Your first call list

Once your store finishes syncing, RevLogic builds a call list: the customers your sales team should reach out to today, ranked so the most valuable at-risk accounts sit at the top. Here's how to read it and where to start.

RevLogic studies each repeat customer's order history and works out their normal reorder rhythm — the average number of days between their orders. When a customer passes their expected reorder date, they land on the call list, flagged by how many days overdue they are.

This is the key idea behind RevLogic: it doesn't just show you who ordered recently. It shows you who was due to order and hasn't, so a slipping account gets a call before it churns.

The Home page is your starting point each morning. It shows:

• Calls overdue — how many customers are past their reorder date right now.
• Tasks due today — follow-ups you or your team scheduled.
• Winback — lapsed customers who've drifted too far past their rhythm for the main call list.
• Total accounts — every customer RevLogic has profiled.

Below the stats, Top calls today lists your highest-priority accounts with their lifetime revenue and how many days overdue they are. Click any one to jump straight into that customer on the Dashboard. Today's tasks shows your next few follow-ups, and there's a daily sales tip or quote to send you off.

Click Start calling to open the full call list in the Dashboard.

The Dashboard is your calling cockpit. On the left is the call list; on the right is the detail panel for whoever's selected.

Each call-list card shows:

• The customer's name (and company, for B2B accounts).
• A days-overdue badge — red for high priority, amber for medium.
• Lifetime revenue, average order cycle, and total orders.
• A Pitch chip when RevLogic has a specific cross-sell idea for that account.

Click a card and the detail panel fills with everything you need for the call: contact details (click to copy), key metrics, purchase cycle, categories and brands to pitch, recent orders, and an activity timeline where you log notes and calls.

1. Open the Dashboard (or click a name from Home's Top calls).
2. Read the detail panel — note their overdue days, what they usually buy, and the pitch chip.
3. Click the phone number to copy it, and make the call.
4. Use Log Call to record the outcome, or New Order to start a draft order right from the card.
5. If now isn't the right time, use the clock icon to snooze the customer for seven days.

Work top to bottom and you'll always be spending your time on the accounts most likely to reorder — and most costly to lose.

• Understanding health scores explains the numbers on each card.
• The call list and sort modes covers sorting and snoozing.