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 |
|---|---|---|---|---|---|---|---|
| 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 |
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
3 of 40 accounts, £0 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.