Move off Skynamo. Own the system your reps and trade customers order through.

Each account carries its rep, how often it should be seen, the price list it buys on and every order it has placed, so office and field read the same record.

• check Accounts whose reorders have slowed, ranked by what they used to spend
• check Lines similar accounts buy that this one has never ordered, with a value per year
• check Customer-specific prices and live promotions picked up on each order line
• check Accounts grouped by rep and territory, ready to rebalance

Every account has its own visit frequency. One question shows who is late, by how many days, and what those late accounts bought in ninety days.

• check The share of your accounts that are up to date on visits, as one number
• check Calls, strike rate and average order per rep against target
• check Try moving accounts between reps and see both workloads before anything changes
• check A weekly summary for each rep written straight from the records

Facings, shelf prices, gaps and promotion checks are kept as rows you can count and chase, rather than answers buried in an app.

• check Display, ticket and price checked per promotion, with the stores nobody has visited
• check Shelf prices for one line across every store, so the outliers stand out
• check Out of stock lines in the stores that sell them fastest
• check Which promotions lifted orders only where they were set up properly

Plain records any tool can read, credits that cannot skip authorisation, and documents with your own logo on them.

• check Credits held until authorised, with batch codes required on tracked lines
• check Submitted orders written out for your accounting system in one step, with anything unsent flagged
• check Order confirmations and rep weekly reports in your brand
• check Ask for a new field, rule or report in plain English. MIT licence, open source.