Your data has the answer. We clear the path.
ClearPath Insights turns your existing transaction data into a clear picture of customer health — delivered in a format your team actually uses. No new software, no IT project.
Businesses don't lose accounts in dramatic fashion. They lose them in small, invisible steps — a SKU switched here, an order frequency drop there — until a competitor has the relationship.
Your ERP has the signal. The problem is turning transaction history into something a sales rep can act on Monday morning.
Every account in your book gets a health score based on how they're actually behaving — order frequency, spend trends, SKU mix. You see who's growing, who's stable, and who needs a call this week.
Rep-level visibility into account health, SKU penetration, and growth opportunity — mapped to how your team actually operates.
When a key account starts pulling back, your purchasing shouldn't lag behind. We connect your sales signals to your inventory picture so you're not sitting on stock for customers who are quietly leaving.
| Account | Segment | R12 Revenue | Risk Score | Primary Signal | Status |
|---|---|---|---|---|---|
| Midwest Foodco | Broadline | $284K | Freq. −38% vs prior Q | High Risk | |
| Great Lakes Dist. | Beverage | $196K | SKU mix −6 categories | High Risk | |
| Badger Supply Co. | Packaging | $143K | Avg order −$840/order | Watch | |
| Lakeview Provisions | Foodservice | $89K | Stable — expanding | Healthy |
I'm a Wisconsin-based analyst who has spent years building the kind of data pipelines, dashboards, and scoring models that most companies talk about but never ship. I work with a small number of clients at a time — on purpose.
ClearPath Insights exists for companies that have good data and aren't getting enough out of it. No retainer required to start. No bloated project scope. Just clear answers, fast.
A 30-minute conversation is enough to know if there's a fit.
Or reach out directly — [email protected]