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Grow the business. Let operations keep up.
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Get a free assessmentEach key account shows last week's bookings, shipments, and how its backlog moved. Every gain or drop gets a one-line reason, and the weekly recap email for leadership is drafted on the same screen.
Weekly revenue briefingFrom Order management and Logistics
Bookings / 8 accounts
$1.29M
8-account total
Shipments / 8 accounts
$1.18M
8-account total
Bookings−shipments
+$116K
Build
Shipment coverage
91.0%
Follow-up 5
All accounts
$1.44M
+12.4% week over week
Weekly shipments
$1.31M
98.2% of plan
Sep 1–7 / 8 accounts
| Account | Bookings | Flow |
|---|---|---|
| Growing38-store promotion confirmed | $371K | +$131K |
| StablePrior-week backlog shipped | $278K | -$47K |
| ExpansionBreakfast sauce expansion | $170K | +$31K |
| Credit holdCredit limit review | $108K | -$39K |
| New businessNew vegan sauce order | $74K | +$18K |
| GrowingMinibar assortment expansion | $139K | +$46K |
| New businessLow-sodium program launched | $90K | +$10K |
| StableQuarter-end replenishment | $65K | -$34K |
Selected account flow
Peak Market / 38-store promotion confirmed
Backlog added
+$131K
Follow-up
Add the owner and the next shipment date to the recap.
Drafted from ARP results
Recipient groups
3 groups selectedBookings minus shipments over $75K, or order on hold
Follow-upAccounts where bookings and shipments drift far apart are called out.
Last week's summary reaches the sales lead as a draft at 8:00 AM Monday.
Export source data to CSV
Export the account-level results as CSV whenever you need them.
This app was built by describing it. Answer a few questions and get an app you can use the same day, no developers needed.
Explore App builderEvery Monday I want a report of bookings and shipments by customer, ready to send to the owner.
Found 2 ARP modules. A few questions first.
Which accounts should the report include?
The top 8 accounts with bookings or shipments last week
Which movements should be called out?
A bookings-to-shipments gap over $75K, or an account on credit hold
Who receives the recap?
The leadership team, sales managers, and production & logistics
Your app is ready to use.
Revenue, margin, cash, and on-time delivery on one screen every morning.
Contribution by customer after cost of goods, freight, returns, and discounts.
Each customer's credit limit next to its open balance, with orders over the limit held.