Modules
Evidence
697 rows, unmerged
| Report Run ID | Candidate ID | Opportunity ID | Opportunity Series ID | Customer ID | Customer | Opportunity Type | Final Disposition | Deterministic Signal | Candidate Evidence References | Metric Snapshot | CRM Context Review | Counter Evidence Checked | Activity Packet | Quote Order | Item Vendor Check | Contact Selection Reason | Objection Or Issue To Address | Evidence Reference |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-67ab0db2e219ff684a6a1ccf9158f07edcabedf6d85640b5218f0985bbec10a2 | OPP-f0c47fcbf99b22fda61b8ae92b4ef1ce0c765a7f42367f38c78a6aa188d41a45 | SER-dd984c33957fc143f8cd2d745bb7945a9cb1fcaf015941ba8a63f282dffaf57c | 53298 | Ashcroft Laboratory Partners, PLLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":6216.39,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-05-27","peer_median_annual_gross_profit":351.45} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — trouble reagents | 2026-03-02 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — trouble reagents | 2026-03-02 — f. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-67ab0db2e219ff684a6a1ccf9158f07edcabedf6d85640b5218f0985bbec10a2 | Customer 53298 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d94c7fed76d3bc9b8c149afde7a9c666cc1b53248f15787885285299897e15df | OPP-38927b830015ca9b8729c6727f12b6f4cf0d65f2fb682eb24a1a1d4f51ed9d3b | SER-9b045a1ccf757dde31626ecfaa7a8f6cd675f0715e21c7b7ac90f168d15cd2cc | 42572 | Elmhurst Physician Group, PLLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":378,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-07-08","peer_median_annual_gross_profit":351.45} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d94c7fed76d3bc9b8c149afde7a9c666cc1b53248f15787885285299897e15df | Customer 42572 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-202c365d3789eb4859ff89db4ac05eb31903f817f1c593f373b13cbd696d7677 | OPP-32a102084d2a2975d79cdfc21ce44f904991c0a27fb3e80f2ab8c8762b4d6323 | SER-01106572347da4e1f9ca5fa21d4b0932f7abacbf24ae9112129520487154d509 | 44635 | Summit Clinical Partners, LLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":179,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-07-12","peer_median_annual_gross_profit":351.45} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-02. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-02 — f | 2025-02-19 — Service | 2025-02-12 — Intro. Website reviewed: https://www.blockscientific.com/. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-02. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-02 — f | 2025-02-19 — Service | 2025-02-12 — Intro. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-202c365d3789eb4859ff89db4ac05eb31903f817f1c593f373b13cbd696d7677 | Customer 44635 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5bc13cf1cf17678ec563db77ac5222329698dded08c3fe6595581f09ebd2e655 | OPP-64257f0836209701de311da10536358b12a0d0a0eb47a20b54e276e26eaa7847 | SER-396a7832d795fb5b2445b19c0fdd290e665f54b85140d0e1e840700ad7d6bf01 | 800 | Riverside Medical Associates, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 16 of 40 comparable active sites (40.0%); peer median annual revenue $324.86. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4880,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":16,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4,"relationship_basis":"Verified by Description","peer_purchase_count":49,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":7632.34,"peer_median_annual_revenue":324.86,"site_last_platform_order_date":"2026-07-05","peer_median_annual_gross_profit":72.850027631586} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Each box contains 16 packages of 98 reaction vessels for a total of 1,568 reaction vessels per box. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5bc13cf1cf17678ec563db77ac5222329698dded08c3fe6595581f09ebd2e655 | Customer 800 | Item 4880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d7b69e617edd82a1bc8866ca65e49c728b4796b1c75d729ee8a58df7a88e5244 | OPP-aef6234ef74faf82968912c236a93d98ae0a0c67d7276668cba4bdd7ff3b9c08 | SER-77b18c3469cf1f598b18fb91244d37cd271979b1f0770c1de313b0499ba91fb1 | 7634 | Maple Health Partners, PLLC | Cross-Sell | Published | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"DE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"DE"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":63.65,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2025-09-24","peer_median_annual_gross_profit":108.1256} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-28. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-28 — Outreach | 2023-10-02 — Medica Electrodes from Block Scientific | 2023-07-13 — Price Comparison for Reagents. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-28. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-28 — Outreach | 2023-10-02 — Medica Electrodes from Block Scientific | 2023-07-13 — Price Comparison for Reagents. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d7b69e617edd82a1bc8866ca65e49c728b4796b1c75d729ee8a58df7a88e5244 | Customer 7634 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2ea6d8bce96d311b3775ad7881b4b408ca32f1bcb9975bf7e6c71d2436a3625d | OPP-a8d9dd5480e15f69c272ff52498b8a34dbc57ad5892a56e7c8abefda0d3e87f5 | SER-aeec0e9f3cf87f5a91d38f6ee1e888bd927f77b9b2ee25d187c7214a8bd84341 | 9446 | Cascade Care Partners, LLC | Cross-Sell | Published | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":249.3,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-05-19","peer_median_annual_gross_profit":108.1256} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2023-07-06. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2023-07-06 — service fu. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2023-07-06. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2023-07-06 — service fu. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2ea6d8bce96d311b3775ad7881b4b408ca32f1bcb9975bf7e6c71d2436a3625d | Customer 9446 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b28a2a0d6bdf3c5f833b05219c6c27404ef7d079a2a6cbcf2455a5d01ee37e86 | OPP-35d9a2a473a940d9f6e988725d4c4fb9fda5c29d33f9dd8b868e2fa0d5072f2b | SER-0117e4554ae43523b55a704aa8653913355beb245392893d62773e49df8ef71c | 47492 | Crestview Pathology Labs, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":9796.95,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2026-01-20","peer_median_annual_gross_profit":2556.55} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-30. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-30 — Outreach Email | 2025-09-12 — Access II, PSA and Start Up Quote | 2025-07-28 — Access II Quote and Service Options. Website reviewed: http://blockscientific.com. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-30. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-30 — Outreach Email | 2025-09-12 — Access II, PSA and Start Up Quote | 2025-07-28 — Access II Quote and Service Options. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-b28a2a0d6bdf3c5f833b05219c6c27404ef7d079a2a6cbcf2455a5d01ee37e86 | Customer 47492 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-03aaad00f1175f0aca50230fd5aa557119880d6d58144aec7e15186d150cf536 | OPP-1ff0a04337580e705a205e90e4647c92be89ddddbb70af048a95c6201c39ccbf | SER-d4695aeb5cf3036d0c5c119d28a652df5eabbc3c0a951b8aa10875a5c8821d8e | 41320 | Brightwater Pathology Labs, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"ASHANTI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"ASHANTI"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2885.971549,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2026-01-21","peer_median_annual_gross_profit":2556.55} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 12 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Follow-up | 2026-06-26 — Outreach | 2026-04-08 — Follow-up. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 12 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Follow-up | 2026-06-26 — Outreach | 2026-04-08 — Follow-up. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-03aaad00f1175f0aca50230fd5aa557119880d6d58144aec7e15186d150cf536 | Customer 41320 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d8c13bf38c8e466c833ba23085fd6a6e939cfdbcf01ea1810cdcdb3d101f33f2 | OPP-a0a284fc38b84cbd068cb51967184173d5eaf155716a316fcc9021eae0d67ada | SER-75d82c981ef7f3dfbc6cc5214af358f8c083fdee91446eaeb4d699c0abb4cc08 | 41770 | Lakeside Clinical Group, Inc. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":545,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2025-08-21","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d8c13bf38c8e466c833ba23085fd6a6e939cfdbcf01ea1810cdcdb3d101f33f2 | Customer 41770 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6b04a17314ed61c6b356eb8d543ed5452bce5d5ed1fe37cb58598a1339f2c301 | OPP-c8ac1986562e322cb2058505aa0d95ba848ef235d2371bf7af486074d4a7af76 | SER-30c2fcf9474e0ecc9c82cb1f3c98ae04c7a74f7eda3ac69400a7557c59b833e4 | 52314 | Meridian Diagnostic Labs, Inc. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MI"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":1300,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-05-11","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-01 — Follow up | 2026-05-11 — Follow-up | 2026-05-06 — Follow-up. Website reviewed: http://peripheralvisions.com. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-01 — Follow up | 2026-05-11 — Follow-up | 2026-05-06 — Follow-up. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-6b04a17314ed61c6b356eb8d543ed5452bce5d5ed1fe37cb58598a1339f2c301 | Customer 52314 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c69693375bdbc1ca335d78d0175041ac644be55a642393c49420e1befb4514b0 | OPP-80c1491decb8efe5854edca1bd2eed5f090e9641a4789726a8b73ccc120e4107 | SER-5f8db998727c226e4239020e70ede7dbe78233f5373bdd9ad283759ad341e692 | 1216 | Sequoia Physician Group, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 20 of 40 comparable active sites (50.0%); peer median annual revenue $481.63. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4876,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":20,"episode_start_date":"2026-08-10","peer_adoption_rate":0.5,"relationship_basis":"Verified by Description","peer_purchase_count":61,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":659.999957419358,"peer_median_annual_revenue":481.625,"site_last_platform_order_date":"2025-09-11","peer_median_annual_gross_profit":158.985} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-11. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-07 — f | 2024-12-13 — update | 2024-02-07 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-11. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-07 — f | 2024-12-13 — update | 2024-02-07 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: 80 to a pallet | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c69693375bdbc1ca335d78d0175041ac644be55a642393c49420e1befb4514b0 | Customer 1216 | Item 4876 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-01b8526f5a4f7736b81bc8c5aee119fdc057e1119d3a043b3a09fefcd1cbd0fb | OPP-93df792fa22e130c3a086c10476f863ad8a2c23140491499c605c1cb3d945f51 | SER-a267b20abb9bdee1a3ea5fda9d62df0ab7dfd6f775209ab21d24219b84687e42 | 9363 | Copperfield Diagnostics, PLLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":312.57,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-03-26","peer_median_annual_gross_profit":351.45} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-01b8526f5a4f7736b81bc8c5aee119fdc057e1119d3a043b3a09fefcd1cbd0fb | Customer 9363 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f86d6d7381eb802c0c7dceffde7d7247c24834b32b899a5c117d2e0f936d6f14 | OPP-c0f3abf19e29216384b1b17e4a1cc9a954b2b352bd3fa1104cf9410d8aab1b68 | SER-6845498572ca3a0b5116a3889990fbf668911fdf3abaf733a6de77766871432a | 33486 | Northgate Clinical Labs, PLLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":4371.7,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2026-07-26","peer_median_annual_gross_profit":2556.55} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-27. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — payment for c400 | 2024-12-04 — F | 2024-10-07 — FU. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-27. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — payment for c400 | 2024-12-04 — F | 2024-10-07 — FU. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f86d6d7381eb802c0c7dceffde7d7247c24834b32b899a5c117d2e0f936d6f14 | Customer 33486 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-adae05a5fad5ee1968d643835e91c60a0fc9d3f36aa62dfca8c1953403c9516d | OPP-0b9a321999c8c5308cdfcfa8a90e20a346b81a6f1350e295821f9ecd44055501 | SER-f3bef9254c3871e72ba99da8b467edc35f26345f52a952c0e94e1eb6edbf604d | 39506 | Bellwood Care Partners, Inc. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":3157.55,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2026-03-02","peer_median_annual_gross_profit":2556.55} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 50 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-27 — Access II | 2025-11-05 — Cobas e801 | 2025-11-04 — Cobas e801. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 50 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-27 — Access II | 2025-11-05 — Cobas e801 | 2025-11-04 — Cobas e801. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-adae05a5fad5ee1968d643835e91c60a0fc9d3f36aa62dfca8c1953403c9516d | Customer 39506 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-169963f3c3bfa1e20a77bd47af177b873cfbc2d7d613307c3fc3f962fadaae3c | OPP-f237bf7fdb6e94a87f2e1c30efefbece6364a877b88d1483f4777a91e83d878c | SER-8864c263c95d488786b12330e15402e420f04e2199da5ac06cd9dc58ebdff466 | 10156 | Copperfield Lab Services, Corp. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":331512,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-07-30","peer_median_annual_gross_profit":476} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-20 — f | 2024-03-27 — Reagents | 2024-02-21 — History Import. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-20 — f | 2024-03-27 — Reagents | 2024-02-21 — History Import. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Active primary buyer selected; prior contact was explicitly marked Do Not Contact. | No specific objection found in targeted context review. | Candidate CAND-169963f3c3bfa1e20a77bd47af177b873cfbc2d7d613307c3fc3f962fadaae3c | Customer 10156 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-de1cd5fbba73b2c5ac33ae87a41cbe6a82ca40d82aa6498bc2295ec4d44d2d20 | OPP-c13c6e8aa8b89d416f6cca426db21f2f8b466119d647058cfeb593870776e0e2 | SER-e5da88c7c0cc81cf98cdaee9b86fcd1ca0ad5a43cf17b07de6be30a609ce3831 | 56832 | Alderbrook Physician Group, PLLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":8889.9999787,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-08-06","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-21. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-17 — Reagent needs | 2026-05-21 — Reagent needs | 2026-05-18 — Reagent needs. Website reviewed: https://www.blockscientific.com/roche-cobas-c311. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-21. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-17 — Reagent needs | 2026-05-21 — Reagent needs | 2026-05-18 — Reagent needs. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-de1cd5fbba73b2c5ac33ae87a41cbe6a82ca40d82aa6498bc2295ec4d44d2d20 | Customer 56832 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-783172d9716f02dd9420f5b1bfb75edb3cfda69a4e42bd2e9d09081a27ec0878 | OPP-021ca83c47a98062e22cb96a0880565739519afb09ff333a982a068e2530ade6 | SER-2cea3ffbd613c655583ac0271ef220384824f2d5dea2509c8fdbfa668ce26760 | 7639 | Cascade Care Partners, Corp. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GRANDCAYMAN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"GRANDCAYMAN"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":8303.5599702,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-07-14","peer_median_annual_gross_profit":476} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-31 — follow up | 2026-07-23 — follow up | 2026-07-13 — Quote. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-31 — follow up | 2026-07-23 — follow up | 2026-07-13 — Quote. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-783172d9716f02dd9420f5b1bfb75edb3cfda69a4e42bd2e9d09081a27ec0878 | Customer 7639 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3bc905d9777784cce95421fda4c0ec13e99e7c2269b2ed9c357c617290549a07 | OPP-ad01a33943f23695f3b6f57338fb24327191c8898b9b5282b4185ef74efb3c67 | SER-b197eb8c11c3791ffdd8df80f5f913e570134fbb2a68fe5ab21c957c32a72783 | 8740 | Cedar Care Partners, Corp. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":6175,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-08-04","peer_median_annual_gross_profit":476} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-11-06. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-11-06 — g | 2024-01-05 — Block Scientific Order Confirmation 38213 | 2022-11-22 — Block Scientific Order Confirmation 33927. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-11-06. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-11-06 — g | 2024-01-05 — Block Scientific Order Confirmation 38213 | 2022-11-22 — Block Scientific Order Confirmation 33927. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-3bc905d9777784cce95421fda4c0ec13e99e7c2269b2ed9c357c617290549a07 | Customer 8740 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-adb0786dbfa1c2ffe505539e9b6478059ee6b1c157d7015f5786687025cd6a28 | OPP-0fe9147abe27a2bfb3e01c17c42d6d7e0d0a4cb8ca9fd9b040ab7d6f47de3060 | SER-a853024b029b2130a09e4bb03b919fbcb3fd5571a3fc77e6a630b42517488b5d | 47123 | Wrenfield Pathology Associates, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2942,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-07-23","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — follow up | 2026-07-24 — follow up | 2026-07-23 — Access Reagent Quote. Website reviewed: http://blockscientific.com. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — follow up | 2026-07-24 — follow up | 2026-07-23 — Access Reagent Quote. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-adb0786dbfa1c2ffe505539e9b6478059ee6b1c157d7015f5786687025cd6a28 | Customer 47123 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-694e02925ec26f40d56133ac2dbd394e18f4c942edaaabf64835419ad516b93d | OPP-4685c546d3a588e4c3d99dd87b6f149a25c7f5b59b68fb55fae1390fdf792cf7 | SER-e6aed8b8c9054c6a63c95f99837b6382e1e087b7d131096b249470e1c1467a7d | 5931 | Northgate Health Collective, PLLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":550,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2025-09-16","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-22. 43 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-22 — Dxi 800 | 2025-09-08 — dxi 800 and dxi 600 | 2024-11-26 — au. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-22. 43 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-22 — Dxi 800 | 2025-09-08 — dxi 800 and dxi 600 | 2024-11-26 — au. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-694e02925ec26f40d56133ac2dbd394e18f4c942edaaabf64835419ad516b93d | Customer 5931 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f836a22c1739a98a43f94cd30208a12d381b438a9cba23ebbfbf4213cd91969a | OPP-6e6a9de8607336c5e9acb004343c80d72a40802478112275f78669dce3b7988d | SER-d20ff9afa55eb6fff5d8172d1488326ffe04ce0d9e152f926af0e623272cdfd9 | 5931 | Northgate Health Collective, PLLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":65,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2025-11-10","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-22. 43 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-22 — Dxi 800 | 2025-09-08 — dxi 800 and dxi 600 | 2024-11-26 — au. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-22. 43 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-22 — Dxi 800 | 2025-09-08 — dxi 800 and dxi 600 | 2024-11-26 — au. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f836a22c1739a98a43f94cd30208a12d381b438a9cba23ebbfbf4213cd91969a | Customer 5931 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cc871d28b9c588ad7c97bf7a85d48387d40a99dfb41fbb87f4986e7906a90a21 | OPP-9e00296d3258610ba171037e7edb7c51ca03637190095b7a33ea818bfd08faf4 | SER-ca3041c707aebb695735f5b60525ece4e54533d586b6196bbafc30c4e479d808 | 47703 | Foothill Medical Center, Corp. | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 14 of 38 comparable active sites (36.8%); peer median annual revenue $378.00. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10575,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":14,"episode_start_date":"2026-08-10","peer_adoption_rate":0.3684210526315789,"relationship_basis":"Verified by Description","peer_purchase_count":35,"platform_site_count":38,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2849.510126246686,"peer_median_annual_revenue":378,"site_last_platform_order_date":"2026-03-25","peer_median_annual_gross_profit":317.84} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 20 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — follow up | 2026-07-07 — AU480 | 2025-10-23 — AU480. Website reviewed: http://laboratoryas.com. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 20 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — follow up | 2026-07-07 — AU480 | 2025-10-23 — AU480. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-cc871d28b9c588ad7c97bf7a85d48387d40a99dfb41fbb87f4986e7906a90a21 | Customer 47703 | Item 10575 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c6b8e296a5e6ef08f090bcccf1fafc014426389222d79258b067a9bb908d6223 | OPP-556635373f31b5f98f9db13601873e4ec87690db0ab7b4f0ee5d18ed8e90e34b | SER-85a3d2b2ea3ab98de09c5cd1e18f465fd91424c8efb3892958a37deb8c6201ae | 8532 | Crestview Medical Associates, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 16 of 40 comparable active sites (40.0%); peer median annual revenue $324.86. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4880,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":16,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4,"relationship_basis":"Verified by Description","peer_purchase_count":49,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2201,"peer_median_annual_revenue":324.86,"site_last_platform_order_date":"2025-11-06","peer_median_annual_gross_profit":72.850027631586} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Each box contains 16 packages of 98 reaction vessels for a total of 1,568 reaction vessels per box. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c6b8e296a5e6ef08f090bcccf1fafc014426389222d79258b067a9bb908d6223 | Customer 8532 | Item 4880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-07d06da54a15fc9c084fb98af48178009736dea1e17388538a3d7b3ae45b1f0d | OPP-fb5d80e16c111772e2d173c899fd284b18fd548b9bdaa3f1b34456204f90f96a | SER-c4efdcd74f877b233996ebc57754dfb25b70523494375961aeec869caf7061e1 | 47062 | Bellwood Diagnostic Labs, Corp. | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":85.15,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2025-08-13","peer_median_annual_gross_profit":351.45} | Classification: Hospital / Health System (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-21. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-27 — Quote | 2025-08-21 — Quote | 2025-08-21 — Quote. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-21. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-27 — Quote | 2025-08-21 — Quote | 2025-08-21 — Quote. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | The only active named contact has no direct phone or email and no usable backup. | No specific objection found in targeted context review. | Candidate CAND-07d06da54a15fc9c084fb98af48178009736dea1e17388538a3d7b3ae45b1f0d | Customer 47062 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e281392ee86ae96de6307adb9f4e66529934c91e268a4477e57ac6cf855a8cdc | OPP-f3a3556559abeb9068b43ec15c76df010aa2b1b9b9092ff4ae4d1cda98598fb1 | SER-f01ac6a6385bfbf2ae3089505b042e1bce42c8d47d6852c58caa9bcbe34b0c9e | 8618 | Bellwood Lab Services, Corp. | Cross-Sell | Published | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":707.81,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-04-22","peer_median_annual_gross_profit":108.1256} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-22. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-21 — Follow-up | 2024-02-14 — follow up | 2026-04-22 — follow up. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-22. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-21 — Follow-up | 2024-02-14 — follow up | 2026-04-22 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e281392ee86ae96de6307adb9f4e66529934c91e268a4477e57ac6cf855a8cdc | Customer 8618 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c3cd7902e0a91f417be562f5e3deee0b83eb40dd61a230452a3486e3749c6925 | OPP-b0571bcf4c3f09ad5d08968276375f21a1289713ddadac99bedadd9a318aa828 | SER-3258c41daf53d73bf34790dd1bb83e141a2686529d54bf91ce1318790df399af | 46808 | Riverside Health Alliance, Inc. | Cross-Sell | Needs Validation | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NM","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NM"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":208.39,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-07-05","peer_median_annual_gross_profit":108.1256} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c3cd7902e0a91f417be562f5e3deee0b83eb40dd61a230452a3486e3749c6925 | Customer 46808 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-293cf4183db447f87a031cf41938b45457ec461e810d6693ed77ab1f86b1dd9d | OPP-a587ac393c3e7c6e0d6cd449920535233e561bfd8c585381cc21e9b3d63d86c1 | SER-2c1a2e6c89cf555352ca8ed95544ba5d656a6aa9967752912cb3105a64df8bd2 | 46808 | Riverside Health Alliance, Inc. | Cross-Sell | Needs Validation | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NM","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NM"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":47.73,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-06-01","peer_median_annual_gross_profit":108.1256} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-293cf4183db447f87a031cf41938b45457ec461e810d6693ed77ab1f86b1dd9d | Customer 46808 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0f9f1989726ccb386b71863e992a82d01712dafb68f4031a0161433553ac5456 | OPP-4b63ef7ab1dbbe39f58dbb39fa741880719101cc570d014036f2571fcff6df99 | SER-49395b4a8d9fb5e43aa38e4b56db4eecb5bacb540d27c034e52c328ffae021fb | 9097 | Meridian Medical Center, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":6493.000200013748,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2026-07-20","peer_median_annual_gross_profit":2556.55} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-0f9f1989726ccb386b71863e992a82d01712dafb68f4031a0161433553ac5456 | Customer 9097 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1554bfe8a7827ec8a60d256349258cfa77d2c66cf95c05ccfc3596914c511e8a | OPP-b8615310a3b29523d297c4affa15857352a1ce0f97fc5f75132cc40407009e6f | SER-4528ad9ae7dabcb8ffa91b5c54464ba4dc0ed94d7f9be9a147df470c88286ea7 | 56661 | Alderbrook Health Partners, PLLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":4087.0001778142746,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2026-07-23","peer_median_annual_gross_profit":2556.55} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-08. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-08 — Quote # 30271. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-08. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-08 — Quote # 30271. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-1554bfe8a7827ec8a60d256349258cfa77d2c66cf95c05ccfc3596914c511e8a | Customer 56661 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b8a47ee5097597128dc0537b914cad0223b1728e0c2119da9437d8977e2968c5 | OPP-c1919ffdfbcc8b3dd2cc5f87fd781e01b1b6c81b9068979a128dc05f1e924969 | SER-95ffde7e0e9ed8dfe1470d74dce51aa056d5a394af8f4ee0d23871d788f2ea9f | 14379 | Maple Pathology Labs, Inc. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 14 of 40 comparable active sites (35.0%); peer median annual revenue $828.00. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":13143,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":14,"episode_start_date":"2026-08-10","peer_adoption_rate":0.35,"relationship_basis":"Verified by Description","peer_purchase_count":53,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":22590.41,"peer_median_annual_revenue":828,"site_last_platform_order_date":"2026-06-29","peer_median_annual_gross_profit":555.625} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-09 — pricing update | 2024-11-01 — Quoted pricing | 2024-10-29 — Lead. Website reviewed: https://www.shorelinephysiciangroup.com. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-09 — pricing update | 2024-11-01 — Quoted pricing | 2024-10-29 — Lead. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-b8a47ee5097597128dc0537b914cad0223b1728e0c2119da9437d8977e2968c5 | Customer 14379 | Item 13143 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d63efb737c4c20faeb5319d657e5eb71a24aecd3eccd7b6be5542232a6bcee70 | OPP-32c3d266f6ff55543c4d70c86e7623aae56270c9c692f78e4d76aa93faeefd8a | SER-bbb3df396049bc906ef409c56ce87ea2a5d670f34d9c724d1da9a25d5dc76f17 | 9027 | Stonebridge Health Collective, LLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":1167.52,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-07-28","peer_median_annual_gross_profit":351.45} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-19. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-12-09 — Beckman AU680 Repair and PM | 2026-01-19 — f | 2022-05-26 — 1. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-19. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-12-09 — Beckman AU680 Repair and PM | 2026-01-19 — f | 2022-05-26 — 1. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d63efb737c4c20faeb5319d657e5eb71a24aecd3eccd7b6be5542232a6bcee70 | Customer 9027 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f4aeb3a7c922b802388c62c699850357af8e99c1bbf059fab81cfab5e747219c | OPP-13bbbaa1a6653dc88e2667bc958ec97e91b4adc6e3e3e15d64fcceddb3888b13 | SER-49d73d5e80499a6dc79a764e27866bf2a3e26278c627dba6acc5f20f72b85ee8 | 14379 | Maple Pathology Labs, Inc. | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 14 of 38 comparable active sites (36.8%); peer median annual revenue $378.00. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10575,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":14,"episode_start_date":"2026-08-10","peer_adoption_rate":0.3684210526315789,"relationship_basis":"Verified by Description","peer_purchase_count":35,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":15966.802222222223,"peer_median_annual_revenue":378,"site_last_platform_order_date":"2026-07-08","peer_median_annual_gross_profit":317.84} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-09 — pricing update | 2024-11-01 — Quoted pricing | 2024-10-29 — Lead. Website reviewed: https://www.shorelinephysiciangroup.com. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-09 — pricing update | 2024-11-01 — Quoted pricing | 2024-10-29 — Lead. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f4aeb3a7c922b802388c62c699850357af8e99c1bbf059fab81cfab5e747219c | Customer 14379 | Item 10575 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4fad452b6d2b97f01d67e184aea38c5f2b94520e4c39e404dc5c53a344e42483 | OPP-63e8f0d58744be4650d279d2ae71faa12d06048cbd86585e75cd2f038e2d6d02 | SER-dbe9e3c1afc21ff3444284989fb55b635b1aff9ba800648b7575363127d9094d | 9097 | Meridian Medical Center, LLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 14 of 38 comparable active sites (36.8%); peer median annual revenue $378.00. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10575,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":14,"episode_start_date":"2026-08-10","peer_adoption_rate":0.3684210526315789,"relationship_basis":"Verified by Description","peer_purchase_count":35,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2529.564102564102,"peer_median_annual_revenue":378,"site_last_platform_order_date":"2026-04-02","peer_median_annual_gross_profit":317.84} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-4fad452b6d2b97f01d67e184aea38c5f2b94520e4c39e404dc5c53a344e42483 | Customer 9097 | Item 10575 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ecff54daca9245c11684fca8d742504adab948b3327e9442d325b0a5d76342ee | OPP-9e66928cd433898dfa9cc307ee878513724926438ffc97c646815ff09fabe067 | SER-3dd2741d44aac9f5f1e1f1fb02c05493929c1eb73cc8d59445ec9d70ee98bec8 | 55981 | Sequoia Health Collective, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 20 of 40 comparable active sites (50.0%); peer median annual revenue $481.63. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4876,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":20,"episode_start_date":"2026-08-10","peer_adoption_rate":0.5,"relationship_basis":"Verified by Description","peer_purchase_count":61,"platform_site_count":40,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"LA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":1911.199860353335,"peer_median_annual_revenue":481.625,"site_last_platform_order_date":"2026-07-14","peer_median_annual_gross_profit":158.985} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 16 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-15 — follow up | 2025-03-06 — follow up | 2025-01-24 — follow up. Website reviewed: https://www.blockscientific.com/. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 16 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-15 — follow up | 2025-03-06 — follow up | 2025-01-24 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: 80 to a pallet | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-ecff54daca9245c11684fca8d742504adab948b3327e9442d325b0a5d76342ee | Customer 55981 | Item 4876 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9139d87e597a505d9fece16293fbaf1dcd3f27f605353c923f88687f16d6fd7b | OPP-cdd0bb03366453c8eb42857a11a2e1e67ad9d96a9b6ff3159b0d70d23391d141 | SER-0b421e89abbf593beb85c9f7a83fb6617763c7489ed28f2bdcb33507ac4d4649 | 55981 | Sequoia Health Collective, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 20 of 40 comparable active sites (50.0%); peer median annual revenue $481.63. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4876,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":20,"episode_start_date":"2026-08-10","peer_adoption_rate":0.5,"relationship_basis":"Verified by Description","peer_purchase_count":61,"platform_site_count":40,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"LA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":1757.6,"peer_median_annual_revenue":481.625,"site_last_platform_order_date":"2026-06-25","peer_median_annual_gross_profit":158.985} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 16 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-15 — follow up | 2025-03-06 — follow up | 2025-01-24 — follow up. Website reviewed: https://www.blockscientific.com/. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 16 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-15 — follow up | 2025-03-06 — follow up | 2025-01-24 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: 80 to a pallet | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-9139d87e597a505d9fece16293fbaf1dcd3f27f605353c923f88687f16d6fd7b | Customer 55981 | Item 4876 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-75c487b54ba98ac1501e38d6c5213f24a64457d488d4c1d1b63de4a491e5c657 | OPP-91b5e7429273b2e3a7d5f03987581d42e079868c17864c8c1c4a5cf5279e6281 | SER-0a04943b168744066733407786e8463604cf58e39454a327f1261176478107f5 | 1435 | Wrenfield Medical Group, Corp. | Cross-Sell | Published | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":1798.349837824064,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-03-05","peer_median_annual_gross_profit":108.1256} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-11. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-06 — follow up | 2026-01-06 — email blast response | 2025-01-13 — follow up. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-11. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-06 — follow up | 2026-01-06 — email blast response | 2025-01-13 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-75c487b54ba98ac1501e38d6c5213f24a64457d488d4c1d1b63de4a491e5c657 | Customer 1435 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2db4b6d80dd30ea0917913001502c8bf94209ddb5cea0134491dfe0757c06ea9 | OPP-ca3edb96be4ec06a3926034c9bb7412402f9727704ed11b86b297b61b6b6ed3b | SER-1201a89c41881d1b00be1257e7f92a5e3dcabc95b656dd803834b15a6973827d | 31364 | Ironwood Laboratory Partners, Corp. | Cross-Sell | Published | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":644.19982164282,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-07-05","peer_median_annual_gross_profit":108.1256} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-30 — XP300 Beku | 2026-05-28 — Micros 60 Beku | 2026-05-26 — DXH520 Beku. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-30 — XP300 Beku | 2026-05-28 — Micros 60 Beku | 2026-05-26 — DXH520 Beku. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2db4b6d80dd30ea0917913001502c8bf94209ddb5cea0134491dfe0757c06ea9 | Customer 31364 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b419af2939dedd46f6d4af1aa57b87e06b897d593f8571ae5ee63df9f84b3f67 | OPP-5ce721c10775868ef2786b321f606319a6a3af011809e6acbadef2c3c2452cb9 | SER-47a28ee20fdb7a3e822776ef64782efde028e1878fe8953533e856d1b2f2760c | 44861 | Ironwood Clinical Group, Corp. | Cross-Sell | Published | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":47.73,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2026-02-05","peer_median_annual_gross_profit":108.1256} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 7 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-03. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-03 — Outreach | 2025-10-15 — Easylyte Reagents | 2025-09-23 — Easylyte Reagents. Website reviewed: https://www.blockscientific.com/. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 7 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-03. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-03 — Outreach | 2025-10-15 — Easylyte Reagents | 2025-09-23 — Easylyte Reagents. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-b419af2939dedd46f6d4af1aa57b87e06b897d593f8571ae5ee63df9f84b3f67 | Customer 44861 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bed223e3c0a6d81dc735c7c497823f60ab273a801e40ed36b72ac1d56f55c17f | OPP-663d5f09130842efe4320f1082730101ae988782f281ce200634f4b7f72c9369 | SER-8b01305c9c2fef34ed1f3b25829b7ec061cc6eebfd76b5397dd4399a7e71d7dc | 51913 | Ironwood Care Partners, Corp. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 18 of 40 comparable active sites (45.0%); peer median annual revenue $5631.25. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10920,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":18,"episode_start_date":"2026-08-10","peer_adoption_rate":0.45,"relationship_basis":"Verified by Description","peer_purchase_count":71,"platform_site_count":40,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"PA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2230.33983259,"peer_median_annual_revenue":5631.25,"site_last_platform_order_date":"2025-11-13","peer_median_annual_gross_profit":2556.55} | Classification: Research Institution Operating Instruments (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-02. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-02 — Outreach Email | 2026-07-02 — Outreach Call | 2025-10-30 — Access II. Website reviewed: https://www.blockscientific.com/beckman-coulter-access-ii. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-02. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-02 — Outreach Email | 2026-07-02 — Outreach Call | 2025-10-30 — Access II. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-bed223e3c0a6d81dc735c7c497823f60ab273a801e40ed36b72ac1d56f55c17f | Customer 51913 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3a73205b251383e22aa37e29d8fb53a340d3ca24cb0fd914da0829133fd69f9e | OPP-8812364c83422ef8ea62a673232f58d1dff2353a326ddfdc9b622abaac360455 | SER-72391dd1ab618ddd66ba6c273b75700b7e4292c2587a005cc38f76eca04a7dee | 6566 | Lakeside Laboratory Partners, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 23 of 40 comparable active sites (57.5%); peer median annual revenue $857.50. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4877,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":23,"episode_start_date":"2026-08-10","peer_adoption_rate":0.575,"relationship_basis":"Verified by Description","peer_purchase_count":68,"platform_site_count":40,"territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":3658,"peer_median_annual_revenue":857.5,"site_last_platform_order_date":"2026-03-29","peer_median_annual_gross_profit":476} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-07. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-07 — Lab for Sale | 2025-07-23 — Access II Reagent Quote | 2025-07-03 — Access II and AU 480 Reagents. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-07. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-07 — Lab for Sale | 2025-07-23 — Access II Reagent Quote | 2025-07-03 — Access II and AU 480 Reagents. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-3a73205b251383e22aa37e29d8fb53a340d3ca24cb0fd914da0829133fd69f9e | Customer 6566 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d149b8dee67796bb5f7c93c91d0c1e54469996b81309eccffd4a94fcfac633a7 | OPP-58791fe30cbe59fbebe0a9753aaa2520b7c79b6f419e77cf37a69e26a149822b | SER-cf891317bacef97bca042700bff2c1b207246650bcabd1c30cf59438a822f2be | 9506 | Sequoia Clinical Partners, PLLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 14 of 40 comparable active sites (35.0%); peer median annual revenue $828.00. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":13143,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":14,"episode_start_date":"2026-08-10","peer_adoption_rate":0.35,"relationship_basis":"Verified by Description","peer_purchase_count":53,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":32037.6498756365,"peer_median_annual_revenue":828,"site_last_platform_order_date":"2026-08-05","peer_median_annual_gross_profit":555.625} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d149b8dee67796bb5f7c93c91d0c1e54469996b81309eccffd4a94fcfac633a7 | Customer 9506 | Item 13143 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2a7af0726a68a77c9516ca6a1faf916a7f19ab071b5af7a131d4c950caa6f5cb | OPP-f23320d294ea9daa855b3fec4ed6047114efb13c6a4b00e5b0240f7ec347a895 | SER-d16567be02d9a51d12ebb72919e5dcce395d91e0510837db267e8696258f9f15 | 7690 | Sequoia Health Alliance, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 20 of 40 comparable active sites (50.0%); peer median annual revenue $481.63. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4876,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":20,"episode_start_date":"2026-08-10","peer_adoption_rate":0.5,"relationship_basis":"Verified by Description","peer_purchase_count":61,"platform_site_count":40,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":52976.2985842,"peer_median_annual_revenue":481.625,"site_last_platform_order_date":"2026-07-13","peer_median_annual_gross_profit":158.985} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 38 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-10 — follow up | 2026-05-11 — follow up | 2026-04-30 — Oxford Clinical master price list sent. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 38 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-10 — follow up | 2026-05-11 — follow up | 2026-04-30 — Oxford Clinical master price list sent. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: 80 to a pallet | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2a7af0726a68a77c9516ca6a1faf916a7f19ab071b5af7a131d4c950caa6f5cb | Customer 7690 | Item 4876 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e368a3aca345109e3edf4a11b126f25abe7f72b14b09599cf08df25ba7448d52 | OPP-08a49a27faa46ae6dc465aee82d4f96696fa5ba07f471ba589db0d9fad30fb85 | SER-62155afe63a131dd209e406de63b255878afcaf03ce68dc419803c7e54df6536 | 7973 | Elmhurst Health System, PLLC | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2594.6,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-07-08","peer_median_annual_gross_profit":351.45} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-08. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-30 — FU on details | 2024-08-06 — update | 2023-09-19 — access. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-08. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-30 — FU on details | 2024-08-06 — update | 2023-09-19 — access. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e368a3aca345109e3edf4a11b126f25abe7f72b14b09599cf08df25ba7448d52 | Customer 7973 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7a4f05c37c5c1905ac9d408b3902e0767d228a27752ac15f77ff9c0f50b72146 | OPP-3c98fd64f0d504c1cf7bf152a46adad6ccdeb3ecb91f0f8d5f897efb6e011b64 | SER-b9074d7c2185ec2156754fb6a48cc998f6a8268c57a90ce68fec742d5af42751 | 8484 | Summit Clinical Partners, Corp. | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":544.12,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-06-11","peer_median_annual_gross_profit":351.45} | Classification: Research Institution Operating Instruments (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-09. