Revenue Trend
Sales Rep Leaderboard
Top 10 by revenue
Top Customers
Top 10 by revenue
Largest Orders
All orders in current filter, sorted by value · scroll for more
NRW & Growth Analytics
Revenue by Solution Category
Where NRW & metering revenue actually comes from — within current filter
Cross-Sell Opportunities — What Clients Should Buy Next
All-time, unfiltered · biggest accounts ranked by revenue, with the highest-value product line they haven't bought yet
Accounts Needing Attention
All-time, unfiltered · one-time, dormant, and low-value accounts worth a follow-up call
Customer Concentration Risk
All-time · how dependent revenue is on your biggest accounts
Sales Rep Concentration & Trend
All-time · revenue reliance on individual reps, tracked by year
New vs. Existing Customer Revenue
All-time · is growth coming from new logos or from deepening existing accounts?
Accounts Slipping — Declining Spend
Year-over-year, same-period comparison
On the Roadmap — Needs Additional Data
Win Rate & Pipeline Conversion
Proposal-to-order conversion rate, by rep and by product line — so you can see what's being quoted but not closing.
Needs: full quotation log, including lost/unconverted proposals
Margin & Profitability
Gross margin by product, category, and account — revenue alone can point sales in the wrong direction.
Needs: unit cost data per product
Geographic Coverage
Revenue and white-space by region/province — which water districts and cities we've never sold to at all.
Needs: customer region/location field