Call mode

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Write-backs

Account plan

New opportunity

Add contact

Pin / snooze

Correct the read

native writes · draft-by-default · readback where wired

Service friction {{ frictionTickets }} open · why cadence or movement may be blocked

Escalation risk

Zendesk · sup_activity_ledger

✦

UPSIDE reads

✓

No service friction. No open tickets, RMAs, or escalations — any cadence gap here is sales, not service.

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Revenue · 24 months {{ revTrailing }} trailing · {{ revYoy }} YoY

              prior year
              this year
              peak {{ revPeak }} · avg dashed
            

24 mo agoprior yearthis yearnow

What they buy category mix · sup_invoice_lines

Stopped buying

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Whitespace

Last call · read by UPSIDE {{ call.sentLabel }}

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Open pipeline

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Advance opportunity →

Open pipeline

No open opportunity

Greenfield — the native opp store starts empty. Open the first from the read above.

Opportunity & risk harness intelligence — magnitude-banded, each tagged to its source & freshness

Truth timeline every order, call, email & ticket — each tagged to its source {{ timelineSummary }}

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{{ t.source }}

Analytic lenses nine real series read straight off this account

Revenue · 24 months

monthly · the buying heartbeat

{{ viz.revYoYStr }} YoY

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Pace vs last yearcumulative $

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            this year
            last year
          

{{ viz.paceDelta }} {{ viz.paceAheadStr }} last year at month 12.

Forecast coneprojection

now

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            actual
            projected
            range
          

Base case {{ viz.yearEnd }} at year-end if cadence holds.

GM waterfallLY → YTD

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Order rhythmdays between orders

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median {{ viz.medStr }}

9 orders agomost recent

Last order {{ viz.curGapStr }} ago — {{ viz.rhythmNote }}

Market controlparts wallet

{{ viz.walletShareStr }}WE HOLD

Superior holds {{ viz.walletShareStr }}

{{ viz.mcHead }} headroom open

Estimated share of this dealer\u2019s total parts spend.

Category breadth{{ viz.breadthActive }}/9 lines

{{ viz.breadthActive }} active · {{ viz.breadthWhite }} whitespace lines to open.

Engagementlast 90 days

90d agorequired windowtoday

{{ viz.engStatus }}{{ viz.engTouches }} touches in 30d

Wallet · attachaddressable

SKU ledger · category churn

{{ skuActiveCount }} of 9 categories active · top line {{ skuConc }} of revenue

growing

shrink/stop

whitespace

Revenue concentration top line {{ skuConc }} of active revenue

Stockout exposure GM riding on SKUs they buy that are below reorder sup_v_stockout_at_velocity

GM at risk · 12mo

SKUs affected

avg cover left

units to reorder

{{ s.sku }} · {{ s.cat }}

{{ s.cover }} oh/rop

on-hand / reorder · velocity · lead · substitute · GM

No stockout exposure on their bought lines

Every SKU this account buys is currently above reorder point — no GM at risk from supply today.

SKU movement current vs prior revenue by line · click a row for the evidence sup_invoice_lines

Line Current Prior Move

Line churn by quarter

lines added vs lost

added lost top line {{ mvTopShare }}

Peers · head-to-head delta where this account under-buys, under-prices, or gets touched less than a lookalike

Compare against

{{ pt.name }} {{ pt.shared }} shared ✕

+ Associate a peer

This account

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versus

Peer

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✦ Cross-sell — they buy, you don't

{{ cmpPeerName }} buys {{ fwdCount }} {{ fwdCatWord }} this account hasn't opened.

their spend in your whitespace

Draft cross-sell opener →

{{ fc.cat }} {{ fc.rev }} · {{ fc.units }}

Category ledger — line by line units · avg price · gross margin · click a row to drill into SKUs

Category This account Peer Signal

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{{ d.mineSub }}

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SKU · {{ d.skuCount }} lines This account Peer Delta

{{ s.partNo }}

{{ s.mineSub }}

{{ s.peerSub }}

{{ s.note }}

Order cadence sup_mv_account_order_cadence

This account

{{ cadMine.gap }}d

median reorder rhythm

Orders / yr{{ cadMine.ordYr }}

Avg order{{ cadMine.aov }}

Last order{{ cadMine.last }}

Peer

{{ cadPeer.gap }}d

median reorder rhythm

Orders / yr{{ cadPeer.ordYr }}

Avg order{{ cadPeer.aov }}

Last order{{ cadPeer.last }}

Engagement · 90 days CORTEX auto-captured

Last touch · sentiment

{{ engMine.touch }} · {{ engMine.sent }}

Last touch · sentiment

{{ engPeer.touch }} · {{ engPeer.sent }}

The comparison set wallet share × YoY · bubble = revenue

This account

Peer · growing

Peer · declining

▲ above line = growing YoY
→ right = more wallet share
● bigger = more revenue

← lower wallet sharehigher wallet share →

⇄

No peer associated yet

Pick a lookalike account to run a side-by-side delta — the categories they buy that this account doesn't, price & margin gaps line by line, reorder cadence, and engagement footprint.

Associate a peer →

⌕ Esc

{{ c.loc }} · {{ c.tier }}

{{ c.shared }} + Add

People · discovered contacts identity merged from calls, email & UPSIDE contacts

⚯

Possible duplicate — {{ mergeNames }}

Same number across two source systems. Heuristic match — review before merging.

ReviewKeep separate

primary

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seen

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last seen

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