Solutions · Sell
Know which account to work next.
Masava scores every account from its own order history — at risk, growing, overdue, never ordered — so your reps spend the day on the accounts that move the number.
| Account | Run rate | Signals |
|---|---|---|
| The Tasting Room | $4,210 | GrowingMTD up |
| Lou's Wine & Spirits | $3,180 | At riskYTD down |
| Hudson Hospitality | $2,640 | Overdue order |
| Cedar & Vine | $1,920 | At riskPlacements at risk |
| Northgate Provisions | $0 | Never ordered |
| Marble Hill Cellars | $5,480 | GrowingYTD up |
The problem
Reps are guessing which accounts to work.
Account state is scattered
Last-order date, run rate, and placements live in different views — no one number tells a rep who needs them.
You can’t filter the whole book
Finding every account that’s slipping means scrolling, not querying.
Slippage shows up late
By the time a regular goes quiet, the rep hears about it weeks after the order should have come in.
Account signals
Health states, plus signals that stack.
Every account carries a health state — Active, At risk, Lost, or Never ordered — and stacking signals add the detail: MTD and YTD up or down, overdue on order, overdue on visit, placements at risk.
- Four health states on every account
- Signals stack as filter chips on the list and map
- Hover a map pin to read an account’s signals
Saved views
Filter the whole book at once.
Build compound filters at scale — run rate over $3,000 and more than 10% growth and placements at risk — and save them as Saved Views the team targets against all quarter.
| Account | Run rate | Signals |
|---|---|---|
| The Tasting Room | $4,210 | GrowingMTD up |
| Lou's Wine & Spirits | $3,180 | At riskYTD down |
| Hudson Hospitality | $2,640 | Overdue order |
| Cedar & Vine | $1,920 | At riskPlacements at risk |
| Northgate Provisions | $0 | Never ordered |
| Marble Hill Cellars | $5,480 | GrowingYTD up |
Insight → action
Signals feed the next visit.
Signals feed visit planning and suggested next actions, so the loop keeps turning: actions generate data, data surfaces insights, and insights drive the next action.
The signals
Eleven signals on every account.
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