Reports & Analytics

Showing Jan 17, 2026 – Apr 16, 2026
Total Customers

971

Quotes (in range)

0

Avg Health Score

8.8/10

Win rate: 0.0%
Quote Funnel (in range)
Status Count Value
Draft 0 $0
Sent 0 $0
Accepted 0 $0
Rejected 0 $0
Totals reflect quotes with a Quote Date inside the selected range.
Aging (Open Quotes)
0–7d 8–30d 31–60d 60+d
$0 $0 $0 $673401
Buckets are based on days since Quote Date.
Account Manager Scorecards
Manager Activities (30d) Open $ Win Rate Avg Cycle (d) On-time Follow-ups
Andrew 0 $558397 0% 0.0 89%
Cheyenne 0 $0 0% 0.0 100%
House Account 0 $4913 0% 0.0 99%
Kevin 0 $0 0% 0.0 56%
Quinton 0 $2081 0% 0.0 0%
Raleigh 0 $87684 0% 0.0 78%
Unassigned 0 $20326 0% 0.0 100%
Note: Scorecards are attributed by Worked By on activities and quotes (falls back to customer owner if missing).
Customer Categories
CategoryCountPercentage
Unknown 61 6.3%
Acquired 1 0.1%
Active 34 3.5%
Closed 99 10.2%
Current/In-Business 772 79.5%
International Reseller 3 0.3%
Unknown 1 0.1%
Recent Activity Summary
Date Customer Type Title Outcome Worked By
2025-12-11 COREWELL HEALTH (SPECTRUM HEALTH) Call Virus serum call - Andrew
2025-12-10 NONA SCIENTIFIC (LABS ASAP) Call Quote review call - Andrew
2025-12-09 UNIVERSITY OF WISCONSIN MADISON Email QBR and bup call - Andrew
2025-12-09 SEROCLINIX Call discussing cals/ QC and linierity - Andrew
2025-12-08 REDWOOD TOXICOLOGY LAB Call Blind samples - Andrew
2025-12-05 NORTON HEALTHCARE INC Call Amino acid QC call - Andrew
2025-12-04 CHILDRENS HOSPITAL OF WISCONSIN Email Design update and maybe lyophilized - Andrew
2025-12-04 NORTHWESTERN MEMORIAL HOSPITAL Email Peth wont be ordered due to price - Andrew
2025-12-04 THE BIRMINGHAM PAIN CENTER Email placing the order - Andrew
2025-12-04 NORTHWESTERN MEMORIAL HOSPITAL Email 5756 follow up - Andrew
Note: Activity attribution uses Worked By and may differ from the account owner (e.g., House Account).
At-Risk Accounts (Top 10)
Customer Owner Health Last Contact Open $ Actions
FRANEY MEDICAL LAB Unassigned 2/10 Never $0 Log Activity
LAB WORKS Unassigned 2/10 Never $0 Log Activity
MEDCOMP SCIENCES, LLC (NO LONBER IN BUSINESS) Unassigned 2/10 Never $0 Log Activity
MICHIGAN STATE POLICE House Account 2/10 2025-09-26 $0 Log Activity
ADVANCED BIOMEDICAL Unassigned 2/10 Never $0 Log Activity
ALIFAX S.R.L. (INACTIVE) Unassigned 2/10 Never $0 Log Activity
ALTIUS DIAGNOSTIC LABORATORY Unassigned 2/10 Never $0 Log Activity
ANALYTICA ONE TRADING COMPANY WLL Unassigned 2/10 Never $0 Log Activity
APEX PHYSICAL MEDICINE AND REHABILITATION Unassigned 2/10 Never $0 Log Activity
BAHWAN HEALTHCARE CENTRE L.L.C Unassigned 2/10 Never $0 Log Activity