Customers
Customer Intelligence
Every strategic account, in one place — health, financial importance, open commitments, and what I'd do next.
Strategic account
Meridian Retail Group
Relationship owner: Dana Whitfield
Annual revenue
$42.00M
Open-order value
$1.80M
Revenue at risk
$0.00
Gross margin rate
26%
Preferred-vendor status
At risk — a third missed commitment could trigger review
Why this relationship matters
Top-5 account by annual volume; multi-year program partner.
Executive recommendation
What I'd recommend for this account right now.
Transfer YJM-30812 production to Factory 2
pendingMeridian Retail Group's $1.8M Fall bulk reorder is projected to miss its delivery commitment. Factory 3 is the bottleneck, a key material is running low, and the supplier's lead time has grown — together they put both the delivery date and the customer relationship at risk.
Confidence 87% · $1.80M exposed
Operational exposure — open risks (0)
No open risks for this account right now.
Related orders (1)
YJM-30812
Ships Aug 8, 2026 · Factory 2
$1.80M
Medium riskActivity timeline
New information arrived from your business system for YJM-30812 — risk is now Medium.
21 days ago
New information arrived from your business system for YJM-30812 — risk is now Medium.
21 days ago
Customer delivery risk raised for Meridian Retail Group — third at-risk shipment.
21 days ago
Recommendation generated: transfer six priority runs to Factory 2 and expedite material from the secondary warehouse.
21 days ago
Production-delay signal detected at Factory 3 for YJM-30812.
21 days ago
Customer profile fields (health score, tier, relationship owner) are modeled enterprise data layered on top of real order records — not yet connected to a live CRM.