1 siteCarrying the book
Account managerTrevor ThackerayTraded, 8 weeks£24,2345 ordersOn its own rate£25,788£380,004 a yearRunning at94%Last order13/08/20260 days agoOpen quotesnone
Norbridge FoodsNOR036 · Facilities management · 1 siteAbove its rate
Account managerBethan UnderhillTraded, 8 weeks£19,4163 ordersOn its own rate£5,385£79,346 a yearRunning at361%Last order13/08/20260 days agoOpen quotesnone
Account managerTessa HallowayTraded, 8 weeks£19,3126 ordersOn its own rate£6,716£98,966 a yearRunning at288%Last order12/08/20261 days agoOpen quotesnone
Account managerDuncan FerrersTraded, 8 weeks£18,4377 ordersOn its own rate£8,014£118,088 a yearRunning at230%Last order13/08/20260 days agoOpen quotesnone
Ashcombe Care GroupASH004 · Hospitality · 2 sitesAbove its rate
Account managerImogen QuillTraded, 8 weeks£18,1573 ordersOn its own rate£3,466£51,069 a yearRunning at524%Last order05/08/20268 days agoOpen quotes£9,6601 quote
Account managerGareth HallowayTraded, 8 weeks£17,6034 ordersOn its own rate£10,368£152,780 a yearRunning at170%Last order12/08/20261 days agoOpen quotesnone
Harbourview HotelsHAR002 · Food service · 3 sitesAbove its rate
Account managerSian CusackTraded, 8 weeks£15,3364 ordersOn its own rate£1,332£19,629 a yearRunning at1151%Last order12/08/20261 days agoOpen quotes£6,8841 quote
Applecross HygieneAPP037 · Retail · 4 sitesOn its rate
Account managerOwen JellicoeTraded, 8 weeks£13,3264 ordersOn its own rate£20,472£301,676 a yearRunning at65%Last order13/08/20260 days agoOpen quotes£24,0012 quotes
Account managerPiotr QuillTraded, 8 weeks£12,5563 ordersOn its own rate£18,029£265,669 a yearRunning at70%Last order12/08/20261 days agoOpen quotes£11,0931 quote
Account managerSaskia CusackTraded, 8 weeks£11,9294 ordersOn its own rate£16,241£239,327 a yearRunning at73%Last order13/08/20260 days agoOpen quotesnone
Account managerMarcus JellicoeTraded, 8 weeks£11,7764 ordersOn its own rate£13,396£197,406 a yearRunning at88%Last order13/08/20260 days agoOpen quotesnone
Willowford Garden CentresWIL028 · Manufacturing · 1 siteAbove its rate
Account managerFreya OkonkwoTraded, 8 weeks£10,0495 ordersOn its own rate£3,233£47,640 a yearRunning at311%Last order13/08/20260 days agoOpen quotes£10,1241 quote
Account managerTessa RasmussenTraded, 8 weeks£6,9912 ordersOn its own rate£15,116£222,749 a yearRunning at46%Last order08/08/20265 days agoOpen quotesnone
Anchorline FerriesANC032 · Logistics · 2 sitesAbove its rate
Account managerCallum RasmussenTraded, 8 weeks£6,8403 ordersOn its own rate£4,000£58,945 a yearRunning at171%Last order13/08/20260 days agoOpen quotesnone
Tanner & Vale FoodsTAN010 · Care homes · 3 sitesAbove its rate
Account managerSian JellicoeTraded, 8 weeks£6,1543 ordersOn its own rate£1,865£27,487 a yearRunning at330%Last order04/08/20269 days agoOpen quotesnone
Account managerTessa StannardTraded, 8 weeks£5,6602 ordersOn its own rate£9,261£136,469 a yearRunning at61%Last order11/08/20262 days agoOpen quotes£16,0231 quote
Account managerMarta BrightwaterTraded, 8 weeks£5,5963 ordersOn its own rate£13,579£200,101 a yearRunning at41%Last order12/08/20261 days agoOpen quotesnone
Oakhurst Care HomesOAK011 · Housing · 1 siteOn its rate
Account managerCallum QuillTraded, 8 weeks£5,5083 ordersOn its own rate£7,247£106,792 a yearRunning at76%Last order13/08/20260 days agoOpen quotesnone
Account managerPriya CusackTraded, 8 weeks£4,1963 ordersOn its own rate£6,141£90,486 a yearRunning at68%Last order13/08/20260 days agoOpen quotesnone
CleanCo ResaleCLE003 · Leisure · 2 sitesBelow its rate
