Solutions · Accounts Workspace

Act on every account at once.

See the whole book, then turn a slice into work.

app.masava.ai/accounts

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Filter

Opportunity filter

All insights

Run Rate30d

MTD down32

MTD up28

YTD down18

YTD up47

Order overdue15

Visit overdue23

PODs at risk9

New - no orders46+3

AccountOpportunitiesPriorityAddressActions

The Copper Tap · Hoboken12Key Account412 Washington St

Riverside Grill & Bar · Union10Key Account1180 Morris Ave

Hudson Wine & Spirits · Jersey City8Key Account265 Newark Ave

La Mesa Cantina · Newark6Priority Account88 Ferry St

Brickhouse Brewing Co. · Elizabeth5Medium Priority540 Morris Ave

Summit Hotel Lounge · Summit3Low Priority17 Springfield Ave

Vine & Barrel · Montclair2Low Priority233 Bloomfield Ave

Hudson Wine & SpiritsOff-premise · 23 placements

Health12 at riskAt risk

Run Rate · 90d30%$330

Last OrderJun 16, 2026

Open accountAdd visit

The problem

Finding the opportunity is the work.

Problems surface late

Leaders find issues by pulling reports, and mostly don't have the time. An account slips and no one notices until the number is soft.

Reps run on memory

They live on a route with hundreds of accounts, so the lapsed buyer and the category gap stay invisible until someone happens to remember.

The list dies on the way to the field

Even when someone builds a target list, it lives in a spreadsheet and a text thread, disconnected from the work anyone actually does.

The opportunities were always there. Seeing them was the problem.

Account attributes

Every account, already described.

Type, tier, cooking style, dietary, compliance. Every attribute you tag is one more thing a play can match.

Tagged once, filterable everywhere the book is
The Insight Engine fits plays to accounts on these attributes
The better described the account, the better it reads

The account row

Every signal on one line.

Run rate, revenue against last year, at-risk placements, health, days since last order, the owning rep. No report, no memory.

Read the whole account on one line, no three-report detour
Health and trend earned from the account’s own order history
Every column is filterable, so the row is also a query

MTD up34MTD down12YTD up41YTD down18Order overdue15Visit overdue23PODs at risk9New – no orders46At risk11Active312Recently lost7

Visit overdue23

Ridgewood Fine WinesRidgewood07450Trattoria BelliniMontclair07042The Copper VineHoboken07030

Schedule visit

Ridgewood Fine WinesJul 31Jack Repson

Save visit

PODs at risk9

Long Story BarMontclair07042The Ivy RoomMillburn07041Halyard ChophouseVerona07044

Survey

Jack RepsonLong Story BarPODs at risk (7)High

Check-in all at risk PODs at @Long Story Bar

Next visitJul 3

New – no orders46

Marlow & VineCranford07016Grove Street CellarsJersey City07302Palisade KitchenFort Lee07024

Schedule visit

Marlow & VineJul 31Jack Repson

Save visit

The Opportunity Filter

Build and save a quick opportunity filter.

Bought this product, never bought that one. Ask it in a few clicks and the book narrows to the accounts that fit.

Answered from real order history, not guesswork
Save it as an insight, so the hunt runs again without rebuilding
Act on the result in bulk — one tasting task for every account that fits

Opportunity filter (26)

Account

The Copper Tap

La Mesa Cantina

Hudson Wine & Spirits

Summit Hotel Lounge

Riverside Grill & Bar

Cedar & Vine

Harbor & Oak

Vine & Barrel

Brickhouse Brewing Co.

Marble Hill Cellars

OpportunitiesPriorityRun rate 30dStatusHealthMTD vs LYYTD revenueYTD vs LYPlacementsAt riskLast orderNext visitTasksRepresentativeChannelCategoryAttributes

243Key Account$4,120ActiveActive12%$41,9009%2319dJun 242 TasksJRJack RepsonOn premiseCocktail barWine · Spirits

97Priority Account$1,910ActiveGrowing6%$21,70014%11012dJun 251 TasksMOMarcus OyelaranOn premiseSpanish / TapasSpirits

204Key Account$5,340OverdueAt risk30%$58,2004%231251dJul 15 TasksJRJack RepsonOff premiseLiquor storeWine · Spirits

41Low Priority$1,240ActiveGrowing11%$14,8007%804dJul 30 TasksMOMarcus OyelaranOn premiseHotel barWine

186Key Account$2,980ActiveAt risk18%$33,4006%17434dJun 263 TasksVRValentina R.On premiseItalianWine · Beer

73Key Account$1,080ActiveActive3%$12,6005%6119dJul 61 TasksVRValentina R.On premiseWine barWine

158Key Account$3,610ActiveAt risk9%$37,1002%19622dJun 284 TasksJRJack RepsonOn premiseSeafoodWine · Spirits

28Low Priority$980Never orderedNo orders0%$9,4002%40—Jul 80 TasksMOMarcus OyelaranOff premiseLiquor storeWine

64Medium Priority$1,760ActiveAt risk24%$19,30011%9327dJun 302 TasksVRValentina R.On premiseBrewpubBeer

112Key Account$2,240GrowingActive8%$26,80011%14215dJul 21 TasksJRJack RepsonOn premiseWine barWine

3 selected Edit attributes Create 3 tasks Plan 3 visits

Rich columns

Every column is also a filter.

Run rate, revenue against last year, at-risk placements, health, open tasks. Every one of them filters, and they layer.

Stack the signal rail, attributes and priority into one slice
Sort on any column, so the slice arrives ready to work
The result stays live on screen, no export to rebuild

Filter (1)