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-03-24 — Access 2 | 2025-03-20 — Ashley Feedback On the Access issue | 2024-01-19 — Lab Details. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-09. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-03-24 — Access 2 | 2025-03-20 — Ashley Feedback On the Access issue | 2024-01-19 — Lab Details. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-7a4f05c37c5c1905ac9d408b3902e0767d228a27752ac15f77ff9c0f50b72146 | Customer 8484 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e4b8817dfa93831ecc119457b3693aee84e83b78b4fbc332b99e44eccef85378 | OPP-ce59dfcc0aec7040c49358c82ceac426401bb49647218b8b1faaa30993f09781 | SER-765906eb79e776ab2cd68ee57f5963815960179d475144a6b1e457c306144030 | 52352 | Meridian Reference Labs, Corp. | Cross-Sell | Published | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":178,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-02-15","peer_median_annual_gross_profit":351.45} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-17. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-11-17 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-17. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-11-17 — f. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e4b8817dfa93831ecc119457b3693aee84e83b78b4fbc332b99e44eccef85378 | Customer 52352 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e93be430356a1fd6e0494a51db23b62df4f4185fcfbec9b68df300d1f2e65e47 | OPP-27a36e2aaa5f407f625c6bd43e9c86b70ec4604875c8c723caf677acc3c7f591 | SER-0d98edd3dcb8caf2bd1e082bfb5eab4a250da69982b662837d4b02d35b1e878f | 6977 | Cedar Lab Services, LLC | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 20 of 40 comparable active sites (50.0%); peer median annual revenue $481.63. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4876,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":20,"episode_start_date":"2026-08-10","peer_adoption_rate":0.5,"relationship_basis":"Verified by Description","peer_purchase_count":61,"platform_site_count":40,"territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":26631.75,"peer_median_annual_revenue":481.625,"site_last_platform_order_date":"2026-07-14","peer_median_annual_gross_profit":158.985} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: 80 to a pallet | Source email punctuation was normalized; rep should verify the address before use. | No specific objection found in targeted context review. | Candidate CAND-e93be430356a1fd6e0494a51db23b62df4f4185fcfbec9b68df300d1f2e65e47 | Customer 6977 | Item 4876 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ecbc3df26074aef343eed0e19e4cf0a22fd95b8b52c430d075d722fb3b83e534 | OPP-47e724027f8cd94ccf64084c184d626ad1bb0bd00aa94ab39938cd1c82a91303 | SER-bbb24624bec4cec01795e61d4538bf1dab5c6d089a795bd1aeb045f0d94afd51 | 8342 | Silverline Clinical Group, Inc. | Cross-Sell | Published | Verified by Description for Beckman Access / DxI; item purchased by 16 of 40 comparable active sites (40.0%); peer median annual revenue $324.86. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":4880,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Beckman Access / DxI"} | {"peer_site_count":16,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4,"relationship_basis":"Verified by Description","peer_purchase_count":49,"platform_site_count":40,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":150518.05471597915,"peer_median_annual_revenue":324.86,"site_last_platform_order_date":"2026-07-30","peer_median_annual_gross_profit":72.850027631586} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Each box contains 16 packages of 98 reaction vessels for a total of 1,568 reaction vessels per box. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ecbc3df26074aef343eed0e19e4cf0a22fd95b8b52c430d075d722fb3b83e534 | Customer 8342 | Item 4880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-efb3a32015897c21554f8d3a9abafd21ab4d5b4ff0c6a933fe0947d162f235d8 | OPP-695aadcab0725b6a5daa7b317409b7ad51fc584ad7d1f7378952642a7c202263 | SER-e21de936bba1d9c546f3735113461576d7c73ca053bb37330af4f6aa4085bef8 | 6566 | Lakeside Laboratory Partners, LLC | Cross-Sell | Needs Validation | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":1551.78,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-03-29","peer_median_annual_gross_profit":351.45} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-efb3a32015897c21554f8d3a9abafd21ab4d5b4ff0c6a933fe0947d162f235d8 | Customer 6566 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a0cb7155800696ca898f734e8f7ee918edbe7180ff1aee4f5821ff42f1202a5b | OPP-d2cb35d2efc8a61a717975aa1168636c7cc42ee75c0d72d4d169ee625a04f4d0 | SER-a8eda73322def831261a565707cfa4e5b10da0e22d994dd3d514ce9aab70474b | 43112 | Copperfield Diagnostics, Inc. | Cross-Sell | Needs Validation | Verified by Description for Medica EasyLyte; item purchased by 7 of 17 comparable active sites (41.2%); peer median annual revenue $385.37. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":525,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"analyzer_platform":"Medica EasyLyte"} | {"peer_site_count":7,"episode_start_date":"2026-08-10","peer_adoption_rate":0.4117647058823529,"relationship_basis":"Verified by Description","peer_purchase_count":12,"platform_site_count":17,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MA"},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":771.67,"peer_median_annual_revenue":385.3656,"site_last_platform_order_date":"2025-09-28","peer_median_annual_gross_profit":108.1256} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a0cb7155800696ca898f734e8f7ee918edbe7180ff1aee4f5821ff42f1202a5b | Customer 43112 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6b75aa46c9bb9eb7262108df656c6675796eeb94fd388c35c71a9589a37f1201 | OPP-75a5df1bc265db63b71df83449f0a33bc4942f0051b0b7947a24803384ed178a | SER-4b84928e3582947267dc3d2776111c4327bd7631be31bcbb6f3b052f3115a622 | 1364 | Fairmont Health System, LLC | Cross-Sell | Needs Rep Mapping | Verified by Description for Olympus / Beckman AU; item purchased by 15 of 38 comparable active sites (39.5%); peer median annual revenue $592.54. | {"peer_basis":"same-platform high-confidence end-user sites","missing_item_id":10576,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.customer_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"analyzer_platform":"Olympus / Beckman AU"} | {"peer_site_count":15,"episode_start_date":"2026-08-10","peer_adoption_rate":0.39473684210526316,"relationship_basis":"Verified by Description","peer_purchase_count":47,"platform_site_count":38,"territory_assignment":{"source_rep":"Joanna Bristow","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"peer_gp_cost_coverage":1,"site_platform_revenue_12m":2877.88,"peer_median_annual_revenue":592.54,"site_last_platform_order_date":"2026-01-28","peer_median_annual_gross_profit":351.45} | Classification: Hospital / Health System (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6b75aa46c9bb9eb7262108df656c6675796eeb94fd388c35c71a9589a37f1201 | Customer 1364 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e99f8e9a9892f809cf6c7372c35d7d886e76e5cd8b172d118bc416886065c617 | OPP-e7d76483dd0c743b2fb23c8d428b9cfa5c78adc3e272a4e4694700594a0798ca | SER-52c241c55b3812070fec5bf451164c316954121d1a7f3e7628e272b0f571d39b | 8457 | Sequoia Physician Group, PLLC | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 8 independent signals; trailing 90-day revenue $0.00 versus $2987.28; trailing 180-day revenue $2987.28 versus $39374.32; 112 days beyond expected account order date. | {"site_key":"4616ed718ff4d385e4c9da7789d23c8ee9f61f01beb9d18ca7053caec08cfb68","entity_key":"Olympus / Beckman AU","open_order_docs":null,"open_quote_docs":[26865,26867,26868,26870,27081,27230,27308,27525],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":995.76,"skus":13,"orders":3,"revenue":2987.28,"platforms":2,"gross_profit":1192.92,"product_groups":2},"signal_count":8,"trailing_12m":{"aov":4706.844418648289,"skus":51,"orders":9,"revenue":42361.5997678346,"platforms":2,"gross_profit":16353.039767834605,"product_groups":2},"trailing_180":{"aov":995.76,"skus":13,"orders":3,"revenue":2987.28,"platforms":2,"gross_profit":1192.92,"product_groups":2},"preceding_12m":{"aov":6792.05,"skus":20,"orders":1,"revenue":6792.05,"platforms":2,"gross_profit":2840.18,"product_groups":2},"preceding_180":{"aov":6562.386627972434,"skus":51,"orders":6,"revenue":39374.319767834604,"platforms":2,"gross_profit":15160.119767834605,"product_groups":2},"last_order_date":"2026-03-25","open_order_docs":null,"open_quote_docs":[26865,26867,26868,26870,27081,27230,27308,27525],"first_order_date":"2025-08-04","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":128717.40128205129,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"OSR6137","item_id":11335,"description":"OSR6137 Olympus CO2 Reagent (4x580 tests)","prior_value":2336.67},{"sku":"386167","item_id":11947,"description":"Beckman 386167 Reaction Vessels, UniCel DxI 800, 1000/bag, 10 bags/box","prior_value":1960},{"sku":"ODR3021","item_id":12026,"description":"ODR3021 Olympus Serum Protein Multi Calibrator","prior_value":1278.55},{"sku":"A98857","item_id":10919,"description":"A98857 Beckman 25(OH) Vitamin D Calibrators (for use on UniCel DxI Immunoassay Systems) (S0-S5)","prior_value":1247.13},{"sku":"A16793","item_id":5082,"description":"A16793 Beckman Wash Buffer II, UniCel DxI, 1 x 10L","prior_value":1013.46},{"sku":"OSR61205","item_id":11805,"description":"OSR61205 UIBC (Unsaturated Iron Binding Capacity) Reagent, 4 x 240 Tests","prior_value":869.25},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":805.68},{"sku":"OSR6178","item_id":10576,"description":"Olympus OSR6178 CREATININE Reagent (4x990 tests)","prior_value":708},{"sku":"B84493","item_id":13143,"description":"B84493 - Access Sensitive Estradiol Reagent, 100 Determinations, 2 x 50 tests","prior_value":579.96},{"sku":"OSR6186","item_id":11363,"description":"OSR6186 Olympus Fe Reagent (4x500 tests)","prior_value":408}],"total_order_count":10,"disappearing_groups":[{"product_group":"Olympus","trailing_180_revenue":262,"preceding_180_revenue":13690.29}],"days_beyond_expected":112,"historical_gp_margin":0.3904739497166364,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"disappearing_platforms":[{"analyzer_platform":"Olympus / Beckman AU","trailing_180_revenue":262,"preceding_180_revenue":13690.29}],"disappearing_sku_count":10,"disappearing_group_count":1,"expected_next_order_date":"2026-04-20","median_order_interval_days":26,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-03-30"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-e99f8e9a9892f809cf6c7372c35d7d886e76e5cd8b172d118bc416886065c617 | Customer 8457 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-29112cf73c1fd594424ec5958d9189a5a32c0357a333107985acdf5b02d9816a | OPP-34a0295add8c75dbbb5b06c1360a3bd955203c8f567db6e4a93d21b4973d893d | SER-0165ca837c23b6824a7b54bb462e3186d23f250857f92e43a02b221d8629c93d | 800 | Riverside Medical Associates, LLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 5 independent signals; trailing 90-day revenue $109.00 versus $1209.00; trailing 180-day revenue $1318.00 versus $7448.90; 22 days beyond expected account order date. | {"site_key":"78d99ac37458bef77e99639e89b18065f3a9df5611dd495f4b075fd00ff2c2e9","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[24460,24720,24959,25051,25434,26146,26335,26384,28048],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":109,"skus":1,"orders":1,"revenue":109,"platforms":1,"gross_profit":33.08,"product_groups":1},"preceding_90":{"aov":604.5,"skus":4,"orders":2,"revenue":1209,"platforms":2,"gross_profit":560,"product_groups":2},"signal_count":5,"trailing_12m":{"aov":908.1727378861088,"skus":27,"orders":11,"revenue":9989.900116747198,"platforms":3,"gross_profit":5261.300116747197,"product_groups":3},"trailing_180":{"aov":439.3333333333333,"skus":5,"orders":3,"revenue":1318,"platforms":2,"gross_profit":593.08,"product_groups":2},"preceding_12m":{"aov":1774.141724137931,"skus":62,"orders":29,"revenue":51450.11,"platforms":3,"gross_profit":24861.5,"product_groups":3},"preceding_180":{"aov":1064.1285714285714,"skus":21,"orders":7,"revenue":7448.9,"platforms":3,"gross_profit":4165.22,"product_groups":3},"last_order_date":"2026-07-05","open_order_docs":null,"open_quote_docs":[24460,24720,24959,25051,25434,26146,26335,26384,28048],"first_order_date":"2024-03-27","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":78134.46994863814,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":8531},{"sku":"MU919400","item_id":4944,"description":"MU919400 Beckman Na Electrode","prior_value":4491},{"sku":"MU919600","item_id":4942,"description":"MU919600 Beckman CL Electrode","prior_value":2994},{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":1750},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":1540},{"sku":"B84493","item_id":13143,"description":"B84493 - Access Sensitive Estradiol Reagent, 100 Determinations, 2 x 50 tests","prior_value":1230},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":792},{"sku":"A98033","item_id":5051,"description":"A98033 Beckman Access Folate Calibrator","prior_value":792},{"sku":"33805","item_id":4948,"description":"33805 BECKMAN ACCESS TOTAL T4 CAL","prior_value":693},{"sku":"33830","item_id":4254,"description":"33830 BECKMAN ACCESS TOTAL T3 RGT 100/BX","prior_value":690}],"total_order_count":45,"disappearing_groups":null,"days_beyond_expected":22,"historical_gp_margin":0.5081654382125215,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"disappearing_platforms":null,"disappearing_sku_count":18,"disappearing_group_count":0,"expected_next_order_date":"2026-07-19","median_order_interval_days":14,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-29112cf73c1fd594424ec5958d9189a5a32c0357a333107985acdf5b02d9816a | Customer 800 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-68f83bc82c64d5912d7149cc39836c0ef2e66cbff9baa64098acf5d0645de4e6 | OPP-d5a332380b6a1afe29d2c8bf564637de43d7a938ea6c614680a8099e87445031 | SER-4d4d0c63063e2f3718db164ba95ebd63f63bf6e75668c587fbb6bbc938cd7f9b | 7021 | Summit Clinical Labs, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 5 independent signals; trailing 90-day revenue $0.00 versus $21152.00; trailing 180-day revenue $21152.00 versus $68566.00; 67 days beyond expected account order date. | {"site_key":"07365288bc19ca5a1958290d560c5ddcf15bb26da628f656887fd51817344fa9","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":21152,"skus":1,"orders":1,"revenue":21152,"platforms":1,"gross_profit":5392,"product_groups":1},"signal_count":5,"trailing_12m":{"aov":17943.6,"skus":1,"orders":5,"revenue":89718,"platforms":1,"gross_profit":21753,"product_groups":1},"trailing_180":{"aov":21152,"skus":1,"orders":1,"revenue":21152,"platforms":1,"gross_profit":5392,"product_groups":1},"preceding_12m":{"aov":15680.25747943328,"skus":1,"orders":6,"revenue":94081.54487659968,"platforms":1,"gross_profit":16641.54487659968,"product_groups":1},"preceding_180":{"aov":17141.5,"skus":1,"orders":4,"revenue":68566,"platforms":1,"gross_profit":16361,"product_groups":1},"last_order_date":"2026-04-07","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-09-13","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":67,"historical_gp_margin":0.21335932003793825,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-06-04","median_order_interval_days":58,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-06-13"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-68f83bc82c64d5912d7149cc39836c0ef2e66cbff9baa64098acf5d0645de4e6 | Customer 7021 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-253f4e44f7bef4f6e54a3a68633fd728f706ef2d0d438a9e226b091d472562dd | OPP-2925f4da431f0012264f720dc32f1988a9608d416aa44525ad4d041d13877c76 | SER-922694b967080f34b28991f892661eb90308520023057a913d1c2bb1fa16f03f | 47700 | Summit Medical Partners, Corp. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 8 independent signals; trailing 90-day revenue $750.00 versus $8742.06; trailing 180-day revenue $9492.06 versus $38284.08; 50 days beyond expected account order date. | {"site_key":"dd97f5167549a50a31b6d66c4386eacb9d59ff63b0aa38a5b02cbaaaef66a15b","entity_key":"Parts Group","open_order_docs":null,"open_quote_docs":[28245,28424],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":750,"skus":2,"orders":1,"revenue":750,"platforms":1,"gross_profit":250,"product_groups":1},"preceding_90":{"aov":1457.0099629200188,"skus":12,"orders":6,"revenue":8742.059777520111,"platforms":2,"gross_profit":2700.159777520112,"product_groups":2},"signal_count":8,"trailing_12m":{"aov":2986.008736095007,"skus":26,"orders":16,"revenue":47776.13977752011,"platforms":4,"gross_profit":14123.909777520112,"product_groups":4},"trailing_180":{"aov":1356.0085396457303,"skus":12,"orders":7,"revenue":9492.059777520111,"platforms":2,"gross_profit":2950.159777520112,"product_groups":2},"preceding_12m":{"aov":4625,"skus":4,"orders":1,"revenue":4625,"platforms":1,"gross_profit":1334.15,"product_groups":1},"preceding_180":{"aov":4253.786666666667,"skus":26,"orders":9,"revenue":38284.08,"platforms":4,"gross_profit":11173.75,"product_groups":4},"last_order_date":"2026-06-01","open_order_docs":null,"open_quote_docs":[28245,28424],"first_order_date":"2025-07-31","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":8469.081877510042,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"308UR-0100","item_id":13428,"description":"308UR-0100 Alere Immunalysis Phencyclidine HEIA\n\nAll same lot if possible","prior_value":2716.09}],"total_order_count":17,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":4900}],"days_beyond_expected":50,"historical_gp_margin":0.29499472422070405,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"disappearing_platforms":[{"analyzer_platform":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":4900}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-06-21","median_order_interval_days":20,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-253f4e44f7bef4f6e54a3a68633fd728f706ef2d0d438a9e226b091d472562dd | Customer 47700 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-259c4d5931ac8a051783900f88c76d7a7e52fc9352be9c7a537a5be6dbaffc7d | OPP-fdfacddb4d38aa403f7abfc57bb68402fe1cadfa448c74c8d02bd0e4de65c10d | SER-e51f8d72206ed567817c6978662f83c904b15cfb67d50344b715008290371182 | 7777 | Sequoia Health System, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 3 independent signals; trailing 90-day revenue $12688.25 versus $48388.00; trailing 180-day revenue $61076.25 versus $97637.90; 30 days beyond expected account order date. | {"site_key":"a4531448a0e393983302eb84b082843f11ae96e0bed1733a78ea5b7db4d3a410","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[25642,25694,25902,27345,29129,31814],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"ON","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"}} | {"trailing_90":{"aov":4229.416666666667,"skus":4,"orders":3,"revenue":12688.25,"platforms":1,"gross_profit":3963.9,"product_groups":1},"preceding_90":{"aov":16129.333333333332,"skus":5,"orders":3,"revenue":48388,"platforms":2,"gross_profit":13823.4,"product_groups":2},"signal_count":3,"trailing_12m":{"aov":11564.799309105148,"skus":9,"orders":15,"revenue":173471.98963657723,"platforms":3,"gross_profit":53339.599636577215,"product_groups":3},"trailing_180":{"aov":10179.375,"skus":8,"orders":6,"revenue":61076.25,"platforms":2,"gross_profit":17787.3,"product_groups":2},"preceding_12m":{"aov":7760.615,"skus":7,"orders":10,"revenue":77606.15,"platforms":2,"gross_profit":24767.43,"product_groups":2},"preceding_180":{"aov":12204.737454572152,"skus":5,"orders":8,"revenue":97637.89963657722,"platforms":2,"gross_profit":30819.739636577215,"product_groups":2},"last_order_date":"2026-06-23","open_order_docs":null,"open_quote_docs":[25642,25694,25902,27345,29129,31814],"first_order_date":"2024-07-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":78048.16178610564,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"10736512","item_id":13768,"description":"10736512 Siemens Healthineers Epoc Eurotrol Gas-ISE/BUN Ctrl -CON - Lvl 3","prior_value":2474.34},{"sku":"10736510","item_id":13766,"description":"10736510 Siemens Healthineers Epoc Eurotrol Gas-ISE/BUN Ctrl -CON - Lvl 1","prior_value":2099.44},{"sku":"10736511","item_id":13767,"description":"10736511 Siemens Healthineers Epoc Eurotrol Gas-ISE/BUN Ctrl -CON - Lvl 2","prior_value":2099.44}],"total_order_count":26,"disappearing_groups":null,"days_beyond_expected":30,"historical_gp_margin":0.3125470363439671,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"ON"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2026-07-11","median_order_interval_days":17.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-08"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-259c4d5931ac8a051783900f88c76d7a7e52fc9352be9c7a537a5be6dbaffc7d | Customer 7777 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-228d5123ab4138cdc6180fdd0f0210e137b30bedc1d93ea09907a13dc542224d | OPP-e75f729714c28ea56f64a49bb317fc85ae7977a27cd7701df486b641dda42c4b | SER-23527862def2892391a4d7967f231e1a11253448016e6e926ded4455ae406c6b | 9333 | Northgate Medical Partners, PLLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 5 independent signals; trailing 90-day revenue $2860.00 versus $330.00; trailing 180-day revenue $3190.00 versus $19160.00; -3 days beyond expected account order date. | {"site_key":"e2891799f3f74f04ae37a78b7f363af2c33124186ecebe1a4bb68fb8f7b9c237","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2860,"skus":2,"orders":1,"revenue":2860,"platforms":2,"gross_profit":399.38,"product_groups":2},"preceding_90":{"aov":330,"skus":2,"orders":1,"revenue":330,"platforms":1,"gross_profit":75,"product_groups":1},"signal_count":5,"trailing_12m":{"aov":2483.3333333333335,"skus":6,"orders":9,"revenue":22350,"platforms":2,"gross_profit":5020.66,"product_groups":2},"trailing_180":{"aov":1595,"skus":3,"orders":2,"revenue":3190,"platforms":2,"gross_profit":474.38,"product_groups":2},"preceding_12m":{"aov":2772.053460094395,"skus":6,"orders":14,"revenue":38808.74844132153,"platforms":2,"gross_profit":9217.76844132153,"product_groups":2},"preceding_180":{"aov":2737.1428571428573,"skus":5,"orders":7,"revenue":19160,"platforms":2,"gross_profit":4546.28,"product_groups":2},"last_order_date":"2026-07-15","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-09-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"3009-5","item_id":13095,"description":"3009-5 Alere Immunalysis Control Set (0.5 and 1.5 ng/mL)","prior_value":945}],"total_order_count":34,"disappearing_groups":null,"days_beyond_expected":-3,"historical_gp_margin":0.24155789885015033,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MD"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-08-13","median_order_interval_days":29,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-19"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-19. 22 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — follow up | 2026-05-01 — follow up | 2026-04-28 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-19. 22 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — follow up | 2026-05-01 — follow up | 2026-04-28 — follow up. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-228d5123ab4138cdc6180fdd0f0210e137b30bedc1d93ea09907a13dc542224d | Customer 9333 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8342ff0ef818fc795d071e8c9ae021af9b0b08152c1027e788c8c5b9232a7c82 | OPP-ab55a42e1db705a31a860536d376dc1d1dbdb9e7dcddf4d60434cec8dcc9bf73 | SER-93dc2203e2470bd01c7e198521aac4895e499b6dc8d9e02db67130d1b9016a38 | 15496 | Lakeside Diagnostic Labs, Corp. | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 6 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $16522.36; 215 days beyond expected account order date. | {"site_key":"853277d940a24ac059a1cc03954c670c4ec6567a648d9a26594d3e1ffdd3d632","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[23287,23733,24041,24896,24911,25368,25575,26694],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":6,"trailing_12m":{"aov":5507.453333333333,"skus":11,"orders":3,"revenue":16522.36,"platforms":1,"gross_profit":-1162.2014,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":6241.37,"skus":52,"orders":14,"revenue":87379.18,"platforms":1,"gross_profit":-32637.9912,"product_groups":1},"preceding_180":{"aov":5507.453333333333,"skus":11,"orders":3,"revenue":16522.36,"platforms":1,"gross_profit":-1162.2014,"product_groups":1},"last_order_date":"2025-12-10","open_order_docs":null,"open_quote_docs":[23287,23733,24041,24896,24911,25368,25575,26694],"first_order_date":"2024-09-23","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":12622.982504570646,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":16594.5},{"sku":"T-100248","item_id":11585,"description":"Thermo Kit Oxycodone 70mL","prior_value":13393.8},{"sku":"T-10015654","item_id":11535,"description":"Thermo Kit pH Detect Rgt DRI","prior_value":8400},{"sku":"T-10018054","item_id":11568,"description":"Thermo Kit Hydrocodone Rgt DRI","prior_value":4620},{"sku":"T-10028872","item_id":13761,"description":"Thermo DRI Fentanyl II 115mL","prior_value":4478.7},{"sku":"T-1592","item_id":10791,"description":"Thermo Kit MD Cal 2 Low 25mL","prior_value":2975.05},{"sku":"T-1589","item_id":11622,"description":"Thermo Kit MD Cal 1 25mL","prior_value":2746.2},{"sku":"T-1388","item_id":10792,"description":"Thermo Kit Urine Cal Neg 25mL","prior_value":2463.2},{"sku":"T-1398","item_id":10793,"description":"Thermo Kit THC Cal 50ng 25mL","prior_value":1916.64},{"sku":"T-10028875","item_id":13763,"description":"Thermo DRI Fentanyl II Control Kit","prior_value":1753.6}],"total_order_count":17,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":16522.36}],"days_beyond_expected":215,"historical_gp_margin":-0.3253098327512759,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":16522.36}],"disappearing_sku_count":23,"disappearing_group_count":1,"expected_next_order_date":"2026-01-07","median_order_interval_days":27.5,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-04-10"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-10. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-10 — f | 2024-09-26 — Update | 2024-09-24 — Indiko Plus Need. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-10. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-10 — f | 2024-09-26 — Update | 2024-09-24 — Indiko Plus Need. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-8342ff0ef818fc795d071e8c9ae021af9b0b08152c1027e788c8c5b9232a7c82 | Customer 15496 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9e261e9c5cdcb55433eaa09dba87e9ab5f9cc0cc1318ef0fba439c16a658ac11 | OPP-6faec636ff42c9e691c094c70f84f9cdd17ff374e4b13bd8df38de8af6bf5a35 | SER-295f174f2d2124ffd59863dc6be401fb9acdd93973b2f08151f69aac7207bc67 | 41392 | Bridgeport Lab Services, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $125.87; 256 days beyond expected account order date. | {"site_key":"e653d4cb91252315fada1bb87af5f686c5e4547f3d2d66613e9980643794e6f3","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":62.935,"skus":2,"orders":2,"revenue":125.87,"platforms":1,"gross_profit":22.88,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1889.48,"skus":80,"orders":18,"revenue":34010.64,"platforms":3,"gross_profit":16355.28,"product_groups":3},"preceding_180":{"aov":62.935,"skus":2,"orders":2,"revenue":125.87,"platforms":1,"gross_profit":22.88,"product_groups":1},"last_order_date":"2025-11-19","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-09-23","gp_cost_coverage":0.9927536231884058,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":1302},{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":1142.4},{"sku":"81906","item_id":4877,"description":"81906 Beckman Access Substrate","prior_value":1125},{"sku":"A48617","item_id":5086,"description":"A48617 Beckman Access SHBG RGT 2x50T","prior_value":967.14},{"sku":"A48618","item_id":6968,"description":"A48618 SHBG Calibrator","prior_value":825},{"sku":"A98033","item_id":5051,"description":"A98033 Beckman Access Folate Calibrator","prior_value":704.2},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":665.28},{"sku":"33810","item_id":4255,"description":"33810 Beckman Access T-UPTAKE Reagent 100/BX","prior_value":635.16},{"sku":"33805","item_id":4948,"description":"33805 BECKMAN ACCESS TOTAL T4 CAL","prior_value":528.15},{"sku":"B63285","item_id":12081,"description":"B63285 Beckman Access TSH (3rd IS) Calibrators. S0-S5, 1 vial/level of 2.5 mL/vial","prior_value":528.15}],"total_order_count":20,"disappearing_groups":null,"days_beyond_expected":256,"historical_gp_margin":0.4797842544536627,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NC"},"disappearing_platforms":null,"disappearing_sku_count":11,"disappearing_group_count":0,"expected_next_order_date":"2025-11-27","median_order_interval_days":8,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-03-23"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-23. 50 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-23 — follow up | 2026-02-03 — follow up | 2025-05-08 — B12 Calibrator Issue. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-23. 50 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-23 — follow up | 2026-02-03 — follow up | 2025-05-08 — B12 Calibrator Issue. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-9e261e9c5cdcb55433eaa09dba87e9ab5f9cc0cc1318ef0fba439c16a658ac11 | Customer 41392 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9c32d261d145f036033310edce9480cd178cf756eaed16413c6d5a049de7c734 | OPP-da0d94caedc4d0f1d5a7a4c68b833cedd6f098beb8fadac39d17dab79edc2d77 | SER-e753dad5a335d3704fdb7242c0dd9d0202961893b8d880521d76285689a00cdd | 44111 | Meridian Lab Services, Inc. | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 6 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $6968.98; 203 days beyond expected account order date. | {"site_key":"6677f46a5bbf0b8313dca42700d45e5de82978c10030fa3924b5c7b3d9e5de34","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"DE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":6,"trailing_12m":{"aov":1742.24507818,"skus":1,"orders":4,"revenue":6968.98031272,"platforms":1,"gross_profit":2234.82031272,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":2208.42,"skus":4,"orders":4,"revenue":8833.68,"platforms":2,"gross_profit":2820.12,"product_groups":2},"preceding_180":{"aov":1742.24507818,"skus":1,"orders":4,"revenue":6968.98031272,"platforms":1,"gross_profit":2234.82031272,"product_groups":1},"last_order_date":"2025-12-15","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-12-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"10736515","item_id":13498,"description":"10736515 Siemens EPOC BGEM BUN Test Cards (Detectable Analytes - pH, pO2, pCO2, Na+, K+, Ca++, Cl-, Glucose, Lactate, Creatinine, Hct, TCO2, BUN), PKG/25 Tests","prior_value":8608.74}],"total_order_count":8,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":6968.98}],"days_beyond_expected":203,"historical_gp_margin":0.3198790717947116,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"DE"},"disappearing_platforms":[{"analyzer_platform":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":6968.98}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-01-19","median_order_interval_days":35,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-07-10"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 10 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-10. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-10 — Outreach Email | 2025-03-26 — EPOC Test Cards | 2025-03-05 — EPOC Printer + Reagent Cards. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 10 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-10. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-10 — Outreach Email | 2025-03-26 — EPOC Test Cards | 2025-03-05 — EPOC Printer + Reagent Cards. | Open quote: No; Open order: No | Item active: null | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-9c32d261d145f036033310edce9480cd178cf756eaed16413c6d5a049de7c734 | Customer 44111 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a1265a3a6be5560365f222f5a643b49445ae6209af09e3bda896dbbdc5778b72 | OPP-5b8db4ac45d81d75bb9f54c9db2c52541a5dadad94396c5ef650b91e26ce605e | SER-f28e3231e3fb8b4b73f9fecd3e114f6945ab081d7ce5015663e81dec279c8f05 | 9317 | Brightwater Health Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 3 independent signals; trailing 90-day revenue $394.16 versus $343.95; trailing 180-day revenue $738.11 versus $2731.25; 30 days beyond expected account order date. | {"site_key":"03ac34ff89b1df797c5c9da66c939759dbfe4f923c633e2bd5805e63a7708511","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":394.1599958,"skus":4,"orders":1,"revenue":394.1599958,"platforms":1,"gross_profit":112.6099958,"product_groups":1},"preceding_90":{"aov":343.95,"skus":3,"orders":1,"revenue":343.95,"platforms":1,"gross_profit":98.28,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":385.4844475911111,"skus":11,"orders":9,"revenue":3469.36002832,"platforms":1,"gross_profit":991.24002832,"product_groups":1},"trailing_180":{"aov":369.0549979,"skus":5,"orders":2,"revenue":738.1099958,"platforms":1,"gross_profit":210.8899958,"product_groups":1},"preceding_12m":{"aov":1163.0485733314285,"skus":30,"orders":14,"revenue":16282.68002664,"platforms":2,"gross_profit":4642.34002664,"product_groups":2},"preceding_180":{"aov":390.17857607428573,"skus":10,"orders":7,"revenue":2731.25003252,"platforms":1,"gross_profit":780.35003252,"product_groups":1},"last_order_date":"2026-06-23","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-09-25","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"1220001636","item_id":14614,"description":"PC400 HDL, Direct CP Reagent - PC400","prior_value":5359.08},{"sku":"1220001638","item_id":14616,"description":"LDL, Direct CP Reagent - PC400","prior_value":2213.35},{"sku":"1220001891","item_id":14689,"description":"PC400 Cuvette Segments - PC400","prior_value":1992.58}],"total_order_count":23,"disappearing_groups":null,"days_beyond_expected":30,"historical_gp_margin":0.2852150987586385,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MD"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2026-07-11","median_order_interval_days":18,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-09-17"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-a1265a3a6be5560365f222f5a643b49445ae6209af09e3bda896dbbdc5778b72 | Customer 9317 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5ccc1a669e37f394ded852924c177107e813181cb49104559c1a972675756c66 | OPP-6cd17cea18438557f60d5afde18be3422b5703eb6c993f11b3ab9660d6031148 | SER-353b7c3e6764e9e5f6fa65a688e3360b73d75a8a2966e67958a9b05325ca68ba | 800 | Riverside Medical Associates, LLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 2 independent signals; trailing 90-day revenue $280.00 versus $384.00; trailing 180-day revenue $664.00 versus $811.25; 12 days beyond expected account order date. | {"site_key":"a2f656199d5724ca34177a2c161d3c84911c0687444bc45b6dc25c0703a8d798","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":280,"skus":1,"orders":1,"revenue":280,"platforms":1,"gross_profit":56,"product_groups":1},"preceding_90":{"aov":96.0000075,"skus":2,"orders":4,"revenue":384.00003,"platforms":1,"gross_profit":100.00003,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":210.75000428571428,"skus":4,"orders":7,"revenue":1475.25003,"platforms":2,"gross_profit":308.25003,"product_groups":2},"trailing_180":{"aov":132.800006,"skus":3,"orders":5,"revenue":664.00003,"platforms":2,"gross_profit":156.00003,"product_groups":2},"preceding_12m":{"aov":1262.6125,"skus":11,"orders":12,"revenue":15151.35,"platforms":4,"gross_profit":2620.91,"product_groups":4},"preceding_180":{"aov":405.625,"skus":2,"orders":2,"revenue":811.25,"platforms":1,"gross_profit":152.25,"product_groups":1},"last_order_date":"2026-07-05","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-10-09","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"43-067-37","item_id":16980,"description":"Applied Biosystems MicroAmp Optical 96-Well Reaction Plate with Barcode, 1 Ea","prior_value":6222.24},{"sku":"AB-0626","item_id":16977,"description":"Thermo Scientific Adhesive PCR Plate Foils, Case of 100","prior_value":2499.75},{"sku":"AM9932","item_id":16978,"description":"Invitrogen Nuclease-Free Water (not DEPC-Treated), 1,000mL Bottle, 1 Ea","prior_value":1406.25}],"total_order_count":19,"disappearing_groups":null,"days_beyond_expected":12,"historical_gp_margin":0.17617312166737675,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2026-07-29","median_order_interval_days":24,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5ccc1a669e37f394ded852924c177107e813181cb49104559c1a972675756c66 | Customer 800 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-eb6806ec02c752146530870aae2f350bff4092deff04e1f60b701e83123b8bbf | OPP-3ffe620a2eb7626fb58e1b6f078bd7c8fe4bb772bfdea4f85f0ccbb81edfc97c | SER-ff2084fc78fbc5692872c5077970fc8a323db64c3d1144fb332cf131ca3777cf | 6873 | Crestview Health System, PLLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $3510.00 versus $685.00; trailing 180-day revenue $4195.00 versus $3936.01; -3 days beyond expected account order date. | {"site_key":"f9355fdad1d8086e652e824c58d8d7e905e1f34119eef49ef3f63b52f4ba753b","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[25797,28241,29861,30035,30318,31108,31838],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1755,"skus":2,"orders":2,"revenue":3510,"platforms":1,"gross_profit":1065.8,"product_groups":1},"preceding_90":{"aov":342.5,"skus":3,"orders":2,"revenue":685,"platforms":2,"gross_profit":200.85,"product_groups":2},"signal_count":2,"trailing_12m":{"aov":631.6161538461538,"skus":8,"orders":13,"revenue":8211.01,"platforms":2,"gross_profit":2904.59,"product_groups":2},"trailing_180":{"aov":1048.75,"skus":5,"orders":4,"revenue":4195,"platforms":2,"gross_profit":1266.65,"product_groups":2},"preceding_12m":{"aov":1843.16,"skus":28,"orders":13,"revenue":23961.08,"platforms":2,"gross_profit":8285.24,"product_groups":2},"preceding_180":{"aov":492.00125,"skus":5,"orders":8,"revenue":3936.01,"platforms":2,"gross_profit":1610.94,"product_groups":2},"last_order_date":"2026-07-30","open_order_docs":null,"open_quote_docs":[25797,28241,29861,30035,30318,31108,31838],"first_order_date":"2024-09-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":15346.7012254902,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"4G109","item_id":13233,"description":"Olympus 4G109 Emit 2000 Valproic Acid Calibrator For AU Series Analyzer 1x5mL/5x2mL Liquid Volume, Each","prior_value":1789.52}],"total_order_count":26,"disappearing_groups":null,"days_beyond_expected":-3,"historical_gp_margin":0.34781172127766646,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-08-13","median_order_interval_days":14,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-eb6806ec02c752146530870aae2f350bff4092deff04e1f60b701e83123b8bbf | Customer 6873 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ebeb7778871401f0ba57d9bc40ade40d00714f0092d1e1c77168183d5981b61e | OPP-834043c0a0432707e591ec1ea7b469b7ae4773e587cab1d4b8c5ec6409a3ea38 | SER-f0add73e3249c6e8d41ad12fa20ab4ec37e0394a913d2fdede0d8b5ffb89a969 | 47700 | Summit Medical Partners, Corp. | Lost Purchasing / Account Risk | Needs Validation | Materially Delayed Purchasing; 3 independent signals; trailing 90-day revenue $3208.59 versus $5682.83; trailing 180-day revenue $8891.42 versus $12229.35; 33 days beyond expected account order date. | {"site_key":"61e9c7d991be64efc828a8a4a50d6243736116016eb3386092f721eb95796d23","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1069.53,"skus":4,"orders":3,"revenue":3208.59,"platforms":1,"gross_profit":648.27,"product_groups":1},"preceding_90":{"aov":1894.2766666666666,"skus":9,"orders":3,"revenue":5682.83,"platforms":1,"gross_profit":1086.56,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":2112.077189199004,"skus":44,"orders":10,"revenue":21120.771891990036,"platforms":5,"gross_profit":4708.561891990037,"product_groups":5},"trailing_180":{"aov":1481.9033333333334,"skus":11,"orders":6,"revenue":8891.42,"platforms":1,"gross_profit":1734.83,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":3057.337972997509,"skus":44,"orders":4,"revenue":12229.351891990036,"platforms":5,"gross_profit":2973.731891990037,"product_groups":5},"last_order_date":"2026-06-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-09-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Materially Delayed Purchasing","disappearing_skus":null,"total_order_count":10,"disappearing_groups":null,"days_beyond_expected":33,"historical_gp_margin":0.22293512358682965,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-08","median_order_interval_days":30,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-ebeb7778871401f0ba57d9bc40ade40d00714f0092d1e1c77168183d5981b61e | Customer 47700 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9eefb6e9ba743309d1eb7b27904227efd596dd4e9fb5b34a88a17d58fc2f5e9d | OPP-2bcdb631a92a5805ab0773994c1a52debb0aa43b19c5851315e4f005509038a7 | SER-e5b0fab5c576bcb4829ec8ff8bda846c40003998fca396a5f799468008a56ad8 | 7464 | Whitmore Diagnostic Labs, Inc. | Lost Purchasing / Account Risk | Suppressed by Open Order | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $1978.25; trailing 180-day revenue $1978.25 versus $3711.80; 38 days beyond expected account order date. | {"site_key":"3fb44d635b4b25fedb664b867cd7f7f565855d78129ab16bed79043da9eeeb67","entity_key":"WHOLE_ACCOUNT","open_order_docs":[52705],"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1978.25,"skus":1,"orders":1,"revenue":1978.25,"platforms":1,"gross_profit":209.35,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1896.6833333333334,"skus":1,"orders":3,"revenue":5690.05,"platforms":1,"gross_profit":839.25,"product_groups":1},"trailing_180":{"aov":1978.25,"skus":1,"orders":1,"revenue":1978.25,"platforms":1,"gross_profit":209.35,"product_groups":1},"preceding_12m":{"aov":1855.90003145,"skus":1,"orders":2,"revenue":3711.8000629,"platforms":1,"gross_profit":712.9500629,"product_groups":1},"preceding_180":{"aov":1855.9,"skus":1,"orders":2,"revenue":3711.8,"platforms":1,"gross_profit":629.9,"product_groups":1},"last_order_date":"2026-04-02","open_order_docs":[52705],"open_quote_docs":null,"first_order_date":"2023-09-14","gp_cost_coverage":1,"open_order_value":1978.25,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":10,"disappearing_groups":null,"days_beyond_expected":38,"historical_gp_margin":0.17109824567179263,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"VA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-03","median_order_interval_days":92,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-9eefb6e9ba743309d1eb7b27904227efd596dd4e9fb5b34a88a17d58fc2f5e9d | Customer 7464 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b31e50958961eee1ecb71c9a916fd1f4bad275a97b40fc455928c20c8f122a52 | OPP-7013436c5c2eaf7a8be9d141aec494fb83b93b483adadba8a26f061ff108278a | SER-55620efb7e437f9391094d345d3c8b00f56ce6f09dcf025b081b320d0bdf8b5e | 8367 | Fairmont Health Alliance, PLLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $9140.50 versus $11590.95; trailing 180-day revenue $20731.45 versus $23375.69; 7 days beyond expected account order date. | {"site_key":"557c3d3b6abe4378c1226f586505fb493937a4986fb67be3ec6d370bb1771487","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53218],"open_quote_docs":[29894,31022,31131,31173,31219],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2285.125,"skus":10,"orders":4,"revenue":9140.5,"platforms":2,"gross_profit":6544.38,"product_groups":2},"preceding_90":{"aov":2318.19,"skus":20,"orders":5,"revenue":11590.95,"platforms":2,"gross_profit":7660.56,"product_groups":2},"signal_count":1,"trailing_12m":{"aov":2756.69625,"skus":30,"orders":16,"revenue":44107.14,"platforms":2,"gross_profit":30839.38,"product_groups":2},"trailing_180":{"aov":2303.4944444444445,"skus":27,"orders":9,"revenue":20731.45,"platforms":2,"gross_profit":14204.94,"product_groups":2},"preceding_12m":{"aov":2675.5880259239857,"skus":29,"orders":21,"revenue":56187.3485444037,"platforms":2,"gross_profit":41856.1785444037,"product_groups":2},"preceding_180":{"aov":3339.384285714286,"skus":22,"orders":7,"revenue":23375.69,"platforms":2,"gross_profit":16634.44,"product_groups":2},"last_order_date":"2026-07-20","open_order_docs":[53218],"open_quote_docs":[29894,31022,31131,31173,31219],"first_order_date":"2023-08-13","gp_cost_coverage":1,"open_order_value":1877.64,"open_quote_value":8189.9194230769235,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":[{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":973},{"sku":"OSR6004","item_id":10574,"description":"Olympus OSR6004 Beckman Coulter 3P ALP R1 4X12ML R2 4X12ML","prior_value":725.13},{"sku":"OSR6286","item_id":11806,"description":"OSR6286 Olympus Iron Reagent, 4 x 970 Tests","prior_value":312}],"total_order_count":63,"disappearing_groups":null,"days_beyond_expected":7,"historical_gp_margin":0.7252170136037787,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2026-08-03","median_order_interval_days":14,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-11-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b31e50958961eee1ecb71c9a916fd1f4bad275a97b40fc455928c20c8f122a52 | Customer 8367 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f9c6a7be64ebf23208af4cf3d6c52c83f69c6a84f70cef52c2a7d9219e9d570a | OPP-e10ede33c98dac9da0cb877dc10d5a46c49ba19160b8f01784694789a2bd6aa2 | SER-e8b7716325fb0c3ad9033895d5c333bac5c3c7daab87c0407b2dd235ce33e549 | 8254 | Whitmore Care Partners, Corp. | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $26864.80 versus $17076.08; trailing 180-day revenue $43940.88 versus $56542.32; -38 days beyond expected account order date. | {"site_key":"2b7a327ce1639f1c8a6e8caf6042c53cfc7da8211d7d0bde491471ac9233cea4","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[20848,22758,25310],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"}} | {"trailing_90":{"aov":13432.4,"skus":1,"orders":2,"revenue":26864.8,"platforms":1,"gross_profit":5484.8,"product_groups":1},"preceding_90":{"aov":8538.04,"skus":3,"orders":2,"revenue":17076.08,"platforms":1,"gross_profit":3783.46,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":12560.4,"skus":7,"orders":8,"revenue":100483.2,"platforms":1,"gross_profit":23000.26,"product_groups":1},"trailing_180":{"aov":10985.22,"skus":3,"orders":4,"revenue":43940.88,"platforms":1,"gross_profit":9268.26,"product_groups":1},"preceding_12m":{"aov":9139.9075,"skus":7,"orders":8,"revenue":73119.26,"platforms":1,"gross_profit":15405.14,"product_groups":1},"preceding_180":{"aov":14135.58,"skus":6,"orders":4,"revenue":56542.32,"platforms":1,"gross_profit":13732,"product_groups":1},"last_order_date":"2026-07-28","open_order_docs":null,"open_quote_docs":[20848,22758,25310],"first_order_date":"2023-11-28","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":4617.87,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":[{"sku":"IST-03P9325","item_id":2627,"description":"IST-03P9325 Abbott I-Stat BNP CARTRIDGE 25/BX","prior_value":4492.48}],"total_order_count":22,"disappearing_groups":null,"days_beyond_expected":-38,"historical_gp_margin":0.22194216882609583,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-09-17","median_order_interval_days":51,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-06-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-f9c6a7be64ebf23208af4cf3d6c52c83f69c6a84f70cef52c2a7d9219e9d570a | Customer 8254 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-18554a5e59070bbb6f4801cb308960cba369dd86fb0bce75666be35ca93f347e | OPP-2fda8c6f137e7a73ccfd707193cffbab42163f3747e3d9bf2c131fcde14d106e | SER-5bd0ffccedf2f0b1ca3132f53c9f4f816441c3b0b787befd586e1bfd7ceb3666 | 9458 | Maple Pathology Labs, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 420 days beyond expected account order date. | {"site_key":"58f91a02ea22ef8f58d01ba89723377ecb87560855098caadd7f42960317cfc3","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1367.9883333333332,"skus":28,"orders":6,"revenue":8207.93,"platforms":2,"gross_profit":2397.79,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-12","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-09-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"986000","item_id":13160,"description":"986000 Thermo Scientific INDIKO CUVETTES 10800/PK","prior_value":1116.9},{"sku":"T-100248","item_id":11585,"description":"Thermo Kit Oxycodone 70mL","prior_value":705.98},{"sku":"T-0037","item_id":11435,"description":"Thermo Kit Alcohol 100mL","prior_value":688.99},{"sku":"T-0017","item_id":10783,"description":"Thermo Kit Amph 100mL","prior_value":655.45},{"sku":"T-0039","item_id":10784,"description":"Thermo Kit Benz 100mL","prior_value":655.45},{"sku":"T-0185","item_id":10788,"description":"Thermo Kit THC 100mL","prior_value":655.45},{"sku":"T-0135","item_id":10786,"description":"Thermo Kit Opiate 100mL","prior_value":644.5},{"sku":"T-0055","item_id":10785,"description":"Thermo Kit Cocaine 100mL","prior_value":625.72},{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":530.93}],"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":420,"historical_gp_margin":0.3068885771243944,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"disappearing_platforms":null,"disappearing_sku_count":9,"disappearing_group_count":0,"expected_next_order_date":"2025-06-16","median_order_interval_days":35,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-18554a5e59070bbb6f4801cb308960cba369dd86fb0bce75666be35ca93f347e | Customer 9458 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-89eec33fb5d7a301c53656bbbc95ebe33ed65fe5f38aeb8e29f5bb2e1702b2ff | OPP-fc1cda4f88871ec27514e7eeed83ee727f97aeeb82178e2392c2f35c24ef8bb1 | SER-fd9e1cec2c48b2bddf68faa102045163714dc297b23c0848aafefb3a15188db4 | 8950 | Maple Health Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $0.00 versus $1444.81; trailing 180-day revenue $1444.81 versus $0.00; -181 days beyond expected account order date. | {"site_key":"a6dcc0398a910bdcc1d7e40360918c1d989e43b4b30f0d881824e577facbb86c","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":722.4044444444445,"skus":11,"orders":2,"revenue":1444.808888888889,"platforms":2,"gross_profit":588.5288888888889,"product_groups":2},"signal_count":1,"trailing_12m":{"aov":722.4044444444445,"skus":11,"orders":2,"revenue":1444.808888888889,"platforms":2,"gross_profit":588.5288888888889,"product_groups":2},"trailing_180":{"aov":722.4044444444445,"skus":11,"orders":2,"revenue":1444.808888888889,"platforms":2,"gross_profit":588.5288888888889,"product_groups":2},"preceding_12m":{"aov":957.81,"skus":8,"orders":1,"revenue":957.81,"platforms":2,"gross_profit":428.31,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2026-05-05","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-02-26","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":-181,"historical_gp_margin":0.4920854098730889,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2027-02-07","median_order_interval_days":278,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-89eec33fb5d7a301c53656bbbc95ebe33ed65fe5f38aeb8e29f5bb2e1702b2ff | Customer 8950 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f0acd9a4b54682990bbe0a7e3049f81cb11d4a0c2e8976fdead7173205c5bdde | OPP-13c86be6eff6543fe4419c2a12df5ef66eaf6046ffa188c2716ad30902aa5838 | SER-10fccc25ee8871833b8a330e74b162983beae993fac3f381b8a137f68a6885e8 | 9747 | Whitmore Diagnostic Labs, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $266.71; 205 days beyond expected account order date. | {"site_key":"398037750458a5f8c88ddb08224dade342d6721e9bc384ddf40dd31196bd918c","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[25662,25706],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":266.7125,"skus":2,"orders":1,"revenue":266.7125,"platforms":1,"gross_profit":53.3425,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":4541.545,"skus":44,"orders":2,"revenue":9083.09,"platforms":1,"gross_profit":2610.57,"product_groups":1},"preceding_180":{"aov":266.7125,"skus":2,"orders":1,"revenue":266.7125,"platforms":1,"gross_profit":53.3425,"product_groups":1},"last_order_date":"2025-08-26","open_order_docs":null,"open_quote_docs":[25662,25706],"first_order_date":"2024-01-25","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":9998.94,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":205,"historical_gp_margin":0.29663192433794316,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-01-17","median_order_interval_days":143.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-06-23"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-23. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-24 — Update | 2024-08-22 — update | 2024-04-09 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-23. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-24 — Update | 2024-08-22 — update | 2024-04-09 — Update. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-f0acd9a4b54682990bbe0a7e3049f81cb11d4a0c2e8976fdead7173205c5bdde | Customer 9747 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8d786a14a6441c75695172e7061303220afa59c910e9dfff4f5d309a2d60d19a | OPP-22eb9dd857c227bb86f744220b8189211052af00d4f7187cbe2da2a35058ca8b | SER-7ff7a9c1f24043adfce8b587ec19230568158faf0b147eaae9376d59aeca2116 | 4313 | Meridian Diagnostic Group, Inc. | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $0.00 versus $427.09; trailing 180-day revenue $427.09 versus $1434.79; 21 days beyond expected account order date. | {"site_key":"e4ea7dbc15b8689487e284299c1ba3c7f88efea8c27b085c586c7f54f2f4000d","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":213.545,"skus":2,"orders":2,"revenue":427.09,"platforms":1,"gross_profit":122.03,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":620.6266666666667,"skus":8,"orders":3,"revenue":1861.88,"platforms":1,"gross_profit":531.97,"product_groups":1},"trailing_180":{"aov":213.545,"skus":2,"orders":2,"revenue":427.09,"platforms":1,"gross_profit":122.03,"product_groups":1},"preceding_12m":{"aov":303.005,"skus":2,"orders":2,"revenue":606.01,"platforms":1,"gross_profit":173.15,"product_groups":1},"preceding_180":{"aov":1434.79,"skus":7,"orders":1,"revenue":1434.79,"platforms":1,"gross_profit":409.94,"product_groups":1},"last_order_date":"2026-04-21","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-01-02","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":8,"disappearing_groups":null,"days_beyond_expected":21,"historical_gp_margin":0.2852436869257463,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-20","median_order_interval_days":90,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-01-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8d786a14a6441c75695172e7061303220afa59c910e9dfff4f5d309a2d60d19a | Customer 4313 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d84a75a100b83dff245a6f8a38b6c7e2bba460c13a0bde0c0f03a4298e4f96ed | OPP-d7e0a8782fd88a5aa5767fa906d776c532704eaa069c3e14bc45c8bf6fa35923 | SER-a018dcea39df79f795e5ba7023d8ca3bd83dc81c377713fa4030f5cf5244de3b | 44635 | Summit Clinical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $1256.41 versus $1976.62; trailing 180-day revenue $3233.03 versus $3261.43; -25 days beyond expected account order date. | {"site_key":"e9985f2a70c8011075f01b3510cc30247c59183e392d1b5b31d5f9d6430d62ad","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[24732,24745,27124,28702,31238,32076],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":628.205,"skus":3,"orders":2,"revenue":1256.41,"platforms":2,"gross_profit":423.43,"product_groups":2},"preceding_90":{"aov":988.31,"skus":8,"orders":2,"revenue":1976.62,"platforms":1,"gross_profit":639.04,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":811.8075,"skus":10,"orders":8,"revenue":6494.46,"platforms":3,"gross_profit":1978.95,"product_groups":3},"trailing_180":{"aov":808.2575,"skus":9,"orders":4,"revenue":3233.03,"platforms":2,"gross_profit":1062.47,"product_groups":2},"preceding_12m":{"aov":572.88,"skus":5,"orders":2,"revenue":1145.76,"platforms":1,"gross_profit":381.92,"product_groups":1},"preceding_180":{"aov":815.3575,"skus":4,"orders":4,"revenue":3261.43,"platforms":2,"gross_profit":916.48,"product_groups":2},"last_order_date":"2026-07-12","open_order_docs":null,"open_quote_docs":[24732,24745,27124,28702,31238,32076],"first_order_date":"2025-03-11","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":82237.46470588235,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":10,"disappearing_groups":null,"days_beyond_expected":-25,"historical_gp_margin":0.3090054998416276,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-09-04","median_order_interval_days":54,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d84a75a100b83dff245a6f8a38b6c7e2bba460c13a0bde0c0f03a4298e4f96ed | Customer 44635 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-af0a029ccaafe4d4140f6730f8f020c7e70b3f8fb2cc6453daaa6e0689b25a73 | OPP-1569273171d892f7b4f4c55a8e801a77589c4da97d4219ba417f39804f436190 | SER-2a366b82d54704b95f14cf6712baa5aa881c6270736d84a9f03f2421dfabe20b | 9768 | Summit Health Collective, LLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Reduced Order Frequency; 1 independent signal; trailing 90-day revenue $358.77 versus $919.87; trailing 180-day revenue $1278.64 versus $343.86; -3 days beyond expected account order date. | {"site_key":"cadcc758840ec22ef2f359995b786117e07c5d04837eeb837e84c0c0e32a1a16","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53310],"open_quote_docs":[21135,29873],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":358.77,"skus":6,"orders":1,"revenue":358.77,"platforms":1,"gross_profit":-6.96,"product_groups":1},"preceding_90":{"aov":306.62333333333333,"skus":8,"orders":3,"revenue":919.87,"platforms":1,"gross_profit":-135.39,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":231.78571428571428,"skus":11,"orders":7,"revenue":1622.5,"platforms":1,"gross_profit":-157.38,"product_groups":1},"trailing_180":{"aov":319.66,"skus":11,"orders":4,"revenue":1278.64,"platforms":1,"gross_profit":-142.35,"product_groups":1},"preceding_12m":{"aov":777.0283333333333,"skus":23,"orders":6,"revenue":4662.17,"platforms":1,"gross_profit":-432.28,"product_groups":1},"preceding_180":{"aov":114.62,"skus":6,"orders":3,"revenue":343.86,"platforms":1,"gross_profit":-15.03,"product_groups":1},"last_order_date":"2026-06-23","open_order_docs":[53310],"open_quote_docs":[21135,29873],"first_order_date":"2024-02-01","gp_cost_coverage":1,"open_order_value":192.48,"open_quote_value":16142.811666666663,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":[{"sku":"T-0017","item_id":10783,"description":"Thermo Kit Amph 100mL","prior_value":651.83},{"sku":"T-0055","item_id":10785,"description":"Thermo Kit Cocaine 100mL","prior_value":651.83},{"sku":"T-0185","item_id":10788,"description":"Thermo Kit THC 100mL","prior_value":651.83}],"total_order_count":17,"disappearing_groups":null,"days_beyond_expected":-3,"historical_gp_margin":-0.0666114695624255,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2026-08-13","median_order_interval_days":50.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-05-15"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-af0a029ccaafe4d4140f6730f8f020c7e70b3f8fb2cc6453daaa6e0689b25a73 | Customer 9768 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b6dd9df5fc4241c4f8aacc73de9b5a2578f40c1b178c111908f7d9694071746a | OPP-f6c08d860d77c25ba3ae89e8835f136ffdc5e8b27c911e251a210783ce61d406 | SER-14b7f629afbe2828293435105719974b7988a80ae228951719efee124938942f | 44635 | Summit Clinical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $1370.20 versus $2079.67; trailing 180-day revenue $3449.87 versus $2407.15; -4 days beyond expected account order date. | {"site_key":"cbf1d0ef136db3a8c235b23ca4acb03027495b85a88214658c93dfa47af1e193","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1370.2,"skus":5,"orders":1,"revenue":1370.2,"platforms":1,"gross_profit":223.15,"product_groups":1},"preceding_90":{"aov":1039.835,"skus":14,"orders":2,"revenue":2079.67,"platforms":1,"gross_profit":461.36,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":836.7171428571429,"skus":25,"orders":7,"revenue":5857.02,"platforms":1,"gross_profit":1296.91,"product_groups":1},"trailing_180":{"aov":1149.9566666666667,"skus":18,"orders":3,"revenue":3449.87,"platforms":1,"gross_profit":684.51,"product_groups":1},"preceding_12m":{"aov":562.6466666666666,"skus":14,"orders":3,"revenue":1687.94,"platforms":1,"gross_profit":526.93,"product_groups":1},"preceding_180":{"aov":601.7875,"skus":14,"orders":4,"revenue":2407.15,"platforms":1,"gross_profit":612.4,"product_groups":1},"last_order_date":"2026-06-22","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-02-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":10,"disappearing_groups":null,"days_beyond_expected":-4,"historical_gp_margin":0.24172957842056153,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-14","median_order_interval_days":53,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b6dd9df5fc4241c4f8aacc73de9b5a2578f40c1b178c111908f7d9694071746a | Customer 44635 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f08bf512630210be0c5f8bb373e61651834e4e7b805dbd66914f4553277730c4 | OPP-ce24be71af440d4451be1ec2c5d90fbc1e7773c2e9a4ab71cabbc72b10d57015 | SER-8853fce1a05333936293c3a68e0a362275a42bfd3bc11d468328abd67bb0bb18 | 42572 | Elmhurst Physician Group, PLLC | Lost Purchasing / Account Risk | Published | Reduced Order Frequency; 1 independent signal; trailing 90-day revenue $7455.03 versus $7183.78; trailing 180-day revenue $14638.81 versus $17898.18; 8 days beyond expected account order date. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":3727.515,"skus":17,"orders":2,"revenue":7455.03,"platforms":1,"gross_profit":1756.49,"product_groups":1},"preceding_90":{"aov":1795.9450004,"skus":20,"orders":4,"revenue":7183.7800016,"platforms":1,"gross_profit":1702.2300016,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":2324.0707144,"skus":29,"orders":14,"revenue":32536.9900016,"platforms":1,"gross_profit":7702.7400016,"product_groups":1},"trailing_180":{"aov":2439.8016669333333,"skus":23,"orders":6,"revenue":14638.8100016,"platforms":1,"gross_profit":3458.7200016,"product_groups":1},"preceding_12m":{"aov":4689.49,"skus":9,"orders":1,"revenue":4689.49,"platforms":1,"gross_profit":1047.9,"product_groups":1},"preceding_180":{"aov":2237.2725,"skus":28,"orders":8,"revenue":17898.18,"platforms":1,"gross_profit":4244.02,"product_groups":1},"last_order_date":"2026-07-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-08-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":null,"total_order_count":15,"disappearing_groups":null,"days_beyond_expected":8,"historical_gp_margin":0.23506493230689274,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-02","median_order_interval_days":25,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f08bf512630210be0c5f8bb373e61651834e4e7b805dbd66914f4553277730c4 | Customer 42572 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7362ad38b607082c64cf50186a05bf744c34091508de0e87734262f13a539b5a | OPP-921b47ce72e4db1c9179092f7716b3c6888205ae91cb834f984c77ec8274dea8 | SER-0572341be0bd6aab0ee20896409eb380cb0567966059b75ec7c78eeaec35478a | 41316 | Bridgeport Lab Services, Inc. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 5 independent signals; trailing 90-day revenue $10526.20 versus $33381.98; trailing 180-day revenue $43908.18 versus $98833.18; 0 days beyond expected account order date. | {"site_key":"b4c7fe45bc06213fa10fab602dbff34f2db8f83c58ef0bf49a7100e015fbd938","entity_key":"Olympus / Beckman AU","open_order_docs":null,"open_quote_docs":[21334,22342,22974,23483,23545,23897,24552,24840,25199,25330,25443,25595,25759,26250,26323,26832,26907,26928,27286,27463,27464,27862,27881,28465,28483,28860,29415,30380,31237],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1169.5777777777778,"skus":37,"orders":9,"revenue":10526.2,"platforms":2,"gross_profit":3279.92,"product_groups":2},"preceding_90":{"aov":2225.4653447033334,"skus":39,"orders":15,"revenue":33381.98017055,"platforms":1,"gross_profit":10622.71017055,"product_groups":1},"signal_count":5,"trailing_12m":{"aov":2595.2975122270477,"skus":58,"orders":55,"revenue":142741.36317248762,"platforms":2,"gross_profit":47113.55317248761,"product_groups":2},"trailing_180":{"aov":1829.50750710625,"skus":47,"orders":24,"revenue":43908.18017055,"platforms":2,"gross_profit":13902.63017055,"product_groups":2},"preceding_12m":{"aov":5072.041444878072,"skus":37,"orders":41,"revenue":207953.69924000095,"platforms":2,"gross_profit":100861.26924000095,"product_groups":2},"preceding_180":{"aov":3188.167193610891,"skus":48,"orders":31,"revenue":98833.18300193762,"platforms":2,"gross_profit":33210.92300193762,"product_groups":2},"last_order_date":"2026-08-03","open_order_docs":null,"open_quote_docs":[21334,22342,22974,23483,23545,23897,24552,24840,25199,25330,25443,25595,25759,26250,26323,26832,26907,26928,27286,27463,27464,27862,27881,28465,28483,28860,29415,30380,31237],"first_order_date":"2024-05-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":48065.36043008197,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"OSR6132","item_id":11341,"description":"OSR6132 Olympus TP Reagent (4x750 tests)","prior_value":360.29},{"sku":"33005","item_id":4957,"description":"33005 BECKMAN ACCESS B12 CAL","prior_value":325},{"sku":"33885","item_id":5104,"description":"33885 Beckman Access FREE T4 CAL","prior_value":281.4}],"total_order_count":110,"disappearing_groups":[{"product_group":"Olympus","trailing_180_revenue":81.75,"preceding_180_revenue":2241.83}],"days_beyond_expected":0,"historical_gp_margin":0.44308752269404694,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"disappearing_platforms":[{"analyzer_platform":"Olympus / Beckman AU","trailing_180_revenue":81.75,"preceding_180_revenue":2241.83}],"disappearing_sku_count":3,"disappearing_group_count":1,"expected_next_order_date":"2026-08-10","median_order_interval_days":7,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-05-08"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7362ad38b607082c64cf50186a05bf744c34091508de0e87734262f13a539b5a | Customer 41316 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ee8b9cbdd0e0620db25b5cfd9d73fb0ac068743cd4f1a0ed2af77e9858bf8a5e | OPP-49c719da73ea94ec3bf87ff101f45918058aa2bdc31389c090b061ad4037497c | SER-e9047efa92b5980bb3c9f76e460f1419f6c83fcd3916935ddab765ef2695393b | 9363 | Copperfield Diagnostics, PLLC | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 8 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $76401.35; 210 days beyond expected account order date. | {"site_key":"994f74de767e647088396b43ba2cb0a6536e7d444c8cdbfd1d17d794299d6fc2","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":8,"trailing_12m":{"aov":4494.197075852941,"skus":19,"orders":17,"revenue":76401.3502895,"platforms":1,"gross_profit":21143.3236895,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":3135.2575998919883,"skus":55,"orders":50,"revenue":156762.8799945994,"platforms":1,"gross_profit":49563.46419459941,"product_groups":1},"preceding_180":{"aov":4494.197075852941,"skus":19,"orders":17,"revenue":76401.3502895,"platforms":1,"gross_profit":21143.3236895,"product_groups":1},"last_order_date":"2026-01-05","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"T-10028871","item_id":13762,"description":"Thermo DRI Fentanyl II, 500mL","prior_value":32555.66},{"sku":"T-10015893","item_id":11537,"description":"Thermo Kit EtG Rgt 500mL CJF","prior_value":23002.68},{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":22597.09},{"sku":"T-0226","item_id":11449,"description":"Thermo Kit Barb 500mL","prior_value":8565.84},{"sku":"986000","item_id":13160,"description":"986000 Thermo Scientific INDIKO CUVETTES 10800/PK","prior_value":8225.48},{"sku":"T-1194","item_id":11605,"description":"Thermo Kit Gravity Detect 500mL","prior_value":7069.02},{"sku":"T-1797","item_id":11659,"description":"Thermo Kit Creat-Detect 500mL","prior_value":6148.48},{"sku":"T-0056","item_id":11440,"description":"Thermo Kit Cocaine 500mL","prior_value":5802.91},{"sku":"T-0018","item_id":11433,"description":"Thermo Kit Amph 500mL","prior_value":5079.09},{"sku":"T-0136","item_id":11441,"description":"Thermo Kit Opiate 500mL","prior_value":5012.89}],"total_order_count":116,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":76401.35}],"days_beyond_expected":210,"historical_gp_margin":0.29417033879337484,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":76401.35}],"disappearing_sku_count":20,"disappearing_group_count":1,"expected_next_order_date":"2026-01-12","median_order_interval_days":7,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ee8b9cbdd0e0620db25b5cfd9d73fb0ac068743cd4f1a0ed2af77e9858bf8a5e | Customer 9363 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ef5131a2d3bf7cc4d9985a5b73e69a73e697fa3303ae10b99f8b04f89ddb616b | OPP-3bc6d1e73aa671af7ebda7383a507aaab2ddd67fa3e64c2f96c975f87e12624a | SER-8f16eea370409d747c558fc4312ee190c164529876a3954c44a5d55cc0109ed3 | 7918 | Bellwood Clinical Group, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 6 independent signals; trailing 90-day revenue $0.00 versus $11844.24; trailing 180-day revenue $11844.24 versus $41784.22; 130 days beyond expected account order date. | {"site_key":"cab1f062b198eb3ab2950bd9414c72bcb60a9ae4281f2a7d62a36e0db68d70e3","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":2961.06003995,"skus":15,"orders":4,"revenue":11844.2401598,"platforms":1,"gross_profit":2767.6201598,"product_groups":1},"signal_count":6,"trailing_12m":{"aov":3699.5687699271684,"skus":45,"orders":16,"revenue":59193.100318834695,"platforms":1,"gross_profit":13713.840318834693,"product_groups":1},"trailing_180":{"aov":2961.06003995,"skus":15,"orders":4,"revenue":11844.2401598,"platforms":1,"gross_profit":2767.6201598,"product_groups":1},"preceding_12m":{"aov":3509.1023988177776,"skus":46,"orders":18,"revenue":63163.84317872,"platforms":2,"gross_profit":16610.01317872,"product_groups":2},"preceding_180":{"aov":3798.5654545454545,"skus":44,"orders":11,"revenue":41784.22,"platforms":1,"gross_profit":9663.05,"product_groups":1},"last_order_date":"2026-03-17","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-09-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"T-10015654","item_id":11535,"description":"Thermo Kit pH Detect Rgt DRI","prior_value":3741.73},{"sku":"10017331","item_id":14090,"description":"10017331 Thermo Fisher 1mL nesting cups, 1000/pk","prior_value":1201.5},{"sku":"984030","item_id":12817,"description":"984030 Thermo Scientific INDIKO WASH SOLN 4X20ML/PK","prior_value":1197.43},{"sku":"NC1230580","item_id":13786,"description":"GALLERY TUBING SOL KIT I, Catalog # 981712","prior_value":918},{"sku":"T-1194","item_id":11605,"description":"Thermo Kit Gravity Detect 500mL","prior_value":832.44},{"sku":"T-1797","item_id":11659,"description":"Thermo Kit Creat-Detect 500mL","prior_value":823.82},{"sku":"981712","item_id":13865,"description":"981712 Indiko Tube Maintenance Solution","prior_value":433.52}],"total_order_count":53,"disappearing_groups":null,"days_beyond_expected":130,"historical_gp_margin":0.2768745948579497,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":null,"disappearing_sku_count":7,"disappearing_group_count":0,"expected_next_order_date":"2026-04-02","median_order_interval_days":16,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-ef5131a2d3bf7cc4d9985a5b73e69a73e697fa3303ae10b99f8b04f89ddb616b | Customer 7918 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8c93e2f5a239c0e59354eefc5bd49c68d0822ff88ecb737c4b65829201e8f504 | OPP-66ae6699e80839f40f6b62da945115fef292dadf552bbcecb593447113963601 | SER-4e5e4e1d18f83b709761cdf2731e53df4e2eb56a9a26794d50aa9eab0385205e | 35691 | Northgate Clinical Partners, LLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Analyzer Platform Purchasing Loss; 8 independent signals; trailing 90-day revenue $0.00 versus $4231.22; trailing 180-day revenue $4231.22 versus $38804.16; 80 days beyond expected account order date. | {"site_key":"e018ab2b3a198aca5718b46e4e7dda612de61e062a587a5fbb7a2c898c2694ef","entity_key":"Beckman Access / DxI","open_order_docs":[50484],"open_quote_docs":[26823,26829,26837,27541,27547,30257],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1057.805,"skus":16,"orders":4,"revenue":4231.22,"platforms":4,"gross_profit":1831.83,"product_groups":4},"signal_count":8,"trailing_12m":{"aov":3912.3069696969696,"skus":71,"orders":11,"revenue":43035.37666666666,"platforms":4,"gross_profit":23776.036666666667,"product_groups":4},"trailing_180":{"aov":1057.805,"skus":16,"orders":4,"revenue":4231.22,"platforms":4,"gross_profit":1831.83,"product_groups":4},"preceding_12m":{"aov":9913.93,"skus":36,"orders":1,"revenue":9913.93,"platforms":5,"gross_profit":5531.26,"product_groups":5},"preceding_180":{"aov":5543.450952380952,"skus":66,"orders":7,"revenue":38804.15666666667,"platforms":3,"gross_profit":21944.20666666667,"product_groups":3},"last_order_date":"2026-04-28","open_order_docs":[50484],"open_quote_docs":[26823,26829,26837,27541,27547,30257],"first_order_date":"2025-07-24","gp_cost_coverage":1,"open_order_value":3102,"open_quote_value":28073.715140480435,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":7300},{"sku":"B84493","item_id":13143,"description":"B84493 - Access Sensitive Estradiol Reagent, 100 Determinations, 2 x 50 tests","prior_value":1159.98},{"sku":"33020","item_id":4261,"description":"33020 BECKMAN ACCESS FERRITIN RGT 100/BX","prior_value":920},{"sku":"ODC0023","item_id":11949,"description":"ODC0023 Olympus HDL Cholesterol Calibrator for AU2700 and AU5400, 3 x 1 mL","prior_value":783.45},{"sku":"33830","item_id":4254,"description":"33830 BECKMAN ACCESS TOTAL T3 RGT 100/BX","prior_value":712},{"sku":"33530","item_id":4961,"description":"33530 BECKMAN ACCESS PROLACTIN, 100/BX","prior_value":396}],"total_order_count":12,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":1396.65,"preceding_180_revenue":25823.65}],"days_beyond_expected":80,"historical_gp_margin":0.5534972695896805,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"disappearing_platforms":[{"analyzer_platform":"Beckman Access / DxI","trailing_180_revenue":1396.65,"preceding_180_revenue":25823.65}],"disappearing_sku_count":6,"disappearing_group_count":1,"expected_next_order_date":"2026-05-22","median_order_interval_days":23.5,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-07-25"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8c93e2f5a239c0e59354eefc5bd49c68d0822ff88ecb737c4b65829201e8f504 | Customer 35691 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f8b40ba222e127307586380d52fbb16ffcc68c2867dcf0b5827907bc8ffdd0dc | OPP-ca4543a6bbeaa81db0c72e7235056d25e1af0c499e76c5fd548751c49f8ad489 | SER-c6aa79029387c00b4cf82a64383ac208381cda67d5d276f5250678dcde1ddf07 | 9818 | Maple Health Collective, LLC | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 7 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $34431.51; 300 days beyond expected account order date. | {"site_key":"5ee23a9077ee393b53b6100fff46a047645fe0c961854a019e262e1372b53c9a","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":7,"trailing_12m":{"aov":4531.886666666666,"skus":12,"orders":9,"revenue":40786.98,"platforms":2,"gross_profit":24472.04,"product_groups":2},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1243.03275,"skus":31,"orders":40,"revenue":49721.31,"platforms":2,"gross_profit":23709.49,"product_groups":2},"preceding_180":{"aov":4918.7871428571425,"skus":10,"orders":7,"revenue":34431.51,"platforms":2,"gross_profit":22748.71,"product_groups":2},"last_order_date":"2025-10-06","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-05-12","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"B84493","item_id":13143,"description":"B84493 - Access Sensitive Estradiol Reagent, 100 Determinations, 2 x 50 tests","prior_value":18828.6},{"sku":"A48617","item_id":5086,"description":"A48617 Beckman Access SHBG RGT 2x50T","prior_value":13534},{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":10718.8},{"sku":"DF34","item_id":14847,"description":"DF34 Siemens Dimension RCRP Flex, 120 Tests","prior_value":3185},{"sku":"33020","item_id":4261,"description":"33020 BECKMAN ACCESS FERRITIN RGT 100/BX","prior_value":3130.74},{"sku":"33560","item_id":5019,"description":"33560 Beckman Access Testosterone (REF)","prior_value":3102.61},{"sku":"81901","item_id":4880,"description":"81901 Beckman Access Cuvette Reaction Vessels","prior_value":2450.44},{"sku":"33550","item_id":5121,"description":"33550 Beckman Access PROG RGT","prior_value":2259.33},{"sku":"81906","item_id":4877,"description":"81906 Beckman Access Substrate","prior_value":1800.68},{"sku":"A16792","item_id":4876,"description":"A16792 Beckman Access Wash Buffer, Pkg/4 bottles, 1.9 L/bottle","prior_value":1447.65}],"total_order_count":59,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":0,"preceding_180_revenue":31246.51},{"product_group":"Dimension","trailing_180_revenue":0,"preceding_180_revenue":3185}],"days_beyond_expected":300,"historical_gp_margin":0.536730174591346,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NE"},"disappearing_platforms":[{"analyzer_platform":"Beckman Access / DxI","trailing_180_revenue":0,"preceding_180_revenue":31246.51},{"analyzer_platform":"Siemens Dimension","trailing_180_revenue":0,"preceding_180_revenue":3185}],"disappearing_sku_count":13,"disappearing_group_count":2,"expected_next_order_date":"2025-10-14","median_order_interval_days":8,"disappearing_platform_count":2,"last_meaningful_activity_date":"2026-01-27"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f8b40ba222e127307586380d52fbb16ffcc68c2867dcf0b5827907bc8ffdd0dc | Customer 9818 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4014df547638c87590915d88b5e2865fcebd24945039cce74c47455614da35a5 | OPP-2b1b46bd8de8c6109676cf1384dd181b1b855cb68906b7013ec37ff88c9d48ac | SER-9df3f762f8829ccaa90f470647b1ed3331f6e11933047f13ab370fe57e5a399e | 7676 | Elmhurst Health Alliance, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 3 independent signals; trailing 90-day revenue $4493.42 versus $11463.52; trailing 180-day revenue $15956.94 versus $22416.28; 5 days beyond expected account order date. | {"site_key":"29ddadd2b3e6c9871a50aece80d4a13cc2fb86ba0e16c70c9b62d3e4b76fb9c5","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2246.71,"skus":13,"orders":2,"revenue":4493.42,"platforms":1,"gross_profit":3210.46,"product_groups":1},"preceding_90":{"aov":2292.70401088,"skus":20,"orders":5,"revenue":11463.5200544,"platforms":1,"gross_profit":8496.9300544,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":2598.48133696,"skus":31,"orders":15,"revenue":38977.2200544,"platforms":2,"gross_profit":28087.5100544,"product_groups":2},"trailing_180":{"aov":2279.562864914286,"skus":24,"orders":7,"revenue":15956.9400544,"platforms":1,"gross_profit":11707.3900544,"product_groups":1},"preceding_12m":{"aov":2370.626111111111,"skus":31,"orders":18,"revenue":42671.27,"platforms":1,"gross_profit":31747.29,"product_groups":1},"preceding_180":{"aov":3202.325714285714,"skus":28,"orders":7,"revenue":22416.28,"platforms":2,"gross_profit":15834.12,"product_groups":2},"last_order_date":"2026-07-12","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-22","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":1267.2},{"sku":"A48619","item_id":5087,"description":"A48619 Beckman Access SHBG QC","prior_value":355.05}],"total_order_count":53,"disappearing_groups":null,"days_beyond_expected":5,"historical_gp_margin":0.7223265015497163,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2026-08-05","median_order_interval_days":24,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-4014df547638c87590915d88b5e2865fcebd24945039cce74c47455614da35a5 | Customer 7676 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c3038b322c37ae3387ac913a1617d8af03c661ae6d6a3ea19282a154ff3377e2 | OPP-2789ca36af769ab91446950154384137f766d344d7148d75bb8fa6c08ec1b848 | SER-453a05caf3b6c441b013002555a8cb1b4b0fbd2fbb8fbb1ce846cadf3be8663c | 10031 | Meridian Medical Center, Corp. | Lost Purchasing / Account Risk | Published | Product Family Purchasing Loss; 5 independent signals; trailing 90-day revenue $2067.06 versus $5873.28; trailing 180-day revenue $7940.34 versus $9234.26; 11 days beyond expected account order date. | {"site_key":"df83169e98cc5dc07507baf737555414161d2a3a8c9857adc1af70be6700beb3","entity_key":"Fisher Healthcare","open_order_docs":null,"open_quote_docs":[21717,24242,31597],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2067.06,"skus":7,"orders":1,"revenue":2067.06,"platforms":1,"gross_profit":626.08,"product_groups":1},"preceding_90":{"aov":5873.28,"skus":3,"orders":1,"revenue":5873.28,"platforms":1,"gross_profit":1586.17,"product_groups":1},"signal_count":5,"trailing_12m":{"aov":2862.4333333333334,"skus":22,"orders":6,"revenue":17174.6,"platforms":3,"gross_profit":3926.24,"product_groups":3},"trailing_180":{"aov":3970.17,"skus":9,"orders":2,"revenue":7940.34,"platforms":1,"gross_profit":2212.25,"product_groups":1},"preceding_12m":{"aov":1884.8788570438007,"skus":29,"orders":6,"revenue":11309.273142262804,"platforms":3,"gross_profit":3566.363142262804,"product_groups":3},"preceding_180":{"aov":2308.565,"skus":21,"orders":4,"revenue":9234.26,"platforms":3,"gross_profit":1713.99,"product_groups":3},"last_order_date":"2026-06-09","open_order_docs":null,"open_quote_docs":[21717,24242,31597],"first_order_date":"2024-04-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":1761.8,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":null,"total_order_count":17,"disappearing_groups":[{"product_group":"Fisher Healthcare","trailing_180_revenue":0,"preceding_180_revenue":536}],"days_beyond_expected":11,"historical_gp_margin":0.25847347620202066,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":1,"expected_next_order_date":"2026-07-30","median_order_interval_days":51,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-04-02"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-02. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — 3rd Indiko Plus | 2024-05-23 — Dongle - need for new one and old one | 2024-05-22 — Dongle - need for new one and old one. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-02. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — 3rd Indiko Plus | 2024-05-23 — Dongle - need for new one and old one | 2024-05-22 — Dongle - need for new one and old one. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c3038b322c37ae3387ac913a1617d8af03c661ae6d6a3ea19282a154ff3377e2 | Customer 10031 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e605136bea41549afccefbc67b785bbe3b6d55515c7b4cfbe091ceaa009a34b7 | OPP-aac3a0845741fb5ddd72fb9546361e9198f24697450d73ae4599780d391aafaf | SER-88b14183650eea075e79c07d904bd29503d45e82479392e49b069c9305133149 | 9363 | Copperfield Diagnostics, PLLC | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 7 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $10467.93; 208 days beyond expected account order date. | {"site_key":"1b82a8612fad101798859ab07b2731268329b0d1e9d5520cffc55c82c7be6019","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":7,"trailing_12m":{"aov":615.7605882352941,"skus":27,"orders":17,"revenue":10467.93,"platforms":1,"gross_profit":-1406.81,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":937.2102857142858,"skus":36,"orders":35,"revenue":32802.36,"platforms":1,"gross_profit":-6870.04,"product_groups":1},"preceding_180":{"aov":615.7605882352941,"skus":27,"orders":17,"revenue":10467.93,"platforms":1,"gross_profit":-1406.81,"product_groups":1},"last_order_date":"2026-01-05","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"T-100249","item_id":11586,"description":"Thermo Kit Oxycodone 500mL","prior_value":5568.15},{"sku":"T-0186","item_id":11445,"description":"Thermo Kit THC 500mL","prior_value":4274.65},{"sku":"T-0597","item_id":11464,"description":"Thermo Kit Methadone 500mL","prior_value":4274.65},{"sku":"T-0018","item_id":11433,"description":"Thermo Kit Amph 500mL","prior_value":3847.72},{"sku":"T-0040","item_id":11437,"description":"Thermo Kit Benz 500mL","prior_value":3419.72},{"sku":"T-0136","item_id":11441,"description":"Thermo Kit Opiate 500mL","prior_value":3419.72},{"sku":"T-0056","item_id":11440,"description":"Thermo Kit Cocaine 500mL","prior_value":2564.79}],"total_order_count":83,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":10467.93}],"days_beyond_expected":208,"historical_gp_margin":-0.20660872742214453,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":10467.93}],"disappearing_sku_count":7,"disappearing_group_count":1,"expected_next_order_date":"2026-01-14","median_order_interval_days":9,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-e605136bea41549afccefbc67b785bbe3b6d55515c7b4cfbe091ceaa009a34b7 | Customer 9363 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c858f72967f1b80ea0ab46c561100aedcc94e7a026a741114e5f8f53b4ef1fc7 | OPP-8f2df22f2a71282c68d79abd963e864245689b21171023d9c9e2ce767cbff75d | SER-3c38da376f9adc1fa203b7545a647c845144f21e596f189016e667256fa39342 | 9363 | Copperfield Diagnostics, PLLC | Lost Purchasing / Account Risk | Published | Account Risk; 1 independent signal; trailing 90-day revenue $26805.27 versus $43240.16; trailing 180-day revenue $70045.43 versus $14170.17; -3 days beyond expected account order date. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[30632],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":3350.65875331875,"skus":16,"orders":8,"revenue":26805.27002655,"platforms":1,"gross_profit":5548.10002655,"product_groups":1},"preceding_90":{"aov":4324.01603198148,"skus":21,"orders":10,"revenue":43240.1603198148,"platforms":1,"gross_profit":11344.1167198148,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":4210.78001731824,"skus":21,"orders":20,"revenue":84215.6003463648,"platforms":1,"gross_profit":21073.8367463648,"product_groups":1},"trailing_180":{"aov":3891.4127970202667,"skus":21,"orders":18,"revenue":70045.4303463648,"platforms":1,"gross_profit":16892.2167463648,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":7085.085,"skus":12,"orders":2,"revenue":14170.17,"platforms":1,"gross_profit":4181.62,"product_groups":1},"last_order_date":"2026-08-03","open_order_docs":null,"open_quote_docs":[30632],"first_order_date":"2026-01-18","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":3350.91,"risk_signal_type":"Account Risk","disappearing_skus":null,"total_order_count":20,"disappearing_groups":null,"days_beyond_expected":-3,"historical_gp_margin":0.2502367335706402,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-13","median_order_interval_days":10,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c858f72967f1b80ea0ab46c561100aedcc94e7a026a741114e5f8f53b4ef1fc7 | Customer 9363 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fae275c9c9824dfb5b03299f7ad3d087fbcc42867c3b308db42f1a06fb3f544e | OPP-25baea2f24c39e1bd8e3f686e340aa4edb396a59b9e9153e4ebe65adda940806 | SER-836de20841585e07c296448e284e07355eef90f3b58d1cdfdd7325ff84bbe99d | 42712 | Maple Health Alliance, PLLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $676.00 versus $0.00; trailing 180-day revenue $676.00 versus $2258.45; -13 days beyond expected account order date. | {"site_key":"531ebc00113fe92ce1825d4fbe22f9467a1095fbc85a9622167d2a34216467dd","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[22523,24575],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":338,"skus":1,"orders":2,"revenue":676,"platforms":1,"gross_profit":524.2,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":733.6125,"skus":13,"orders":4,"revenue":2934.45,"platforms":1,"gross_profit":1881.65,"product_groups":1},"trailing_180":{"aov":338,"skus":1,"orders":2,"revenue":676,"platforms":1,"gross_profit":524.2,"product_groups":1},"preceding_12m":{"aov":2439.948901654852,"skus":37,"orders":9,"revenue":21959.540114893665,"platforms":2,"gross_profit":11380.320114893666,"product_groups":2},"preceding_180":{"aov":1129.225,"skus":12,"orders":2,"revenue":2258.45,"platforms":1,"gross_profit":1357.45,"product_groups":1},"last_order_date":"2026-07-15","open_order_docs":null,"open_quote_docs":[22523,24575],"first_order_date":"2024-09-18","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":23253.78,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"98200","item_id":13383,"description":"98200 Quidel Triage BNP Reagents for Access 2","prior_value":5100},{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":3169},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":1215},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":954},{"sku":"81906","item_id":4877,"description":"81906 Beckman Access Substrate","prior_value":675},{"sku":"B63285","item_id":12081,"description":"B63285 Beckman Access TSH (3rd IS) Calibrators. S0-S5, 1 vial/level of 2.5 mL/vial","prior_value":528.15}],"total_order_count":13,"disappearing_groups":null,"days_beyond_expected":-13,"historical_gp_margin":0.5327378236146743,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"disappearing_platforms":null,"disappearing_sku_count":6,"disappearing_group_count":0,"expected_next_order_date":"2026-08-23","median_order_interval_days":39,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-01-02"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-fae275c9c9824dfb5b03299f7ad3d087fbcc42867c3b308db42f1a06fb3f544e | Customer 42712 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d0392f76212dfd783b6e351f694ae29ed630e2a6fb13c8d2fcc30ae171ecde66 | OPP-bb5b120a1cee987b4932b5f76b8826491b48612f757f95f199bfbf134b4c5327 | SER-29e64f325d788084c284fcfe6bea97160b1a1922769f7c2eb67c3a7013733a1d | 41400 | Whitmore Laboratory Partners, PLLC | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 6 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $11072.02; 179 days beyond expected account order date. | {"site_key":"b2dea9c7e59fc12223354a14a5b5372265d0afb59b51cf48f13db69dce0355a5","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":6,"trailing_12m":{"aov":851.6938461538462,"skus":28,"orders":13,"revenue":11072.02,"platforms":1,"gross_profit":-2079.05,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":989.71,"skus":22,"orders":3,"revenue":2969.13,"platforms":1,"gross_profit":-815.14,"product_groups":1},"preceding_180":{"aov":851.6938461538462,"skus":28,"orders":13,"revenue":11072.02,"platforms":1,"gross_profit":-2079.05,"product_groups":1},"last_order_date":"2026-01-29","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-04-22","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"986000","item_id":13160,"description":"986000 Thermo Scientific INDIKO CUVETTES 10800/PK","prior_value":2470.24},{"sku":"T-10015654","item_id":11535,"description":"Thermo Kit pH Detect Rgt DRI","prior_value":982.74},{"sku":"T-0596","item_id":10790,"description":"Thermo Kit Methadone 100mL","prior_value":900},{"sku":"T-0039","item_id":10784,"description":"Thermo Kit Benz 100mL","prior_value":892.68},{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":785.25},{"sku":"T-0017","item_id":10783,"description":"Thermo Kit Amph 100mL","prior_value":743.9},{"sku":"T-100248","item_id":11585,"description":"Thermo Kit Oxycodone 70mL","prior_value":656.32},{"sku":"10017332","item_id":14091,"description":"10017332 Thermo Fisher Test Tubes (13x75), 1000/pk","prior_value":600.75},{"sku":"T-0055","item_id":10785,"description":"Thermo Kit Cocaine 100mL","prior_value":600},{"sku":"T-0135","item_id":10786,"description":"Thermo Kit Opiate 100mL","prior_value":600}],"total_order_count":16,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":11072.02}],"days_beyond_expected":179,"historical_gp_margin":-0.20612200567617325,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":11072.02}],"disappearing_sku_count":10,"disappearing_group_count":1,"expected_next_order_date":"2026-02-12","median_order_interval_days":14,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-08-05"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 39 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 39 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-d0392f76212dfd783b6e351f694ae29ed630e2a6fb13c8d2fcc30ae171ecde66 | Customer 41400 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c0dc222b766bcbcac3682743d06a85299066b9a09ea93b2874a8544d7fa07eff | OPP-ef3e8df9c19780667bf76156bacac6d96532c4593cae8ecffa9f3211d8186f58 | SER-6f6436668faa73343dfcbbb21b2d08b88d9f0564edbb41e0aa58482c0144c702 | 10031 | Meridian Medical Center, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 2 independent signals; trailing 90-day revenue $438.29 versus $9014.23; trailing 180-day revenue $9452.52 versus $5786.43; 6 days beyond expected account order date. | {"site_key":"6d3fe79593be3fc56a268e9e06d7c1c522a6e647cef4e89431050665f30bc1a6","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[24705,26407],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":438.29,"skus":10,"orders":1,"revenue":438.29,"platforms":1,"gross_profit":-53.85,"product_groups":1},"preceding_90":{"aov":9014.233333333334,"skus":18,"orders":1,"revenue":9014.233333333334,"platforms":1,"gross_profit":747.4233333333333,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":3047.790673156667,"skus":26,"orders":5,"revenue":15238.953365783333,"platforms":1,"gross_profit":611.3633657833333,"product_groups":1},"trailing_180":{"aov":4726.261666666666,"skus":21,"orders":2,"revenue":9452.523333333333,"platforms":1,"gross_profit":693.5733333333333,"product_groups":1},"preceding_12m":{"aov":2090.392,"skus":14,"orders":5,"revenue":10451.96,"platforms":1,"gross_profit":-3821.92,"product_groups":1},"preceding_180":{"aov":1928.8100108166666,"skus":21,"orders":3,"revenue":5786.43003245,"platforms":1,"gross_profit":-82.20996755,"product_groups":1},"last_order_date":"2026-06-09","open_order_docs":null,"open_quote_docs":[24705,26407],"first_order_date":"2024-09-09","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":21978.8,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":10,"disappearing_groups":null,"days_beyond_expected":6,"historical_gp_margin":-0.1249685672325171,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-04","median_order_interval_days":56,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-04-02"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-02. