DC

Sales

Live0 of 14 worked, 14 to go
Today: a customer list in Business Central and a memory for who has gone quiet
40 accounts, 88 sites8 weeks to 13/08/2026£395,682 traded
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%
AccountWhy it is on the listAt stakeState
Why it is on the listBuying above its rateAt stake£27,244
Why it is on the listBuying above its rateAt stake£27,115
Why it is on the listBuying below its rateAt stake£25,950
Why it is on the listBuying below its rateAt stake£22,570
Why it is on the listBuying below its rateAt stake£17,737
Why it is on the listGone quietAt stake£17,723
Why it is on the listQuote going coldAt stake£16,023
Why it is on the listQuote going coldAt stake£15,634
Why it is on the listGone quietAt stake£15,320
Why it is on the listQuote going coldAt stake£15,018
Why it is on the listBuying below its rateAt stake£10,780
Why it is on the listGone quietAt stake£4,227
Why it is on the listHeld on creditAt stake£3,686
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
  1. 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
  2. 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
012.5k25k37.5k50kNet soldRavensworth: £40,550£40,550Riverbank: £37,872£37,872Grangemoor: £29,396£29,396Brightside: £26,632£26,632Pilgrim: £24,234£24,234Norbridge: £19,416£19,416Fenwick: £19,312£19,312Clearvale: £18,437£18,437Ashcombe: £18,157£18,157Hartsmere: £17,603£17,603Ravenswor…RiverbankGrangemoorBrightsidePilgrimNorbridgeFenwickClearvaleAshcombeHartsmere
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
AccountAccount managerTraded, 8 weeksOn its own rateRunning atLast orderOpen quotesReading
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
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
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
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
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
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
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 managerCallum RasmussenTraded, 8 weeks£6,8403 ordersOn its own rate£4,000£58,945 a yearRunning at171%Last order13/08/20260 days agoOpen quotesnone
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
12 of 40 accounts, £227,882 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.