In B2B distribution, success comes down to getting the right data to your sales team at the right time. When sales reps have to dig through irrelevant ERP records or update manual spreadsheets, proactive customer outreach gets put on the back burner.
That’s why we’ve added several new capabilities to the Profit Max Platform.
These updates help sales teams stay focused, give them clearer account context, and flag customer churn risks before they affect your revenue.
Here is a quick look at what’s new in Profit Max Platform.
1. Expanded Filtering Options: Focus on What Matters
Sales reps need clean, focused views that adapt to how they actually work. We’ve expanded our platform visibility with User-Based Data Filtering and Global Filters, two key enhancements designed to eliminate workspace noise and keep your team focused on what matters most.
- User-Based Filtering: Platform administrators can now set persistent account views based on Sales Rep, Territory, Customer Class, or Product Category. Reps open their dashboards and see only the accounts assigned to them, eliminating clutter and sharpening daily focus. Additionally, when accounts are reassigned, new sales reps automatically inherit access to the entire historical record, ensuring full context is preserved without losing relationship history.
- Global Filters: Users can narrow down their active analysis anywhere in the application with a single click. Filter by Customer, Customer Class, Item, Item Class, Sales Territory and Sales Rep. Set a filter once, such as isolating a specific product line or territory, and that view stays active as you navigate from screen to screen. Then switch between your saved filters at any time for instant visibility of the data points you need.
2. New Customer Card: Complete Account Context
Walking into a customer meeting without full context is a recipe for missed opportunities. The enhanced Customer Card aggregates vital customer intelligence into a single, intuitive view, serving as a dedicated command center for every account in your portfolio.
Sales representatives can instantly evaluate:
- Account Health & Risk Signals: Get an immediate read on customer health, ABCD segmentation, and churn risk.
- Financial Performance Indicators: Track lifetime margin, gross profit, and revenue trajectories without manual calculations.
- Buying History & Product Performance: Understand ordering rhythms, category spend shifts, and emerging upsell opportunities before picking up the phone.
3. Predictive Churn V2: Spot At-Risk Accounts Early
Customers rarely announce they are leaving, they simply slow down their order cadence until they disappear completely. Traditional predictive tools often suffer from “alert fatigue,” bombarding reps with false alarms that erode trust in the system.
Our updated Predictive Churn V2 engine solves this by delivering 92% average accuracy in identifying at-risk customers.
- Customer-Specific Modelling: Instead of judging accounts against static industry benchmarks, the engine evaluates each customer against their own unique historical purchasing cadence and seasonal rhythm to detect subtle behavioral shifts.
- Optimized Precision: By prioritizing high precision over broad recall, the model eliminates alert fatigue and false alarms, ensuring sales teams can trust high-risk alerts and focus on genuine intervention opportunities.
“Cavallo has transformed how we manage customer risk and churn. Instead of wasting hours creating manual reports or reacting after an account leaves, Cavallo gives us instant visibility into churn risk and account health. Every week, we know exactly which customers need attention so our sales team can proactively step in and protect our revenue.”
— Paul Guebara, Partner, Valor Offroad
Give Your Sales Team Better Tools Today
These platform enhancements are designed with a single goal in mind: helping distributors convert raw transactional data into proactive, profitable customer relationship management.
Ready to see how Cavallo can help your sales team eliminate noise, spot slowing orders, and protect key margins? Learn more on the product page or schedule a demo today to see Profit Max Platform in action.