Allodial Predict for plumbing and HVAC distributors
In this trade, half your accounts are supposed to go quiet in the shoulder season. The question is which of the quiet ones are not coming back.
Why this trade reads differently
A seasonal account measured against an industry average looks lost every year. Measured against its own history, the same account looks exactly on time. That is the whole reason each account gets its own baseline rather than a shared threshold.
What a flag looks like here
Ardmore Mechanical orders every 12 days. It has been 31.
What the save looks like
Written by us as an illustration. In the product, the opener is drafted from the account's own orders within your save playbook, labelled as drafted, and a person sends it.
Lead with the specific gap, not with a check-in. Three weeks past their own normal is a fact they can respond to. There is no need to guess at a reason on their behalf.
Typical product lines
Line drift works at this level: an account still ordering that has nearly stopped buying one of these. Your own lines come from your item categories.
- ·Pipe, valves and fittings
- ·Water heaters
- ·HVAC equipment
- ·Refrigerant and parts
- ·Fixtures
- ·Hydronics
Systems this trade runs on
QuickBooks Online and Odoo connect directly, read only. Every other system works through an order history export, which is enough for everything here, including the free check.
Export guides for getting the report out, and pricing.