Portfolio Analysis

Success Flooring Co.

200 accounts · 40 untapped prospects · flooring

Demo · Sample Data

Total Accounts

200

In portfolio

Active Revenue

$5.2M

Last 12 months

At-Risk Revenue

$4.2M

110 accounts slowing or dormant

New Revenue Potential

$3.4M

40 untapped prospects in your territory

Dormant Accounts

No purchase 4-12 months

Portfolio Health

Customer Classification

200accounts

StatusRevenue ShareCountRevenue%

Active

62$5.2M54%

Slowing

41$2.1M22%

Dormant

69$2.0M21%

Lost

28$346K4%

Revenue Concentration

Top 40 accounts (20%)45% of revenue

Avg. revenue (active)$85K

Avg. revenue (dormant)$29K

Strongest territorySouth Florida ($2.7M)

Key Accounts

#1Southern Laminate Depot

$145K

#2Apex Stone & More

$144K

#3Superior Laminate Masters

$139K

Highest Value At-Risk

Coast Hardwood Source$88K

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Kate's Portfolio Briefing

AI-generated executive summary of your portfolio

Territory Intelligence

Breakdown by Region

Territory	Active	Slowing	Dormant	Lost	Revenue	Untapped
South Florida	12	16	21	10	$2.7M	0
Georgia	16	10	17	7	$2.6M	0
Central Florida	14	4	16	7	$1.8M	40
Texas	10	6	12	2	$1.4M	0
North Florida	10	5	3	2	$1.2M	0

Untapped Prospects

40 prospects

Businesses in your territory you're not selling to yet

Estimated untapped revenue: $3.4M · Click a card to see details + map

European Flooring

Fort Lauderdale, FL

Orlando Floor Depot

Orlando, FL

Kuhn Flooring Gallery

Coral Springs, FL

Quantum Floors Oakland Park

Oakland Park, FL

4.9

Giant Carpet & Flooring

Boca Raton, FL

4.9

Foundation Flooring

Pompano Beach, FL

4.9

Florida Floor Kissimmee

Kissimmee, FL

4.9

Florida Flooring

Boynton Beach, FL

4.9

Dolphin Carpet & Tile SW

Miami, FL

4.9

Exclusive Flooring Collection

Boca Raton, FL

4.9

Floor & Decor Kissimmee

Kissimmee, FL

4.9

Quality Floors & More

Oakland Park, FL

4.9

Dolphin Carpet & Tile Davie

Davie, FL

4.9

Flooring Master Orlando

Orlando, FL

4.9

Luxury Floor Depot

Orlando, FL

4.9

Quantum Floors Coconut Creek

Coconut Creek, FL

4.9

Floor & Decor Davie

Davie, FL

4.8

Capitol Carpet & Tile Boca

Boca Raton, FL

4.8

Floor & Decor Fern Park

Fern Park, FL

4.8

Creative Floors Casselberry

Casselberry, FL

4.8

Showing 20 of 40 untapped prospects. Upgrade to Growth to unlock outreach to all.

Genie Insights

What Your Genies Would Do

Kate recommends

Reactivate 69 dormant accounts with a 3-tier outreach sequence — ringless voicemail (Day 1), SMS + email follow-up (Day 6), and AI video + handwritten postcard (Day 12). You approve each campaign before it goes out.

Estimated impact: $2.0M

Clara recommends

Growth Plan

Follow up on overdue invoices across 41 slowing accounts via automated SMS and email sequences to reduce days-to-pay and prevent churn.

Estimated impact: $641K

Diego recommends

Growth Plan

Dispatch Gigster field auditors to your top 20 untapped prospects — GPS-verified visits with photos, shelf audits, and competitive intel.

Estimated impact: $338K

Elena recommends

Growth Plan

Monitor 41 slowing accounts for churn signals. When purchase frequency drops, Elena triggers proactive retention touches — re-engagement rewards, gift cards, and first-order incentives calibrated to each account's value.

Estimated impact: $2.1M

Felix recommends

Growth Plan

Generate weekly board-ready reports: revenue by territory, campaign ROI, dormant recovery rate, and cash flow impact across all 200 accounts. Delivered to your inbox and Telegram every Monday.

This report was generated using redacted data. No customer names, addresses, or financial details were shared with external AI systems.