Account managerErrol OllertonTraded, 8 weeks£3,9492 ordersOn its own rate£21,687£319,570 a yearRunning at18%Last order12/08/20261 days agoOpen quotesnone
Account managerOwen ThackerayTraded, 8 weeks£3,6863 ordersOn its own rate£11,478£169,132 a yearRunning at32%Last order13/08/20260 days agoOpen quotesnone
Account managerPiotr BramhallTraded, 8 weeks£3,6732 ordersOn its own rate£9,561£140,895 a yearRunning at38%Last order13/08/20260 days agoOpen quotes£10,7361 quote
Account managerFreya JellicoeTraded, 8 weeks£3,0962 ordersOn its own rate£25,666£378,202 a yearRunning at12%Last order11/08/20262 days agoOpen quotesnone
Kestrel Point OfficesKES029 · Hospitality · 3 sitesBelow its rate
Account managerDermot HartnellTraded, 8 weeks£3,0482 ordersOn its own rate£28,998£427,310 a yearRunning at11%Last order04/08/20269 days agoOpen quotes£22,1432 quotes
Account managerAnita HartnellTraded, 8 weeks£2,9273 ordersOn its own rate£2,471£36,414 a yearRunning at118%Last order11/08/20262 days agoOpen quotes£12,7061 quote
Goldcrest CateringGOL024 · Education · 1 siteBelow its rate
Account managerErrol HartnellTraded, 8 weeks£2,2641 orderOn its own rate£6,080£89,596 a yearRunning at37%Last order11/08/20262 days agoOpen quotesnone
Selby Court ResidencesSEL031 · Local authority · 1 siteBelow its rate
Account managerKirsty FramleyTraded, 8 weeks£1,9401 orderOn its own rate£12,720£187,435 a yearRunning at15%Last order04/08/20269 days agoOpen quotesnone
Stonebridge ManufacturingSTO015 · Healthcare · 4 sitesBelow its rate
Account managerDermot OllertonTraded, 8 weeks£1,2821 orderOn its own rate£6,327£93,240 a yearRunning at20%Last order12/08/20261 days agoOpen quotes£11,5161 quote
Bramblewood NurseriesBRA018 · Hospitality · 3 sitesBelow its rate
Account managerHamish RasmussenTraded, 8 weeks£1,0832 ordersOn its own rate£9,456£139,338 a yearRunning at11%Last order13/08/20260 days agoOpen quotesnone
Merrowfield EstatesMER007 · Housing · 3 sitesBelow its rate
Account managerColin HallowayTraded, 8 weeks£5241 orderOn its own rate£9,411£138,671 a yearRunning at6%Last order10/08/20263 days agoOpen quotesnone
Whitmoor Business ParksWHI034 · Retail · 1 siteBelow its rate
Account managerPriya FerrersTraded, 8 weeks£4921 orderOn its own rate£5,236£77,150 a yearRunning at9%Last order13/07/202631 days agoOpen quotesnone
Account managerRufus WrenfieldTraded, 8 weeks£1311 orderOn its own rate£7,130£105,065 a yearRunning at2%Last order11/08/20262 days agoOpen quotes£13,4361 quote
Larchmont Retail GroupLAR014 · Housing · 1 siteBelow its rate
Account managerNadia FerrersTraded, 8 weeks£591 orderOn its own rate£5,662£83,427 a yearRunning at1%Last order12/08/20261 days agoOpen quotesnone
Account managerFemi LomaxTraded, 8 weeks£00 ordersOn its own rate£7,818£115,199 a yearRunning at0%Last orderNone in the windowOpen quotes£1,7561 quote
Account managerImogen FerrersTraded, 8 weeks£00 ordersOn its own rate£6,757£99,577 a yearRunning at0%Last orderNone in the windowOpen quotesnone
Northgate LeisureNOR006 · Leisure · 2 sitesNot ordered
Account managerSian CusackTraded, 8 weeks£00 ordersOn its own rate£1,865£27,478 a yearRunning at0%Last orderNone in the windowOpen quotes£3,4151 quote
40 of 40 accounts, £395,682 traded between them. Running at 100% means the account is buying at exactly the rate its twelve month ledger sets.
Growth and slippage are stated against each account's own ledger, scaled to what the whole book actually traded, so a big account and a small one can be compared without one of them always winning.