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
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 |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
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
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
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
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
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 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 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
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
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
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
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
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
15 of 40 accounts, £150,649 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.