One current view of the whole commercial picture
Sales history lived in ERP saved searches and one-off exports. A simple question (which customers are slipping, where prices changed, what freight costs on a lane) meant a request, a wait and a spreadsheet that was stale by the time it arrived.
I built a sales explorer on the group’s full order history, refreshed every morning. It flags customers who are slipping or have lapsed against their own ordering rhythm, tracks every price change by customer and item, maps freight cost by lane, and compares any two accounts side by side. An Ask tab answers plain-English questions about the data, and a built-in feedback loop tells me what users need next.
- Inputs
- Full ERP order history, freight records, customer and item masters
- Logic
- Customer health against each account’s own rhythm, price-change detection, freight cost per lane
- Output
- A multi-tab web app with natural-language questions
- Used by
- Sales, purchasing, leadership
- Cadence
- Refreshed every morning