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — 3rd Indiko Plus | 2024-05-23 — Dongle - need for new one and old one | 2024-05-22 — Dongle - need for new one and old one. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-02. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — 3rd Indiko Plus | 2024-05-23 — Dongle - need for new one and old one | 2024-05-22 — Dongle - need for new one and old one. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c0dc222b766bcbcac3682743d06a85299066b9a09ea93b2874a8544d7fa07eff | Customer 10031 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ef2420613e7833412c2b80430ddcca5d7b9c38fadee32de0936546bd7ab55db1 | OPP-d090ea208e10dfe9667e2e4469685fdbba01269164fe94eba57f555b54f32894 | SER-47757be37c5e3b53120487440c06746f33565083898b410d4f9d51604a60244c | 7169 | Ironwood Clinical Group, Inc. | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 4 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $2005.00; 148 days beyond expected account order date. | {"site_key":"a6045c2aaed11baf3a16912ec8f6c55bd97865cd697f059d4c0694ff0ca4ce54","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[21598,25334,27070],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":4,"trailing_12m":{"aov":871.6666666666666,"skus":2,"orders":3,"revenue":2615,"platforms":2,"gross_profit":1519.8,"product_groups":2},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1505.9447763336616,"skus":13,"orders":8,"revenue":12047.558210669293,"platforms":3,"gross_profit":-8177.811789330708,"product_groups":3},"preceding_180":{"aov":1002.5,"skus":2,"orders":2,"revenue":2005,"platforms":2,"gross_profit":1105.8,"product_groups":2},"last_order_date":"2026-02-09","open_order_docs":null,"open_quote_docs":[21598,25334,27070],"first_order_date":"2023-09-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":16676.855,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"T-100249","item_id":11586,"description":"Thermo Kit Oxycodone 500mL","prior_value":3100},{"sku":"2083","item_id":506,"description":"Siemens 2083 Clinitek Microalbumin 2 Reagent Strips for Urinalysis 25/btl","prior_value":2745},{"sku":"T-10016005","item_id":11548,"description":"Thermo Kit Fent Rgt 500 mL DRI","prior_value":2700},{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":2648.25},{"sku":"2300","item_id":10667,"description":"2300 Siemens Multistix 10 SG Reagent Strips (pkg/100)","prior_value":480}],"total_order_count":23,"disappearing_groups":[{"product_group":"Siemens","trailing_180_revenue":0,"preceding_180_revenue":1525}],"days_beyond_expected":148,"historical_gp_margin":-0.7291866878003972,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"disappearing_platforms":[{"analyzer_platform":"Siemens","trailing_180_revenue":0,"preceding_180_revenue":1525}],"disappearing_sku_count":5,"disappearing_group_count":1,"expected_next_order_date":"2026-03-15","median_order_interval_days":34,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-06-12"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-ef2420613e7833412c2b80430ddcca5d7b9c38fadee32de0936546bd7ab55db1 | Customer 7169 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dc22ebceaf1cbc63b420f962eaf787a5d4f17fe2387432957f7c920f3447b761 | OPP-beb9c4975f8099e3a93af2cdcf92f42c80d81bfc17263bd1b1d43d41038b3431 | SER-b837249f6981926ed27b738c311db36cca74dc9a223812127471a4c9cd2a7b81 | 8950 | Maple Health Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 4 independent signals; trailing 90-day revenue $0.00 versus $819.44; trailing 180-day revenue $819.44 versus $3134.36; 21 days beyond expected account order date. | {"site_key":"f63d8a77ce7c588ea0162f73ab0b8131a8dbccbb303ee5927238cb20ed16d4c3","entity_key":"Olympus / Beckman AU","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":819.44,"skus":5,"orders":1,"revenue":819.44,"platforms":1,"gross_profit":409.72,"product_groups":1},"signal_count":4,"trailing_12m":{"aov":1976.9,"skus":18,"orders":2,"revenue":3953.8,"platforms":3,"gross_profit":1746.58,"product_groups":3},"trailing_180":{"aov":819.44,"skus":5,"orders":1,"revenue":819.44,"platforms":1,"gross_profit":409.72,"product_groups":1},"preceding_12m":{"aov":2072.6,"skus":18,"orders":2,"revenue":4145.2,"platforms":3,"gross_profit":1704.68,"product_groups":3},"preceding_180":{"aov":3134.36,"skus":13,"orders":1,"revenue":3134.36,"platforms":2,"gross_profit":1336.86,"product_groups":2},"last_order_date":"2026-03-10","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-04-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"ODC0004","item_id":12245,"description":"ODC0004 Olympus Control Serum Level 2, 1 x 5 mL","prior_value":652},{"sku":"ODC0003","item_id":12244,"description":"ODC0003 Olympus Control Serum Level 1, 1 x 5 mL","prior_value":576},{"sku":"OSR60118","item_id":11365,"description":"OSR60118 Triglycerides reagent 4x20/4x5mL 4/Kt","prior_value":390}],"total_order_count":6,"disappearing_groups":[{"product_group":"Olympus","trailing_180_revenue":0,"preceding_180_revenue":3059.36}],"days_beyond_expected":21,"historical_gp_margin":0.39862296096547456,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MN"},"disappearing_platforms":[{"analyzer_platform":"Olympus / Beckman AU","trailing_180_revenue":0,"preceding_180_revenue":3059.36}],"disappearing_sku_count":3,"disappearing_group_count":1,"expected_next_order_date":"2026-07-20","median_order_interval_days":132,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-05-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-dc22ebceaf1cbc63b420f962eaf787a5d4f17fe2387432957f7c920f3447b761 | Customer 8950 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-251f51991c750d3e2f9f450531beaedd0f0ac043e46731494f0b06f93f1cd62a | OPP-ea76a31643f1721044723e6c6769d80f74ddb323176346bda56343ae6380f7de | SER-0f5dea2380749cef12081f18e850951e9673f0aeed0c184cafb1af8d6dffa0db | 9369 | Ashcroft Pathology Associates, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 438 days beyond expected account order date. | {"site_key":"44453ce450e404931f9f672e1912a3471ea85b696e19f0e97bca6ba9d8177480","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":987.2135,"skus":28,"orders":20,"revenue":19744.27,"platforms":1,"gross_profit":6013.94,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-18","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-02-26","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-10014665","item_id":11511,"description":"[T-10014665] Thermo Kit THC Rgt DRI\nThermo Kit THC Rgt DRI","prior_value":2755.22},{"sku":"T-10014601","item_id":11510,"description":"[T-10014601] Thermo Kit Opiate Rgt DRI\nThermo Kit Opiate Rgt DRI","prior_value":2712.94},{"sku":"T-10014593","item_id":11509,"description":"[T-10014593] Thermo Kit Cocaine Rgt DRI\nThermo Kit Cocaine Rgt DRI","prior_value":2708.33},{"sku":"T-10014585","item_id":11508,"description":"[T-10014585] Thermo Kit Amphetamine Rgt DRI\nThermo Kit Amphetamine Rgt DRI","prior_value":2688.79},{"sku":"T-10015644","item_id":11533,"description":"[T-10015644] Thermo Kit Benz Rgt DRI\nThermo Kit Benz Rgt DRI","prior_value":2680.46},{"sku":"T-10015632","item_id":11531,"description":"[T-10015632] Thermo Kit Oxycodone Rgt DRI\nThermo Kit Oxycodone Rgt DRI","prior_value":1975.94},{"sku":"T-10015658","item_id":11536,"description":"Thermo Kit Bup Rgts CEDIA","prior_value":726.62}],"total_order_count":37,"disappearing_groups":null,"days_beyond_expected":438,"historical_gp_margin":0.3122171268693005,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MN"},"disappearing_platforms":null,"disappearing_sku_count":7,"disappearing_group_count":0,"expected_next_order_date":"2025-05-29","median_order_interval_days":10.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-30"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-251f51991c750d3e2f9f450531beaedd0f0ac043e46731494f0b06f93f1cd62a | Customer 9369 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5fdef91a9b8881160ca49ca4a9b438c6821e891e3d4a8672cbff433b684d582e | OPP-ba40782c95763917031c673c2c24951a90d6ebe1a16ef3e6a357ec14e0e7175c | SER-2926dbdb77d22230952997ace7194d9bcde8fcb24620cdd2e16750a85f045e31 | 9369 | Ashcroft Pathology Associates, Inc. | Lost Purchasing / Account Risk | Needs Validation | Reduced Order Frequency; 1 independent signal; trailing 90-day revenue $3359.29 versus $6148.91; trailing 180-day revenue $9508.20 versus $14330.91; 5 days beyond expected account order date. | {"site_key":"26de06149c03417ec803e24f06b76a14516c8f9cbb4f59cd9886c92aadaf39a0","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1679.645,"skus":14,"orders":2,"revenue":3359.29,"platforms":1,"gross_profit":730.03,"product_groups":1},"preceding_90":{"aov":1537.2275,"skus":17,"orders":4,"revenue":6148.91,"platforms":1,"gross_profit":1360.5,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1833.7776923076924,"skus":19,"orders":13,"revenue":23839.11,"platforms":1,"gross_profit":5290.75,"product_groups":1},"trailing_180":{"aov":1584.7,"skus":18,"orders":6,"revenue":9508.2,"platforms":1,"gross_profit":2090.53,"product_groups":1},"preceding_12m":{"aov":764.286,"skus":14,"orders":5,"revenue":3821.43,"platforms":1,"gross_profit":792.3,"product_groups":1},"preceding_180":{"aov":2047.2728571428572,"skus":19,"orders":7,"revenue":14330.91,"platforms":1,"gross_profit":3200.22,"product_groups":1},"last_order_date":"2026-07-21","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-11-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":null,"total_order_count":33,"disappearing_groups":null,"days_beyond_expected":5,"historical_gp_margin":0.24022311700247503,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MN"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-05","median_order_interval_days":15,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-30"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-5fdef91a9b8881160ca49ca4a9b438c6821e891e3d4a8672cbff433b684d582e | Customer 9369 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-72543ba995218cce51fe0a2bc072d4d994d7ed902c46319406a7647f0d18cce4 | OPP-ded686e2a48a280193ceff10b637d2986365efe583e817b78b9c02151704a486 | SER-b864128c2c426e974d98aab30df159e8056c617ff2dfe043468cbd5d89d56554 | 9471 | Bridgeport Pathology Associates, Corp. | Lost Purchasing / Account Risk | Published | Product Family Purchasing Loss; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $915.90; 284 days beyond expected account order date. | {"site_key":"8890797c49cb40c7603c7502f9c89fc3a379cda4a9ca439c3b533cd7e43d6c4b","entity_key":"MicroGenics","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":457.949862615069,"skus":1,"orders":2,"revenue":915.899725230138,"platforms":1,"gross_profit":305.299725230138,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1349.7025,"skus":11,"orders":4,"revenue":5398.81,"platforms":2,"gross_profit":1630.13,"product_groups":2},"preceding_180":{"aov":457.949862615069,"skus":1,"orders":2,"revenue":915.899725230138,"platforms":1,"gross_profit":305.299725230138,"product_groups":1},"last_order_date":"2025-09-30","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-12-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":[{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":915.9},{"sku":"T-100054","item_id":11477,"description":"Thermo Kit pH-Detect 500mL","prior_value":655},{"sku":"T-1194","item_id":11605,"description":"Thermo Kit Gravity Detect 500mL","prior_value":655},{"sku":"T-1797","item_id":11659,"description":"Thermo Kit Creat-Detect 500mL","prior_value":655}],"total_order_count":17,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":915.9}],"days_beyond_expected":284,"historical_gp_margin":0.28866248747399004,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":1,"expected_next_order_date":"2025-10-30","median_order_interval_days":30,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-02-26"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-26. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-08-22 — reagents | 2024-04-11 — f | 2024-02-15 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-26. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-08-22 — reagents | 2024-04-11 — f | 2024-02-15 — History Import. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-72543ba995218cce51fe0a2bc072d4d994d7ed902c46319406a7647f0d18cce4 | Customer 9471 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8249e003c0738aae4b7d37a43b0c5a91c79a528a8a6f87516222096c755419b2 | OPP-11210c5c4d28439bc8f90e14ae40fb0bc78ecddcded070eabab2c0184c31f077 | SER-562fde078d4008363ef49401ebb9e200ce1abdc365c4b52058db2ad59e7dedca | 8959 | Copperfield Medical Center, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $838.24 versus $790.54; trailing 180-day revenue $1628.78 versus $3480.30; -32 days beyond expected account order date. | {"site_key":"e3eaec39eeb73335aac08068fe2bb9295634dcaf68381b044b12eef7de55f858","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":419.12,"skus":4,"orders":2,"revenue":838.24,"platforms":1,"gross_profit":314.34,"product_groups":1},"preceding_90":{"aov":395.27,"skus":3,"orders":2,"revenue":790.54,"platforms":1,"gross_profit":296.45,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":638.635,"skus":7,"orders":8,"revenue":5109.08,"platforms":1,"gross_profit":1948.34,"product_groups":1},"trailing_180":{"aov":407.195,"skus":4,"orders":4,"revenue":1628.78,"platforms":1,"gross_profit":610.79,"product_groups":1},"preceding_12m":{"aov":533.0512305301557,"skus":6,"orders":8,"revenue":4264.409844241246,"platforms":1,"gross_profit":1599.399844241246,"product_groups":1},"preceding_180":{"aov":870.075,"skus":7,"orders":4,"revenue":3480.3,"platforms":1,"gross_profit":1337.55,"product_groups":1},"last_order_date":"2026-07-27","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-05-01","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"D2011HK","item_id":13814,"description":"D2011HK DiatroLyse Diff for Abacus 3, 1L","prior_value":470.4}],"total_order_count":18,"disappearing_groups":null,"days_beyond_expected":-32,"historical_gp_margin":0.37789573283758726,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-09-11","median_order_interval_days":46,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-06-16"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-8249e003c0738aae4b7d37a43b0c5a91c79a528a8a6f87516222096c755419b2 | Customer 8959 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2cb3ab3cd006af6e38490bb73a0d4a7c9ba85261410911ea696d5934725be3da | OPP-3061380af20c7f23daf81d2725ab42058220a19151f2428805839e34431fccb3 | SER-6f0661a21a2cee5934be4ed30f6e97316bbbed668e04fef72c4bb8017f74cf86 | 4488 | Elmhurst Medical Associates, Inc. | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $63.45 versus $646.04; trailing 180-day revenue $709.49 versus $2116.87; -173 days beyond expected account order date. | {"site_key":"4b7ada1e2e371259b5c3443232398d0e5c86d3ebc399fe03202f0c3f75f34fdb","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":63.45,"skus":1,"orders":1,"revenue":63.45,"platforms":1,"gross_profit":18.45,"product_groups":1},"preceding_90":{"aov":646.04,"skus":1,"orders":1,"revenue":646.04,"platforms":1,"gross_profit":186.04,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":942.1184306807787,"skus":10,"orders":3,"revenue":2826.355292042336,"platforms":1,"gross_profit":814.355292042336,"product_groups":1},"trailing_180":{"aov":354.745,"skus":2,"orders":2,"revenue":709.49,"platforms":1,"gross_profit":204.49,"product_groups":1},"preceding_12m":{"aov":789.6,"skus":5,"orders":1,"revenue":789.6,"platforms":1,"gross_profit":225.6,"product_groups":1},"preceding_180":{"aov":2116.865292042336,"skus":9,"orders":1,"revenue":2116.865292042336,"platforms":1,"gross_profit":609.865292042336,"product_groups":1},"last_order_date":"2026-08-02","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-11-02","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":-173,"historical_gp_margin":0.28745738677980753,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2027-01-30","median_order_interval_days":180.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-01-13"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2cb3ab3cd006af6e38490bb73a0d4a7c9ba85261410911ea696d5934725be3da | Customer 4488 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-98bb95b629b29ea8b8d5d97da811da571382af60f83320c0a8c6fd5fbb95a0ba | OPP-a7ebc9325a7b58c09336227ca29b637df80731c072b6ec6cdf86c808b754caed | SER-4feb5d6dcfb26f140c99c1a2895cb0a28588daa3443aa2c339c16aebef080d61 | 8228 | Maple Physician Group, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $1896.00 versus $3792.00; trailing 180-day revenue $5688.00 versus $3696.00; -38 days beyond expected account order date. | {"site_key":"9c3b0656c0b8960c6c0552de0c39c2ef18cca8491585f37f6fc30678f3e637e2","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[29495,29688],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1896,"skus":1,"orders":1,"revenue":1896,"platforms":1,"gross_profit":287.92,"product_groups":1},"preceding_90":{"aov":1896,"skus":1,"orders":2,"revenue":3792,"platforms":1,"gross_profit":575.84,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1876.8002056257023,"skus":1,"orders":5,"revenue":9384.001028128512,"platforms":1,"gross_profit":1751.681028128512,"product_groups":1},"trailing_180":{"aov":1896,"skus":1,"orders":3,"revenue":5688,"platforms":1,"gross_profit":863.76,"product_groups":1},"preceding_12m":{"aov":1800,"skus":1,"orders":1,"revenue":1800,"platforms":1,"gross_profit":600,"product_groups":1},"preceding_180":{"aov":1848.000514064256,"skus":1,"orders":2,"revenue":3696.001028128512,"platforms":1,"gross_profit":887.921028128512,"product_groups":1},"last_order_date":"2026-07-15","open_order_docs":null,"open_quote_docs":[29495,29688],"first_order_date":"2025-07-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":53550,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":6,"disappearing_groups":null,"days_beyond_expected":-38,"historical_gp_margin":0.21027188947979142,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-09-17","median_order_interval_days":64,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-07-02"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-98bb95b629b29ea8b8d5d97da811da571382af60f83320c0a8c6fd5fbb95a0ba | Customer 8228 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d18e7a6f1284bce4ef074261dfc81586e65a41a3abac1851f0fc4257728e4b67 | OPP-531868d308e4d35e668015311421b6b7368d57511042c56ed4f0dd203865899a | SER-57dc7acfca95f9247b66476cdad520ecbbcfc4881e7f14fcdcab75fc4a30a988 | 43803 | Maple Pathology Labs, LLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 6 independent signals; trailing 90-day revenue $0.00 versus $6586.38; trailing 180-day revenue $6586.38 versus $52563.01; 115 days beyond expected account order date. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[27386,30015],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":2195.46,"skus":6,"orders":3,"revenue":6586.38,"platforms":2,"gross_profit":1881.8,"product_groups":2},"signal_count":6,"trailing_12m":{"aov":3479.375923390588,"skus":63,"orders":17,"revenue":59149.39069764,"platforms":2,"gross_profit":16899.82069764,"product_groups":2},"trailing_180":{"aov":2195.46,"skus":6,"orders":3,"revenue":6586.38,"platforms":2,"gross_profit":1881.8,"product_groups":2},"preceding_12m":{"aov":4398.9574493,"skus":23,"orders":4,"revenue":17595.8297972,"platforms":1,"gross_profit":5027.3897972,"product_groups":1},"preceding_180":{"aov":3754.500764117143,"skus":62,"orders":14,"revenue":52563.01069764,"platforms":2,"gross_profit":15018.02069764,"product_groups":2},"last_order_date":"2026-04-05","open_order_docs":null,"open_quote_docs":[27386,30015],"first_order_date":"2025-03-31","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":7723.2,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"09038078160","item_id":17155,"description":"Roche Vitamin D Total G3 Elecsys Cobas E100","prior_value":7946.4},{"sku":"08836981190","item_id":17094,"description":"Roche Anti-HCV G2 Elecsys Cobas E 100 V2","prior_value":4981.85},{"sku":"08814856160","item_id":17156,"description":"Roche HBsAg G2 Elecsys Cobas E 100 V2","prior_value":2370},{"sku":"11776193122","item_id":16990,"description":"11776193122 CA 19-9 Elecsys cobas e 100","prior_value":1657.95},{"sku":"09043276160","item_id":17199,"description":"FT4 G4 Elecsys Cobas E 200","prior_value":1378.85},{"sku":"11731629160","item_id":16989,"description":"11731629160 CEA Elecsys cobas e 100","prior_value":1354.68},{"sku":"07212771160","item_id":17200,"description":"Vitamin B12 G2 Elecsys Cobas E 100","prior_value":967.75},{"sku":"11776452160","item_id":16992,"description":"11776452160 PreciControl TM Elecsys","prior_value":898.92},{"sku":"09007741190","item_id":16988,"description":"09007741190 T4 Elecsys cobas e 200 V3","prior_value":614.28},{"sku":"03271749160","item_id":16984,"description":"03271749160 HCG+beta Elecsys cobas e 100 V2","prior_value":465.36}],"total_order_count":21,"disappearing_groups":null,"days_beyond_expected":115,"historical_gp_margin":0.28571434616328045,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":18,"disappearing_group_count":0,"expected_next_order_date":"2026-04-17","median_order_interval_days":11.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 40 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 40 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-d18e7a6f1284bce4ef074261dfc81586e65a41a3abac1851f0fc4257728e4b67 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4feefa73d6e35106488c98516e06b68aa887c69f0ba338055c87c91aa36e839f | OPP-ff5f08acf06cd52d664a1eae724e29c9f46ea62cfa0237efc8defb9d2f4c4404 | SER-fb78acf6069dc14e2af951d7a7bcb5f67f8077e2de1b2f7938ab6c643f7adddf | 8532 | Crestview Medical Associates, LLC | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 8 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $4771.09; 235 days beyond expected account order date. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[28031,28502],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":8,"trailing_12m":{"aov":954.218,"skus":23,"orders":5,"revenue":4771.09,"platforms":2,"gross_profit":2650.4,"product_groups":2},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1620.3354166666666,"skus":49,"orders":24,"revenue":38888.05,"platforms":3,"gross_profit":18801.47,"product_groups":3},"preceding_180":{"aov":954.218,"skus":23,"orders":5,"revenue":4771.09,"platforms":2,"gross_profit":2650.4,"product_groups":2},"last_order_date":"2025-12-04","open_order_docs":null,"open_quote_docs":[28031,28502],"first_order_date":"2023-08-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":25377.88,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"B00389","item_id":11374,"description":"B00389 Olympus HbA1c (AU Systems Hemoglobin A1c) Reagent, incl. Calibrators","prior_value":6342},{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":4275},{"sku":"OSR6196","item_id":12162,"description":"OSR6196 Olympus LDL-C (LDL Cholesterol) Reagent, 4x30 mL & 4x10 mL","prior_value":3057.69},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":1794},{"sku":"OSR6130","item_id":5448,"description":"Olympus Lipase (4x65 tests)","prior_value":1740},{"sku":"OSR6195","item_id":12163,"description":"OSR6195 Olympus HDL-C (HDL Cholesterol) Reagent, 4 x 30 mL & 4 x 10 mL","prior_value":1377},{"sku":"ODC0024","item_id":12330,"description":"ODC0024 Olympus LDL Cholesterol Calibrator, 3 x 1 mL","prior_value":904.06},{"sku":"OSR6106","item_id":12027,"description":"OSR6106 Olympus AMY (Amylase) Reagent, 4 x 40 mL","prior_value":723.6},{"sku":"OSR6107","item_id":11343,"description":"OSR6107 Olympus ALT Reagent (4x980 tests)","prior_value":607.5},{"sku":"OSR60118","item_id":11365,"description":"OSR60118 Triglycerides reagent 4x20/4x5mL 4/Kt","prior_value":576}],"total_order_count":55,"disappearing_groups":[{"product_group":"Olympus","trailing_180_revenue":0,"preceding_180_revenue":2570.09},{"product_group":"Beckman Access","trailing_180_revenue":0,"preceding_180_revenue":2201}],"days_beyond_expected":235,"historical_gp_margin":0.5064059924428896,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":[{"analyzer_platform":"Olympus / Beckman AU","trailing_180_revenue":0,"preceding_180_revenue":2570.09},{"analyzer_platform":"Beckman Access / DxI","trailing_180_revenue":0,"preceding_180_revenue":2201}],"disappearing_sku_count":12,"disappearing_group_count":2,"expected_next_order_date":"2025-12-18","median_order_interval_days":14,"disappearing_platform_count":2,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-4feefa73d6e35106488c98516e06b68aa887c69f0ba338055c87c91aa36e839f | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e93cbbfc1d217adaa104b454407b50b763551867fb45096a07ddefa41e8a50e5 | OPP-d75ebe2c7f62f54b4eab3bc1cec7a92f4c39953135c2a3b29586990c05cc5eb8 | SER-aabea4e0be2e6424fb752eba0553124525a8bc5ffe8dfb576c91b08be4efb11d | 9912 | Wrenfield Diagnostic Group, Corp. | Lost Purchasing / Account Risk | Needs Validation | Complete Purchasing Cessation; 7 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $4343.14; 278 days beyond expected account order date. | {"site_key":"7830ae7aad2fecc7cd210f12b8975c99bd656a1841ddd52a1088715a3c1c5614","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":7,"trailing_12m":{"aov":2171.57,"skus":9,"orders":2,"revenue":4343.14,"platforms":1,"gross_profit":2030.22,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":3378.947857142857,"skus":37,"orders":14,"revenue":47305.27,"platforms":2,"gross_profit":17441.04,"product_groups":2},"preceding_180":{"aov":2171.57,"skus":9,"orders":2,"revenue":4343.14,"platforms":1,"gross_profit":2030.22,"product_groups":1},"last_order_date":"2025-10-15","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-07-09","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"OSR6195","item_id":12163,"description":"OSR6195 Olympus HDL-C (HDL Cholesterol) Reagent, 4 x 30 mL & 4 x 10 mL","prior_value":10831.6},{"sku":"B00389","item_id":11374,"description":"B00389 Olympus HbA1c (AU Systems Hemoglobin A1c) Reagent, incl. Calibrators","prior_value":10500},{"sku":"OSR60118","item_id":11365,"description":"OSR60118 Triglycerides reagent 4x20/4x5mL 4/Kt","prior_value":2275},{"sku":"740","item_id":14162,"description":"Bio-Rad 740 Lyphochek Diabetes Control Bi-Level, 6x0.5mL","prior_value":2240},{"sku":"OSR6116","item_id":11357,"description":"OSR6116 Olympus Chol Reagent (4x910 tests)","prior_value":1796},{"sku":"MU919600","item_id":4942,"description":"MU919600 Beckman CL Electrode","prior_value":1043.56},{"sku":"OSR6232","item_id":12109,"description":"OSR6232 Beckman TP (Total Protein) Reagent, 4 x 48 mL & 4 x 48 mL","prior_value":900},{"sku":"OSR6109","item_id":11353,"description":"OSR6109 Olympus AST Reagent (4x980 tests)","prior_value":581},{"sku":"OSR6107","item_id":11343,"description":"OSR6107 Olympus ALT Reagent (4x980 tests)","prior_value":522}],"total_order_count":19,"disappearing_groups":[{"product_group":"Olympus","trailing_180_revenue":0,"preceding_180_revenue":4343.14}],"days_beyond_expected":278,"historical_gp_margin":0.3764032350172499,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":[{"analyzer_platform":"Olympus / Beckman AU","trailing_180_revenue":0,"preceding_180_revenue":4343.14}],"disappearing_sku_count":9,"disappearing_group_count":1,"expected_next_order_date":"2025-11-05","median_order_interval_days":21,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-05-29"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-e93cbbfc1d217adaa104b454407b50b763551867fb45096a07ddefa41e8a50e5 | Customer 9912 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d84fd79a3144001d9dbf1db8ca9270fdf12be619d8f0d7aac84dcb494c30af79 | OPP-aaddbe4414ac1dabd24ef114e567e84de427e89d7ae3e086c5f53a687f7f0ccc | SER-4facf7a8767b2f7ad8651e46cd8af9731394ed59577494f44339c753ff2ede76 | 7758 | Cascade Diagnostic Labs, Inc. | Lost Purchasing / Account Risk | Published | Revenue Decline; 5 independent signals; trailing 90-day revenue $588.70 versus $1858.20; trailing 180-day revenue $2446.90 versus $4223.68; 75 days beyond expected account order date. | {"site_key":"7a676e705cbee72d484d67287baec417079bd69846143dbc1d5f8a1593ce5194","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[26644,26809,28609,28955,31008],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MO","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":588.7,"skus":2,"orders":1,"revenue":588.7,"platforms":1,"gross_profit":196.24,"product_groups":1},"preceding_90":{"aov":1858.2,"skus":11,"orders":1,"revenue":1858.2,"platforms":1,"gross_profit":558.53,"product_groups":1},"signal_count":5,"trailing_12m":{"aov":903.87375,"skus":26,"orders":8,"revenue":7230.99,"platforms":1,"gross_profit":1961.87,"product_groups":1},"trailing_180":{"aov":1223.45,"skus":12,"orders":2,"revenue":2446.9,"platforms":1,"gross_profit":754.77,"product_groups":1},"preceding_12m":{"aov":1231.9639285714286,"skus":41,"orders":28,"revenue":34494.99,"platforms":1,"gross_profit":9441.37,"product_groups":1},"preceding_180":{"aov":844.736,"skus":18,"orders":5,"revenue":4223.68,"platforms":1,"gross_profit":1095.02,"product_groups":1},"last_order_date":"2026-05-13","open_order_docs":null,"open_quote_docs":[26644,26809,28609,28955,31008],"first_order_date":"2024-06-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":4944.32,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-10016154","item_id":11553,"description":"Thermo Kit EtG Rgt DRI CJF","prior_value":3904.5},{"sku":"T-10020849","item_id":12744,"description":"Thermo Buprenorphine II Rgt CEDIA","prior_value":3548.82},{"sku":"T-10020850","item_id":12681,"description":"Thermo Kit Buprenorphine II MCC","prior_value":2781.6},{"sku":"T-10015648","item_id":11534,"description":"Thermo Kit Barb Rgt DRI","prior_value":2551.74},{"sku":"T-10014665","item_id":11511,"description":"Thermo Kit THC Rgt DRI","prior_value":2165.14},{"sku":"T-100107","item_id":13701,"description":"Thermo Heroin (6AM) Metabolite TSC No Barcode","prior_value":2012.11}],"total_order_count":38,"disappearing_groups":null,"days_beyond_expected":75,"historical_gp_margin":0.2779286614782737,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MO"},"disappearing_platforms":null,"disappearing_sku_count":6,"disappearing_group_count":0,"expected_next_order_date":"2026-05-27","median_order_interval_days":13.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-12-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-03. 29 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-03 — service | 2025-06-18 — f | 2025-05-12 — service need. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-03. 29 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-03 — service | 2025-06-18 — f | 2025-05-12 — service need. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-d84fd79a3144001d9dbf1db8ca9270fdf12be619d8f0d7aac84dcb494c30af79 | Customer 7758 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-58ea338d72d11f4228eef1939f5d75af28ffafaf83d48c6b6ea20620773e3a00 | OPP-e8f9bd4862e93a07c52d5544449d81c27847c6eb1ad67d7145458dcd62f58c6b | SER-941d15c9a8cb6315c27c3bceb4bb853517d9af4aeebf74cfba264da2155c95bd | 9652 | Maple Medical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Complete Purchasing Cessation; 8 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $4452.06; 173 days beyond expected account order date. | {"site_key":"b0a42b3bfeabcdc9b991356dff8f94ec9c774ae9da2a812f469ff6686a4884de","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[22751,23218,23232,23570,26291,27523,28203,28315],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":8,"trailing_12m":{"aov":890.412,"skus":19,"orders":5,"revenue":4452.06,"platforms":2,"gross_profit":2685.95,"product_groups":2},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":843.1641666666667,"skus":33,"orders":12,"revenue":10117.97,"platforms":4,"gross_profit":3599.6,"product_groups":4},"preceding_180":{"aov":890.412,"skus":19,"orders":5,"revenue":4452.06,"platforms":2,"gross_profit":2685.95,"product_groups":2},"last_order_date":"2026-01-28","open_order_docs":null,"open_quote_docs":[22751,23218,23232,23570,26291,27523,28203,28315],"first_order_date":"2024-01-03","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":39247.54,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"B00389","item_id":11374,"description":"B00389 Olympus HbA1c (AU Systems Hemoglobin A1c) Reagent, incl. Calibrators","prior_value":2967}],"total_order_count":30,"disappearing_groups":[{"product_group":"Olympus","trailing_180_revenue":0,"preceding_180_revenue":4037.03}],"days_beyond_expected":173,"historical_gp_margin":0.3699284758190521,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":[{"analyzer_platform":"Olympus / Beckman AU","trailing_180_revenue":0,"preceding_180_revenue":4037.03}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-02-18","median_order_interval_days":21,"disappearing_platform_count":1,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-58ea338d72d11f4228eef1939f5d75af28ffafaf83d48c6b6ea20620773e3a00 | Customer 9652 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-77908a4ebf80eb9b37d8f715fd9ac7f0255ca346c6637e0454c57ea5407697a3 | OPP-e1ff62615b9237873209a3f4d26e9d83e422f66ff8def3b3a6bd5c42288d7f92 | SER-dc1ba64a792b8e43c1b354cbcd8167eef158db0852a7345916c78cd652077ac1 | 9452 | Alderbrook Clinical Partners, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 3 independent signals; trailing 90-day revenue $0.00 versus $2134.44; trailing 180-day revenue $2134.44 versus $0.00; 86 days beyond expected account order date. | {"site_key":"834ce51e14d955aad7d691d4f06d74cdf3fa114b45caebc777cb753e6f833a71","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[21863],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":2134.44,"skus":23,"orders":1,"revenue":2134.44,"platforms":1,"gross_profit":424.23,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":2134.44,"skus":23,"orders":1,"revenue":2134.44,"platforms":1,"gross_profit":424.23,"product_groups":1},"trailing_180":{"aov":2134.44,"skus":23,"orders":1,"revenue":2134.44,"platforms":1,"gross_profit":424.23,"product_groups":1},"preceding_12m":{"aov":1102.83,"skus":9,"orders":1,"revenue":1102.83,"platforms":1,"gross_profit":389.98,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2026-04-15","open_order_docs":null,"open_quote_docs":[21863],"first_order_date":"2023-08-30","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":325.36,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":11,"disappearing_groups":null,"days_beyond_expected":86,"historical_gp_margin":0.3173454237056731,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-05-16","median_order_interval_days":30.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-77908a4ebf80eb9b37d8f715fd9ac7f0255ca346c6637e0454c57ea5407697a3 | Customer 9452 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5705aabd14f45287b301619b55e092d55d0f428fad81301a64c7d81442afdb03 | OPP-f208049b7b4eafd44f063b2a8ffce8e5c5d7d8a9f2440209767ccbb36a107da0 | SER-e40a7a89f9dc6bc07ee4e8035ad58e9dd1906c585f81bdaae87baebbf69b737a | 9236 | Brightwater Health Collective, PLLC | Lost Purchasing / Account Risk | Needs Validation | Complete Purchasing Cessation; 6 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $3759.95; 153 days beyond expected account order date. | {"site_key":"6844bb21e08f89c348572a59f5cbe80815392adb84e6ebe755fcf73db8dad29e","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":6,"trailing_12m":{"aov":537.1357142857142,"skus":13,"orders":7,"revenue":3759.95,"platforms":1,"gross_profit":1056.18,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":505.9323076923077,"skus":15,"orders":13,"revenue":6577.12,"platforms":1,"gross_profit":1855.18,"product_groups":1},"preceding_180":{"aov":537.1357142857142,"skus":13,"orders":7,"revenue":3759.95,"platforms":1,"gross_profit":1056.18,"product_groups":1},"last_order_date":"2026-02-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-09-04","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"2121","item_id":525,"description":"[2121] Medica EasyLyte Solutions Pack, NA/K/Cl, 800mL","prior_value":2033.13},{"sku":"2108","item_id":516,"description":"[2108] Medica EasyLyte Solutions Valve","prior_value":922.64},{"sku":"2102","item_id":510,"description":"[2102] Medica EasyLyte Sodium Electrode","prior_value":741.3},{"sku":"2814","item_id":655,"description":"[2814] Medica EasyLyte Bi-Level QC Kit","prior_value":604.8},{"sku":"2103","item_id":511,"description":"[2103] Medica EasyLyte Reference Electrode","prior_value":579.18},{"sku":"2113","item_id":520,"description":"[2113] Medica EasyLyte Chloride Electrode","prior_value":454.93},{"sku":"2101","item_id":509,"description":"[2101] Medica EasyLyte Potassium Electrode","prior_value":452.72}],"total_order_count":32,"disappearing_groups":[{"product_group":"Medica Easylyte","trailing_180_revenue":0,"preceding_180_revenue":3759.95}],"days_beyond_expected":153,"historical_gp_margin":0.28152884885596446,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"disappearing_platforms":[{"analyzer_platform":"Medica EasyLyte","trailing_180_revenue":0,"preceding_180_revenue":3759.95}],"disappearing_sku_count":7,"disappearing_group_count":1,"expected_next_order_date":"2026-03-10","median_order_interval_days":29.5,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-02-16"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-5705aabd14f45287b301619b55e092d55d0f428fad81301a64c7d81442afdb03 | Customer 9236 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1e6025afadbaad47ca39c9aa54a4e17229acbd84b686271ade12ef54d7d606b7 | OPP-0b1826f854abcf2db4e9218f1f08d8a99c109641e2155f3fc72cb8cd81d37e98 | SER-5c5dadb91a54a43d10d603c6ba05337e36ecf54db75042f2ccc233743c60186d | 8740 | Cedar Care Partners, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $2275.00 versus $650.00; trailing 180-day revenue $2925.00 versus $3250.00; -8 days beyond expected account order date. | {"site_key":"7d38a630261716a6d8f8acbcd6ec71b177030ec67c49d8464911d318e1e6d347","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[23950,27311],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1137.5,"skus":1,"orders":2,"revenue":2275,"platforms":1,"gross_profit":1800.05,"product_groups":1},"preceding_90":{"aov":650,"skus":1,"orders":1,"revenue":650,"platforms":1,"gross_profit":514.3,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1029.1666666666667,"skus":1,"orders":6,"revenue":6175,"platforms":1,"gross_profit":4938.95,"product_groups":1},"trailing_180":{"aov":975,"skus":1,"orders":3,"revenue":2925,"platforms":1,"gross_profit":2314.35,"product_groups":1},"preceding_12m":{"aov":2683.332951483347,"skus":6,"orders":12,"revenue":32199.995417800164,"platforms":1,"gross_profit":25453.995417800164,"product_groups":1},"preceding_180":{"aov":1083.3333333333333,"skus":1,"orders":3,"revenue":3250,"platforms":1,"gross_profit":2624.6,"product_groups":1},"last_order_date":"2026-08-04","open_order_docs":null,"open_quote_docs":[23950,27311],"first_order_date":"2023-08-14","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":1625,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":11900},{"sku":"A13422","item_id":4251,"description":"A13422 T3 FREE RGT 100/BX","prior_value":4511.99},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":3776},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":1888},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":1674}],"total_order_count":47,"disappearing_groups":null,"days_beyond_expected":-8,"historical_gp_margin":0.7943210882533385,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":null,"disappearing_sku_count":5,"disappearing_group_count":0,"expected_next_order_date":"2026-08-18","median_order_interval_days":14,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-11-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-11-06. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-11-06 — g | 2024-01-05 — Block Scientific Order Confirmation 38213 | 2022-11-22 — Block Scientific Order Confirmation 33927. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-11-06. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-11-06 — g | 2024-01-05 — Block Scientific Order Confirmation 38213 | 2022-11-22 — Block Scientific Order Confirmation 33927. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-1e6025afadbaad47ca39c9aa54a4e17229acbd84b686271ade12ef54d7d606b7 | Customer 8740 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2352ab42d340af5d5f7d70005b6bcc12a90bad14176257b0f5e35642b380ebc9 | OPP-82391ddcd7ec31bafad958c409ad611946a1ef936bd60651d5ea9f7e44c94138 | SER-9dc5f13cfd82ec31b777eba70d7cab1fede59f57a4c5597e6a2960b4cb677c56 | 42928 | Lakeside Pathology Associates, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 364 days beyond expected account order date. | {"site_key":"be03096a097bdad788048141e496ca2594383f5a90696998de62cbe568ad0b70","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1512.18,"skus":22,"orders":16,"revenue":24194.88,"platforms":1,"gross_profit":15709.92,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-07-29","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-01-12","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":5135},{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":4352},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":1665},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":1375},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":1210},{"sku":"33800","item_id":4252,"description":"33800 BECKMAN ACCESS TOTAL T4 RGT 100/BX","prior_value":792},{"sku":"A12985","item_id":5298,"description":"A12985 TPO Antibody, Access, 2 x 50 tests","prior_value":780},{"sku":"B24839","item_id":10921,"description":"B24839 Access 25(OH) Vitamin D Calibrators (for use on Access 2 Immunoassay Systems) (S0-S5)","prior_value":637.5},{"sku":"A13422","item_id":4251,"description":"A13422 T3 FREE RGT 100/BX","prior_value":594},{"sku":"A13430","item_id":4950,"description":"A13430 BECKMAN ACCESS T3 FREE CAL","prior_value":510}],"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":364,"historical_gp_margin":0.6493076221084791,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":10,"disappearing_group_count":0,"expected_next_order_date":"2025-08-11","median_order_interval_days":13,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-16"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-2352ab42d340af5d5f7d70005b6bcc12a90bad14176257b0f5e35642b380ebc9 | Customer 42928 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f4e2f8b39570890921206bd44fcccbddbd32d109e03653b1d32cead7cbee0c96 | OPP-a0955b595ac0dd024db582afae855eecc52a04ed790da6ae516361a5f0212c88 | SER-0c8b2d326a7b8211019247821e2276fb83a5c4ff5020549f20a03a1fccc52ec7 | 42928 | Lakeside Pathology Associates, Inc. | Lost Purchasing / Account Risk | Suppressed by Open Order | Reduced Order Frequency; 1 independent signal; trailing 90-day revenue $10268.28 versus $18165.78; trailing 180-day revenue $28434.06 versus $21023.30; 11 days beyond expected account order date. | {"site_key":"53fe893a625bc89177cf32ced82ca57b8e6477c85467637c38214da26da3dd9b","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53404],"open_quote_docs":[30817],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2567.07,"skus":17,"orders":4,"revenue":10268.28,"platforms":2,"gross_profit":5653.55,"product_groups":2},"preceding_90":{"aov":2270.722498995,"skus":23,"orders":8,"revenue":18165.77999196,"platforms":2,"gross_profit":10666.50999196,"product_groups":2},"signal_count":1,"trailing_12m":{"aov":2095.1535996784,"skus":30,"orders":25,"revenue":52378.83999196,"platforms":2,"gross_profit":29171.30999196,"product_groups":2},"trailing_180":{"aov":2369.50499933,"skus":24,"orders":12,"revenue":28434.05999196,"platforms":2,"gross_profit":16320.05999196,"product_groups":2},"preceding_12m":{"aov":2644.757857142857,"skus":31,"orders":14,"revenue":37026.61,"platforms":2,"gross_profit":19735.64,"product_groups":2},"preceding_180":{"aov":1751.9416666666666,"skus":27,"orders":12,"revenue":21023.3,"platforms":2,"gross_profit":10958.01,"product_groups":2},"last_order_date":"2026-07-14","open_order_docs":[53404],"open_quote_docs":[30817],"first_order_date":"2024-11-19","gp_cost_coverage":1,"open_order_value":1671.56,"open_quote_value":1582.9,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":[{"sku":"33200","item_id":4260,"description":"33200 BECKMAN ACCESS CEA RGT 100/BX","prior_value":1851.04},{"sku":"A12985","item_id":5298,"description":"A12985 TPO Antibody, Access, 2 x 50 tests","prior_value":1170}],"total_order_count":39,"disappearing_groups":null,"days_beyond_expected":11,"historical_gp_margin":0.5470242585475279,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2026-07-30","median_order_interval_days":15.