Question 1 of 7

How often does your team review account-level performance?

Weekly or more — it's part of our routine
Monthly during reporting cycles
Quarterly or when something goes wrong
Rarely — we don't have a formal process
Question 2 of 7

How do you currently track order frequency changes by account?

Automated alerts or a live dashboard
Manual review of sales reports
We notice it when a rep flags it
We don't track this systematically
Question 3 of 7

Do you have visibility into margin by account or SKU?

Yes — we track margin at the account and SKU level
We see it at the category level
Only at the total company level
We focus on revenue, not margin
Question 4 of 7

When an account reduces order size, how quickly does your team know?

Within a few days — we have alerts set up
Within 2–3 weeks during rep check-ins
When it shows up in monthly reports
Often we don't catch it until it's too late
Question 5 of 7

How many active accounts does your team manage?

Fewer than 100
100–300
300–700
700+
Question 6 of 7

How would you describe your current sales reporting setup?

Live dashboards with drill-down by account
Weekly Excel or spreadsheet reports
Monthly PDF summaries from the ERP
Reps manage their own tracking — no standard
Question 7 of 7

Have you lost an account in the past 12 months that surprised you?

No — we have good visibility into at-risk accounts
Maybe one or two smaller ones
Yes — a few, including some meaningful ones
Yes — and it cost us significantly