Account Managers

Account Manager

As an Account Manager you see the accounts where you are the primary or secondary owner. Your dashboard, your forecast and your reorder signals are all scoped to those accounts, so the Hub shows your book of business and nothing else.

Your dashboard covers the accounts you manage.

Your week in the Hub

Account Manager workflow

1. 1

   Start the day Every morning
   1. Open your dashboard Revenue against last year, active accounts, at-risk accounts and accounts under pace.
   2. Work today's activities Overdue and today's calls, emails and to-dos, plus your client follow-ups.
2. 2

   Look after your accounts Through the day
   1. Open an account from My Accounts Contacts, addresses, orders, pricing and the full email and note history.
   2. Check orders and stock Open orders, shipments, tracking numbers and stock by warehouse.
   3. Is the account going quiet? The reorder monitor compares recent orders with the account's usual cadence. Yes Reach out and plan the next step No Carry on
3. 3

   Keep the forecast honest Monthly
   1. Review forecast against actuals My Forecast vs Actuals shows each account month by month, with last year beside it.
   2. Propose a change The year is locked, so a new figure becomes a change request for the VP of Sales.
   3. VP approves or rejects Follow your requests under Forecast > Change Requests.
   Repeat every month

What you can open

Menu	What it is for
CRM > My Accounts	Every account you own, with activities and country
CRM > Client Follow-ups	Scheduled follow-ups to customer contacts
Sales > Orders	Sales orders for your accounts
Sales > Products and Pricelists	Products and customer pricing
Cabeau Tools > Forecast	Forecast sheet, annual budget, change requests, and your forecast against actuals
Cabeau Tools > Reorder Monitor	Accounts gone quiet, signals, thresholds and order cadence
Cabeau Tools > Price Change Requests	Your price changes waiting for the VP of Sales
Cabeau Tools > Relationship Change Requests	Requests to change which parent account an account sits under

Workflows for you

Step-by-step guides that follow one task across the Hub:

• Reorder alerts
• Reorder nudges until an order arrives
• Order cadence and unusual orders
• How forecasting works in the Hub
• Setting up a follow-up sequence
• Following up when a customer has not replied
• Customer emails in the Hub
• Reminders, escalation and response times
• Meeting notes: from the note-taker to tasks
• Your task list, and what the VP sees
• Checking inventory by warehouse

Feature guides

Guide	Covers
Dashboard	Headline numbers, under pace, at-risk accounts, quarterly progress
My Accounts	Your accounts list and the account record, including item pricing
Forecast	The forecast sheet, proposing a change, forecast against actuals
Reorder monitor	Order cadence, lapsed accounts and thresholds
Orders, pricing and stock	Sales orders, shipments, pricelists and inventory
Follow-ups and activities	Client follow-ups and your activities

The Start here pages cover signing in, getting around and the AI assistant, which work the same for every role.