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-16"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f4e2f8b39570890921206bd44fcccbddbd32d109e03653b1d32cead7cbee0c96 | Customer 42928 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-22702106734b0087db39d76b324105a0a7dbb8086a5c6e6615f46ddf63b28597 | OPP-47d038964051c108fab0736b34825244a741c3fa0a3bc7c20aa66281e664b6b1 | SER-80ddfced1268966997b4ae8e661def1a4b472c969952f0b9dbe64739e1b6171b | 7734 | Foothill Lab Services, LLC | Lost Purchasing / Account Risk | Published | Analyzer Platform Purchasing Loss; 3 independent signals; trailing 90-day revenue $0.00 versus $306.76; trailing 180-day revenue $306.76 versus $2355.28; 61 days beyond expected account order date. | {"site_key":"6eec4778a4539bc041751a2c2400399b980d38afb4b6ae18df7b8f6abbad8e49","entity_key":"Medica EasyRA","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":306.76,"skus":2,"orders":1,"revenue":306.76,"platforms":1,"gross_profit":87.64,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":665.51,"skus":18,"orders":4,"revenue":2662.04,"platforms":3,"gross_profit":742.86,"product_groups":3},"trailing_180":{"aov":306.76,"skus":2,"orders":1,"revenue":306.76,"platforms":1,"gross_profit":87.64,"product_groups":1},"preceding_12m":{"aov":1589,"skus":7,"orders":1,"revenue":1589,"platforms":2,"gross_profit":454,"product_groups":2},"preceding_180":{"aov":785.0933333333334,"skus":16,"orders":3,"revenue":2355.28,"platforms":3,"gross_profit":655.22,"product_groups":3},"last_order_date":"2026-04-28","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-11-28","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":null,"total_order_count":8,"disappearing_groups":[{"product_group":"Medica EasyRA","trailing_180_revenue":0,"preceding_180_revenue":1416.05}],"days_beyond_expected":61,"historical_gp_margin":0.2835086313316343,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":[{"analyzer_platform":"Medica EasyRA","trailing_180_revenue":0,"preceding_180_revenue":1416.05}],"disappearing_sku_count":0,"disappearing_group_count":1,"expected_next_order_date":"2026-06-10","median_order_interval_days":43,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-06-26"} | Classification: Research Institution Operating Instruments (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-26. 15 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-26 — Outreach | 2026-04-22 — Outreach - E-mail | 2026-03-11 — Outreach - E-mail. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-26. 15 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-26 — Outreach | 2026-04-22 — Outreach - E-mail | 2026-03-11 — Outreach - E-mail. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-22702106734b0087db39d76b324105a0a7dbb8086a5c6e6615f46ddf63b28597 | Customer 7734 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-87cb49bb51e73b334a779f4eac4f65f9498b14fe238dc1719527f084c38bdce2 | OPP-2edd90d7bc1273edfe5c9f6c873389e3a4295765ead2fc8dc6ffd620d4d9ca47 | SER-2bb0bce5658ac7aea4ad287608af060dd6ee592fbb62b1492eb03f103e81e20d | 10096 | Crestview Clinical Labs, PLLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 4 independent signals; trailing 90-day revenue $435.87 versus $1307.61; trailing 180-day revenue $1743.48 versus $4772.10; 58 days beyond expected account order date. | {"site_key":"cc4fd8ab6cc99005c7151862cc932985a61fd2702209af46467ada9c318b3193","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":435.87,"skus":2,"orders":1,"revenue":435.87,"platforms":1,"gross_profit":124.54,"product_groups":1},"preceding_90":{"aov":435.87,"skus":2,"orders":3,"revenue":1307.61,"platforms":1,"gross_profit":373.62,"product_groups":1},"signal_count":4,"trailing_12m":{"aov":515.4161538461539,"skus":7,"orders":13,"revenue":6700.41,"platforms":1,"gross_profit":1884.86,"product_groups":1},"trailing_180":{"aov":435.87,"skus":2,"orders":4,"revenue":1743.48,"platforms":1,"gross_profit":498.16,"product_groups":1},"preceding_12m":{"aov":361.18333333333334,"skus":6,"orders":9,"revenue":3250.65,"platforms":2,"gross_profit":928.78,"product_groups":2},"preceding_180":{"aov":596.5125,"skus":7,"orders":8,"revenue":4772.1,"platforms":1,"gross_profit":1333.89,"product_groups":1},"last_order_date":"2026-05-25","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-02-26","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"2102","item_id":510,"description":"[2102] Medica EasyLyte Sodium Electrode","prior_value":756.76},{"sku":"2101","item_id":509,"description":"[2101] Medica EasyLyte Potassium Electrode","prior_value":665.28},{"sku":"2113","item_id":520,"description":"[2113] Medica EasyLyte Chloride Electrode","prior_value":446.6}],"total_order_count":22,"disappearing_groups":null,"days_beyond_expected":58,"historical_gp_margin":0.28274776757450965,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2026-06-13","median_order_interval_days":19,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-11"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-87cb49bb51e73b334a779f4eac4f65f9498b14fe238dc1719527f084c38bdce2 | Customer 10096 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-03cfceac620d00a5e48ca553c1cd29ab3d2a47200c36060aa6c189b745da97cb | OPP-7cc4eaf8b7e3f53b554576015b3678366af95d8d79146510aea684a5f0813061 | SER-0b2b87475dc0693edfb1bd41461a03722d0dd798118a319028605943e5486d79 | 16404 | Copperfield Reference Labs, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 412 days beyond expected account order date. | {"site_key":"993430fff11b5f8d676614668ef46084fac940836531cfe4388e2fb9734ea739","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":21919.8,"skus":3,"orders":1,"revenue":21919.8,"platforms":1,"gross_profit":13115.8,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-27","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-05-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"LKVF41","item_id":14104,"description":"LKVF41 Immulite 1000 Veterinary Free T4, 100 Tests","prior_value":9703.8},{"sku":"LKCT1","item_id":12345,"description":"LKCT1 IMMULITE 1000 Canine Total T4 100T","prior_value":6156},{"sku":"LKKT1","item_id":12344,"description":"LKKT1 IMMULITE 1000 Canine TSH","prior_value":6060}],"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":412,"historical_gp_margin":0.5800904379971614,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":null,"disappearing_sku_count":3,"disappearing_group_count":0,"expected_next_order_date":"2025-06-24","median_order_interval_days":28,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-27. 88 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-27 — reagents | 2026-07-27 — reagents | 2026-07-10 — Immulite 2000 Fenobarbital. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-27. 88 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-27 — reagents | 2026-07-27 — reagents | 2026-07-10 — Immulite 2000 Fenobarbital. | Open quote: No; Open order: No | Item active: null | Active backup with a usable email selected because the primary contact has no contact channel. | No specific objection found in targeted context review. | Candidate CAND-03cfceac620d00a5e48ca553c1cd29ab3d2a47200c36060aa6c189b745da97cb | Customer 16404 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d166842e53af5630f1c8ee800fc00b3d2424cf2bda9cc0e3b8bac79a22321974 | OPP-86d90443a770bdaadbe73635a6f7dbbeeb81e2057be496b8c3f3dff4d425a9b3 | SER-fce3fea0dc3cd69fb062080b838e4dadf6e402e648679e57152965d127e9659c | 7098 | Northgate Medical Associates, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 3 independent signals; trailing 90-day revenue $843.28 versus $0.00; trailing 180-day revenue $843.28 versus $3689.46; 56 days beyond expected account order date. | {"site_key":"4988b6926ec8727e6cbfaece41a1619793411ba319b67914f1cc9dbfe6e77209","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":843.28,"skus":1,"orders":1,"revenue":843.28,"platforms":1,"gross_profit":269.62,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":3,"trailing_12m":{"aov":755.4566666666667,"skus":1,"orders":6,"revenue":4532.74,"platforms":1,"gross_profit":1452.76,"product_groups":1},"trailing_180":{"aov":843.28,"skus":1,"orders":1,"revenue":843.28,"platforms":1,"gross_profit":269.62,"product_groups":1},"preceding_12m":{"aov":1024.85,"skus":1,"orders":10,"revenue":10248.5,"platforms":1,"gross_profit":3286.5,"product_groups":1},"preceding_180":{"aov":737.892,"skus":1,"orders":5,"revenue":3689.46,"platforms":1,"gross_profit":1183.14,"product_groups":1},"last_order_date":"2026-05-13","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-08-11","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":56,"historical_gp_margin":0.3206266862590689,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-06-15","median_order_interval_days":33,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-29"} | Classification: Hospital / Health System (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-29. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — siemes epoc test cards order | 2026-05-05 — EPOC BGEM | 2026-04-14 — Reagent needs. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-29. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — siemes epoc test cards order | 2026-05-05 — EPOC BGEM | 2026-04-14 — Reagent needs. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d166842e53af5630f1c8ee800fc00b3d2424cf2bda9cc0e3b8bac79a22321974 | Customer 7098 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d5c80500e159f2bc3274644bc078cb685a88684f9e60653b528f5fc629cdd253 | OPP-f58bf18197927b204bba30baab3861d5edd90326dd1f3a063f310b4aec96c6bd | SER-74bbdae6f546b5a7990c8dc75d16635badbdf4bd2f0d355a19a8406abc4ab4be | 8961 | Fairmont Health System, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 541 days beyond expected account order date. | {"site_key":"2e737396ba3f2be912db45f3362cc17a8b7715c65123a113aa8562c97fc859a1","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[21857],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":2082.424,"skus":19,"orders":5,"revenue":10412.12,"platforms":1,"gross_profit":7795.14,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-01-09","open_order_docs":null,"open_quote_docs":[21857],"first_order_date":"2023-08-13","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":534.41,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":1860},{"sku":"A16972","item_id":4250,"description":"A16972 BECKMAN ACCESS INTACT PTH 2X50TST","prior_value":1363.2},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":755.2},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":755.2},{"sku":"A98032","item_id":5050,"description":"A98032 Beckman Access Folate Reagent","prior_value":731.64},{"sku":"81906","item_id":4877,"description":"81906 Beckman Access Substrate","prior_value":675},{"sku":"33020","item_id":4261,"description":"33020 BECKMAN ACCESS FERRITIN RGT 100/BX","prior_value":672},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":633.6}],"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":541,"historical_gp_margin":0.7400659281387229,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":8,"disappearing_group_count":0,"expected_next_order_date":"2025-02-15","median_order_interval_days":36.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-12-01"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-01. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-07-25 — Broadcast response - see also other file in Leads | 2025-12-01 — f | 2024-11-06 — g. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-01. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-07-25 — Broadcast response - see also other file in Leads | 2025-12-01 — f | 2024-11-06 — g. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-d5c80500e159f2bc3274644bc078cb685a88684f9e60653b528f5fc629cdd253 | Customer 8961 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-be5d5fbacf6c3be4da35759370dd5158cf00e8d7da53b47088a6623724f380dd | OPP-f04e14f57eaaf545fd2db5b48ef79c632c3ef113d6a6b08d182c8c637f614a1c | SER-232b1e9b210236038c2407aa27fb285725461df52ed4e7c26ae5662cbdbd3718 | 9912 | Wrenfield Diagnostic Group, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 3 independent signals; trailing 90-day revenue $768.00 versus $4273.05; trailing 180-day revenue $5041.05 versus $963.00; 28 days beyond expected account order date. | {"site_key":"7c3d2a75deb702f4f81b8e7909f9d6b7e58bb3b07b5396001504b2c43d296476","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":768,"skus":3,"orders":1,"revenue":768,"platforms":1,"gross_profit":88,"product_groups":1},"preceding_90":{"aov":1068.2625,"skus":6,"orders":4,"revenue":4273.05,"platforms":4,"gross_profit":986.97,"product_groups":4},"signal_count":3,"trailing_12m":{"aov":857.7214285714285,"skus":9,"orders":7,"revenue":6004.05,"platforms":4,"gross_profit":1201.97,"product_groups":4},"trailing_180":{"aov":1008.21,"skus":8,"orders":5,"revenue":5041.05,"platforms":4,"gross_profit":1074.97,"product_groups":4},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":481.5,"skus":4,"orders":2,"revenue":963,"platforms":2,"gross_profit":127,"product_groups":2},"last_order_date":"2026-06-11","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-12-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":7,"disappearing_groups":null,"days_beyond_expected":28,"historical_gp_margin":0.20019320292136142,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-13","median_order_interval_days":32,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-05-29"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-be5d5fbacf6c3be4da35759370dd5158cf00e8d7da53b47088a6623724f380dd | Customer 9912 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-081be5b39f9d623387ed168c6f4621403d0f69b5be0fbcc37bc31b00f7da9d22 | OPP-bf3adb8af888c38306a81dfde75e3a7bfc3d60d3e517f4a7584701890a7ba14b | SER-6489fe2564ff0a329ee0eb68c34be135aa32fc3101f8ffff41a86a77f4d46d02 | 13873 | Sequoia Analytical Labs, PLLC | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 4 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $3000.00; 179 days beyond expected account order date. | {"site_key":"f5ff94ed1fbd19df94b35733332128e710b5bfd8171057ee4a3cdd7db6583ec2","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":4,"trailing_12m":{"aov":1000,"skus":1,"orders":3,"revenue":3000,"platforms":1,"gross_profit":1077.48,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":750,"skus":1,"orders":2,"revenue":1500,"platforms":1,"gross_profit":630,"product_groups":1},"preceding_180":{"aov":1000,"skus":1,"orders":3,"revenue":3000,"platforms":1,"gross_profit":1077.48,"product_groups":1},"last_order_date":"2025-12-15","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-04-03","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"2300","item_id":10667,"description":"2300 Siemens Multistix 10 SG Reagent Strips (pkg/100)","prior_value":3000}],"total_order_count":5,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":3000}],"days_beyond_expected":179,"historical_gp_margin":0.37944,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":[{"analyzer_platform":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":3000}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-02-12","median_order_interval_days":59,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-10-02"} | Classification: Reseller (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-02. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-02 — 2300 multistix order | 2025-08-28 — Reagent quote | 2024-11-13 — API 4000, 5600 offer. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-02. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-02 — 2300 multistix order | 2025-08-28 — Reagent quote | 2024-11-13 — API 4000, 5600 offer. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-081be5b39f9d623387ed168c6f4621403d0f69b5be0fbcc37bc31b00f7da9d22 | Customer 13873 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b02606235c45f564029c592dd6c5b37be9f1ca3559eaa07caceb964b463d11cb | OPP-c6f80dcebb2e3c0df13b383094ba39cf78c653df3adb5cbcea0c0139a770e486 | SER-949678cf0d85bc665306bd389565fbc1c8f6b74bbb5d0cdfa2dca42c0008f81e | 8789 | Fairmont Medical Associates, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 397 days beyond expected account order date. | {"site_key":"07a857323cc1d0c05e75661e62452c5647f27e74bc0cfcb8fb2d08655e46083e","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[26615],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CO","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1463.7850070530344,"skus":20,"orders":8,"revenue":11710.280056424275,"platforms":2,"gross_profit":6730.0800564242745,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-06-01","open_order_docs":null,"open_quote_docs":[26615],"first_order_date":"2023-09-04","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":210,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":3975},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":1494},{"sku":"33800","item_id":4252,"description":"33800 BECKMAN ACCESS TOTAL T4 RGT 100/BX","prior_value":1459.2},{"sku":"33830","item_id":4254,"description":"33830 BECKMAN ACCESS TOTAL T3 RGT 100/BX","prior_value":1250}],"total_order_count":17,"disappearing_groups":null,"days_beyond_expected":397,"historical_gp_margin":0.5074244130117986,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CO"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2025-07-09","median_order_interval_days":37.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-11-06"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — Access 2 barcode issue | 2023-05-19 — heater ok | 2023-05-19 — AU480 Heater. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — Access 2 barcode issue | 2023-05-19 — heater ok | 2023-05-19 — AU480 Heater. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-b02606235c45f564029c592dd6c5b37be9f1ca3559eaa07caceb964b463d11cb | Customer 8789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cf1c4b80902159f14ce2cb77a2b40e80028b2f01ae33e455c39ffb36b46e0bbe | OPP-ad9c21e24aa2cb25f1765cadde91796907ee642b6a66cc4668cf0307e87bcd9d | SER-27937a4bd45429cabf900e923b8becaf2b39585495d887a75d025063612dd929 | 9422 | Ashcroft Care Partners, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 428 days beyond expected account order date. | {"site_key":"d006c82b355eb83697c78dac5719f09bd95ef668836530c13f3a02040483a709","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[26199],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1503.52,"skus":3,"orders":9,"revenue":13531.68,"platforms":2,"gross_profit":3956.86,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-21","open_order_docs":null,"open_quote_docs":[26199],"first_order_date":"2023-11-09","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":1639.76,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"10736515","item_id":13498,"description":"10736515 Siemens EPOC BGEM BUN Test Cards (Detectable Analytes - pH, pO2, pCO2, Na+, K+, Ca++, Cl-, Glucose, Lactate, Creatinine, Hct, TCO2, BUN), PKG/25 Tests","prior_value":9018.68},{"sku":"IST-09P31-26","item_id":2625,"description":"09P31-26 Abbott I-Stat CHEM8+ Cartridge 25/BX","prior_value":3938}],"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":428,"historical_gp_margin":0.27763037491269715,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2025-06-08","median_order_interval_days":18,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-05-13"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-cf1c4b80902159f14ce2cb77a2b40e80028b2f01ae33e455c39ffb36b46e0bbe | Customer 9422 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7a41fa6fede67ae37ac2afeba399a05cec87e980635b14966472041d8242d456 | OPP-d5d4aae3fa2b520916458f74edc5254ba8ba7eb620db6f1deba2b82537b79f35 | SER-e3f61c42b570f6d21fa53f90109e728581d9ad68930f66f40010ba3c1c59664f | 10006 | Bellwood Laboratory Partners, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $421.64 versus $409.94; trailing 180-day revenue $831.58 versus $1229.82; -50 days beyond expected account order date. | {"site_key":"0daafd5abb5727fc0af076b286945b35368c64fd36e2b6d6bdc0345861bb0e59","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[25433],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":421.6401,"skus":1,"orders":1,"revenue":421.6401,"platforms":1,"gross_profit":134.8101,"product_groups":1},"preceding_90":{"aov":409.94010424,"skus":1,"orders":1,"revenue":409.94010424,"platforms":1,"gross_profit":131.46010424,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":515.35010318,"skus":1,"orders":4,"revenue":2061.40041272,"platforms":1,"gross_profit":660.65041272,"product_groups":1},"trailing_180":{"aov":415.79010212,"skus":1,"orders":2,"revenue":831.58020424,"platforms":1,"gross_profit":266.27020424,"product_groups":1},"preceding_12m":{"aov":1703.3199913333333,"skus":28,"orders":6,"revenue":10219.919948,"platforms":4,"gross_profit":4461.059948,"product_groups":4},"preceding_180":{"aov":614.91010424,"skus":1,"orders":2,"revenue":1229.82020848,"platforms":1,"gross_profit":394.38020848,"product_groups":1},"last_order_date":"2026-07-28","open_order_docs":null,"open_quote_docs":[25433],"first_order_date":"2024-10-07","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":5535.58997,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":10,"disappearing_groups":null,"days_beyond_expected":-50,"historical_gp_margin":0.4170325510847383,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-09-29","median_order_interval_days":63,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7a41fa6fede67ae37ac2afeba399a05cec87e980635b14966472041d8242d456 | Customer 10006 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-446dc0f0a8ab865fabb229529ec192618b4748bf67071edcd1b8b766d36433f9 | OPP-ef0d119f77d907d07c0382f7fb18beffbacda01e9d4720ef01e4ee06898c1992 | SER-ffb067669683170d5c58e7f02322cbeb3ba986d7d150679d2ac93f6bdde8ff20 | 9023 | Harbor Analytical Labs, LLC | Lost Purchasing / Account Risk | Needs Validation | Complete Purchasing Cessation; 5 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $3329.59; 193 days beyond expected account order date. | {"site_key":"362988b0bb32a60a81255d039924e327e9107cb74b4c22f4e164849e768ad4e1","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":5,"trailing_12m":{"aov":1664.795,"skus":10,"orders":2,"revenue":3329.59,"platforms":1,"gross_profit":66.59,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1049,"skus":9,"orders":3,"revenue":3147,"platforms":1,"gross_profit":-728.07,"product_groups":1},"preceding_180":{"aov":1664.795,"skus":10,"orders":2,"revenue":3329.59,"platforms":1,"gross_profit":66.59,"product_groups":1},"last_order_date":"2025-11-23","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-07-31","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"T-0017","item_id":10783,"description":"Thermo Kit Amph 100mL","prior_value":334},{"sku":"T-0039","item_id":10784,"description":"Thermo Kit Benz 100mL","prior_value":334},{"sku":"T-0055","item_id":10785,"description":"Thermo Kit Cocaine 100mL","prior_value":334},{"sku":"T-0135","item_id":10786,"description":"Thermo Kit Opiate 100mL","prior_value":334},{"sku":"T-0160","item_id":10787,"description":"Thermo Kit PCP 100mL","prior_value":334},{"sku":"T-0185","item_id":10788,"description":"Thermo Kit THC 100mL","prior_value":334},{"sku":"T-0225","item_id":10789,"description":"Thermo Kit Barb 100mL","prior_value":334},{"sku":"T-0596","item_id":10790,"description":"Thermo Kit Methadone 100mL","prior_value":334}],"total_order_count":6,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":3329.59}],"days_beyond_expected":193,"historical_gp_margin":-0.13192552021800708,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":3329.59}],"disappearing_sku_count":8,"disappearing_group_count":1,"expected_next_order_date":"2026-01-29","median_order_interval_days":67,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-09-18"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-446dc0f0a8ab865fabb229529ec192618b4748bf67071edcd1b8b766d36433f9 | Customer 9023 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fc3c3e894161a9c2766775a34023986a5653d17a7047e216d1fd7f09883f3ce4 | OPP-7552ec82393682a836fa00e7d15f0fa8b2c18efc67492741e3eb2ef9b7cb804f | SER-7f32a0abb1c349e3ca3ef368b962548084a3df748bb9f8778450c959bd25e54e | 7257 | Silverline Diagnostics, Corp. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 2 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $1925.00; 168 days beyond expected account order date. | {"site_key":"814af637719d0e7e03fbca1ba0127e3e58fafadf4c4b3023cb1ddc6f70637416","entity_key":"Parts Group","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":1925,"skus":1,"orders":1,"revenue":1925,"platforms":1,"gross_profit":475,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1684.375,"skus":1,"orders":4,"revenue":6737.5,"platforms":1,"gross_profit":1662.5,"product_groups":1},"preceding_180":{"aov":1925,"skus":1,"orders":1,"revenue":1925,"platforms":1,"gross_profit":475,"product_groups":1},"last_order_date":"2025-11-06","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-01-31","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"2300","item_id":10667,"description":"2300 Siemens Multistix 10 SG Reagent Strips (pkg/100)","prior_value":6737.5}],"total_order_count":7,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":1925}],"days_beyond_expected":168,"historical_gp_margin":0.2467532106335206,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":[{"analyzer_platform":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":1925}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-02-23","median_order_interval_days":108.5,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-11-03"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-fc3c3e894161a9c2766775a34023986a5653d17a7047e216d1fd7f09883f3ce4 | Customer 7257 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-27741e8dd856ca30ab8c391d15c194f02f94293e5a123f971c5a51cb60dac589 | OPP-ba177d1d92a26657f850aabdba452604dd256c94b22893c403836c2197ae7086 | SER-3aada101f3416f601b0de9051ce9dc17c3ec6b2c3785a912b7c409458e815cfe | 7468 | Copperfield Diagnostic Group, Inc. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 447 days beyond expected account order date. | {"site_key":"aeacec2a627822f682502c7b8eda16d444296e4d9cbf31d4f2c94117336e0ecc","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1295.3433333333332,"skus":27,"orders":6,"revenue":7772.06,"platforms":1,"gross_profit":2723.22,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-04-09","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-10-02","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-0226","item_id":11449,"description":"Thermo Kit Barb 500mL","prior_value":1766.8}],"total_order_count":14,"disappearing_groups":null,"days_beyond_expected":447,"historical_gp_margin":0.24721702023662726,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2025-05-20","median_order_interval_days":41,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-22"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-22. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — follow up | 2025-05-05 — follow up | 2025-05-02 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-22. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — follow up | 2025-05-05 — follow up | 2025-05-02 — follow up. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-27741e8dd856ca30ab8c391d15c194f02f94293e5a123f971c5a51cb60dac589 | Customer 7468 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ba763e9c3c07c5f726e0e8c2eb4df9a58994c7f4b303a66eb94a57684ed872c1 | OPP-6cc4ab87769cdc363ab5c802f51581f0f823860c939b49bcbd43ecdd9cd217b4 | SER-b90f441805d0de4ec1071a12ced627194d43624344fa0c3a215d472171ae58a6 | 10223 | Riverside Health Alliance, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 374 days beyond expected account order date. | {"site_key":"52ea3c04e585e10d9b6f9c2e8b5d67e3b1c17f39e21efee21e7cae29ba08962a","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[21191],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":471.6975,"skus":17,"orders":20,"revenue":9433.95,"platforms":2,"gross_profit":2313.12,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-07-15","open_order_docs":null,"open_quote_docs":[21191],"first_order_date":"2024-04-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":359.832,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":2953.9},{"sku":"986000","item_id":13160,"description":"986000 Thermo Scientific INDIKO CUVETTES 10800/PK","prior_value":2694},{"sku":"T-100248","item_id":11585,"description":"Thermo Kit Oxycodone 70mL","prior_value":2039.78},{"sku":"T-10015654","item_id":11535,"description":"Thermo Kit pH Detect Rgt DRI","prior_value":512.4}],"total_order_count":26,"disappearing_groups":null,"days_beyond_expected":374,"historical_gp_margin":0.24560969089571916,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2025-08-01","median_order_interval_days":17,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-10"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-02-09 — Intro | 2025-10-10 — f | 2025-05-13 — t. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-02-09 — Intro | 2025-10-10 — f | 2025-05-13 — t. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-ba763e9c3c07c5f726e0e8c2eb4df9a58994c7f4b303a66eb94a57684ed872c1 | Customer 10223 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3c560bfaa2a2d109c8e58e33415d36a09d2d8102f8def8e475d7cb1763854d6c | OPP-71f1384dab16c69eeea0af790f803277ba55dbd16ac9af25e64c83f03ffa066a | SER-dfbaaac0c7e991db0498a8aad21c68b0d93e918bf42013400425cc80838e4b95 | 7468 | Copperfield Diagnostic Group, Inc. | Lost Purchasing / Account Risk | Published | Materially Delayed Purchasing; 2 independent signals; trailing 90-day revenue $0.00 versus $1481.22; trailing 180-day revenue $1481.22 versus $2136.10; 92 days beyond expected account order date. | {"site_key":"8d24a831bf722227323fac0f2bda6a0f94c792b2635a5264f3a1dcb7b871b9e8","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1481.22,"skus":4,"orders":1,"revenue":1481.22,"platforms":1,"gross_profit":340.2,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":1205.7733333333333,"skus":7,"orders":3,"revenue":3617.32,"platforms":1,"gross_profit":986.08,"product_groups":1},"trailing_180":{"aov":1481.22,"skus":4,"orders":1,"revenue":1481.22,"platforms":1,"gross_profit":340.2,"product_groups":1},"preceding_12m":{"aov":1329.47,"skus":10,"orders":2,"revenue":2658.94,"platforms":1,"gross_profit":868.37,"product_groups":1},"preceding_180":{"aov":1068.05,"skus":3,"orders":2,"revenue":2136.1,"platforms":1,"gross_profit":645.88,"product_groups":1},"last_order_date":"2026-03-10","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-06-29","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Materially Delayed Purchasing","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":92,"historical_gp_margin":0.29547055093319907,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-05-10","median_order_interval_days":61,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-22"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-22. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — follow up | 2025-05-05 — follow up | 2025-05-02 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-22. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — follow up | 2025-05-05 — follow up | 2025-05-02 — follow up. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-3c560bfaa2a2d109c8e58e33415d36a09d2d8102f8def8e475d7cb1763854d6c | Customer 7468 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4af4b56e9a32e5505ac2bb42202081d787d7ae86a6067dffc439e63430f0207b | OPP-46989f59dec46d5c4fdace870195c290c91c0d50e365da2a0893594537038319 | SER-341c47809d73bb819b682153302fe6719a0ff575e4f18e63ef1039ccd9dafc90 | 5931 | Northgate Health Collective, PLLC | Lost Purchasing / Account Risk | Published | Product Family Purchasing Loss; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $550.00; 286 days beyond expected account order date. | {"site_key":"8542db5c79f17721dc23bc878b3baa8c2301f0e7aa707ba3936a54180423f2f4","entity_key":"Beckman Access","open_order_docs":null,"open_quote_docs":[25195,26968],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":550,"skus":1,"orders":1,"revenue":550,"platforms":1,"gross_profit":220,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":836.1142857142858,"skus":6,"orders":7,"revenue":5852.8,"platforms":2,"gross_profit":2181.55,"product_groups":2},"preceding_180":{"aov":550,"skus":1,"orders":1,"revenue":550,"platforms":1,"gross_profit":220,"product_groups":1},"last_order_date":"2025-09-16","open_order_docs":null,"open_quote_docs":[25195,26968],"first_order_date":"2023-08-14","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":2078.2,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":[{"sku":"A16793","item_id":5082,"description":"A16793 Beckman Wash Buffer II, UniCel DxI, 1 x 10L","prior_value":2230},{"sku":"A16792","item_id":4876,"description":"A16792 Beckman Access Wash Buffer, Pkg/4 bottles, 1.9 L/bottle - Lot 331349F","prior_value":1550}],"total_order_count":20,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":0,"preceding_180_revenue":550}],"days_beyond_expected":286,"historical_gp_margin":0.32237465077803407,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":1,"expected_next_order_date":"2025-10-28","median_order_interval_days":42,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-01-22"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-22. 43 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-22 — Dxi 800 | 2025-09-08 — dxi 800 and dxi 600 | 2024-11-26 — au. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-22. 43 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-22 — Dxi 800 | 2025-09-08 — dxi 800 and dxi 600 | 2024-11-26 — au. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-4af4b56e9a32e5505ac2bb42202081d787d7ae86a6067dffc439e63430f0207b | Customer 5931 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-614a05a9ec43ceb737660448acd1aa02d1efc2d7147b2b8477f2d33afb7ed5f6 | OPP-7cc0a3e2428e87dbd62488f94a5278e85156997cab70b17cd18ead91653514d6 | SER-efff5c574dbeaf78de8e7fe05be8c6c0ccb9f8f270f5edc86e6009529b1f2cf0 | 33486 | Northgate Clinical Labs, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 2 independent signals; trailing 90-day revenue $1371.31 versus $3628.95; trailing 180-day revenue $5000.26 versus $4442.91; 10 days beyond expected account order date. | {"site_key":"5d44037a8f87fdb4a4ed9d852998a99fa26e04f5ca997ab004844b6a5136b0f8","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":685.655,"skus":17,"orders":2,"revenue":1371.31,"platforms":1,"gross_profit":271,"product_groups":1},"preceding_90":{"aov":907.2383333333332,"skus":22,"orders":4,"revenue":3628.953333333333,"platforms":1,"gross_profit":752.223333333333,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":674.5123809523809,"skus":28,"orders":14,"revenue":9443.173333333332,"platforms":1,"gross_profit":2099.893333333333,"product_groups":1},"trailing_180":{"aov":833.3772222222221,"skus":26,"orders":6,"revenue":5000.263333333333,"platforms":1,"gross_profit":1023.223333333333,"product_groups":1},"preceding_12m":{"aov":919.28,"skus":29,"orders":6,"revenue":5515.68,"platforms":1,"gross_profit":1309.82,"product_groups":1},"preceding_180":{"aov":555.36375,"skus":25,"orders":8,"revenue":4442.91,"platforms":1,"gross_profit":1076.67,"product_groups":1},"last_order_date":"2026-07-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-04-13","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":20,"disappearing_groups":null,"days_beyond_expected":10,"historical_gp_margin":0.22793948555771654,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-31","median_order_interval_days":23,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-08-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-27. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — payment for c400 | 2024-12-04 — F | 2024-10-07 — FU. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-27. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — payment for c400 | 2024-12-04 — F | 2024-10-07 — FU. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-614a05a9ec43ceb737660448acd1aa02d1efc2d7147b2b8477f2d33afb7ed5f6 | Customer 33486 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-18c5881d260e0d021d4fe365b8448c5136378ceda5e762136344d456d4b7c782 | OPP-bb27c3fb428831df5f82384da811596b2d96d63234a6fa6ee2a42088beee9343 | SER-4a73be7984dee68644aefa937585b1da5a7e28ff043e9d5212b7ab4edfc11f52 | 10223 | Riverside Health Alliance, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 371 days beyond expected account order date. | {"site_key":"5fc205ae43172b2e11b1c8fd31807637216a52daf75f1dd2dac74b779f2680ec","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[27141],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":877.8094736842105,"skus":16,"orders":19,"revenue":16678.38,"platforms":1,"gross_profit":-1759.03,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-07-15","open_order_docs":null,"open_quote_docs":[27141],"first_order_date":"2024-04-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":3282.05,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-0225","item_id":10789,"description":"Thermo Kit Barb 100mL","prior_value":1845},{"sku":"T-0596","item_id":10790,"description":"Thermo Kit Methadone 100mL","prior_value":1845},{"sku":"T-0017","item_id":10783,"description":"Thermo Kit Amph 100mL","prior_value":1640},{"sku":"T-0039","item_id":10784,"description":"Thermo Kit Benz 100mL","prior_value":1640},{"sku":"T-0055","item_id":10785,"description":"Thermo Kit Cocaine 100mL","prior_value":1640},{"sku":"T-0135","item_id":10786,"description":"Thermo Kit Opiate 100mL","prior_value":1640},{"sku":"T-0185","item_id":10788,"description":"Thermo Kit THC 100mL","prior_value":1640},{"sku":"T-100075","item_id":11479,"description":"Thermo Kit XTC Rgt 100mL","prior_value":1640},{"sku":"T-100248","item_id":11585,"description":"Thermo Kit Oxycodone 70mL","prior_value":1145},{"sku":"T-10015654","item_id":11535,"description":"Thermo Kit pH Detect Rgt DRI","prior_value":854}],"total_order_count":23,"disappearing_groups":null,"days_beyond_expected":371,"historical_gp_margin":-0.09582021630436896,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"disappearing_platforms":null,"disappearing_sku_count":10,"disappearing_group_count":0,"expected_next_order_date":"2025-08-04","median_order_interval_days":20,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-10"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-02-09 — Intro | 2025-10-10 — f | 2025-05-13 — t. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-10. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-02-09 — Intro | 2025-10-10 — f | 2025-05-13 — t. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-18c5881d260e0d021d4fe365b8448c5136378ceda5e762136344d456d4b7c782 | Customer 10223 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7f4c71a7ca6ef6c695077d5336efd2d9cf527134c19bdb36b786e262fc563e71 | OPP-bee8d875326c4b02290c151b2bd7fda5c64c3d626b420dfef464c18455e7a3e3 | SER-580d1cb2c5484f0bea729d215f2db8277135f2afe5a482c7a793b1f507e00a80 | 9652 | Maple Medical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $775.05 versus $1321.44; trailing 180-day revenue $2096.49 versus $3984.99; 9 days beyond expected account order date. | {"site_key":"a0b846615a6b5f66dc4909944e13f76350c84a4530f069ce7b4fb06e2a77c6ef","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[31807],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":775.05,"skus":6,"orders":1,"revenue":775.05,"platforms":1,"gross_profit":120.67,"product_groups":1},"preceding_90":{"aov":1321.44,"skus":7,"orders":1,"revenue":1321.44,"platforms":1,"gross_profit":205.76,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":1216.2964444444447,"skus":36,"orders":5,"revenue":6081.482222222224,"platforms":2,"gross_profit":1210.2622222222235,"product_groups":2},"trailing_180":{"aov":1048.245,"skus":11,"orders":2,"revenue":2096.49,"platforms":1,"gross_profit":326.43,"product_groups":1},"preceding_12m":{"aov":1499.99,"skus":28,"orders":4,"revenue":5999.96,"platforms":2,"gross_profit":1143.23,"product_groups":2},"preceding_180":{"aov":1328.330740740741,"skus":32,"orders":3,"revenue":3984.9922222222235,"platforms":2,"gross_profit":883.8322222222234,"product_groups":2},"last_order_date":"2026-06-29","open_order_docs":null,"open_quote_docs":[31807],"first_order_date":"2024-01-01","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":240.87,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":18,"disappearing_groups":null,"days_beyond_expected":9,"historical_gp_margin":0.19636261107093253,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-01","median_order_interval_days":33,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7f4c71a7ca6ef6c695077d5336efd2d9cf527134c19bdb36b786e262fc563e71 | Customer 9652 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-58babf6d55a7496d8d89450be9ed558587ccf781d68e66066dba5839c728f9c6 | OPP-f896364439ead96dd23a6935fd4afdcdb0a5857cd1c2ec1b05d52bec480337fd | SER-89feaa0af8bfb427308a0af3a32f1e96bfb6f050a0cd80928ca6496335277895 | 157 | Cedar Medical Group, Corp. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 2 independent signals; trailing 90-day revenue $4945.00 versus $0.00; trailing 180-day revenue $4945.00 versus $6410.00; -37 days beyond expected account order date. | {"site_key":"c825d26f6350e3a07e2221e4f52186572e724da1d6f6cd4dd06232a642c17e9c","entity_key":"Parts Group","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1236.2500144875,"skus":1,"orders":4,"revenue":4945.00005795,"platforms":1,"gross_profit":1903.25005795,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":1419.37500724375,"skus":2,"orders":8,"revenue":11355.00005795,"platforms":2,"gross_profit":4305.53005795,"product_groups":2},"trailing_180":{"aov":1236.2500144875,"skus":1,"orders":4,"revenue":4945.00005795,"platforms":1,"gross_profit":1903.25005795,"product_groups":1},"preceding_12m":{"aov":2055,"skus":2,"orders":4,"revenue":8220,"platforms":2,"gross_profit":4872,"product_groups":2},"preceding_180":{"aov":1602.5,"skus":2,"orders":4,"revenue":6410,"platforms":2,"gross_profit":2402.28,"product_groups":2},"last_order_date":"2026-08-04","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-27","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"2300","item_id":10667,"description":"2300 Siemens Multistix 10 SG Reagent Strips (pkg/100)","prior_value":3744}],"total_order_count":22,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":3744}],"days_beyond_expected":-37,"historical_gp_margin":0.5705672489264422,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"disappearing_platforms":[{"analyzer_platform":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":3744}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-09-16","median_order_interval_days":43,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-06-04"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-58babf6d55a7496d8d89450be9ed558587ccf781d68e66066dba5839c728f9c6 | Customer 157 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-aa7860e2e294c90acc58d7f4ec34204bae8e2dc4766826203f47009dfc5112c9 | OPP-16b483c37d30cd962cda436e95b2bab96e54621c3186147be0a4a875e734a915 | SER-c8dc4bde98403ac2aceebc9f15d2884b78a1e5f3ba6b8cc02789309d4d1119d3 | 39506 | Bellwood Care Partners, Inc. | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $0.00 versus $790.00; trailing 180-day revenue $790.00 versus $2212.22; 105 days beyond expected account order date. | {"site_key":"8d12dc4bf51d5b7246d173c1c39e0379905b9dae74dbf0737719a49adb317396","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[26253],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":790,"skus":2,"orders":1,"revenue":790,"platforms":1,"gross_profit":606,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":789.3875,"skus":12,"orders":4,"revenue":3157.55,"platforms":1,"gross_profit":2006.92,"product_groups":1},"trailing_180":{"aov":790,"skus":2,"orders":1,"revenue":790,"platforms":1,"gross_profit":606,"product_groups":1},"preceding_12m":{"aov":1973.15,"skus":13,"orders":1,"revenue":1973.15,"platforms":2,"gross_profit":1037.68,"product_groups":2},"preceding_180":{"aov":1106.11,"skus":10,"orders":2,"revenue":2212.22,"platforms":1,"gross_profit":1356.39,"product_groups":1},"last_order_date":"2026-03-02","open_order_docs":null,"open_quote_docs":[26253],"first_order_date":"2025-07-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":2402.62,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":105,"historical_gp_margin":0.5934083068587133,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-04-27","median_order_interval_days":55.