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.
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.
Customer places a slightly smaller order. No flag. Looks like a one-off.
Order frequency falls. Still within normal variance. Nobody notices.
Customer is also requesting lower prices. Margin drifts. Still not flagged.
Month-end report shows significant revenue shortfall. Investigation begins.
The relationship is already cold. The revenue is already gone.
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 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.
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.
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.
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.
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.
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.
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.
What changes when you can see customer drift early.
Earlier detection of account drift compared to finding out at month-end revenue review
Of critical accounts successfully re-engaged within 30 days of early warning alert firing
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.
Revenue Tracker connects with
Per-customer margin data from the dashboard feeds into the health score. A customer with falling margin and falling order frequency scores higher risk.
Learn more ›A critical early warning score can automatically trigger an AI Ops re-engagement workflow: a draft email to the account manager, a task, and a follow-up reminder.
Learn more ›Customer risk flags from the Revenue Tracker feed into the Quote Intelligence Engine. High-risk accounts get additional margin protection on new quotes.
Learn more ›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.