Customer value
Recorded contribution, acquisition costs and repeat work, with gaps clearly marked.
The product
Ask a bigger question.
Get something you can use.
Customer economics, opportunities and a forward view. Connected to the people who turn insight into work.
Explore the product viewsFollow the customer, not just the first saleOne pallet truck.
One pallet truck.
A much bigger story.
Join the enquiry source, acquisition spending, later orders and job costs.
Fictional 12-month exampleNORTHFIELD PACKAGING Customer record
FIRST CONTACTGoogle listingCustomer reported → phone
↓FIRST ORDER£995 pallet truckSale value, excluding VAT
↓12-MONTH CONTRIBUTION£6,200After assumed direct costs; before acquisition cost and overheads
Show the working
£200 first-truck contribution + £4,800 later trucks + £1,200 service, after fictional direct costs. Acquisition cost is unknown, not zero. Excludes overheads and tax. This is not lifetime value.
Find more customers like the valuable onesThe application.
The application.
The signals.
The next conversation.
Compare relevant buying history with company activity, location and operating needs.
Fictional opportunity exampleYOUR NEXT CONVERSATION Proposed
AAtlas Packaging
Indoor handling + an additional site.
Comparable repeat workOperating scaleSite expansion
SALES · NEXT STEPConfirm truck specification, timing and service cover.
Why this company?
Fictional site information describes an additional operating location. Example accounts provide scale, not a buying budget. Comparable customer records suggest relevant requirements. Fleet, timing, budget and purchase intent are not confirmed.
An outlook with the working attachedWhat could they
What could they
need next?
Estimate future work from buying behaviour, operating changes and comparable customers. Keep the assumptions visible.
Scenario example, not a validated predictionCUSTOMER OUTLOOK Scenario example
£24k-£34kPotential revenue · next 12 months
Recorded workFuture scenario, not a confidence interval
What is this based on?
Fictional Atlas Packaging example: 2-3 trucks at £10,000 each plus £4,000 of service revenue, excluding VAT. Assumed orders, not contracted work or validated probabilities. Costs must be added to estimate contribution.
Useful across the dealership
The answer reaches
the right people.
Your team’s shared view connects a commercial finding to an owned action. Your customer sees the work relevant to them in your branded customer workspace.
Dealer access and customer access are separate. What is shared is agreed and controlled.
YOUR DEALER TEAM Example
Atlas · site requirements
SSalesArrange site visitAssigned
HHireCheck available trucksNext
EServiceConfirm readinessNext
Approved customer updates ↓
YOUR DEALERSHIP.Your site visit
View the agreed visit, documents and next step.
Customer workspace · proposed product viewThe continuing value
A current picture.
A usable plan.
Product views and refresh frequency are agreed for your connections and data. You see when records were last updated.
Opportunity list
Relevant companies and customer requirements, with reasons your team can question.
Reviewed outlook
Forecasts checked against outcomes, plus actions and assumptions to revisit.
These are proposed product views. Available functions and forecast readiness are confirmed in your agreed scope.
A useful first conversation
See it through your dealership’s eyes.
Bring the question you want answered. We’ll look at the records, the opportunity and the practical next step.