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-01-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-aa7860e2e294c90acc58d7f4ec34204bae8e2dc4766826203f47009dfc5112c9 | Customer 39506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-601e080aaa03443255a9b056640e10954b9207874ed3f52c85ab312fee8351fe | OPP-594e740861ad6284f35c8732e1b776bc4f10bf7c57b9b1f00d639442a1769995 | SER-d6ed8828c2d2aba741d277162f56aef77c77feeb5e7a0a6b870e1c7365d02b5d | 43173 | Maple Health Collective, PLLC | Lost Purchasing / Account Risk | Needs Validation | Reduced Order Frequency; 1 independent signal; trailing 90-day revenue $1920.00 versus $2734.00; trailing 180-day revenue $4654.00 versus $2432.00; 16 days beyond expected account order date. | {"site_key":"03bc20f86ce5530236701f10896fc1af981b28914eed2273f22f09fd3550ec89","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1920,"skus":2,"orders":1,"revenue":1920,"platforms":2,"gross_profit":1332.45,"product_groups":2},"preceding_90":{"aov":911.3333333333334,"skus":2,"orders":3,"revenue":2734,"platforms":2,"gross_profit":1696.18,"product_groups":2},"signal_count":1,"trailing_12m":{"aov":1012.2857142857143,"skus":2,"orders":7,"revenue":7086,"platforms":2,"gross_profit":4734.36,"product_groups":2},"trailing_180":{"aov":1163.5,"skus":2,"orders":4,"revenue":4654,"platforms":2,"gross_profit":3028.63,"product_groups":2},"preceding_12m":{"aov":468.5,"skus":2,"orders":2,"revenue":937,"platforms":2,"gross_profit":707.7,"product_groups":2},"preceding_180":{"aov":810.6666666666666,"skus":2,"orders":3,"revenue":2432,"platforms":2,"gross_profit":1705.73,"product_groups":2},"last_order_date":"2026-06-09","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-04-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":null,"total_order_count":9,"disappearing_groups":null,"days_beyond_expected":16,"historical_gp_margin":0.6783073663218248,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-25","median_order_interval_days":45.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-01-12"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-601e080aaa03443255a9b056640e10954b9207874ed3f52c85ab312fee8351fe | Customer 43173 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-66eb5e43946d5e5adf266503e659b25495e7a730bb9846ff4ff3370d69e96e2c | OPP-3f36c98563edcf04f7a0d6cdc4330ef82388067fb27cafaacfe6a3bf85b88547 | SER-09249c62747b8479ddd568c51e19b5ad0ddbb0cfbe3efa81995116ad8722f14c | 9097 | Meridian Medical Center, LLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 5 independent signals; trailing 90-day revenue $585.00 versus $3305.00; trailing 180-day revenue $3890.00 versus $5132.56; 7 days beyond expected account order date. | {"site_key":"965a568f685a4aabf19eb0502c0fd14d7cc100bdc4cf9a7ceba59d9470ad097e","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[22611,22612,22622,25286,26173,26760,27010,27820,29242,29669,32326],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":292.500144337635,"skus":1,"orders":2,"revenue":585.00028867527,"platforms":1,"gross_profit":382.35028867527,"product_groups":1},"preceding_90":{"aov":1652.499955669239,"skus":20,"orders":2,"revenue":3304.999911338478,"platforms":2,"gross_profit":1819.659911338478,"product_groups":2},"signal_count":5,"trailing_12m":{"aov":694.0434078906038,"skus":35,"orders":13,"revenue":9022.56430257785,"platforms":2,"gross_profit":4699.73430257785,"product_groups":2},"trailing_180":{"aov":972.500050003437,"skus":20,"orders":4,"revenue":3890.000200013748,"platforms":2,"gross_profit":2202.010200013748,"product_groups":2},"preceding_12m":{"aov":1376.323112567225,"skus":45,"orders":26,"revenue":35784.40092674785,"platforms":2,"gross_profit":20298.710926747848,"product_groups":2},"preceding_180":{"aov":570.2849002849002,"skus":25,"orders":9,"revenue":5132.564102564102,"platforms":2,"gross_profit":2497.724102564102,"product_groups":2},"last_order_date":"2026-07-20","open_order_docs":null,"open_quote_docs":[22611,22612,22622,25286,26173,26760,27010,27820,29242,29669,32326],"first_order_date":"2023-09-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":62238.01349901969,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"37210","item_id":4265,"description":"37210 BECKMAN ACCESS PSA HYBRTCH FREE 100S","prior_value":1596},{"sku":"C86552","item_id":4249,"description":"A32898 Access Thyroglobulin Antibody II Reagent,100 Determinations, 2 x 50 tests (C86552)","prior_value":1150},{"sku":"33200","item_id":4260,"description":"33200 BECKMAN ACCESS CEA RGT 100/BX","prior_value":778},{"sku":"A16972","item_id":4250,"description":"A16972 BECKMAN ACCESS INTACT PTH 2X50TST","prior_value":500}],"total_order_count":56,"disappearing_groups":null,"days_beyond_expected":7,"historical_gp_margin":0.5768887466986349,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2026-08-03","median_order_interval_days":14,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-66eb5e43946d5e5adf266503e659b25495e7a730bb9846ff4ff3370d69e96e2c | Customer 9097 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-065ffc1c7cd358550724c262c5f64a00d626057d2f60f25bd8601ba75f7f9e82 | OPP-7b76e78886927f2309f8e6a2eff7a61308e69121871259a14cf2145f53eca62b | SER-5a0fe6dfa8f192620812e4a2b748d9ece39cce0aa081fd8c5f8bcf298cc9e4fc | 41977 | Harbor Clinical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 7 independent signals; trailing 90-day revenue $0.00 versus $1669.50; trailing 180-day revenue $1669.50 versus $12363.00; 66 days beyond expected account order date. | {"site_key":"55b468183001027c5f95a7bc21384187bda9aa982f3263b0ce94c17efaad15e2","entity_key":"Bio-Rad","open_order_docs":null,"open_quote_docs":[21945,27430,29328,29661,30921,30957],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1669.5,"skus":10,"orders":1,"revenue":1669.5,"platforms":2,"gross_profit":1038.87,"product_groups":2},"signal_count":7,"trailing_12m":{"aov":1827.4283354933334,"skus":39,"orders":8,"revenue":14619.426683946667,"platforms":4,"gross_profit":7404.856683946667,"product_groups":4},"trailing_180":{"aov":1669.5,"skus":10,"orders":1,"revenue":1669.5,"platforms":2,"gross_profit":1038.87,"product_groups":2},"preceding_12m":{"aov":2769.14,"skus":41,"orders":5,"revenue":13845.7,"platforms":4,"gross_profit":7227.38,"product_groups":4},"preceding_180":{"aov":2060.4994473244446,"skus":36,"orders":6,"revenue":12362.996683946667,"platforms":4,"gross_profit":6101.146683946667,"product_groups":4},"last_order_date":"2026-05-12","open_order_docs":null,"open_quote_docs":[21945,27430,29328,29661,30921,30957],"first_order_date":"2025-03-25","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":41597.21,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":1500},{"sku":"OSR6137","item_id":11335,"description":"OSR6137 Olympus CO2 Reagent (4x580 tests)","prior_value":1047},{"sku":"B36846","item_id":14098,"description":"Beckman Coulter B36846 Reagent Hematology Lyse For DxH 500 Series Analyzers, 500 mL","prior_value":759.1},{"sku":"ODC0023","item_id":11949,"description":"ODC0023 Olympus HDL Cholesterol Calibrator for AU2700 and AU5400, 3 x 1 mL","prior_value":522.3},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":447},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":250}],"total_order_count":13,"disappearing_groups":[{"product_group":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":1721.6},{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":615.78}],"days_beyond_expected":66,"historical_gp_margin":0.514040806718023,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":[{"analyzer_platform":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":1721.6}],"disappearing_sku_count":6,"disappearing_group_count":2,"expected_next_order_date":"2026-06-05","median_order_interval_days":24,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-06-13"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-065ffc1c7cd358550724c262c5f64a00d626057d2f60f25bd8601ba75f7f9e82 | Customer 41977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6fa0e69d8f84540b93a97c7e18534de132ede5e6f5cd38caabd9bff36e91e37d | OPP-2881a54bb0fac6b07a4b4553827ab5789dd1a96a09e3e3688756a5763dc3ea09 | SER-de0f4e96912a14cfb7273c34cd49968e99e8d5e12c00137bb89af6e1d5e648c5 | 9122 | Summit Clinical Labs, Corp. | Lost Purchasing / Account Risk | Suppressed by Open Order | Revenue and Gross-Profit Decline; 5 independent signals; trailing 90-day revenue $0.00 versus $5081.23; trailing 180-day revenue $5081.23 versus $3095.65; 98 days beyond expected account order date. | {"site_key":"954b5051d68c7f2ee660440c2cf72f53129b6dc28a223d2adb8b8109417ce25c","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53382],"open_quote_docs":[23373,24066,24682,24824,26176,27682,27937,29383,31209,31561],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1693.7433333333333,"skus":16,"orders":3,"revenue":5081.23,"platforms":3,"gross_profit":1398.47,"product_groups":3},"signal_count":5,"trailing_12m":{"aov":1362.8133333333333,"skus":24,"orders":6,"revenue":8176.88,"platforms":3,"gross_profit":2344.55,"product_groups":3},"trailing_180":{"aov":1693.7433333333333,"skus":16,"orders":3,"revenue":5081.23,"platforms":3,"gross_profit":1398.47,"product_groups":3},"preceding_12m":{"aov":1368.897777155533,"skus":22,"orders":9,"revenue":12320.079994399799,"platforms":4,"gross_profit":3559.0699943997984,"product_groups":4},"preceding_180":{"aov":1031.8833333333334,"skus":9,"orders":3,"revenue":3095.65,"platforms":3,"gross_profit":946.08,"product_groups":3},"last_order_date":"2026-03-23","open_order_docs":[53382],"open_quote_docs":[23373,24066,24682,24824,26176,27682,27937,29383,31209,31561],"first_order_date":"2024-01-14","gp_cost_coverage":1,"open_order_value":2916.56,"open_quote_value":60342.6325,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":17,"disappearing_groups":null,"days_beyond_expected":98,"historical_gp_margin":0.29500137031895163,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-05-04","median_order_interval_days":41.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-10"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6fa0e69d8f84540b93a97c7e18534de132ede5e6f5cd38caabd9bff36e91e37d | Customer 9122 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-10b13cf548d302262c2954375fcb4b5132517bb1e6e0de508d0152e01288e31f | OPP-87c8154c6286c9ebe072be1f1fcd9f851033f360024955d231f33ae1e3dba7f8 | SER-f8d5f2a2a0db55aea9d178bf758b5779423a7efe37861bef0160ceda58756247 | 10321 | Whitmore Diagnostic Labs, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 3 independent signals; trailing 90-day revenue $620.64 versus $8715.94; trailing 180-day revenue $9336.58 versus $5340.08; -30 days beyond expected account order date. | {"site_key":"de013275f644d9ab5e33e33269a48a0be70bebb6012d2899aa08e243f8b7ff48","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[26725,30786,30788],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NV","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":620.64,"skus":2,"orders":1,"revenue":620.64,"platforms":1,"gross_profit":206.88,"product_groups":1},"preceding_90":{"aov":4357.97005847,"skus":16,"orders":2,"revenue":8715.94011694,"platforms":1,"gross_profit":2905.35011694,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":2446.11001949,"skus":16,"orders":6,"revenue":14676.66011694,"platforms":1,"gross_profit":4892.28011694,"product_groups":1},"trailing_180":{"aov":3112.1933723133334,"skus":16,"orders":3,"revenue":9336.58011694,"platforms":1,"gross_profit":3112.23011694,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":1780.0266666666666,"skus":14,"orders":3,"revenue":5340.08,"platforms":1,"gross_profit":1780.05,"product_groups":1},"last_order_date":"2026-07-16","open_order_docs":null,"open_quote_docs":[26725,30786,30788],"first_order_date":"2025-11-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":20887.01,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":6,"disappearing_groups":null,"days_beyond_expected":-30,"historical_gp_margin":0.33333742676872813,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NV"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-09-09","median_order_interval_days":55,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-16"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-10b13cf548d302262c2954375fcb4b5132517bb1e6e0de508d0152e01288e31f | Customer 10321 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0d4c4cbc6870e1ba161ab4b86d1510bfd0dd601794d50ec586d6d608f1b09529 | OPP-77766cb3c38198e48d3700236364c3938afa21b840a80e5049cd91d3de8f2ba6 | SER-3768c9cbd11fb4631a54602caeed36774201c4d18ba9db049a577fd5e656418f | 44236 | Bridgeport Medical Center, Corp. | Lost Purchasing / Account Risk | Published | Analyzer Platform Purchasing Loss; 6 independent signals; trailing 90-day revenue $0.00 versus $54.21; trailing 180-day revenue $54.21 versus $9999.04; 81 days beyond expected account order date. | {"site_key":"452e5540ded3b99b411e114e3df2466deb1660b0102525dfc8e6bfea1c64fdac","entity_key":"Abbott i-STAT","open_order_docs":null,"open_quote_docs":[29077,29404,29453],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":54.21,"skus":1,"orders":1,"revenue":54.21,"platforms":1,"gross_profit":17.38,"product_groups":1},"signal_count":6,"trailing_12m":{"aov":1117.0277777777778,"skus":6,"orders":9,"revenue":10053.25,"platforms":1,"gross_profit":3178.25,"product_groups":1},"trailing_180":{"aov":54.21,"skus":1,"orders":1,"revenue":54.21,"platforms":1,"gross_profit":17.38,"product_groups":1},"preceding_12m":{"aov":873.7383333333333,"skus":8,"orders":6,"revenue":5242.43,"platforms":1,"gross_profit":1624.86,"product_groups":1},"preceding_180":{"aov":1249.88,"skus":5,"orders":8,"revenue":9999.04,"platforms":1,"gross_profit":3160.87,"product_groups":1},"last_order_date":"2026-04-28","open_order_docs":null,"open_quote_docs":[29077,29404,29453],"first_order_date":"2025-01-20","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":4861.942008176066,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"IST-03P9025","item_id":14125,"description":"IST-03P9025 Abbott i-Stat cTnI Troponin Cartridge 25/BX","prior_value":3994.2},{"sku":"IST-09P31-26","item_id":2625,"description":"09P31-26 Abbott I-Stat CHEM8+ Cartridge 25/BX","prior_value":3844},{"sku":"IST-03P85-51","item_id":2619,"description":"IST-03P85-51 replaces IST-03P8525 Abbott I-Stat CG4+ CARTRIDGE 25/BX","prior_value":1462.02},{"sku":"IST-03P89-50","item_id":15594,"description":"IST-03P89-50 Abbott i-Stat PTplus Prothrombin Time Test / International Normalized Ratio (PT / INR), 25/Box","prior_value":472.8}],"total_order_count":15,"disappearing_groups":[{"product_group":"ISTAT","trailing_180_revenue":54.21,"preceding_180_revenue":9999.04}],"days_beyond_expected":81,"historical_gp_margin":0.3140174219125923,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"disappearing_platforms":[{"analyzer_platform":"Abbott i-STAT","trailing_180_revenue":54.21,"preceding_180_revenue":9999.04}],"disappearing_sku_count":4,"disappearing_group_count":1,"expected_next_order_date":"2026-05-21","median_order_interval_days":23,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-07-08"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-07-08. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-29 — follow up | 2025-01-02 — F | 2025-07-08 — f. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-07-08. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-29 — follow up | 2025-01-02 — F | 2025-07-08 — f. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-0d4c4cbc6870e1ba161ab4b86d1510bfd0dd601794d50ec586d6d608f1b09529 | Customer 44236 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9b6a5f30e81ca9fa8589c3bfcce7ca833b64c525b9395149a72cf34ed3b4ccd3 | OPP-cb0483b5c8e2b27d98b8ca36925b26c174f494bdfbd5ff7dcfaa65c242af5ce3 | SER-1351d31304a49bc57cee8ccb3bf16a0e4bedba535ff7669f45cb157f1c9902dd | 41977 | Harbor Clinical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 6 independent signals; trailing 90-day revenue $0.00 versus $3697.38; trailing 180-day revenue $3697.38 versus $2032.11; 103 days beyond expected account order date. | {"site_key":"ad584f53f364ecdf2f265424999ea9144953c4edad70d2b23d9f8382fabb61d3","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1232.46,"skus":18,"orders":3,"revenue":3697.38,"platforms":2,"gross_profit":2231.95,"product_groups":2},"signal_count":6,"trailing_12m":{"aov":1145.8985,"skus":26,"orders":5,"revenue":5729.4925,"platforms":2,"gross_profit":3512.8225,"product_groups":2},"trailing_180":{"aov":1232.46,"skus":18,"orders":3,"revenue":3697.38,"platforms":2,"gross_profit":2231.95,"product_groups":2},"preceding_12m":{"aov":1654.8181653486724,"skus":44,"orders":11,"revenue":18202.999818835397,"platforms":5,"gross_profit":9634.349818835397,"product_groups":5},"preceding_180":{"aov":1016.05625,"skus":12,"orders":2,"revenue":2032.1125,"platforms":2,"gross_profit":1280.8725,"product_groups":2},"last_order_date":"2026-04-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-07-29","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"A98032","item_id":5050,"description":"A98032 Beckman Access Folate Reagent","prior_value":635.16},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":625}],"total_order_count":17,"disappearing_groups":null,"days_beyond_expected":103,"historical_gp_margin":0.5495615119584999,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2026-04-29","median_order_interval_days":21,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-06-13"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-9b6a5f30e81ca9fa8589c3bfcce7ca833b64c525b9395149a72cf34ed3b4ccd3 | Customer 41977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-585313d108517ef901e6abe85a2c8ead6136881dcfa136fb91269b08d801d33e | OPP-00fd7f07efeb44ad644865feabb88a6d4a86a5f263841b752f106ec908b3c327 | SER-5bac9f71d31fd3bd2c2eda5505ba8c67a094ed11888d590c07b3f174ca68ae6c | 6935 | Ashcroft Laboratory Partners, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue and Gross-Profit Decline; 5 independent signals; trailing 90-day revenue $0.00 versus $4586.25; trailing 180-day revenue $4586.25 versus $2476.92; 82 days beyond expected account order date. | {"site_key":"fcf8eb98561cec84d0d31a3f25b4ec68d0ad2e541ca2755cea0a9dcf71882a48","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1146.5625,"skus":7,"orders":4,"revenue":4586.25,"platforms":1,"gross_profit":1310.4,"product_groups":1},"signal_count":5,"trailing_12m":{"aov":882.89625,"skus":8,"orders":8,"revenue":7063.17,"platforms":1,"gross_profit":2018.11,"product_groups":1},"trailing_180":{"aov":1146.5625,"skus":7,"orders":4,"revenue":4586.25,"platforms":1,"gross_profit":1310.4,"product_groups":1},"preceding_12m":{"aov":2095.4,"skus":2,"orders":1,"revenue":2095.4,"platforms":1,"gross_profit":598.7,"product_groups":1},"preceding_180":{"aov":619.23,"skus":5,"orders":4,"revenue":2476.92,"platforms":1,"gross_profit":707.71,"product_groups":1},"last_order_date":"2026-04-22","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-07-22","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":9,"disappearing_groups":null,"days_beyond_expected":82,"historical_gp_margin":0.28572255275659847,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-05-20","median_order_interval_days":28,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-28"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-585313d108517ef901e6abe85a2c8ead6136881dcfa136fb91269b08d801d33e | Customer 6935 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-612521b4efa5ba67ee0ca409ddbc1572233ff94fa4a4539ece35bea60fe1d33b | OPP-69702c0d6d3c81e727945fb17797bc2516f819de12194a13ba51588d31c3f50e | SER-ded90c6e62bc586c0ea628db711ba1617f0fb9ec97a5e40eaa3743aea8bdf30c | 41006 | Bridgeport Care Partners, Corp. | Lost Purchasing / Account Risk | Published | Product Family Purchasing Loss; 3 independent signals; trailing 90-day revenue $5121.25 versus $0.00; trailing 180-day revenue $5121.25 versus $13036.40; 11 days beyond expected account order date. | {"site_key":"858498b5fe8484cdd72224bc4ae895e62c57924c9468001900672f72e736b188","entity_key":"Bio-Rad","open_order_docs":null,"open_quote_docs":[26245,26361,30346],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":5121.25,"skus":10,"orders":1,"revenue":5121.25,"platforms":2,"gross_profit":2081.88,"product_groups":2},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":3,"trailing_12m":{"aov":4539.4125,"skus":17,"orders":4,"revenue":18157.65,"platforms":3,"gross_profit":6315.59,"product_groups":3},"trailing_180":{"aov":5121.25,"skus":10,"orders":1,"revenue":5121.25,"platforms":2,"gross_profit":2081.88,"product_groups":2},"preceding_12m":{"aov":2514.2800432960075,"skus":11,"orders":4,"revenue":10057.12017318403,"platforms":2,"gross_profit":3501.16017318403,"product_groups":2},"preceding_180":{"aov":4345.466666666666,"skus":12,"orders":3,"revenue":13036.4,"platforms":2,"gross_profit":4233.71,"product_groups":2},"last_order_date":"2026-05-26","open_order_docs":null,"open_quote_docs":[26245,26361,30346],"first_order_date":"2024-05-12","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":12360.45,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":[{"sku":"L2KIN6","item_id":15836,"description":"L2KIN6 (10381456) Siemens Immulite Insulin, 600 Tests","prior_value":1229.76}],"total_order_count":9,"disappearing_groups":[{"product_group":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":738}],"days_beyond_expected":11,"historical_gp_margin":0.34828592218554544,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-07-30","median_order_interval_days":65,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-02-19"} | Classification: Research Institution Operating Instruments (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-19. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-16 — email | 2025-08-13 — service request | 2024-10-23 — invoice. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-19. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-16 — email | 2025-08-13 — service request | 2024-10-23 — invoice. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-612521b4efa5ba67ee0ca409ddbc1572233ff94fa4a4539ece35bea60fe1d33b | Customer 41006 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b1406af50f7fddec238bbe5367cdf24560947c3dbad0c8a122f5ab1e9cb9705c | OPP-6c9430ea68121d13192d0440e7b6fb999c99e915bb4b7ed3ac6059f2eb7628e4 | SER-068171fb07ebdf5154211e347ed9a6e2bd996b03d5ae0c31c0d463512095df5d | 10198 | Ironwood Diagnostic Labs, Inc. | Lost Purchasing / Account Risk | Published | Complete Purchasing Cessation; 5 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $4402.70; 180 days beyond expected account order date. | {"site_key":"baab7ee8de9f8040c703917884646c02e9a7314d13b8a133edd6f8a18561dd2a","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":5,"trailing_12m":{"aov":1467.5666666666666,"skus":7,"orders":3,"revenue":4402.7,"platforms":1,"gross_profit":1870.68,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":551.9354544309296,"skus":17,"orders":11,"revenue":6071.289998740225,"platforms":1,"gross_profit":2231.1399987402256,"product_groups":1},"preceding_180":{"aov":1467.5666666666666,"skus":7,"orders":3,"revenue":4402.7,"platforms":1,"gross_profit":1870.68,"product_groups":1},"last_order_date":"2026-01-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-03-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"T-0185","item_id":10788,"description":"Thermo Kit THC 100mL","prior_value":1490}],"total_order_count":18,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":4402.7}],"days_beyond_expected":180,"historical_gp_margin":0.3799712436049945,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":4402.7}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2026-02-11","median_order_interval_days":34,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-05-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-06. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — f | 2024-12-12 — Bad Reproducibility. | 2024-11-07 — gloves. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-06. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — f | 2024-12-12 — Bad Reproducibility. | 2024-11-07 — gloves. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-b1406af50f7fddec238bbe5367cdf24560947c3dbad0c8a122f5ab1e9cb9705c | Customer 10198 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e36aeee51baa0898860970a1fc2a06b4ff920f4f9f8e19a7299d9eeb62ea9ab2 | OPP-b4c9546048f766f89f05e442a4553600e7614e2a22d56d7483e3f1905f2977c5 | SER-4867b49d1be340cdc90a676c0549117d29993fac662b4b862e39fbb70d34c9dd | 41400 | Whitmore Laboratory Partners, PLLC | Lost Purchasing / Account Risk | Published | Revenue Decline; 5 independent signals; trailing 90-day revenue $0.00 versus $2374.63; trailing 180-day revenue $2374.63 versus $9575.24; 82 days beyond expected account order date. | {"site_key":"4531ae957f86fff59daa3578cdd4d0736ea0db8fdf22f2f461e144c374a36066","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":593.6575,"skus":17,"orders":4,"revenue":2374.63,"platforms":2,"gross_profit":-1233.83,"product_groups":2},"signal_count":5,"trailing_12m":{"aov":1086.351818181818,"skus":28,"orders":11,"revenue":11949.87,"platforms":2,"gross_profit":-4313.46,"product_groups":2},"trailing_180":{"aov":593.6575,"skus":17,"orders":4,"revenue":2374.63,"platforms":2,"gross_profit":-1233.83,"product_groups":2},"preceding_12m":{"aov":2514.292,"skus":22,"orders":5,"revenue":12571.46,"platforms":1,"gross_profit":-7413.72,"product_groups":1},"preceding_180":{"aov":1367.8914285714286,"skus":27,"orders":7,"revenue":9575.24,"platforms":2,"gross_profit":-3079.63,"product_groups":2},"last_order_date":"2026-04-22","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-05-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":19,"disappearing_groups":null,"days_beyond_expected":82,"historical_gp_margin":-0.4513023893270629,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-05-20","median_order_interval_days":27.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-05"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 39 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 39 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-e36aeee51baa0898860970a1fc2a06b4ff920f4f9f8e19a7299d9eeb62ea9ab2 | Customer 41400 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7a3391138c6f56eb90b50e3aa0010ac8f85256511f8e564fbd3a43cfac5257a5 | OPP-c5e47fb201019edad3142da92dabb462024543b730ee04cfd29a2c555f65ead8 | SER-9f2edc5f7bd97670e4772cf58285b09e4f60bf8b0b1f293f4b7d5660beaa9109 | 9091 | Foothill Care Partners, Inc. | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 3 independent signals; trailing 90-day revenue $5133.41 versus $940.21; trailing 180-day revenue $6073.62 versus $11813.54; 9 days beyond expected account order date. | {"site_key":"bca8e6a6a89be35b043f19ed4f3e1a931c728c04e9cb7cbb8a0c4c416c55d307","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[27645],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2566.705,"skus":12,"orders":2,"revenue":5133.41,"platforms":2,"gross_profit":1305.71,"product_groups":2},"preceding_90":{"aov":940.21,"skus":17,"orders":1,"revenue":940.21,"platforms":1,"gross_profit":313.43,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":1788.716,"skus":47,"orders":10,"revenue":17887.16,"platforms":2,"gross_profit":5050.79,"product_groups":2},"trailing_180":{"aov":2024.54,"skus":28,"orders":3,"revenue":6073.62,"platforms":2,"gross_profit":1619.14,"product_groups":2},"preceding_12m":{"aov":2992.718459138383,"skus":44,"orders":6,"revenue":17956.310754830298,"platforms":1,"gross_profit":7010.670754830298,"product_groups":1},"preceding_180":{"aov":1687.6485714285714,"skus":43,"orders":7,"revenue":11813.54,"platforms":2,"gross_profit":3431.65,"product_groups":2},"last_order_date":"2026-07-01","open_order_docs":null,"open_quote_docs":[27645],"first_order_date":"2023-09-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":2726.05,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"986000","item_id":13160,"description":"986000 Thermo Scientific INDIKO CUVETTES 10800/PK","prior_value":2916.92},{"sku":"T-0040","item_id":11437,"description":"Thermo Kit Benz 500mL","prior_value":1225.8},{"sku":"T-0056","item_id":11440,"description":"Thermo Kit Cocaine 500mL","prior_value":1225.8},{"sku":"T-10015658","item_id":11536,"description":"Thermo Kit Bup Rgts CEDIA","prior_value":1198.91}],"total_order_count":28,"disappearing_groups":null,"days_beyond_expected":9,"historical_gp_margin":0.33863300346100417,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2026-08-01","median_order_interval_days":31,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-09-29"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-29. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-29 — f | 2025-03-12 — Service | 2023-12-29 — service contract. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-29. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-29 — f | 2025-03-12 — Service | 2023-12-29 — service contract. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7a3391138c6f56eb90b50e3aa0010ac8f85256511f8e564fbd3a43cfac5257a5 | Customer 9091 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9f980691a528d70ea58fd234640baac8bd36a6d0623cf363a0b4307c4acfd048 | OPP-e58d561ac927eccb68c8d1931924606eae9690aa3ebccb24bf08164bdbce0a3a | SER-da5f2895db6c532118fd920cb1cdf90061ac2758f04a124231d16d776912cf0e | 9053 | Cedar Diagnostics, Corp. | Lost Purchasing / Account Risk | Needs Validation | Complete Purchasing Cessation; 3 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $2600.00; 225 days beyond expected account order date. | {"site_key":"e1635ea80028a7974486cbe31fe4b535833f0447671afd7b6ba0028256a30cb7","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":3,"trailing_12m":{"aov":1300,"skus":1,"orders":2,"revenue":2600,"platforms":1,"gross_profit":372.16,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1300,"skus":1,"orders":1,"revenue":1300,"platforms":1,"gross_profit":186.08,"product_groups":1},"preceding_180":{"aov":1300,"skus":1,"orders":2,"revenue":2600,"platforms":1,"gross_profit":372.16,"product_groups":1},"last_order_date":"2025-12-07","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-28","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Complete Purchasing Cessation","disappearing_skus":[{"sku":"10736515","item_id":13498,"description":"10736515 Siemens EPOC BGEM BUN Test Cards (Detectable Analytes - pH, pO2, pCO2, Na+, K+, Ca++, Cl-, Glucose, Lactate, Creatinine, Hct, TCO2, BUN), PKG/25 Tests","prior_value":2600}],"total_order_count":18,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":2600}],"days_beyond_expected":225,"historical_gp_margin":0.1681551536086669,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":[{"analyzer_platform":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":2600}],"disappearing_sku_count":1,"disappearing_group_count":1,"expected_next_order_date":"2025-12-28","median_order_interval_days":21,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-05-19"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-9f980691a528d70ea58fd234640baac8bd36a6d0623cf363a0b4307c4acfd048 | Customer 9053 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b0c3c43f70122624c31cc183c312fb05c0feacb0f311c976e8ef86558312f78f | OPP-a26974fc5d68a0988606450c99f47a035510b48955e0a670c10fae87a68badb7 | SER-e543b6d5fecc74bfe7fefa8477850d1498b13073abfea5ff79fde57170d03b56 | 52791 | Crestview Clinical Labs, LLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 3 independent signals; trailing 90-day revenue $79.53 versus $3279.52; trailing 180-day revenue $3359.05 versus $409.94; 24 days beyond expected account order date. | {"site_key":"e8af453a17998f5f1af06413e629f69794de331a50d54a3411892182e7f52d5c","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":79.53,"skus":1,"orders":1,"revenue":79.53,"platforms":1,"gross_profit":22.72,"product_groups":1},"preceding_90":{"aov":819.88,"skus":1,"orders":4,"revenue":3279.52,"platforms":1,"gross_profit":1034.98,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":628.165,"skus":2,"orders":6,"revenue":3768.99,"platforms":2,"gross_profit":1189.16,"product_groups":2},"trailing_180":{"aov":671.81,"skus":2,"orders":5,"revenue":3359.05,"platforms":2,"gross_profit":1057.7,"product_groups":2},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":409.94,"skus":1,"orders":1,"revenue":409.94,"platforms":1,"gross_profit":131.46,"product_groups":1},"last_order_date":"2026-06-14","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-12-04","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":6,"disappearing_groups":null,"days_beyond_expected":24,"historical_gp_margin":0.31551158267864865,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-17","median_order_interval_days":33,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-03-19"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-20 — Quote # 29580 | 2026-03-19 — Quote # 29937 | 2026-03-02 — Quote # 29671. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-20 — Quote # 29580 | 2026-03-19 — Quote # 29937 | 2026-03-02 — Quote # 29671. | Open quote: No; Open order: No | Item active: null | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-b0c3c43f70122624c31cc183c312fb05c0feacb0f311c976e8ef86558312f78f | Customer 52791 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-944a1d4b4254f399f7e05fb439e44c57c757067ae88a121828c9c270834f2e27 | OPP-b278114fd91d564d0a726b2dcbab796dec84dd8b6e40deda8175981945317aa1 | SER-3d735697b0aa2a50f76a58f0485d0b70fcb05e382e9d835af21ef08eda6eb691 | 41477 | Cascade Medical Center, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $1174.54 versus $0.00; trailing 180-day revenue $1174.54 versus $4846.75; -4 days beyond expected account order date. | {"site_key":"28823ddd3410124c40bc7ffaa372fab8328c0cb98a12ea0b31c8cc4598091f18","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[25913],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1174.54,"skus":32,"orders":1,"revenue":1174.54,"platforms":1,"gross_profit":229.23,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":2007.0966666666666,"skus":40,"orders":3,"revenue":6021.29,"platforms":1,"gross_profit":1550.54,"product_groups":1},"trailing_180":{"aov":1174.54,"skus":32,"orders":1,"revenue":1174.54,"platforms":1,"gross_profit":229.23,"product_groups":1},"preceding_12m":{"aov":1134.7846153846153,"skus":33,"orders":13,"revenue":14752.2,"platforms":2,"gross_profit":3900.12,"product_groups":2},"preceding_180":{"aov":2423.375,"skus":13,"orders":2,"revenue":4846.75,"platforms":1,"gross_profit":1321.31,"product_groups":1},"last_order_date":"2026-07-27","open_order_docs":null,"open_quote_docs":[25913],"first_order_date":"2024-12-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":654,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-10015893","item_id":11537,"description":"Thermo Kit EtG Rgt 500mL CJF","prior_value":3198},{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":1639},{"sku":"T-0186","item_id":11445,"description":"Thermo Kit THC 500mL","prior_value":1150.35},{"sku":"T-1797","item_id":11659,"description":"Thermo Kit Creat-Detect 500mL","prior_value":898}],"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":-4,"historical_gp_margin":0.26238537674699824,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2026-08-14","median_order_interval_days":18,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-04-30"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-944a1d4b4254f399f7e05fb439e44c57c757067ae88a121828c9c270834f2e27 | Customer 41477 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-78b6d4268f28a1ac8dc09358801c3297bf0da4730b9fd52db51886c81843479c | OPP-f7c9a64024e61dcfdf67221e1735843a9dd78441638bcb10eec60fa7c84ad6ac | SER-22e7a611d17b2845004f031716129b90f62ccdfac1a040365f33e321575b84f9 | 9329 | Ironwood Medical Center, Inc. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 2 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $1689.45; 248 days beyond expected account order date. | {"site_key":"771f27115559d0da09dd09ab4e0f382ac8bf256e24519a92ecc2da588c9d64b8","entity_key":"MicroGenics","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":1689.45,"skus":3,"orders":1,"revenue":1689.45,"platforms":1,"gross_profit":337.92,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1361.511,"skus":17,"orders":5,"revenue":6807.555,"platforms":1,"gross_profit":1663.825,"product_groups":1},"preceding_180":{"aov":1689.45,"skus":3,"orders":1,"revenue":1689.45,"platforms":1,"gross_profit":337.92,"product_groups":1},"last_order_date":"2025-09-29","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-28","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"T-10014601","item_id":11510,"description":"Thermo Kit Opiate Rgt DRI","prior_value":1943.65},{"sku":"986000","item_id":13160,"description":"986000 Thermo Scientific INDIKO CUVETTES 10800/PK","prior_value":1157.22},{"sku":"T-10015638","item_id":11532,"description":"Thermo Kit Creatinine Rgt DRI","prior_value":920.12},{"sku":"T-10015654","item_id":11535,"description":"Thermo Kit pH Detect Rgt DRI","prior_value":907.03}],"total_order_count":11,"disappearing_groups":[{"product_group":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":1689.45}],"days_beyond_expected":248,"historical_gp_margin":0.2659623179625405,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"disappearing_platforms":[{"analyzer_platform":"MicroGenics","trailing_180_revenue":0,"preceding_180_revenue":1689.45}],"disappearing_sku_count":4,"disappearing_group_count":1,"expected_next_order_date":"2025-12-05","median_order_interval_days":67,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-01-15"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-78b6d4268f28a1ac8dc09358801c3297bf0da4730b9fd52db51886c81843479c | Customer 9329 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a9d50945098a411c38c75568cefaa98e91e1e255e02a8ab04202cb40d5f6efd2 | OPP-f5a32225f106041ea963002b28e5f95332810d601f749249013d6f9c2e8c6288 | SER-055086261610be93848d47d65d0a035c74a89116fbc92c5eba5bb2a94db78a9c | 8651 | Riverside Health Collective, PLLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 2 independent signals; trailing 90-day revenue $5026.48 versus $5863.93; trailing 180-day revenue $10890.41 versus $19475.41; -1 days beyond expected account order date. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":718.0685714285714,"skus":14,"orders":7,"revenue":5026.48,"platforms":1,"gross_profit":1378.73,"product_groups":1},"preceding_90":{"aov":732.99124894,"skus":12,"orders":8,"revenue":5863.92999152,"platforms":1,"gross_profit":1561.02999152,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":920.1763633793939,"skus":27,"orders":33,"revenue":30365.81999152,"platforms":1,"gross_profit":8139.99999152,"product_groups":1},"trailing_180":{"aov":726.027332768,"skus":20,"orders":15,"revenue":10890.40999152,"platforms":1,"gross_profit":2939.75999152,"product_groups":1},"preceding_12m":{"aov":538.9875,"skus":27,"orders":16,"revenue":8623.8,"platforms":1,"gross_profit":2474.55,"product_groups":1},"preceding_180":{"aov":1081.9672222222223,"skus":26,"orders":18,"revenue":19475.41,"platforms":1,"gross_profit":5200.24,"product_groups":1},"last_order_date":"2026-08-03","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-07-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"T-10015213","item_id":11529,"description":"Thermo Kit Heroin Mtb Rgt CEDIA","prior_value":2274.48},{"sku":"T-0226","item_id":11449,"description":"Thermo Kit Barb 500mL","prior_value":1536}],"total_order_count":52,"disappearing_groups":null,"days_beyond_expected":-1,"historical_gp_margin":0.2741477250021188,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2026-08-11","median_order_interval_days":8,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a9d50945098a411c38c75568cefaa98e91e1e255e02a8ab04202cb40d5f6efd2 | Customer 8651 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5f99aa6dd7843b9d55a38dddec87f52c40948d3f770540874d134ca5adce1684 | OPP-10fc50982d40ca16572875d6e6275d828ea65e392213cb2f196d8897197e66c2 | SER-1b97245ff6230039e265760760f441ea10c7b816f9d19f22b50cf18601fc5558 | 41477 | Cascade Medical Center, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $138.35; 271 days beyond expected account order date. | {"site_key":"3238dace7d56ec3e352d793fc450c014ed36914eae2cea7cb7cc88a733ef10e6","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[23718,24864,25156,26679,32051,32112],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":138.35,"skus":5,"orders":1,"revenue":138.35,"platforms":1,"gross_profit":16.13,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1258.0625,"skus":23,"orders":8,"revenue":10064.5,"platforms":1,"gross_profit":-2083.02,"product_groups":1},"preceding_180":{"aov":138.35,"skus":5,"orders":1,"revenue":138.35,"platforms":1,"gross_profit":16.13,"product_groups":1},"last_order_date":"2025-10-19","open_order_docs":null,"open_quote_docs":[23718,24864,25156,26679,32051,32112],"first_order_date":"2024-12-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":48025.77050475234,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":9,"disappearing_groups":null,"days_beyond_expected":271,"historical_gp_margin":-0.20257967136633392,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2025-11-12","median_order_interval_days":24,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-04-30"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-5f99aa6dd7843b9d55a38dddec87f52c40948d3f770540874d134ca5adce1684 | Customer 41477 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-993200c8f4a375c3d0d49f5508a73c6ef44a81867f876d1aec038210f74eee5e | OPP-f0189e82ee704b7f4e203c25fb119bf381f6c04474ede666db544e5ec33a4747 | SER-7639f30f5000ef5bb3fc38cfb01f51a52a7e2aecb4dec0b147b8f27a966e5b2d | 8384 | Ashcroft Laboratory Partners, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 450 days beyond expected account order date. | {"site_key":"17c76c1c0dce5ed9e3e65475b4b7d1bc5ce49aa41eb7187701c3df0acab12f3a","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1605.6657142857143,"skus":49,"orders":7,"revenue":11239.66,"platforms":2,"gross_profit":3861.2078,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-04-13","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-10-30","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":9,"disappearing_groups":null,"days_beyond_expected":450,"historical_gp_margin":0.32785632730817404,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2025-05-17","median_order_interval_days":33.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-08"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-08. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-08 — Outreach | 2025-04-24 — f | 2025-01-30 — service issue. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-08. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-08 — Outreach | 2025-04-24 — f | 2025-01-30 — service issue. