Distribution Intelligence

You don't lose customers
all at once. You lose them order
by order.

ClearPath Insights finds the silent signals in your order data — shrinking SKU counts, widening gaps between orders, routes bleeding margin — before it hits your bottom line. No new software. No IT project.

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90+ days

warning signals appear before
most accounts go quiet

5× more

cost to win a new account vs.
keeping an existing one

⚠️ 4 Accounts at Risk

Order frequency down 40%+

📉 Route Margin Drop

−19% vs. 90-day baseline

⚠️ SKU Count Shrinking

Avg SKUs down 28% — 8 wks

The problem

Two ways distributors
quietly lose revenue.

Neither shows up in your numbers until it's already happened. ClearPath catches both — early enough to do something about it.

📦

The account that stops ordering.

They don't call to cancel. They just order a little less this week. Then fewer SKUs next month. Then the gap between orders starts stretching. By the time you notice, they've already found another supplier.

Order frequency declining over 60+ days

SKU count dropping from historical baseline

Average order size shrinking without explanation

Gaps between orders widening month over month

📉

The margin that's quietly eroding.

Revenue looks steady. But a few key SKUs have drifted below your margin floor, accounts are buying less of your high-margin items, and some are sitting on pricing that made sense two years ago. The numbers look fine until they don't.

SKU-level gross margin declining vs. prior year

Accounts shifting mix toward lower-margin products

Pricing on key items not updated with cost changes

GM% trending down while revenue holds flat

Process

Simple to start.
Fast to deliver.

No new software to buy, no IT project to manage. If your team can export a report from your ERP or order management system, we can work with it.

🔗

Share your order data

We work from your existing exports — ERP output, order history, route reports, invoice data. No integrations, no API setup. A CSV or Excel export is all we need to get started.

📡

We find the signals

Order frequency drift, SKU attrition, margin compression by route, account spend decline — scored against each account's own history, not category averages or benchmarks.

📋

You get a clear action list

A prioritized list of at-risk accounts and underperforming routes, the specific signals behind each flag, and concrete next steps for your sales team. Delivered in 5–7 business days.

Distributor account showing churn signals

Churn intelligence

Know which accounts are drifting before they go dark.

Distributor churn isn't a cancellation — it's a slow fade. Fewer SKUs, longer gaps, smaller orders. ClearPath scores every account against its own order history and flags the ones showing drift early enough to make a call.

Order frequency and gap trend analysis
SKU attrition and product mix drift detection
Account spend decline vs. individual baseline
Prioritized at-risk account list for your sales team

Margin intelligence

Find the accounts and SKUs that look fine — but aren't.

Revenue is holding steady. But gross margin is quietly compressing — on specific items, on specific accounts, in ways that don't show up until you're well into the year. ClearPath finds where the erosion is happening and tells you exactly what's driving it.

SKU-level gross margin trend vs. prior year
Product mix shift toward lower-margin items
Pricing drift detection by account and item
Account GM% scoring against your own baseline

What you get

Three deliverables.
One clear picture.

Built around how distribution businesses actually operate — accounts, routes, SKUs, and recurring order cycles.

🔍

Account Health Scoring

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.

Delivered in 5–7 days

🗺️

Sales Territory Analytics

Rep-level visibility into account health, SKU penetration, and growth opportunity — mapped to how your team actually operates.

Delivered in 5–7 days

📦

Inventory & Purchasing Intelligence

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.

Ongoing · Custom pricing

Live Demos

See exactly what
ClearPath surfaces.

Real dashboards built from distribution data. Click through to explore each one live — no login required.

01 Sales Territory Map Territory Intelligence

View Live Demo →

See every account plotted by health score, rep, and tier. Click any pin to pull up full account detail, order history, and risk signals.

Health, At Risk, and Critical filter tiers

Click any pin for R12 sales, GM%, orders, overdue status

Sort by R12 Sales, Health score, or overdue flag

Rep-level territory view and account assignment

02 Margin Alert Feed Margin Intelligence

View Live Demo →

A live feed of accounts where gross margin is eroding. Critical, warning, and watch tiers so your team knows exactly where to focus first.

GM% now vs. prior year — by account and SKU

Margin-impacted SKUs listed with R12 sales and trend

Days since last order flagged alongside margin drop

Flag for review and export review summary

03 Inventory Signal Feed Account Intelligence

View Live Demo →

Out-of-Stock risk, dead stock, velocity spikes, and reorder alerts in one live feed. Know what needs attention before it costs you revenue or ties up capital.

Out-of-Stock Risk, Dead Stock, Velocity Spike, Reorder, Seasonal tiers

Days of cover and velocity change per SKU

7-week velocity trend chart per item

Accounts exposed and supplier lead time factored in

Signal analysis explaining each flag

🔍

Not sure where to start?

Take the Account Health Check — a free 5-minute questionnaire that identifies the biggest gaps in your distribution data and tells you exactly what ClearPath would surface for your business.

Take the Health Check →

Scoped to your business.
No surprises on price.

Every engagement starts with a diagnostic — a flat-fee analysis of your accounts, routes, and order data. Pricing scales with complexity, not with a sales process.

$1,500

Smaller operator
simple data

$2,000

Standard diagnostic
most businesses

$2,500+

Multi-location
complex data

Talk to Us →

You don't lose customers
all at once. You lose them order
by order.