Product 4 of 4 · Scale phase

Your best customers are quietly leaving.

They are not cancelling. They are placing smaller orders, less often. You find out six months later when the revenue is already gone and the relationship is already cold. Revenue Leak Tracker shows you the drift before the damage compounds.

Connects ERP, CRM, and finance · Customer health scoring
Account drift detected
Riverside Industries has reduced order frequency by 42% in the last 90 days.
Detected today · Before revenue impact is visible
Customer health · Live view
Trailing 90 days
Riverside Industries
Last order: 47 days ago
-42%
Critical
Delta Components
Last order: 31 days ago
-18%
Watch
Gulf Coast Mfg
Last order: 12 days ago
+4%
Healthy
Lone Star Parts
Last order: 8 days ago
+12%
Healthy
Houston Fabricators
Last order: 22 days ago
-11%
Watch
The silent churn timeline

By the time you know, it is already six months old.

This is how silent customer churn happens in every manufacturing business that does not have a customer health view. The problem starts small. It compounds quietly. You find out late.

Month 1
Drift starts

Customer places a slightly smaller order. No flag. Looks like a one-off.

Month 2
Frequency drops

Order frequency falls. Still within normal variance. Nobody notices.

Month 3
Margin falls too

Customer is also requesting lower prices. Margin drifts. Still not flagged.

Month 5
Revenue impact

Month-end report shows significant revenue shortfall. Investigation begins.

Month 6
You find out

The relationship is already cold. The revenue is already gone.

Revenue Leak Tracker catches this at Month 1.
Customer health scoring surfaces drift the moment it starts. You get an early warning alert in week two, not a post-mortem in month six. That is the difference between a conversation and a loss.
What it tracks

Three views. One complete revenue picture.

Customer health, revenue attribution, and early warning scoring. All connected to the same ERP and CRM data you already have.

Customer
Freq.
Margin
Health
Riverside Industries
Last: 47 days ago
-42%
19.4%
Critical
Delta Components
Last: 31 days ago
-18%
24.1%
Watch
Gulf Coast Mfg
Last: 12 days ago
+4%
30.8%
Healthy
Houston Fabricators
Last: 22 days ago
-11%
26.3%
Watch
Lone Star Parts
Last: 8 days ago
+12%
32.1%
Healthy
Insight: Riverside Industries has reduced order frequency and margin simultaneously over the trailing 90 days. Pattern consistent with competitor sourcing. Recommend pricing conversation within 7 days.
Capability 1

Customer health scoring. Not gut feel.

Every customer gets a health score based on three signals: order frequency, order value trend, and margin per order over time. The score updates in real time as new orders come in.

A customer moving from healthy to watch does not show up in your revenue report for months. The health score surfaces it in days.

Health score for every active customerCritical, Watch, and Healthy. Updated as new order data arrives from your ERP.
Order frequency, value, and margin combinedNot just one signal. Three signals weighted together for an accurate picture.
AI-generated insight for each critical accountA plain-language explanation of what the pattern suggests and what to do about it.
Revenue attribution · Current quarter
Repeat customers
72%
New customers
18%
Reactivated
10%
Quarter on quarter change
Repeat revenue
-14%
Alert: Repeat customer revenue down 14% QoQ. 3 accounts responsible for 68% of the shortfall.
Capability 2

Revenue attribution from lead to final invoice.

See where every dollar comes from: repeat customers, new customers, and reactivated accounts. Track how that mix is shifting quarter over quarter. Know when your repeat revenue base is eroding before it shows up in total revenue numbers.

This is the view your CFO wants but cannot get from the ERP alone. It requires connecting your CRM, ERP, and finance data into one place.

Revenue broken down by customer typeRepeat, new, and reactivated. See the mix and how it is shifting.
Quarter on quarter comparisonSee trends, not just snapshots. Is your repeat revenue base growing or eroding?
Account-level breakdown for any shortfallIf repeat revenue is down, see exactly which 3 accounts are responsible.
Early warning score · Top at-risk accounts
Riverside Industries
-42% freq · -15% margin · 47 days since last order
94 Critical
Houston Fabricators
-11% freq · -6% margin · 22 days since last order
61 Watch
Delta Components
-18% freq · -6% margin · 31 days since last order
58 Watch
Gulf Coast Mfg
+4% freq · stable margin · 12 days since last order
12 Healthy
Score interpretation: 0 to 30 is healthy. 31 to 60 is watch. 61 to 100 is critical. Score combines frequency change, margin trend, recency, and order value trend over 90 days.
Capability 3

Early warning before the revenue is already gone.

The early warning score combines four signals: order frequency change, margin trend, days since last order, and order value trend. Each customer gets a score from 0 to 100. Anything above 60 gets an alert.

The score fires at month one, not month six. That is the window where a pricing conversation or a re-engagement call can actually change the outcome.

0 to 100 score combining four signalsNot a simple rule. A weighted score that reflects the full picture of account health.
Alert at the moment drift startsScore updates in real time as ERP data flows in. No manual checking required.
Connects to AI Ops for automatic follow-upA critical score can trigger a re-engagement draft for the account manager automatically.
Data sources

Three systems. One customer view.

Revenue Leak Tracker connects your ERP, CRM, and finance tools to build a complete view of every customer relationship. Nothing gets replaced.

ERP data
Order history and job cost

Order frequency, order value, job cost data, realized margin per order. This is the foundation of every customer health score. Pulled from P21, NetSuite, SAP, and Epicor in real time.

CRM data
Customer contacts and activity

Last contact date, open quotes, account manager, customer segment. This context is combined with order data to produce a complete relationship picture, not just a transaction history.

Finance data
Invoices and actual margin

Invoice amounts, payment timing, actual vs quoted margin at the invoice level. This is what closes the loop between what was sold and what was actually earned from each customer relationship.

Expected outcomes

What changes when you can see customer drift early.

5 months

Earlier detection of account drift compared to finding out at month-end revenue review

62%

Of critical accounts successfully re-engaged within 30 days of early warning alert firing

$96K

Average revenue retained per re-engaged critical account in the first 90 days after early warning

"
★★★★★

I have been running this business for 22 years and never had real-time visibility into which customers were actually healthy and which were drifting. The Revenue Tracker flagged Riverside six weeks before their revenue impact showed up in our monthly numbers. We had a pricing conversation and saved the account.

JM
Owner / CEO
Industrial Distributor · San Antonio, TX · 140 employees
Secure by Design
Read-only data connections
Your data stays yours
No public model training
Role-based access
Full audit trail

Start with the audit. Scale to full revenue intelligence when ready.

Revenue Leak Tracker is a scale-phase product. The path starts with the free 10-minute audit. See your margin leakage first. Prove ROI in the pilot. Then extend to full customer health tracking.