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-993200c8f4a375c3d0d49f5508a73c6ef44a81867f876d1aec038210f74eee5e | Customer 8384 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4b42c74c13c49d85e53a2d4cd4f00900d91b7506a63f3d056cd12c74603d784c | OPP-edec11a1b0a84207ff281877c4a9ebd38183dfc8860a3c27fb0dac64fe077273 | SER-a2c6a9cc2406df9926cae28c1f555b49d7e6170988243db2253df7994ec492c1 | 9695 | Ironwood Medical Center, Corp. | Lost Purchasing / Account Risk | Needs Validation | Product Family Purchasing Loss; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $530.00; 325 days beyond expected account order date. | {"site_key":"9f454389f3f355957fc3282262566dc249859faf1e6e7bbf9dc3f014461fc04a","entity_key":"Beckman Access","open_order_docs":null,"open_quote_docs":[22169,24271,24338,24440,24818,26431],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":295.29,"skus":6,"orders":3,"revenue":885.87,"platforms":1,"gross_profit":580.47,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":569.703321820183,"skus":29,"orders":12,"revenue":6836.439861842196,"platforms":2,"gross_profit":3808.019861842196,"product_groups":2},"preceding_180":{"aov":265,"skus":4,"orders":2,"revenue":530,"platforms":1,"gross_profit":322.8,"product_groups":1},"last_order_date":"2025-09-03","open_order_docs":null,"open_quote_docs":[22169,24271,24338,24440,24818,26431],"first_order_date":"2023-09-11","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":86450.52,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":[{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":615},{"sku":"B24838","item_id":10920,"description":"B24838 Access 25(OH) Vitamin D Reagent (for use on Access 2 Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":575}],"total_order_count":23,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":0,"preceding_180_revenue":530}],"days_beyond_expected":325,"historical_gp_margin":0.48826372950208785,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":1,"expected_next_order_date":"2025-09-19","median_order_interval_days":16,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-11-19"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-4b42c74c13c49d85e53a2d4cd4f00900d91b7506a63f3d056cd12c74603d784c | Customer 9695 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c0005030adc8329eb42108cc41a43ee93f410f66d1efaa55f3aa46c45fcc4428 | OPP-2934a96fe4a9321e5bd24a36cb5e89a72e3378cfe2b0b625ad269ab2157f26b6 | SER-663f7042f61c3b8ff18408fd052fe0eaba7f3b39e619a7be16aaa3c78f3a2f3c | 8384 | Ashcroft Laboratory Partners, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 466 days beyond expected account order date. | {"site_key":"d214036e4a9b1ed48c56b076e69f487791b31177127261fa612d7318d85be8b8","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[20542,20779,22706,22890,25084],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1233.204438301472,"skus":41,"orders":18,"revenue":22197.679889426498,"platforms":2,"gross_profit":-11119.010110573503,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-04-16","open_order_docs":null,"open_quote_docs":[20542,20779,22706,22890,25084],"first_order_date":"2023-10-30","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":18117.602,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-10016154","item_id":11553,"description":"Thermo Kit EtG Rgt DRI CJF","prior_value":3800.1},{"sku":"T-1194","item_id":11605,"description":"Thermo Kit Gravity Detect 500mL","prior_value":1596},{"sku":"T-1797","item_id":11659,"description":"Thermo Kit Creat-Detect 500mL","prior_value":1596},{"sku":"T-100240","item_id":11578,"description":"Thermo Kit Buprenorphine MCC, 65ml","prior_value":1140},{"sku":"T-100054","item_id":11477,"description":"Thermo Kit pH-Detect 500mL","prior_value":798}],"total_order_count":25,"disappearing_groups":null,"days_beyond_expected":466,"historical_gp_margin":-0.01759387080778544,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":5,"disappearing_group_count":0,"expected_next_order_date":"2025-05-01","median_order_interval_days":15,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-08"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-08. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-08 — Outreach | 2025-04-24 — f | 2025-01-30 — service issue. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-08. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-08 — Outreach | 2025-04-24 — f | 2025-01-30 — service issue. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c0005030adc8329eb42108cc41a43ee93f410f66d1efaa55f3aa46c45fcc4428 | Customer 8384 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5600720df21275563c2e46714e0f1083e696fd63b127b71e1f0ea8a3bd360453 | OPP-1ff1b603e8c440e3b484275fce240884d6df515b11ae83b0e950b64adb2b6cc9 | SER-8296f8652d6f6f8b1deb559d33baa1716f51cc95993f4a6cba73c8c747c90c14 | 1435 | Wrenfield Medical Group, Corp. | Lost Purchasing / Account Risk | Published | Reduced Order Frequency; 2 independent signals; trailing 90-day revenue $0.00 versus $1004.51; trailing 180-day revenue $1004.51 versus $793.84; 0 days beyond expected account order date. | {"site_key":"621f8752636151c4cf9f4a7b89072cc0a3c9b77d8d49e411fd0eb215521b9be3","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":334.8366126080213,"skus":4,"orders":3,"revenue":1004.509837824064,"platforms":1,"gross_profit":287.009837824064,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":449.587459456016,"skus":5,"orders":4,"revenue":1798.349837824064,"platforms":1,"gross_profit":513.809837824064,"product_groups":1},"trailing_180":{"aov":334.8366126080213,"skus":4,"orders":3,"revenue":1004.509837824064,"platforms":1,"gross_profit":287.009837824064,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":793.84,"skus":1,"orders":1,"revenue":793.84,"platforms":1,"gross_profit":226.8,"product_groups":1},"last_order_date":"2026-03-05","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-02-01","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":null,"total_order_count":6,"disappearing_groups":null,"days_beyond_expected":0,"historical_gp_margin":0.2857101439009544,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-10","median_order_interval_days":158,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-06-11"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-11. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-06 — follow up | 2026-01-06 — email blast response | 2025-01-13 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-11. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-06 — follow up | 2026-01-06 — email blast response | 2025-01-13 — follow up. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5600720df21275563c2e46714e0f1083e696fd63b127b71e1f0ea8a3bd360453 | Customer 1435 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ed65670f60e4bc72945a4ecaf182bfa951ffab26ff9ce56ef08d9f17ff14f4d9 | OPP-9f97d19a9f37ff6f242044f17a60cbe4e971cf21ef553b13c5a7eaf62fa34748 | SER-1cd0c51a03bc53984651c265a907869aa48b52ab33b287eade6bd55dab13e0c5 | 3669 | Harbor Analytical Labs, PLLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $1917.60 versus $4119.00; trailing 180-day revenue $6036.60 versus $3285.00; -8 days beyond expected account order date. | {"site_key":"926517f88eaf565460e29f01b8e1d372f317d1fdaf1c6efe96c2a2ed61a478e3","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[20518,28390],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":479.4,"skus":2,"orders":4,"revenue":1917.6,"platforms":2,"gross_profit":584.7,"product_groups":2},"preceding_90":{"aov":1029.75,"skus":2,"orders":4,"revenue":4119,"platforms":2,"gross_profit":1024.8,"product_groups":2},"signal_count":1,"trailing_12m":{"aov":621.44,"skus":2,"orders":15,"revenue":9321.6,"platforms":2,"gross_profit":2554.4,"product_groups":2},"trailing_180":{"aov":754.575,"skus":2,"orders":8,"revenue":6036.6,"platforms":2,"gross_profit":1609.5,"product_groups":2},"preceding_12m":{"aov":877.8257142857143,"skus":30,"orders":14,"revenue":12289.56,"platforms":2,"gross_profit":5302.14,"product_groups":2},"preceding_180":{"aov":469.2857142857143,"skus":2,"orders":7,"revenue":3285,"platforms":2,"gross_profit":944.9,"product_groups":2},"last_order_date":"2026-08-02","open_order_docs":null,"open_quote_docs":[20518,28390],"first_order_date":"2023-08-17","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":208.21,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"DF105B","item_id":13128,"description":"DF105B Siemens Dimension Hemoglobin A1c Reagent, 120 Tests","prior_value":1781.4},{"sku":"DF84","item_id":12484,"description":"DF84 Siemens Dimension IBCT - Iron Binding Capacity (autom.), 240 tests","prior_value":1669.41},{"sku":"DF48B","item_id":12473,"description":"DF48B Siemens AHDL - HDL-Cholesterol, 240 Tests","prior_value":577.59},{"sku":"DF85","item_id":12495,"description":"DF85 Siemens Iron, 240 Tests","prior_value":517.14}],"total_order_count":48,"disappearing_groups":null,"days_beyond_expected":-8,"historical_gp_margin":0.3961130518813512,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2026-08-18","median_order_interval_days":16,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-12-01"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-ed65670f60e4bc72945a4ecaf182bfa951ffab26ff9ce56ef08d9f17ff14f4d9 | Customer 3669 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-db834e1034b7407206687ee64e55b7d206554d23b314e06e33e5309e8857301e | OPP-f844ec195e898e489eaa8e20d74e604fa59bf276a8dbc66532a08c7c0f8b9eb7 | SER-4488913a4c4d6054ffd87e56017d8418c8f68d52748333c834baa07a932de354 | 9385 | Meridian Lab Services, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $2150.40; trailing 180-day revenue $2150.40 versus $1519.76; 20 days beyond expected account order date. | {"site_key":"d5f666a004ea46a76b95ee95c6e60ad0d5fed396a6e47a5d02b281e3e91c65a5","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1075.2,"skus":1,"orders":2,"revenue":2150.4,"platforms":1,"gross_profit":658.8,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":917.54,"skus":1,"orders":4,"revenue":3670.16,"platforms":1,"gross_profit":1099.22,"product_groups":1},"trailing_180":{"aov":1075.2,"skus":1,"orders":2,"revenue":2150.4,"platforms":1,"gross_profit":658.8,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":759.88,"skus":1,"orders":2,"revenue":1519.76,"platforms":1,"gross_profit":440.42,"product_groups":1},"last_order_date":"2026-05-11","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-11-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":20,"historical_gp_margin":0.29950192907121215,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-21","median_order_interval_days":71,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-13"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-db834e1034b7407206687ee64e55b7d206554d23b314e06e33e5309e8857301e | Customer 9385 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8eaa9b711fbf3e92ada013c68eabf8a8b7b65828e34a3a13dec060c5b9027ccd | OPP-b013cd9741a699064f510dceb9dafa6359b09ac5f79269ff785fd72aea3619c0 | SER-a892d8224cd3a8e06b897975c860b712848f7164025875b6637b775b3a31b2c5 | 9329 | Ironwood Medical Center, Inc. | Lost Purchasing / Account Risk | Needs Validation | Product Family Purchasing Loss; 3 independent signals; trailing 90-day revenue $2364.33 versus $1802.43; trailing 180-day revenue $4166.76 versus $7663.33; -6 days beyond expected account order date. | {"site_key":"7aa96d6c693dfe9680b67102b962112663ad88f924e92212f1989b33fb0d6572","entity_key":"Greiner Bio-One","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":788.11,"skus":17,"orders":3,"revenue":2364.33,"platforms":1,"gross_profit":694.85,"product_groups":1},"preceding_90":{"aov":1802.43,"skus":3,"orders":1,"revenue":1802.43,"platforms":1,"gross_profit":360.52,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":1690.0128571428572,"skus":33,"orders":7,"revenue":11830.09,"platforms":2,"gross_profit":3080.87,"product_groups":2},"trailing_180":{"aov":1041.69,"skus":19,"orders":4,"revenue":4166.76,"platforms":1,"gross_profit":1055.37,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":2554.443333333333,"skus":21,"orders":3,"revenue":7663.33,"platforms":2,"gross_profit":2025.5,"product_groups":2},"last_order_date":"2026-07-19","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-12-17","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":null,"total_order_count":7,"disappearing_groups":[{"product_group":"Greiner Bio-One","trailing_180_revenue":0,"preceding_180_revenue":511.96}],"days_beyond_expected":-6,"historical_gp_margin":0.2604265901611907,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":1,"expected_next_order_date":"2026-08-16","median_order_interval_days":28,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-01-15"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-8eaa9b711fbf3e92ada013c68eabf8a8b7b65828e34a3a13dec060c5b9027ccd | Customer 9329 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9e52da3c108d6b6d434bf5216de676880966c12b94b334fb31257a267f793bfc | OPP-e9fc416c60a0da7d61211040670dfe1a8a534fb17fdf3d83445ce1e34412b037 | SER-a2badd8e5ca36602954559c55053486cdc8244081c7ce9f2db652bad94516e9a | 8934 | Harbor Health Collective, PLLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Account Risk; 1 independent signal; trailing 90-day revenue $8278.76 versus $12724.76; trailing 180-day revenue $21003.52 versus $23259.09; -1 days beyond expected account order date. | {"site_key":"0703020687206cfbc5df859e9f70198cc64755350dd707b38a3f86b4b6f22bf6","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53202],"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":4139.38,"skus":3,"orders":2,"revenue":8278.76,"platforms":1,"gross_profit":2849.16,"product_groups":1},"preceding_90":{"aov":4241.586506024097,"skus":2,"orders":3,"revenue":12724.75951807229,"platforms":1,"gross_profit":6053.559518072289,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":4918.0677242302545,"skus":5,"orders":9,"revenue":44262.60951807229,"platforms":1,"gross_profit":17054.24951807229,"product_groups":1},"trailing_180":{"aov":4200.703903614458,"skus":4,"orders":5,"revenue":21003.519518072288,"platforms":1,"gross_profit":8902.719518072288,"product_groups":1},"preceding_12m":{"aov":2069.185,"skus":8,"orders":6,"revenue":12415.11,"platforms":1,"gross_profit":4242.11,"product_groups":2},"preceding_180":{"aov":5814.7725,"skus":4,"orders":4,"revenue":23259.09,"platforms":1,"gross_profit":8151.53,"product_groups":1},"last_order_date":"2026-06-29","open_order_docs":[53202],"open_quote_docs":null,"first_order_date":"2025-01-01","gp_cost_coverage":1,"open_order_value":802.32,"open_quote_value":0,"risk_signal_type":"Account Risk","disappearing_skus":null,"total_order_count":15,"disappearing_groups":null,"days_beyond_expected":-1,"historical_gp_margin":0.3757448199954785,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-11","median_order_interval_days":43,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-01-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-9e52da3c108d6b6d434bf5216de676880966c12b94b334fb31257a267f793bfc | Customer 8934 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f9b59d4821538633d8c1b4744ba879d9428917b06daf48dc8183260bb0b7780e | OPP-9dddb32fc36787a125630f4f52dd13ff5ae782807606d42c52e1315ad36748cf | SER-f89fb09a9544496c3eaf4318e23e0df01ca13c73d90f43d451e9dc5e801e4545 | 8880 | Elmhurst Medical Associates, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 419 days beyond expected account order date. | {"site_key":"151a80484d2ab6b328aba47f3fd0d3b9b8d03d772fa5ac69dcb560e043781560","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1367.2328571428573,"skus":12,"orders":7,"revenue":9570.63,"platforms":1,"gross_profit":2734.51,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-24","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-09-05","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"2121","item_id":525,"description":"[2121] Medica EasyLyte Solutions Pack, NA/K/Cl, 800mL","prior_value":6099.39},{"sku":"2124","item_id":12020,"description":"[2124] Medica EasyLyte Expand Na/K/Cl/Ca/Li Solutions pack, 800mL","prior_value":793.84},{"sku":"2118","item_id":523,"description":"[2118] Medica EasyLyte Daily Cleaning Solution Kit","prior_value":772.82},{"sku":"2102","item_id":510,"description":"[2102] Medica EasyLyte Sodium Electrode","prior_value":741.3}],"total_order_count":24,"disappearing_groups":null,"days_beyond_expected":419,"historical_gp_margin":0.28571791484605225,"territory_assignment":{"source_rep":"Sasha Reinholt","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2025-06-17","median_order_interval_days":24,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-09-11"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-f9b59d4821538633d8c1b4744ba879d9428917b06daf48dc8183260bb0b7780e | Customer 8880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-610bb4bcacbd83872f739f249cd8c7e434098921ad48a71f459741ac38775494 | OPP-c33b53f1f29aecf587cd9a2e0e58001cacee8297d631fdf9890f788c8bacf37d | SER-878445b26adba8fe6912c0be3846b6071846db5937eeb62adef257ac26d8f215 | 9053 | Cedar Diagnostics, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $1300.00 versus $3900.00; trailing 180-day revenue $5200.00 versus $4550.00; -7 days beyond expected account order date. | {"site_key":"a7454b10f0fbb43b34f5d3e6ae1c85c9c2d5f678582f091be8c8a62af1392a84","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1300,"skus":1,"orders":1,"revenue":1300,"platforms":1,"gross_profit":152.68,"product_groups":1},"preceding_90":{"aov":1950,"skus":1,"orders":2,"revenue":3900,"platforms":1,"gross_profit":524.84,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1625,"skus":1,"orders":6,"revenue":9750,"platforms":1,"gross_profit":1328.8,"product_groups":1},"trailing_180":{"aov":1733.3333333333333,"skus":1,"orders":3,"revenue":5200,"platforms":1,"gross_profit":677.52,"product_groups":1},"preceding_12m":{"aov":1207.14275711008,"skus":1,"orders":7,"revenue":8449.99929977056,"platforms":1,"gross_profit":1209.51929977056,"product_groups":1},"preceding_180":{"aov":1516.6666666666667,"skus":1,"orders":3,"revenue":4550,"platforms":1,"gross_profit":651.28,"product_groups":1},"last_order_date":"2026-06-28","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-06-23","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":15,"disappearing_groups":null,"days_beyond_expected":-7,"historical_gp_margin":0.1398232951701711,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-17","median_order_interval_days":49.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-05-19"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-610bb4bcacbd83872f739f249cd8c7e434098921ad48a71f459741ac38775494 | Customer 9053 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a851bc2d7bc2d104cd2109c86f064ab43299bb40675af0038efceb31b245bc8d | OPP-1576f4ed9434c2da5eec6e862128b82a95fc80cdf14952cfda79315cc7687dbc | SER-63550abf625af7c8f4484615ebc1c14b489b38289993ad0435f86091454f7617 | 9241 | Northgate Medical Partners, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $2459.64; trailing 180-day revenue $2459.64 versus $2459.64; 1 days beyond expected account order date. | {"site_key":"b9b614082da9ff4846634607c358f5d53e1b205c73e816f815357b74b3480dec","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":2459.64,"skus":1,"orders":1,"revenue":2459.64,"platforms":1,"gross_profit":788.76,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":2459.64,"skus":1,"orders":2,"revenue":4919.28,"platforms":1,"gross_profit":1577.52,"product_groups":1},"trailing_180":{"aov":2459.64,"skus":1,"orders":1,"revenue":2459.64,"platforms":1,"gross_profit":788.76,"product_groups":1},"preceding_12m":{"aov":409.94,"skus":1,"orders":1,"revenue":409.94,"platforms":1,"gross_profit":131.46,"product_groups":1},"preceding_180":{"aov":2459.64,"skus":1,"orders":1,"revenue":2459.64,"platforms":1,"gross_profit":788.76,"product_groups":1},"last_order_date":"2026-03-01","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-02-04","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":1,"historical_gp_margin":0.3233188596705209,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-09","median_order_interval_days":161,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-07-23"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-a851bc2d7bc2d104cd2109c86f064ab43299bb40675af0038efceb31b245bc8d | Customer 9241 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-28445b7327e55465678b3405ddb222b16090703838f66acc60183e944eb9ab52 | OPP-cc5f7d563542da0d509157ae870789bcb9e5e026ffadc7ab0dd9e285848a9553 | SER-d1d41c1aa5f24257974431a9a474b2eb76a8ebf525c9c8f1834172b91419d745 | 9880 | Silverline Diagnostic Group, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $1038.22 versus $2321.84; trailing 180-day revenue $3360.06 versus $4993.53; 7 days beyond expected account order date. | {"site_key":"5f38abf8283cc70c765eb3dec763049e4f08d531616c52e50d53a4ae3c1b54cc","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[22894],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NV","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1038.22,"skus":12,"orders":1,"revenue":1038.22,"platforms":1,"gross_profit":-1251.32,"product_groups":1},"preceding_90":{"aov":773.9466666666667,"skus":13,"orders":3,"revenue":2321.84,"platforms":1,"gross_profit":-3617.86,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":1193.37,"skus":16,"orders":7,"revenue":8353.59,"platforms":1,"gross_profit":-11096.05,"product_groups":1},"trailing_180":{"aov":840.015,"skus":15,"orders":4,"revenue":3360.06,"platforms":1,"gross_profit":-4869.18,"product_groups":1},"preceding_12m":{"aov":1350.576,"skus":13,"orders":5,"revenue":6752.88,"platforms":1,"gross_profit":-9800.93,"product_groups":1},"preceding_180":{"aov":1664.51,"skus":15,"orders":3,"revenue":4993.53,"platforms":1,"gross_profit":-6226.87,"product_groups":1},"last_order_date":"2026-06-16","open_order_docs":null,"open_quote_docs":[22894],"first_order_date":"2025-01-07","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":1332.48,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":12,"disappearing_groups":null,"days_beyond_expected":7,"historical_gp_margin":-1.383313242603997,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NV"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-03","median_order_interval_days":48,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-13"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-28445b7327e55465678b3405ddb222b16090703838f66acc60183e944eb9ab52 | Customer 9880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bceef6fc998198e3752ed0e5ef54a52eb18b4dad6aa5e9f5881e0cd57aaeedce | OPP-18b15873f06ce2f3feb025367e842e304b307811d1330be96e9047e5ac6973a8 | SER-a004b1310ed41498ce2c61ed0e4b04230d26321433034c108f6cd5fa49923909 | 41006 | Bridgeport Care Partners, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $2078.27 versus $0.00; trailing 180-day revenue $2078.27 versus $2275.45; -124 days beyond expected account order date. | {"site_key":"23c62b8f6075221daa9dc7cd8028445161d89b333ed42449e056dfa0c4676eb6","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2078.27,"skus":8,"orders":1,"revenue":2078.27,"platforms":1,"gross_profit":1420.47,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":1451.24,"skus":10,"orders":3,"revenue":4353.72,"platforms":1,"gross_profit":3087.87,"product_groups":1},"trailing_180":{"aov":2078.27,"skus":8,"orders":1,"revenue":2078.27,"platforms":1,"gross_profit":1420.47,"product_groups":1},"preceding_12m":{"aov":3095.9266666666667,"skus":17,"orders":3,"revenue":9287.78,"platforms":4,"gross_profit":3679.56,"product_groups":4},"preceding_180":{"aov":1137.725,"skus":7,"orders":2,"revenue":2275.45,"platforms":1,"gross_profit":1667.4,"product_groups":1},"last_order_date":"2026-07-26","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-09-24","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":6,"disappearing_groups":null,"days_beyond_expected":-124,"historical_gp_margin":0.4960913389290034,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-12-12","median_order_interval_days":139,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-02-19"} | Classification: Research Institution Operating Instruments (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-19. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-16 — email | 2025-08-13 — service request | 2024-10-23 — invoice. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-19. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-16 — email | 2025-08-13 — service request | 2024-10-23 — invoice. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-bceef6fc998198e3752ed0e5ef54a52eb18b4dad6aa5e9f5881e0cd57aaeedce | Customer 41006 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-78a2d57c288e544570a24a43b9d7bf821a39622680c450d9d63272868c9e47b8 | OPP-e352db033ac82525589dca9a4534f296794f231b94219711e86da965b5ec6822 | SER-1c8630707d43926be2757a2b8c57ba7df96248fbf52c7bc463f55e5ee7670b81 | 9880 | Silverline Diagnostic Group, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $951.03 versus $1862.23; trailing 180-day revenue $2813.26 versus $2847.74; 23 days beyond expected account order date. | {"site_key":"8900d64c4e2d6fa2f91ac66e8081af12dbb7d623bf525ecdc64c79688cbe20fc","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NV","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":951.03,"skus":5,"orders":1,"revenue":951.03,"platforms":1,"gross_profit":247.77,"product_groups":1},"preceding_90":{"aov":1862.23,"skus":4,"orders":1,"revenue":1862.23,"platforms":1,"gross_profit":438.64,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1132.2,"skus":7,"orders":5,"revenue":5661,"platforms":1,"gross_profit":1399.5,"product_groups":1},"trailing_180":{"aov":1406.63,"skus":7,"orders":2,"revenue":2813.26,"platforms":1,"gross_profit":686.41,"product_groups":1},"preceding_12m":{"aov":1694.9957142857143,"skus":19,"orders":7,"revenue":11864.97,"platforms":1,"gross_profit":2387.95,"product_groups":1},"preceding_180":{"aov":949.2466666666667,"skus":7,"orders":3,"revenue":2847.74,"platforms":1,"gross_profit":713.09,"product_groups":1},"last_order_date":"2026-06-16","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-10-08","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"10017331","item_id":14090,"description":"10017331 Thermo Fisher 1mL nesting cups, 1000/pk","prior_value":1282.2},{"sku":"T-10015632","item_id":11531,"description":"Thermo Kit Oxycodone Rgt DRI","prior_value":1156.68},{"sku":"T-10014593","item_id":11509,"description":"Thermo Kit Cocaine Rgt DRI","prior_value":1135.26},{"sku":"T-10014585","item_id":11508,"description":"Thermo Kit Amphetamine Rgt DRI","prior_value":973.08},{"sku":"T-10014601","item_id":11510,"description":"Thermo Kit Opiate Rgt DRI","prior_value":973.08}],"total_order_count":28,"disappearing_groups":null,"days_beyond_expected":23,"historical_gp_margin":0.20089542263633123,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NV"},"disappearing_platforms":null,"disappearing_sku_count":5,"disappearing_group_count":0,"expected_next_order_date":"2026-07-18","median_order_interval_days":32,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-13"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-78a2d57c288e544570a24a43b9d7bf821a39622680c450d9d63272868c9e47b8 | Customer 9880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fe76b9f93ad4504b4ea87ee71d488e3b8c84ddf4ccbdd8d077898121130bb75b | OPP-7870b625dd94538c3b0793aaccdb2b699623ec845946ab0a36d2d1eae6e09151 | SER-dd4d7683fd4edcf762e9495fcc79e37965fd3e82d7e2db91f03870742e222992 | 44704 | Bellwood Reference Labs, Corp. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $443.00 versus $402.98; trailing 180-day revenue $845.98 versus $3626.82; -56 days beyond expected account order date. | {"site_key":"9be7f3904ce3dd66f2bd509abca452f2b4400c79d9b8cf870cfce93b3de9babe","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":443,"skus":1,"orders":1,"revenue":443,"platforms":1,"gross_profit":175.75,"product_groups":1},"preceding_90":{"aov":402.98,"skus":1,"orders":1,"revenue":402.98,"platforms":1,"gross_profit":135.73,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1118.2,"skus":1,"orders":4,"revenue":4472.8,"platforms":1,"gross_profit":1652.05,"product_groups":1},"trailing_180":{"aov":422.99,"skus":1,"orders":2,"revenue":845.98,"platforms":1,"gross_profit":311.48,"product_groups":1},"preceding_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_180":{"aov":1813.41,"skus":1,"orders":2,"revenue":3626.82,"platforms":1,"gross_profit":1340.57,"product_groups":1},"last_order_date":"2026-07-07","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-09-29","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":-56,"historical_gp_margin":0.36935476658916117,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-10-05","median_order_interval_days":90,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-07. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-03-04 — follow up | 2025-03-03 — follow up | 2025-02-24 — follow up. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-07. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-03-04 — follow up | 2025-03-03 — follow up | 2025-02-24 — follow up. | Open quote: No; Open order: No | Item active: null | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-fe76b9f93ad4504b4ea87ee71d488e3b8c84ddf4ccbdd8d077898121130bb75b | Customer 44704 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-581ff99de969a0646093040b5c6680d6c5a7aefde2343de98fb0d7759c4b8de2 | OPP-0b8889dcda962328d3bb57d5a6795f4a18054b14d54d32eb3b9cbf96dcdb3f60 | SER-bf294c8f1b8fdbd2b96b5dd905c217bf11aa006ab58351267278de70e9ed2583 | 8624 | Brightwater Clinical Labs, LLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $3480.00 versus $0.00; trailing 180-day revenue $3480.00 versus $0.00; -165 days beyond expected account order date. | {"site_key":"629014a615bd3e36ff40d0498e6b9346356af70effb6bd98fc29f5923d7f7193","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":3480,"skus":1,"orders":1,"revenue":3480,"platforms":1,"gross_profit":1131.6,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":3480,"skus":1,"orders":1,"revenue":3480,"platforms":1,"gross_profit":1131.6,"product_groups":1},"trailing_180":{"aov":3480,"skus":1,"orders":1,"revenue":3480,"platforms":1,"gross_profit":1131.6,"product_groups":1},"preceding_12m":{"aov":3780,"skus":1,"orders":2,"revenue":7560,"platforms":1,"gross_profit":2340,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2026-05-18","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-04-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":-165,"historical_gp_margin":0.3131983805668016,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2027-01-22","median_order_interval_days":249,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-03"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-581ff99de969a0646093040b5c6680d6c5a7aefde2343de98fb0d7759c4b8de2 | Customer 8624 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a53bf0a3528f350a040b4a0806d951d1ba449d7d341046673cd12f3b3ce6536f | OPP-01acde0ac3ceb28aa82be004c1c1811c2ef7fdb8f51c7e3e6108b293a8ef48cf | SER-92c3eb961900f42eb4652cc5ad9ad68125838c85654b76bbac7fa581224ca065 | 7879 | Whitmore Laboratory Partners, Inc. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 7 independent signals; trailing 90-day revenue $5826.48 versus $13597.34; trailing 180-day revenue $19423.82 versus $5642.66; 55 days beyond expected account order date. | {"site_key":"a6c2d72785a9bc2866ac210892eb7369037d6110d517d0dabc3afd33df97a769","entity_key":"Bio-Rad","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":2913.24,"skus":24,"orders":2,"revenue":5826.48,"platforms":1,"gross_profit":2616.27,"product_groups":1},"preceding_90":{"aov":2266.223332324421,"skus":34,"orders":6,"revenue":13597.339993946523,"platforms":1,"gross_profit":7039.069993946524,"product_groups":1},"signal_count":7,"trailing_12m":{"aov":1928.1907840330991,"skus":41,"orders":13,"revenue":25066.48019243029,"platforms":2,"gross_profit":12354.000192430289,"product_groups":2},"trailing_180":{"aov":2427.9774992433154,"skus":35,"orders":8,"revenue":19423.819993946523,"platforms":1,"gross_profit":9655.339993946523,"product_groups":1},"preceding_12m":{"aov":3462.1326940034874,"skus":55,"orders":30,"revenue":103863.98082010463,"platforms":2,"gross_profit":73683.93082010462,"product_groups":2},"preceding_180":{"aov":1128.5320396967527,"skus":15,"orders":5,"revenue":5642.660198483764,"platforms":2,"gross_profit":2698.660198483764,"product_groups":2},"last_order_date":"2026-06-02","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-10-03","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"A98856","item_id":10892,"description":"A98856 Beckman 25(OH) Vitamin D Reagent (for use on UniCel DxI Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":4960},{"sku":"386371","item_id":10616,"description":"386371 Access CK-MB Reagent, 100 Determinations, 2 x 50 tests","prior_value":2964},{"sku":"A16793","item_id":5082,"description":"A16793 Beckman Wash Buffer II, UniCel DxI, 1 x 10L - Lot 331260F","prior_value":2232},{"sku":"A48618","item_id":6968,"description":"A48618 SHBG Calibrator","prior_value":1704},{"sku":"A10827","item_id":5241,"description":"A10827 DHEA-S Calibrators (S0-S5), Access, 1, set, 6 x 2.0 mL","prior_value":704.2},{"sku":"A98857","item_id":10919,"description":"A98857 Beckman 25(OH) Vitamin D Calibrators (for use on UniCel DxI Immunoassay Systems) (S0-S5)","prior_value":600},{"sku":"146","item_id":13647,"description":"Bio-Rad 146 Liquichek Cardiac Markers Plus Control LT, Level 1, 6 x 3mL","prior_value":310},{"sku":"147","item_id":13648,"description":"Bio-Rad 147 Liquichek Cardiac Markers Plus Control LT, Level 2, 6 x 3mL","prior_value":310},{"sku":"148","item_id":13649,"description":"Bio-Rad 148 Liquichek Cardiac Markers Plus Control LT, Level 3, 6 x 3mL","prior_value":310}],"total_order_count":61,"disappearing_groups":[{"product_group":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":1366.5}],"days_beyond_expected":55,"historical_gp_margin":0.6931177770439323,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":[{"analyzer_platform":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":1366.5}],"disappearing_sku_count":9,"disappearing_group_count":1,"expected_next_order_date":"2026-06-16","median_order_interval_days":13.5,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-04-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-a53bf0a3528f350a040b4a0806d951d1ba449d7d341046673cd12f3b3ce6536f | Customer 7879 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fd39fd637227988a474416789c88a2c31e970625aaa9100464c8f17856c82b4a | OPP-2cabf8cb6d41084d7cb47b8b077cc5643029027d3beab3f2b7b834168c0df4df | SER-53368dabd982aa1b9f16f2e7f35f6efab95463e502734ff10b4873b97aed6fa6 | 7690 | Sequoia Health Alliance, LLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Revenue and Gross-Profit Decline; 4 independent signals; trailing 90-day revenue $11205.84 versus $45217.29; trailing 180-day revenue $56423.13 versus $17268.67; 21 days beyond expected account order date. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53115],"open_quote_docs":[31299,31323,32469],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1400.7299744,"skus":22,"orders":8,"revenue":11205.8397952,"platforms":4,"gross_profit":3780.0197952,"product_groups":4},"preceding_90":{"aov":1965.9690717391304,"skus":63,"orders":23,"revenue":45217.28865,"platforms":4,"gross_profit":18643.03865,"product_groups":4},"signal_count":4,"trailing_12m":{"aov":1601.9956169434784,"skus":74,"orders":46,"revenue":73691.7983794,"platforms":4,"gross_profit":31169.0483794,"product_groups":4},"trailing_180":{"aov":1820.1009175870968,"skus":73,"orders":31,"revenue":56423.1284452,"platforms":4,"gross_profit":22423.0584452,"product_groups":4},"preceding_12m":{"aov":1201.3889477777777,"skus":6,"orders":18,"revenue":21625.00106,"platforms":2,"gross_profit":10182.00106,"product_groups":2},"preceding_180":{"aov":1151.24466228,"skus":15,"orders":15,"revenue":17268.6699342,"platforms":2,"gross_profit":8745.9899342,"product_groups":2},"last_order_date":"2026-07-13","open_order_docs":[53115],"open_quote_docs":[31299,31323,32469],"first_order_date":"2023-12-12","gp_cost_coverage":1,"open_order_value":1334.72,"open_quote_value":12163.3,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":67,"disappearing_groups":null,"days_beyond_expected":21,"historical_gp_margin":0.4335778747851467,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-20","median_order_interval_days":5.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-fd39fd637227988a474416789c88a2c31e970625aaa9100464c8f17856c82b4a | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0ce2edb057d016ac05beda7a80186e9931177d2868629a2c0a73255fe99eab06 | OPP-5ed0d0c81e04d0e88bb62923b9099d7efbf8bedf7c869629b7039257a1fa6496 | SER-58273b8e11091d5799fa225d10a884cb99b99cbd787e1679eb88f1bdaab689a9 | 6977 | Cedar Lab Services, LLC | Lost Purchasing / Account Risk | Published | Analyzer Platform Purchasing Loss; 7 independent signals; trailing 90-day revenue $1145.37 versus $609.48; trailing 180-day revenue $1754.85 versus $23856.84; 13 days beyond expected account order date. | {"site_key":"cdae62d2e763e8dbbc47a6ea24460ffa9f44b6907a4bc0d4cf244c50023fd4b7","entity_key":"Beckman Access / DxI","open_order_docs":null,"open_quote_docs":[30878,31378],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":286.3425,"skus":3,"orders":4,"revenue":1145.37,"platforms":3,"gross_profit":410.48,"product_groups":3},"preceding_90":{"aov":609.48,"skus":1,"orders":1,"revenue":609.48,"platforms":1,"gross_profit":448.48,"product_groups":1},"signal_count":7,"trailing_12m":{"aov":1270.3795652173912,"skus":29,"orders":23,"revenue":29218.73,"platforms":3,"gross_profit":17828.68,"product_groups":3},"trailing_180":{"aov":350.97,"skus":3,"orders":5,"revenue":1754.85,"platforms":3,"gross_profit":858.96,"product_groups":3},"preceding_12m":{"aov":2690.7268518518517,"skus":43,"orders":54,"revenue":145299.25,"platforms":2,"gross_profit":94898.32,"product_groups":2},"preceding_180":{"aov":1403.3435294117646,"skus":27,"orders":17,"revenue":23856.84,"platforms":2,"gross_profit":14647.68,"product_groups":2},"last_order_date":"2026-07-21","open_order_docs":null,"open_quote_docs":[30878,31378],"first_order_date":"2023-08-10","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":17082.08,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"A98856","item_id":10892,"description":"A98856 Beckman 25(OH) Vitamin D Reagent (for use on UniCel DxI Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":28045},{"sku":"37210","item_id":4265,"description":"37210 BECKMAN ACCESS PSA HYBRTCH FREE 100S","prior_value":12512},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":10145.67},{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":8654.66},{"sku":"A16793","item_id":5082,"description":"A16793 Beckman Wash Buffer II, UniCel DxI, 1 x 10L","prior_value":7175},{"sku":"33560","item_id":5019,"description":"33560 Beckman Access Testosterone (REF)","prior_value":6405.84},{"sku":"A98032","item_id":5050,"description":"A98032 Beckman Access Folate Reagent","prior_value":5250},{"sku":"33550","item_id":5121,"description":"33550 Beckman Access PROG RGT","prior_value":4480},{"sku":"A16972","item_id":4250,"description":"A16972 BECKMAN ACCESS INTACT PTH 2X50TST","prior_value":4230},{"sku":"33000","item_id":4262,"description":"33000 Beckman Access B12 Reagent 100/BX","prior_value":3882.9}],"total_order_count":136,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":761.85,"preceding_180_revenue":22262.86}],"days_beyond_expected":13,"historical_gp_margin":0.6492751903430564,"territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":[{"analyzer_platform":"Beckman Access / DxI","trailing_180_revenue":761.85,"preceding_180_revenue":22262.86}],"disappearing_sku_count":24,"disappearing_group_count":1,"expected_next_order_date":"2026-07-28","median_order_interval_days":7,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-05-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. | Open quote: Yes; Open order: No | Item active: null | Source email punctuation was normalized; rep should verify the address before use. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-0ce2edb057d016ac05beda7a80186e9931177d2868629a2c0a73255fe99eab06 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-51814804149304927da6cad598af1db70a01552667b3746aaaf86726379a08bb | OPP-a423420a165ff0c0abc869590ab7e246fbc5551fc36a983cc99b822b2a61007b | SER-598bbcae822dd4f273c8b8d5bdd363ec7a7eb43d3cdac9a5aa1666a7c0816418 | 9506 | Sequoia Clinical Partners, PLLC | Lost Purchasing / Account Risk | Published | Product Family Purchasing Loss; 5 independent signals; trailing 90-day revenue $3217.79 versus $10768.14; trailing 180-day revenue $13985.93 versus $24800.28; -5 days beyond expected account order date. | {"site_key":"1a0917814c75bc72340fadb513367c7efb88b72884b81f1f819506850529dc04","entity_key":"Bio-Rad","open_order_docs":null,"open_quote_docs":[19200,23080,26457,26490,26609,26689,26742,26788,27392,27467,28721,28796,29020,29066,29124,29306,29824,30041,30116,30124,30588,30685,30707,30789,30953,31743],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":459.6842857142857,"skus":12,"orders":7,"revenue":3217.79,"platforms":4,"gross_profit":170.5,"product_groups":4},"preceding_90":{"aov":1346.0175,"skus":26,"orders":8,"revenue":10768.14,"platforms":3,"gross_profit":4108.27,"product_groups":3},"signal_count":5,"trailing_12m":{"aov":1108.1774250181857,"skus":39,"orders":35,"revenue":38786.2098756365,"platforms":6,"gross_profit":12204.179875636499,"product_groups":6},"trailing_180":{"aov":932.3953333333334,"skus":31,"orders":15,"revenue":13985.93,"platforms":5,"gross_profit":4278.77,"product_groups":5},"preceding_12m":{"aov":1672.99125,"skus":38,"orders":8,"revenue":13383.93,"platforms":6,"gross_profit":5600.8,"product_groups":6},"preceding_180":{"aov":1240.0139937818249,"skus":30,"orders":20,"revenue":24800.2798756365,"platforms":4,"gross_profit":7925.409875636499,"product_groups":4},"last_order_date":"2026-08-05","open_order_docs":null,"open_quote_docs":[19200,23080,26457,26490,26609,26689,26742,26788,27392,27467,28721,28796,29020,29066,29124,29306,29824,30041,30116,30124,30588,30685,30707,30789,30953,31743],"first_order_date":"2023-08-14","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":116649.81327397512,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":[{"sku":"B24839","item_id":10921,"description":"B24839 Access 25(OH) Vitamin D Calibrators (for use on Access 2 Immunoassay Systems) (S0-S5)","prior_value":676},{"sku":"OSR61205","item_id":11805,"description":"OSR61205 UIBC (Unsaturated Iron Binding Capacity) Reagent, 4 x 240 Tests","prior_value":390}],"total_order_count":52,"disappearing_groups":[{"product_group":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":918.7}],"days_beyond_expected":-5,"historical_gp_margin":0.3593076567018506,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":1,"expected_next_order_date":"2026-08-15","median_order_interval_days":10,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-51814804149304927da6cad598af1db70a01552667b3746aaaf86726379a08bb | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d49ed70ad95cc7a4f27eb9496f89a12a61f53d2b10a1f1ba94fcc6989d596e0e | OPP-32cbd3a93210eaafb7f29f3cdbf9bac7ca46a46cf8369e548938fe62ab70796c | SER-e66e63ffa0b217563b2c65a5d8ad227d6e252c66c1bbd68ec477b480d2e3ab17 | 927 | Stonebridge Physician Group, LLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 4 independent signals; trailing 90-day revenue $0.00 versus $6884.70; trailing 180-day revenue $6884.70 versus $6196.23; 64 days beyond expected account order date. | {"site_key":"4f7df056eb07e1be75edf932e371ee9bc3f0b198edce4d4ead65575d3ac2f77b","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":3442.35,"skus":1,"orders":2,"revenue":6884.7,"platforms":1,"gross_profit":2684.7,"product_groups":1},"signal_count":4,"trailing_12m":{"aov":3270.232915442719,"skus":1,"orders":4,"revenue":13080.931661770876,"platforms":1,"gross_profit":5100.931661770876,"product_groups":1},"trailing_180":{"aov":3442.35,"skus":1,"orders":2,"revenue":6884.7,"platforms":1,"gross_profit":2684.7,"product_groups":1},"preceding_12m":{"aov":2839.93875,"skus":1,"orders":8,"revenue":22719.51,"platforms":1,"gross_profit":8859.51,"product_groups":1},"preceding_180":{"aov":3098.115830885438,"skus":1,"orders":2,"revenue":6196.231661770876,"platforms":1,"gross_profit":2416.231661770876,"product_groups":1},"last_order_date":"2026-04-29","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-23","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":null,"total_order_count":23,"disappearing_groups":null,"days_beyond_expected":64,"historical_gp_margin":0.3589210506519451,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-06-07","median_order_interval_days":38.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-09"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-09. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-29 — Outreach Email | 2026-05-29 — Outreach Email | 2025-10-22 — Thank You for Your Recent Orders. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-09. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-29 — Outreach Email | 2026-05-29 — Outreach Email | 2025-10-22 — Thank You for Your Recent Orders. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d49ed70ad95cc7a4f27eb9496f89a12a61f53d2b10a1f1ba94fcc6989d596e0e | Customer 927 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-62134774fd802ef7769eec272e1cea305568918c5d6bdafafb303f2dd3e3d2a9 | OPP-7227bb3428add66fc02531b3979154a10899137bedff82cdca42a0f815ef0e88 | SER-62be7e6751896bd3a04303aaf1443858b126a2aeac864e7208221bc76f982892 | 5175 | Summit Health System, Inc. | Lost Purchasing / Account Risk | Published | Analyzer Platform Purchasing Loss; 4 independent signals; trailing 90-day revenue $1754.70 versus $2226.93; trailing 180-day revenue $3981.63 versus $15193.34; -9 days beyond expected account order date. | {"site_key":"b10f11fd3f9940d2b974354d7eb0fc24568501ce68a968e3594db42c0e972c7f","entity_key":"Fisher Chemical","open_order_docs":null,"open_quote_docs":[31041],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1754.7,"skus":7,"orders":1,"revenue":1754.7,"platforms":2,"gross_profit":510.12,"product_groups":2},"preceding_90":{"aov":1113.465,"skus":4,"orders":2,"revenue":2226.93,"platforms":1,"gross_profit":701.61,"product_groups":1},"signal_count":4,"trailing_12m":{"aov":3834.994,"skus":23,"orders":5,"revenue":19174.97,"platforms":4,"gross_profit":4413.67,"product_groups":4},"trailing_180":{"aov":1327.21,"skus":11,"orders":3,"revenue":3981.63,"platforms":3,"gross_profit":1211.73,"product_groups":3},"preceding_12m":{"aov":1221.527142857143,"skus":15,"orders":7,"revenue":8550.69,"platforms":3,"gross_profit":1779.29,"product_groups":3},"preceding_180":{"aov":7596.67,"skus":12,"orders":2,"revenue":15193.34,"platforms":2,"gross_profit":3201.94,"product_groups":2},"last_order_date":"2026-06-30","open_order_docs":null,"open_quote_docs":[31041],"first_order_date":"2024-11-24","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":9984.525,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":null,"total_order_count":12,"disappearing_groups":[{"product_group":"Fisher Chemical","trailing_180_revenue":0,"preceding_180_revenue":2857.12}],"days_beyond_expected":-9,"historical_gp_margin":0.22336564756258281,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NY"},"disappearing_platforms":[{"analyzer_platform":"Fisher Chemical","trailing_180_revenue":0,"preceding_180_revenue":2857.12}],"disappearing_sku_count":0,"disappearing_group_count":1,"expected_next_order_date":"2026-08-19","median_order_interval_days":50,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-05-22"} | Classification: Distributor (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-22. