Silent account churn
Ordering gaps widen quietly until a once-strong account disappears.
CPG GROWTH INTELLIGENCE
Find the revenue leaks before the next reset does.
In one focused month, turn scattered sales and marketing exports into a CEO-ready view of velocity, account risk, SKU performance, seasonality, and the next 90 days of action.
Built for
Stage 1: $20K–$5M TTM
Stage 2: $5M–$20M TTM
LAUNCH COMMAND CENTERLIVE SIGNAL
PRODUCT VELOCITY
WEEKLY SIGNAL
Revenue trajectory3 accounts at risk2 SKUs accelerating
VELOCITY SIGNAL
+18%
Reorder Region 3
ACCOUNT RISK
3
Needs attention
Sprint periodOne month
Stage 1 initial$2,500
Stage 2 initial$4,500
OngoingFrom $500 / month
ContractMonth to month
THE RETAIL EXECUTION GAP
Your sales are moving every day.
Your blind spots are moving faster.
Retailer resets, distributor reviews, seasonal buys, and cash decisions keep moving while your data sits in separate portals and spreadsheets.
SKU decline
A hero product can fade for months before the aggregate P&L makes it visible.
Margin leakage
Discounts and promotions may be giving away margin without creating incremental volume.
Seasonality surprises
Production and cash plans break when peaks and dead zones are discovered too late.
Channel concentration
Growth can look healthy while a small group of accounts carries too much of the business.
Spend without signal
Marketing activity is optimized for clicks while sales teams need sell-through and velocity.
THE ONE-MONTH SPRINT
Not another dashboard.
A decision brief.
We turn the data you already have into a prioritized view of what is changing, what is at risk, and where the next dollar or hour should go.
Start the conversationVelocity map
Month-over-month and year-over-year sales by SKU, account, channel, and region.
Account risk radar
New, retained, slipping, and lost accounts—plus revenue concentration exposure.
Seasonality + outlook
Peak months, dead zones, and a grounded near-term forecast with context.
Portfolio decisions
Growing versus fading SKUs, product-pairing signals, and discontinuation questions.
Marketing-to-sales view
Campaign and activation timing mapped against sales movement—not vanity metrics.
CEO action brief
A prioritized 90-day plan and live decision session your team can act on immediately.
FROM FILES TO FOCUS
One month. Three clear moves.
- Week 1
Share the exports
Send CSV or Excel files. We confirm data sufficiency and align on the CEO questions that matter most.
- Weeks 2–3
Find the signal
We clean, connect, and analyze the patterns across products, accounts, channels, and campaigns.
- Week 4
Decide what moves
You receive the executive brief, risk flags, prioritized actions, and a live readout.
THE SIMPLE DATA SET
No new software.
No perfect data required.
Two practical exports are enough to start. We will tell you quickly if the signal is strong enough—and what is optional.
Sales / order data
Ideally 12–24 months with date, account or retailer, SKU or UPC, units or cases, net sales, channel or region, and discounts or promotions.
CSV
XLSX
Marketing data
Campaign, date, channel, spend, impressions or clicks, promotion windows, sampling or events, retailer activations, and email or web metrics.
CSV
XLSX
More context, richer answers
Inventory, COGS, distribution, retailer portal exports, promotional calendars, and door-level availability.
PILOT PROOF
A Midwest beverage brand had years of history—but not one clear story.
By connecting product, account, channel, and delivery history, we turned fragmented records into questions leadership could act on.
XX% YoY growth surfaced
Seasonal peaks exposed
Revenue per delivery improved
Slipping accounts identified
985accounts
4years of sales
7,500+deliveries
THE QUESTION THAT CHANGED THE VIEW
“Which of our best accounts are silently slipping away—before they’re gone?”
ONGOING INTELLIGENCE
The first sprint shows where you are.
Enrollment helps you see what is next.
Keep the intelligence active month to month as more sales and marketing data arrives. These are examples of the questions we can answer next.
ForecastingWhat will revenue look like six months from now—and where are the dead zones?
Build a forward view with seasonality, confidence ranges, and specific implications for production, inventory, and cash.
SKU trajectoryWhich products are growing versus quietly fading?
Flag persistent decline early, separate one-time spikes from durable momentum, and identify where investment deserves to move.
Account churnWhich strong accounts are slipping before they are gone?
Detect smaller orders, longer gaps, and lower frequency while there is still time for a sales intervention.
SegmentationWhich accounts are champions, at-risk, one-and-done, or low-touch?
Group accounts by behavior so a lean sales team knows where high-value attention belongs.
Product affinityWhich products should be sold together?
Find repeat co-purchase patterns that can become bundles, sales scripts, and retailer-specific promotions.
Discount effectivenessAre discounts creating incremental volume—or giving away margin?
Separate true promotion lift from account size, seasonality, and product mix before the next discount decision.
Channel expansionDid a new channel add revenue—or move it from somewhere else?
Measure whether grocery, DTC, foodservice, or another channel produced net-new growth versus cannibalization.
Concentration riskWhat happens if a key account disappears?
Model revenue-loss scenarios and the probability that other accounts or channels can absorb the gap.
Portfolio riskWould discontinuing a slow SKU hurt—or shift demand to another product?
Estimate the account-retention and cannibalization risk before simplifying the portfolio.
START ONCE. KEEP IT ACTIVE.
A focused sprint, with room to compound.
STAGE 1 · $20K–$5M TTM
Startup Intelligence Sprint
$2,500one-month initial sprint
- One-month turnaround
- Focused sales + marketing analysis
- Executive intelligence brief
- Prioritized 90-day action plan
- Live CEO decision session
Continue ongoing$500 / month
Express interestSTAGE 2 · $5M–$20M TTM
Emerging Brand Intelligence Sprint
$4,500one-month initial sprint
- One-month turnaround
- Multi-channel sales + marketing analysis
- Concentration and scenario modeling
- Prioritized 90-day action plan
- Live executive decision session
Continue ongoing$2,500 / month
Express interestBoth stages can stop after the initial sprint or continue month to month. No long-term contract.
EXPRESS INTEREST
Do not find out after the reset, the stockout, or the lost account.
Share a few details and we will confirm whether your current data is sufficient—and where the first value is likely hiding.
01 Fit review
02 Data sufficiency check
03 Recommended starting questions
Prefer to talk now? Schedule a demo