Free Analysis Tool

Customer Portfolio X-Ray

Upload your order history. See which customers are growing, stable, at-risk, or already gone. Most distributors find $1-3M in revenue they're about to lose.

📊

Drop your CSV here or click to upload

Your data never leaves your browser. All analysis happens locally.

Required CSV Columns

Customer Name Order Date Order Amount ($) Product Category (optional) Sales Rep (optional)

Column names are flexible. We'll auto-detect common formats (date, amount, customer, etc). Dates can be any standard format.

Analyzing 0 orders across 0 customers...

Revenue at Risk from Declining + At-Risk Customers
$0

Customer Health Heatmap

Each cell is a customer. Color = health score. Hover for details.

Growing
Stable
At-Risk
Declining
Lost

Revenue by Segment

Where your revenue actually sits

Customer Distribution

How many customers in each health tier

Top At-Risk Accounts (Highest Revenue at Stake)

CustomerAnnual RevenueHealth ScoreDays Since Last OrderTrendSuggested Action

Get Your Full Portfolio Report

PDF with customer health scores, at-risk accounts, and win-back priorities.

PDF downloaded. Check your downloads folder.