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-22 — Outreach Email | 2026-05-22 — Outreach Email | 2025-09-17 — Block Scientific. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-22. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-22 — Outreach Email | 2026-05-22 — Outreach Email | 2025-09-17 — Block Scientific. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-62134774fd802ef7769eec272e1cea305568918c5d6bdafafb303f2dd3e3d2a9 | Customer 5175 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c4a42b6740cc1541f51908edf4b19e8e81ff8f16a5a0c5d6041c738da0684406 | OPP-b619f45d3ef53a1cd830aaf6a1cd0d5522052022787ddc6eaefcdd21e3fe2fd0 | SER-b10920b0938006936416e77746fca29eebebcff6e86f9c3350f5df2ba56b3106 | 43193 | Harbor Pathology Labs, LLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Analyzer Platform Purchasing Loss; 6 independent signals; trailing 90-day revenue $2063.87 versus $2665.66; trailing 180-day revenue $4729.53 versus $17581.33; 12 days beyond expected account order date. | {"site_key":"55f2658ee754062b5afd02569c2d7a31aab281f4c99736de237e6994067b567d","entity_key":"Greiner Bio-One","open_order_docs":[53350],"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1031.93499798,"skus":16,"orders":2,"revenue":2063.86999596,"platforms":1,"gross_profit":589.67999596,"product_groups":1},"preceding_90":{"aov":666.41501853,"skus":13,"orders":4,"revenue":2665.66007412,"platforms":1,"gross_profit":761.66007412,"product_groups":1},"signal_count":6,"trailing_12m":{"aov":1239.4922261155555,"skus":51,"orders":18,"revenue":22310.86007008,"platforms":3,"gross_profit":6192.65007008,"product_groups":3},"trailing_180":{"aov":788.25501168,"skus":25,"orders":6,"revenue":4729.53007008,"platforms":1,"gross_profit":1351.34007008,"product_groups":1},"preceding_12m":{"aov":832.08,"skus":1,"orders":1,"revenue":832.08,"platforms":1,"gross_profit":237.74,"product_groups":1},"preceding_180":{"aov":1465.1108333333334,"skus":49,"orders":12,"revenue":17581.33,"platforms":3,"gross_profit":4841.31,"product_groups":3},"last_order_date":"2026-07-08","open_order_docs":[53350],"open_quote_docs":null,"first_order_date":"2025-06-02","gp_cost_coverage":1,"open_order_value":221.97,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":null,"total_order_count":19,"disappearing_groups":[{"product_group":"Greiner Bio-One","trailing_180_revenue":0,"preceding_180_revenue":1606.23}],"days_beyond_expected":12,"historical_gp_margin":0.2778553654206378,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"disappearing_platforms":[{"analyzer_platform":"Greiner Bio-One","trailing_180_revenue":0,"preceding_180_revenue":1606.23}],"disappearing_sku_count":0,"disappearing_group_count":1,"expected_next_order_date":"2026-07-29","median_order_interval_days":21,"disappearing_platform_count":1,"last_meaningful_activity_date":"2026-07-28"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c4a42b6740cc1541f51908edf4b19e8e81ff8f16a5a0c5d6041c738da0684406 | Customer 43193 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7a3376188eeda2c8288be87307674d6ccb3c0844f437b27890a30861ce2e8c67 | OPP-a3ae05db50f4dfb16529584a3f0e5413a50530415a42449b845a28e6aa6b8ab2 | SER-499de8edab9aadedca3162e090e04f91dcc39a110062efb2ce9a19c0428a23af | 8324 | Meridian Reference Labs, Inc. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 5 independent signals; trailing 90-day revenue $6131.14 versus $0.00; trailing 180-day revenue $6131.14 versus $15516.70; 27 days beyond expected account order date. | {"site_key":"d6ec6f3ece39429b2bee575b3f927cd3f633a015f44e768a5697134d7a4a8f07","entity_key":"Bio-Rad","open_order_docs":null,"open_quote_docs":[25815,28912],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":3065.57,"skus":3,"orders":2,"revenue":6131.14,"platforms":1,"gross_profit":4215,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":5,"trailing_12m":{"aov":4329.5688146180655,"skus":10,"orders":5,"revenue":21647.844073090328,"platforms":2,"gross_profit":12386.164073090327,"product_groups":2},"trailing_180":{"aov":3065.57,"skus":3,"orders":2,"revenue":6131.14,"platforms":1,"gross_profit":4215,"product_groups":1},"preceding_12m":{"aov":3106.93,"skus":15,"orders":9,"revenue":27962.37,"platforms":3,"gross_profit":10731.74,"product_groups":3},"preceding_180":{"aov":5172.2346910301085,"skus":10,"orders":3,"revenue":15516.704073090326,"platforms":2,"gross_profit":8171.164073090326,"product_groups":2},"last_order_date":"2026-06-10","open_order_docs":null,"open_quote_docs":[25815,28912],"first_order_date":"2023-10-19","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":30455,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"591","item_id":13495,"description":"Bio-Rad 591 Immunology 1 Liq 6 x 1mL","prior_value":3771.52},{"sku":"593","item_id":13497,"description":"Bio-Rad 593 Immunology 3 Liq 6 x 1mL","prior_value":3771.52},{"sku":"592","item_id":13496,"description":"Bio-Rad 592 Immunology 2 Liq 6 x 1mL","prior_value":2487.52},{"sku":"ODR3021","item_id":12026,"description":"ODR3021 Olympus Serum Protein Multi Calibrator","prior_value":1485.1},{"sku":"OSR61205","item_id":11805,"description":"OSR61205 UIBC (Unsaturated Iron Binding Capacity) Reagent, 4 x 240 Tests","prior_value":954},{"sku":"ODC0027","item_id":12050,"description":"ODC0027 Olympus CRP Latex Calibrator Highly Sensitive Set","prior_value":912},{"sku":"OSR6286","item_id":11806,"description":"OSR6286 Olympus Iron Reagent, 4 x 970 Tests","prior_value":900},{"sku":"OSR6107","item_id":11343,"description":"OSR6107 Olympus ALT Reagent (4x980 tests)","prior_value":895},{"sku":"OSR6189","item_id":10575,"description":"Olympus OSR6189 MAGNESIUM REAGENT (4x250 tests)","prior_value":270}],"total_order_count":26,"disappearing_groups":[{"product_group":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":5534.48}],"days_beyond_expected":27,"historical_gp_margin":0.44800826634664537,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":[{"analyzer_platform":"Bio-Rad","trailing_180_revenue":0,"preceding_180_revenue":5534.48}],"disappearing_sku_count":9,"disappearing_group_count":1,"expected_next_order_date":"2026-07-14","median_order_interval_days":34,"disappearing_platform_count":1,"last_meaningful_activity_date":"2025-05-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7a3376188eeda2c8288be87307674d6ccb3c0844f437b27890a30861ce2e8c67 | Customer 8324 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b9d4d8abd4b62f7c88c34d93f49f5e57072d533651156797ba5dccee4c31eb31 | OPP-79f4756e7f183c5c552545505a268a821d289329773e173304fcb9f47515a58b | SER-c88ffb1a9a09373d7581c1039661c1eb5857fdae20b2fd2a615bb1289792d07c | 8342 | Silverline Clinical Group, Inc. | Lost Purchasing / Account Risk | Suppressed by Open Order | Reduced Order Frequency; 2 independent signals; trailing 90-day revenue $38238.00 versus $56803.00; trailing 180-day revenue $95041.00 versus $76223.05; 4 days beyond expected account order date. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53345],"open_quote_docs":[22004,23735,24195,24502,24876,25200,25300,25455,25672,25754,26009,26349,26811,26910,27019,27852,28385,28518,29652,29872,30010,30115,30144,30180,30604,30684,30737,30967,30982,32427],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":5462.571212576075,"skus":20,"orders":7,"revenue":38237.99848803252,"platforms":2,"gross_profit":9711.188488032521,"product_groups":2},"preceding_90":{"aov":3341.3532064251617,"skus":26,"orders":17,"revenue":56803.00450922774,"platforms":2,"gross_profit":16888.734509227746,"product_groups":2},"signal_count":2,"trailing_12m":{"aov":3917.2512512864737,"skus":72,"orders":44,"revenue":172359.05505660485,"platforms":2,"gross_profit":56902.30505660485,"product_groups":2},"trailing_180":{"aov":3960.0417915525113,"skus":35,"orders":24,"revenue":95041.00299726026,"platforms":2,"gross_profit":26599.92299726027,"product_groups":2},"preceding_12m":{"aov":2190.8160234078946,"skus":69,"orders":37,"revenue":81060.19286609211,"platforms":2,"gross_profit":35463.22286609211,"product_groups":2},"preceding_180":{"aov":4011.7395671073996,"skus":59,"orders":19,"revenue":76223.0517750406,"platforms":2,"gross_profit":29727.381775040598,"product_groups":2},"last_order_date":"2026-07-30","open_order_docs":[53345],"open_quote_docs":[22004,23735,24195,24502,24876,25200,25300,25455,25672,25754,26009,26349,26811,26910,27019,27852,28385,28518,29652,29872,30010,30115,30144,30180,30604,30684,30737,30967,30982,32427],"first_order_date":"2023-08-16","gp_cost_coverage":1,"open_order_value":4500,"open_quote_value":93325.06836994344,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":[{"sku":"C86552","item_id":4249,"description":"C86552 (Replaces A32898) Access Thyroglobulin Antibody II Reagent,100 Determinations, 2 x 50 tests","prior_value":4300},{"sku":"A85264","item_id":10713,"description":"A85264 Access Total BhCG (5th IS) Reagents Packs (2 x 50 tests)","prior_value":1975},{"sku":"OSR6106","item_id":12027,"description":"OSR6106 Olympus AMY (Amylase) Reagent, 4 x 40 mL","prior_value":1650},{"sku":"MU995800","item_id":11410,"description":"MU995800 Olympus AU Reagent Probe","prior_value":1368},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det - Lot 472195","prior_value":1170},{"sku":"OSR6109","item_id":11353,"description":"OSR6109 Olympus AST Reagent (4x980 tests)","prior_value":915},{"sku":"33410","item_id":5239,"description":"33410 Beckman Access Ultrasensitive Insulin Reagent Pack, 100 /box","prior_value":900},{"sku":"MU988800","item_id":5085,"description":"MU988800 Olympus OEM Beckman Lamp for AU400, AU480, AU600, AU640, AU680","prior_value":879},{"sku":"OSR6132","item_id":11341,"description":"OSR6132 Olympus TP Reagent (4x750 tests)","prior_value":720},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":640}],"total_order_count":116,"disappearing_groups":null,"days_beyond_expected":4,"historical_gp_margin":0.38333866201455924,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":null,"disappearing_sku_count":14,"disappearing_group_count":0,"expected_next_order_date":"2026-08-06","median_order_interval_days":7,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b9d4d8abd4b62f7c88c34d93f49f5e57072d533651156797ba5dccee4c31eb31 | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-78ecb2d2569dad09476f575202c1e99386f3561afb08929313a3dd58dfd762b4 | OPP-5422b5772e493bdb7e7de3a09f12cf69462180937766ec74ee8703f88e8e8d88 | SER-d6c5036545239c0fa68517b4d15edad2173fe7024e80c932a82cc31fee4c9d78 | 7771 | Northgate Health System, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 384 days beyond expected account order date. | {"site_key":"e30dec85b55ebf7e9acf111abe15c4a26adc722a3433eb80d2605826310a534d","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":6791.448125,"skus":44,"orders":16,"revenue":108663.17,"platforms":2,"gross_profit":74775.74,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-07-06","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"A98856","item_id":10892,"description":"A98856 Beckman 25(OH) Vitamin D Reagent (for use on UniCel DxI Immunoassay Systems), 100 Determinations, 2 x 50 Tests","prior_value":25000},{"sku":"37210","item_id":4265,"description":"37210 BECKMAN ACCESS PSA HYBRTCH FREE 100S","prior_value":8400},{"sku":"OSR6199","item_id":11366,"description":"OSR6199 C-Reactive Protein - Latex (Normal CRP) - Latex (High Sensitivity CRP) 4 x 30 mL R1 4 x 30 mL R2","prior_value":7200},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":6840},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":5600},{"sku":"OSR61105","item_id":11367,"description":"OSR61105 Olympus RF Reagent(4x250 tests)","prior_value":5370},{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":5040},{"sku":"A98032","item_id":5050,"description":"A98032 Beckman Access Folate Reagent","prior_value":3332},{"sku":"A16793","item_id":5082,"description":"A16793 Beckman Wash Buffer II, UniCel DxI, 1 x 10L","prior_value":2940},{"sku":"OSR6186","item_id":11363,"description":"OSR6186 Olympus Fe Reagent (4x500 tests)","prior_value":2566.4}],"total_order_count":39,"disappearing_groups":null,"days_beyond_expected":384,"historical_gp_margin":0.6782642549236432,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":34,"disappearing_group_count":0,"expected_next_order_date":"2025-07-22","median_order_interval_days":16,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-04-20"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-78ecb2d2569dad09476f575202c1e99386f3561afb08929313a3dd58dfd762b4 | Customer 7771 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8cfd273aa666779a3528c51047734884157637fc372a3f6a08c7241c4d6bfbff | OPP-ce9dd30192b5388a60e161ac6fe39e6a350b29eb7cb20f05503b48f0402f51ce | SER-844e76fa0d3f647814538fe193dd59611a6ea1c6e97baf752e1a132aa4de6ab2 | 9506 | Sequoia Clinical Partners, PLLC | Lost Purchasing / Account Risk | Published | Product Family Purchasing Loss; 5 independent signals; trailing 90-day revenue $3822.19 versus $9135.32; trailing 180-day revenue $12957.51 versus $23346.55; 7 days beyond expected account order date. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","entity_key":"Parts Group","open_order_docs":null,"open_quote_docs":[26944,27146],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":955.5475,"skus":18,"orders":4,"revenue":3822.19,"platforms":2,"gross_profit":935.89,"product_groups":2},"preceding_90":{"aov":1305.0457142857142,"skus":29,"orders":7,"revenue":9135.32,"platforms":2,"gross_profit":2252.4,"product_groups":2},"signal_count":5,"trailing_12m":{"aov":909.2305,"skus":52,"orders":40,"revenue":36369.22,"platforms":3,"gross_profit":9336.66,"product_groups":3},"trailing_180":{"aov":1177.9554545454546,"skus":33,"orders":11,"revenue":12957.51,"platforms":2,"gross_profit":3188.29,"product_groups":2},"preceding_12m":{"aov":1413.3277777777778,"skus":55,"orders":9,"revenue":12719.95,"platforms":5,"gross_profit":3133.6932,"product_groups":5},"preceding_180":{"aov":833.8053571428571,"skus":49,"orders":28,"revenue":23346.55,"platforms":3,"gross_profit":6132.08,"product_groups":3},"last_order_date":"2026-07-26","open_order_docs":null,"open_quote_docs":[26944,27146],"first_order_date":"2025-04-17","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":509.26,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":[{"sku":"5390015533","item_id":15450,"description":"Pointe Lipase Reagent Set, 61mL","prior_value":1760},{"sku":"5390012531","item_id":14657,"description":"Chemistry Controls, Bi-Level 20 x 5mL","prior_value":338.4}],"total_order_count":49,"disappearing_groups":[{"product_group":"Parts Group","trailing_180_revenue":0,"preceding_180_revenue":532.5}],"days_beyond_expected":7,"historical_gp_margin":0.2540347127482498,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":1,"expected_next_order_date":"2026-08-03","median_order_interval_days":8,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-8cfd273aa666779a3528c51047734884157637fc372a3f6a08c7241c4d6bfbff | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-66c3a89df4edd43c336c4a16451962b2c615f454eb065a125aa1491b08c2235c | OPP-a97460db2218dc60f374f2cc0b036b23cc9ae6bb7233a6521f77342108a5928b | SER-ac9b82f1b5ffdaffd1e99a553d724b4eec3df39601d655efcfa5eba4853cde5c | 44663 | Copperfield Laboratory Partners, Corp. | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 2 independent signals; trailing 90-day revenue $11563.03 versus $13914.16; trailing 180-day revenue $25477.19 versus $55643.04; -3 days beyond expected account order date. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[28754],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1651.8614285714286,"skus":25,"orders":7,"revenue":11563.03,"platforms":1,"gross_profit":6957.22,"product_groups":1},"preceding_90":{"aov":1739.2699916875,"skus":29,"orders":8,"revenue":13914.1599335,"platforms":2,"gross_profit":9084.9199335,"product_groups":2},"signal_count":2,"trailing_12m":{"aov":2214.42784644256,"skus":64,"orders":38,"revenue":84148.25816481728,"platforms":2,"gross_profit":59798.418164817274,"product_groups":2},"trailing_180":{"aov":1698.4793289,"skus":41,"orders":15,"revenue":25477.1899335,"platforms":2,"gross_profit":16042.1399335,"product_groups":2},"preceding_12m":{"aov":3326.0105,"skus":42,"orders":20,"revenue":66520.21,"platforms":2,"gross_profit":49990.49,"product_groups":2},"preceding_180":{"aov":2529.2290105144216,"skus":52,"orders":22,"revenue":55643.03823131728,"platforms":2,"gross_profit":41457.41823131728,"product_groups":2},"last_order_date":"2026-08-04","open_order_docs":null,"open_quote_docs":[28754],"first_order_date":"2025-02-13","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":2895,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"A16972","item_id":4250,"description":"A16972 BECKMAN ACCESS INTACT PTH 2X50TST","prior_value":2726.4},{"sku":"33410","item_id":5239,"description":"33410 Beckman Access Ultrasensitive Insulin Reagent Pack, 100 /box","prior_value":1445.31},{"sku":"B24839","item_id":10921,"description":"B24839 Access 25(OH) Vitamin D Calibrators (for use on Access 2 Immunoassay Systems) (S0-S5)","prior_value":352},{"sku":"33885","item_id":5104,"description":"33885 Beckman Access FREE T4 CAL","prior_value":307.56}],"total_order_count":58,"disappearing_groups":null,"days_beyond_expected":-3,"historical_gp_margin":0.7286787308723311,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2026-08-13","median_order_interval_days":9,"disappearing_platform_count":0,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-66c3a89df4edd43c336c4a16451962b2c615f454eb065a125aa1491b08c2235c | Customer 44663 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-99ff3259cc2055a588be8b724b1cd35b8edd977144dd97906f31ec030d6a9301 | OPP-7fb482d7c29c6700183ad7bde30ba4a7aff9808aae3629eec4406f84da17d59b | SER-018d98cfd22e89b5cbe5a4ce09df84b71711682d8769e36b6247a101ebee2e43 | 8970 | Summit Analytical Labs, PLLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 657 days beyond expected account order date. | {"site_key":"d1e20407fc32d0905794e3d7e622039bfa25c4c77af0131c9e32d6da919799e6","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[22106,22672,27716,27722],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":10072.385998,"skus":47,"orders":5,"revenue":50361.92999,"platforms":2,"gross_profit":33343.58999,"product_groups":2},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2024-10-07","open_order_docs":null,"open_quote_docs":[22106,22672,27716,27722],"first_order_date":"2024-03-12","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":17853.04,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"33550","item_id":5121,"description":"33550 Beckman Access PROG RGT","prior_value":4179},{"sku":"33880","item_id":4253,"description":"33880 BECKMAN ACCESS FREE T4 RGT 100/BX","prior_value":3776},{"sku":"A16793","item_id":5082,"description":"A16793 Beckman Wash Buffer II, UniCel DxI, 1 x 10L\nShort Datinig Expire 7-19-2024 discount","prior_value":3348},{"sku":"A10826","item_id":5120,"description":"A10826 Beckman Access DHEA-S RGT","prior_value":3162.12},{"sku":"81906","item_id":4877,"description":"81906 Beckman Access Substrate","prior_value":2980},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":2926},{"sku":"A85264","item_id":10713,"description":"A85264 Access Total BhCG (5th IS) Reagents Packs (2 x 50 tests)","prior_value":2800},{"sku":"B84493","item_id":13143,"description":"B84493 - Access Sensitive Estradiol Reagent, 100 Determinations, 2 x 50 tests","prior_value":2665},{"sku":"33810","item_id":4255,"description":"33810 Beckman Access T-UPTAKE Reagent 100/BX","prior_value":2639.7},{"sku":"33800","item_id":4252,"description":"33800 BECKMAN ACCESS TOTAL T4 RGT 100/BX","prior_value":2188.8}],"total_order_count":14,"disappearing_groups":null,"days_beyond_expected":657,"historical_gp_margin":0.6390454402005936,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":18,"disappearing_group_count":0,"expected_next_order_date":"2024-10-22","median_order_interval_days":15,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-99ff3259cc2055a588be8b724b1cd35b8edd977144dd97906f31ec030d6a9301 | Customer 8970 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-360f57a10849f652a0465f1b3670c2e11f935f76dc548ae58f12768f880e07db | OPP-54b37807168ad3b601f5f755815904d8af4a40659224bb5fffe507dfa4797a11 | SER-b6cb11950e937c98f14f4efe24cf109e2a33ed6c57f3b86e887fb23be366e31c | 6566 | Lakeside Laboratory Partners, LLC | Lost Purchasing / Account Risk | Published | Revenue and Gross-Profit Decline; 4 independent signals; trailing 90-day revenue $0.00 versus $3521.00; trailing 180-day revenue $3521.00 versus $1688.78; 96 days beyond expected account order date. | {"site_key":"d174d234b13dcbab4fd3e8628ef6ce8c83bd339846b33639d3b3a88a4a23b982","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[26607],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":3521,"skus":13,"orders":1,"revenue":3521,"platforms":2,"gross_profit":1341.27,"product_groups":2},"signal_count":4,"trailing_12m":{"aov":1302.445,"skus":15,"orders":4,"revenue":5209.78,"platforms":2,"gross_profit":2022.21,"product_groups":2},"trailing_180":{"aov":3521,"skus":13,"orders":1,"revenue":3521,"platforms":2,"gross_profit":1341.27,"product_groups":2},"preceding_12m":{"aov":344.5760035840712,"skus":7,"orders":5,"revenue":1722.880017920356,"platforms":3,"gross_profit":967.130017920356,"product_groups":3},"preceding_180":{"aov":562.9266666666666,"skus":7,"orders":3,"revenue":1688.78,"platforms":2,"gross_profit":680.94,"product_groups":2},"last_order_date":"2026-03-29","open_order_docs":null,"open_quote_docs":[26607],"first_order_date":"2023-08-31","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":1625,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"MU988800","item_id":5085,"description":"MU988800 Olympus OEM Beckman Lamp for AU400, AU480, AU600, AU640, AU680","prior_value":356.78}],"total_order_count":17,"disappearing_groups":null,"days_beyond_expected":96,"historical_gp_margin":0.48083102651642795,"territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-05-06","median_order_interval_days":38,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-01-07"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-07. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-07 — Lab for Sale | 2025-07-23 — Access II Reagent Quote | 2025-07-03 — Access II and AU 480 Reagents. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-07. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-07 — Lab for Sale | 2025-07-23 — Access II Reagent Quote | 2025-07-03 — Access II and AU 480 Reagents. | Open quote: Yes; Open order: No | Item active: null | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-360f57a10849f652a0465f1b3670c2e11f935f76dc548ae58f12768f880e07db | Customer 6566 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8fd26819d8d566530e13983efac25ac59004c971d9f4fefa3754ab962c517a6d | OPP-11dacbabf13b094d8fb27c42e55a829b0e82fa4d8e40bdafc68a3567d9061b16 | SER-3ac81e7088ff67fe7385bb7d50c0c6b88a7f9a120b072da553a247d38d970bad | 6759 | Bellwood Diagnostic Labs, Inc. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 458 days beyond expected account order date. | {"site_key":"2839716f2a10dcf28f0fd1c86a69d6634d8eb3df0cb313e0f131b7b19475fbae","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":21604,"skus":2,"orders":2,"revenue":43208,"platforms":1,"gross_profit":21395.5,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-02-04","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-14","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"100403","item_id":32,"description":"Pacific Hemostasis Activated Partial Thromboplastin Time (APTT) Reagents, 10 x 10mL - Lot 638199","prior_value":18078}],"total_order_count":7,"disappearing_groups":null,"days_beyond_expected":458,"historical_gp_margin":0.497392095284458,"territory_assignment":{"source_rep":"Jeremy T. Falkner","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2025-05-09","median_order_interval_days":93.5,"disappearing_platform_count":0,"last_meaningful_activity_date":null} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2018-12-03. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2018-12-03 — Quote # 10762. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2018-12-03. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2018-12-03 — Quote # 10762. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-8fd26819d8d566530e13983efac25ac59004c971d9f4fefa3754ab962c517a6d | Customer 6759 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ab4f1d3b83a5f1be455bb4819ea86f320bb88e41c9dae7ec679a35436d3201c4 | OPP-d751f0e8db204853bc303b9a9cc5902cfd1f2e379968822c70f2d1386a8c0896 | SER-7fb4928a09cab62b71b80e7783e8ae89a762ef1fb0ee8a19b86870906c629fc4 | 5592 | Bridgeport Diagnostics, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $5397.15 versus $4146.58; trailing 180-day revenue $9543.73 versus $10219.05; -30 days beyond expected account order date. | {"site_key":"b81d5bbb004fa8fac61cd941bce818c4411ef5a7e66d20eb96fa05385b5791bc","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[23093,28949],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1349.2875,"skus":13,"orders":4,"revenue":5397.15,"platforms":2,"gross_profit":4038.42,"product_groups":2},"preceding_90":{"aov":1382.1933333333334,"skus":8,"orders":3,"revenue":4146.58,"platforms":2,"gross_profit":2832.26,"product_groups":2},"signal_count":1,"trailing_12m":{"aov":1976.2779601990048,"skus":15,"orders":10,"revenue":19762.77960199005,"platforms":2,"gross_profit":14855.419601990048,"product_groups":2},"trailing_180":{"aov":1363.39,"skus":13,"orders":7,"revenue":9543.73,"platforms":2,"gross_profit":6870.68,"product_groups":2},"preceding_12m":{"aov":5283.925555555556,"skus":17,"orders":9,"revenue":47555.33,"platforms":2,"gross_profit":38084.6,"product_groups":2},"preceding_180":{"aov":3406.349867330016,"skus":11,"orders":3,"revenue":10219.049601990047,"platforms":1,"gross_profit":7984.739601990048,"product_groups":1},"last_order_date":"2026-08-02","open_order_docs":null,"open_quote_docs":[23093,28949],"first_order_date":"2023-08-27","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":43300,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"81901","item_id":4880,"description":"81901 Beckman Access Cuvette Reaction Vessels","prior_value":798.8},{"sku":"B84494","item_id":13144,"description":"B84494 - Access Sensitive Estradiol Calibrators (S0-S5), S0 - 4.0 mL; S1-S5 - 2.0","prior_value":528}],"total_order_count":31,"disappearing_groups":null,"days_beyond_expected":-30,"historical_gp_margin":0.7988462988139798,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2026-09-09","median_order_interval_days":38,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-02-27"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-ab4f1d3b83a5f1be455bb4819ea86f320bb88e41c9dae7ec679a35436d3201c4 | Customer 5592 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-24058a69041f0b6a163b8e512968f5c6fb4663eb9d81fbd66d811a2769683701 | OPP-857e538fb6add0aeb75a4d489dfa810b0351492b52b44daa5a241c214d1f428b | SER-0e8abff944c0566e77ac1aadfb6f362042f52ad455fe9cba529683d8f5936fde | 8342 | Silverline Clinical Group, Inc. | Lost Purchasing / Account Risk | Published | Materially Delayed Purchasing; 3 independent signals; trailing 90-day revenue $0.00 versus $1051.00; trailing 180-day revenue $1051.00 versus $1527.51; 118 days beyond expected account order date. | {"site_key":"7ad06d013e6e3df46b8367079f41baf896d34accd519931db1363be0c2262f12","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[29578],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":525.5,"skus":4,"orders":2,"revenue":1051,"platforms":1,"gross_profit":118.6,"product_groups":1},"signal_count":3,"trailing_12m":{"aov":292.8766635869654,"skus":12,"orders":9,"revenue":2635.8899722826886,"platforms":1,"gross_profit":555.6399722826886,"product_groups":1},"trailing_180":{"aov":525.5,"skus":4,"orders":2,"revenue":1051,"platforms":1,"gross_profit":118.6,"product_groups":1},"preceding_12m":{"aov":196.43713959331782,"skus":7,"orders":7,"revenue":1375.0599771532247,"platforms":2,"gross_profit":485.5799771532248,"product_groups":2},"preceding_180":{"aov":254.5849953804481,"skus":8,"orders":6,"revenue":1527.5099722826885,"platforms":1,"gross_profit":429.0599722826886,"product_groups":1},"last_order_date":"2026-03-30","open_order_docs":null,"open_quote_docs":[29578],"first_order_date":"2025-04-24","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":180.32,"risk_signal_type":"Materially Delayed Purchasing","disappearing_skus":[{"sku":"1304W","item_id":17032,"description":"Microscope Slides, Glass, 25 x 75mm, 90-degree Ground Edges, White Frosted, 72/Box, 20 Boxes/Case (1440 total)","prior_value":740}],"total_order_count":16,"disappearing_groups":null,"days_beyond_expected":118,"historical_gp_margin":0.25959435110436796,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-04-14","median_order_interval_days":15,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-03-19"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. | Open quote: Yes; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-24058a69041f0b6a163b8e512968f5c6fb4663eb9d81fbd66d811a2769683701 | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a7f7be298793cc4479ebb7642d25b881b6bd8152cf47b6ee1110ddbbc57b37e4 | OPP-18b22fbe5c8bb7459503398c4a57e875c6722647f0fd0779796a1a8ceee0daa4 | SER-24dec4158ad0b0df19fadf8af715aea93c099a794d89076654bf2c8a789be930 | 9102 | Elmhurst Physician Group, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 370 days beyond expected account order date. | {"site_key":"915ff5e6f5c95d448911252c0ee685d37fcc348b0798563c7b831f9186940a2d","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1598.0027272727273,"skus":2,"orders":11,"revenue":17578.03,"platforms":1,"gross_profit":5589.96,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-07-08","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-10-06","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"10491448","item_id":12250,"description":"[10491448] Siemens RP500 MCART LAC 400 TEST","prior_value":15820.31},{"sku":"10329097","item_id":12251,"description":"[10329097] Siemens Wash / Waste kit 4 Cartridges","prior_value":1757.72}],"total_order_count":11,"disappearing_groups":null,"days_beyond_expected":370,"historical_gp_margin":0.3180083319916965,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2025-08-05","median_order_interval_days":27.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-08-07"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-a7f7be298793cc4479ebb7642d25b881b6bd8152cf47b6ee1110ddbbc57b37e4 | Customer 9102 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bdbcb529e59175cade218d43af2e53a15ffc8746af12fc71b51151151f12612c | OPP-3585fc6abd5d4fc0341d3a94a3cb09f86087db0a2835811cbec02c8c10d80bd3 | SER-01ed01469f539f27819a39ab901e2d538ef5bbcabb81b8edce4c400fc581cc60 | 5175 | Summit Health System, Inc. | Lost Purchasing / Account Risk | Published | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $330.00; trailing 180-day revenue $330.00 versus $0.00; -17 days beyond expected account order date. | {"site_key":"dfed59a9356a68dc10c127dce95d224629b56454ac09a0a005645cac23746db1","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":330,"skus":1,"orders":1,"revenue":330,"platforms":1,"gross_profit":70.74,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":330,"skus":1,"orders":1,"revenue":330,"platforms":1,"gross_profit":70.74,"product_groups":1},"trailing_180":{"aov":330,"skus":1,"orders":1,"revenue":330,"platforms":1,"gross_profit":70.74,"product_groups":1},"preceding_12m":{"aov":4787.25,"skus":4,"orders":4,"revenue":19149,"platforms":1,"gross_profit":7217.72,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2026-04-22","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-08-13","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":-17,"historical_gp_margin":0.37417013193695775,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-27","median_order_interval_days":126.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-22"} | Classification: Distributor (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-22. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-22 — Outreach Email | 2026-05-22 — Outreach Email | 2025-09-17 — Block Scientific. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-22. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-22 — Outreach Email | 2026-05-22 — Outreach Email | 2025-09-17 — Block Scientific. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-bdbcb529e59175cade218d43af2e53a15ffc8746af12fc71b51151151f12612c | Customer 5175 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ccb891daa7ded4cd6f54e28afec9c3d5156b635e7d9c579778d44fc3fbe50a71 | OPP-625d97027c977afa3f6548fd7bba17057f813631930e74b4b4ea9b76d7d6c621 | SER-538233def0009743a276428324f049baeede57a32ce77abd6544f2ea47cdf41c | 6421 | Whitmore Lab Services, Inc. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $0.00 versus $1186.05; trailing 180-day revenue $1186.05 versus $4644.45; -53 days beyond expected account order date. | {"site_key":"e4afbadd770e6807dbbd32148466aeb49477edc55a69bad9c3f9d6e3dec18208","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":1186.05001484,"skus":19,"orders":1,"revenue":1186.05001484,"platforms":1,"gross_profit":237.29001484,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":1943.49833828,"skus":41,"orders":3,"revenue":5830.49501484,"platforms":1,"gross_profit":1166.47501484,"product_groups":1},"trailing_180":{"aov":1186.05001484,"skus":19,"orders":1,"revenue":1186.05001484,"platforms":1,"gross_profit":237.29001484,"product_groups":1},"preceding_12m":{"aov":2992.565,"skus":45,"orders":2,"revenue":5985.13,"platforms":1,"gross_profit":1502.12,"product_groups":1},"preceding_180":{"aov":2322.2225,"skus":41,"orders":2,"revenue":4644.445,"platforms":1,"gross_profit":929.185,"product_groups":1},"last_order_date":"2026-05-03","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-27","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-100246","item_id":11584,"description":"Thermo Kit Bup Control","prior_value":263.2}],"total_order_count":8,"disappearing_groups":null,"days_beyond_expected":-53,"historical_gp_margin":0.26520043427260204,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-10-02","median_order_interval_days":152,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-13"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-ccb891daa7ded4cd6f54e28afec9c3d5156b635e7d9c579778d44fc3fbe50a71 | Customer 6421 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-964bd35b5109d23a86894df4c8e915f2f2ae0dc073436a93cec51d86901ccf68 | OPP-50cedd9a3e3f93e3517182b814a35224adeec1c0cdd938886c898a875c531157 | SER-fc3b62d3d430662f48d3cd5ac8b6e63a72685cd4482b93bd6e9315b8cf9f57a6 | 5440 | Whitmore Pathology Associates, Inc. | Lost Purchasing / Account Risk | Needs Validation | Analyzer Platform Purchasing Loss; 3 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $1481.60; 318 days beyond expected account order date. | {"site_key":"ca84f2ee5ce2842c09e30d5fbdce5ea6eab054a701fcae93511077227cf37992","entity_key":"Beckman Access / DxI","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":3,"trailing_12m":{"aov":1481.6,"skus":6,"orders":1,"revenue":1481.6,"platforms":1,"gross_profit":1121.4,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":900.024,"skus":11,"orders":5,"revenue":4500.12,"platforms":1,"gross_profit":3259.3,"product_groups":1},"preceding_180":{"aov":1481.6,"skus":6,"orders":1,"revenue":1481.6,"platforms":1,"gross_profit":1121.4,"product_groups":1},"last_order_date":"2025-08-24","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-01-04","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Analyzer Platform Purchasing Loss","disappearing_skus":[{"sku":"37200","item_id":4259,"description":"37200 Beckman ACCESS PSA HYBRTECH RGT 100S","prior_value":1088},{"sku":"B63284","item_id":12080,"description":"B63284 Beckman Access TSH (3rd IS) 2x100 Det","prior_value":633.6}],"total_order_count":13,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":0,"preceding_180_revenue":1481.6}],"days_beyond_expected":318,"historical_gp_margin":0.742589779525621,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":[{"analyzer_platform":"Beckman Access / DxI","trailing_180_revenue":0,"preceding_180_revenue":1481.6}],"disappearing_sku_count":2,"disappearing_group_count":1,"expected_next_order_date":"2025-09-26","median_order_interval_days":33,"disappearing_platform_count":1,"last_meaningful_activity_date":null} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-964bd35b5109d23a86894df4c8e915f2f2ae0dc073436a93cec51d86901ccf68 | Customer 5440 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cbcb9c27432db82eb871efdace2faaabcdfb557c414e13f68ee8e3250ca498e9 | OPP-74c9f7e5cf07e833bc8c894de00a8232dc596f7eb0a90442516c54854c523498 | SER-4cc6f0aa3e04b5556071d2280bb709ed7bd2acb8123c9cc5655c0654eb1be6c8 | 9178 | Meridian Diagnostics, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 406 days beyond expected account order date. | {"site_key":"6777c7f9a1c9343690c9dcd6cd81bde95901141d47079d1c6004e876572455be","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":2536.2766666666666,"skus":29,"orders":6,"revenue":15217.66,"platforms":1,"gross_profit":5786.03,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-28","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-03-25","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"T-1128","item_id":11604,"description":"Thermo Kit Tricyclic Serum Tox","prior_value":1486.26}],"total_order_count":9,"disappearing_groups":null,"days_beyond_expected":406,"historical_gp_margin":0.34599528828562537,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2025-06-30","median_order_interval_days":33,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-12-01"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-cbcb9c27432db82eb871efdace2faaabcdfb557c414e13f68ee8e3250ca498e9 | Customer 9178 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9cc6089cc1cf33e045c24724cd4c3ba1dd60eeea019d29d200233e02c3e83a8c | OPP-7d4ffa153599fc7836f2c53f08814b96ae8ab3cc8ff8634fa399f80073d807d7 | SER-f3211059db97572d3e479ef25de5988213bc9028546b582b1b33d1575851af98 | 605 | Ashcroft Medical Center, Corp. | Lost Purchasing / Account Risk | Needs Validation | Reduced Order Frequency; 2 independent signals; trailing 90-day revenue $4580.83 versus $5067.28; trailing 180-day revenue $9648.11 versus $14523.33; -17 days beyond expected account order date. | {"site_key":"4757290cd894c3b698e74c48e61d722d627add0ed71a4ddd1d616f140b4b645e","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[22478],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1526.9433333333334,"skus":11,"orders":3,"revenue":4580.83,"platforms":1,"gross_profit":1885.23,"product_groups":1},"preceding_90":{"aov":2533.64,"skus":10,"orders":2,"revenue":5067.28,"platforms":1,"gross_profit":2104.44,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":1510.715,"skus":31,"orders":16,"revenue":24171.44,"platforms":1,"gross_profit":10906.33,"product_groups":1},"trailing_180":{"aov":1929.622,"skus":17,"orders":5,"revenue":9648.11,"platforms":1,"gross_profit":3989.67,"product_groups":1},"preceding_12m":{"aov":2842.177272727273,"skus":31,"orders":11,"revenue":31263.95,"platforms":1,"gross_profit":16055.18,"product_groups":1},"preceding_180":{"aov":1320.3027272727272,"skus":27,"orders":11,"revenue":14523.33,"platforms":1,"gross_profit":6916.66,"product_groups":1},"last_order_date":"2026-08-03","open_order_docs":null,"open_quote_docs":[22478],"first_order_date":"2023-09-18","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":279.97,"risk_signal_type":"Reduced Order Frequency","disappearing_skus":[{"sku":"OSR6279","item_id":12340,"description":"OSR6279 Olympus CK-NAC Reagent 4 x 490 Tests","prior_value":4365},{"sku":"OSR6119","item_id":11360,"description":"OSR6119 Olympus GGT Reagent (4x310 tests), R1 4x18ml, R2 4x18ml","prior_value":1592},{"sku":"MU919600","item_id":4942,"description":"MU919600 Beckman CL Electrode","prior_value":1042},{"sku":"MU919500","item_id":4943,"description":"MU919500 Beckman K Electrode","prior_value":1042},{"sku":"MU919400","item_id":4944,"description":"MU919400 Beckman Na Electrode","prior_value":1042},{"sku":"OSR6107","item_id":11343,"description":"OSR6107 Olympus ALT Reagent (4x980 tests)","prior_value":819},{"sku":"MU988800","item_id":5085,"description":"MU988800 Olympus OEM Beckman Lamp for AU400, AU480, AU600, AU640, AU680","prior_value":540}],"total_order_count":38,"disappearing_groups":null,"days_beyond_expected":-17,"historical_gp_margin":0.49180240107009127,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":7,"disappearing_group_count":0,"expected_next_order_date":"2026-08-27","median_order_interval_days":24,"disappearing_platform_count":0,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-9cc6089cc1cf33e045c24724cd4c3ba1dd60eeea019d29d200233e02c3e83a8c | Customer 605 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4a3e115566ab7f804a62c703c6b2abcb41b370b9998b9cc772d09547377beccc | OPP-02bdb580e5322d10c93ea3c813b846296a7af0bd2c3d83b66e986f3fc3d60cf5 | SER-cf19692a2afb41eaf85d18a1d1036bd833db20c512ce7855a7316dccb4646241 | 44961 | Alderbrook Clinical Partners, PLLC | Lost Purchasing / Account Risk | Suppressed by Counter-Evidence | Revenue Decline; 3 independent signals; trailing 90-day revenue $0.00 versus $2044.84; trailing 180-day revenue $2044.84 versus $1547.97; 79 days beyond expected account order date. | {"site_key":"daa1677b4690d692dcc1262c9f27694dc71190f929e1dde7f064198e9ac17a52","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":2044.84,"skus":4,"orders":1,"revenue":2044.84,"platforms":2,"gross_profit":-121.5,"product_groups":2},"signal_count":3,"trailing_12m":{"aov":1197.6033333333332,"skus":5,"orders":3,"revenue":3592.81,"platforms":2,"gross_profit":-249.6,"product_groups":2},"trailing_180":{"aov":2044.84,"skus":4,"orders":1,"revenue":2044.84,"platforms":2,"gross_profit":-121.5,"product_groups":2},"preceding_12m":{"aov":1920.84,"skus":3,"orders":2,"revenue":3841.68,"platforms":1,"gross_profit":-651.72,"product_groups":1},"preceding_180":{"aov":773.985,"skus":5,"orders":2,"revenue":1547.97,"platforms":2,"gross_profit":-128.1,"product_groups":2},"last_order_date":"2026-02-24","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-04-16","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":5,"disappearing_groups":null,"days_beyond_expected":79,"historical_gp_margin":-0.12123494684907775,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-05-23","median_order_interval_days":87.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-21"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — Indiko Plus Reagents | 2026-01-21 — Indiko Plus Reagents | 2026-01-14 — Indiko Plus Reagents. Website reviewed: http://blockscientific.com. Customer record is active. | Verified CRM activities 468801 and 468802 dated 2026-05-21 state that the lab closed at the end of April and no longer tests in-house. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — Indiko Plus Reagents | 2026-01-21 — Indiko Plus Reagents | 2026-01-14 — Indiko Plus Reagents. | Open quote: No; Open order: No | Item active: null | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-4a3e115566ab7f804a62c703c6b2abcb41b370b9998b9cc772d09547377beccc | Customer 44961 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b9d02a84e634f25c0496223e7a2f13899374f0cfdf60267afd1eb944f1bdfb7d | OPP-7b6334f81ec590ea5aed212c4710a8c12a099dce14ba6174715b42a542d09b5b | SER-3859ee5eb301d0375ae25f7b08a96ba5f6d85621b18e75f6d86be25e5ebeced7 | 10240 | Ironwood Diagnostic Group, Corp. | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 2 independent signals; trailing 90-day revenue $0.00 versus $823.39; trailing 180-day revenue $823.39 versus $3652.45; 70 days beyond expected account order date. | {"site_key":"e63ee2aa000b0c3de9e11187f72435aa863c9c9b713ea945f5bf86eb80c2db9f","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":411.695,"skus":5,"orders":2,"revenue":823.39,"platforms":1,"gross_profit":239.39,"product_groups":1},"signal_count":2,"trailing_12m":{"aov":1118.96,"skus":19,"orders":4,"revenue":4475.84,"platforms":1,"gross_profit":1317.84,"product_groups":1},"trailing_180":{"aov":411.695,"skus":5,"orders":2,"revenue":823.39,"platforms":1,"gross_profit":239.39,"product_groups":1},"preceding_12m":{"aov":1743.2666666666667,"skus":27,"orders":3,"revenue":5229.8,"platforms":2,"gross_profit":1337.2,"product_groups":2},"preceding_180":{"aov":1826.225,"skus":14,"orders":2,"revenue":3652.45,"platforms":1,"gross_profit":1078.45,"product_groups":1},"last_order_date":"2026-03-09","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-12-26","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":7,"disappearing_groups":null,"days_beyond_expected":70,"historical_gp_margin":0.27355640637814715,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-06-01","median_order_interval_days":83.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-12-16"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b9d02a84e634f25c0496223e7a2f13899374f0cfdf60267afd1eb944f1bdfb7d | Customer 10240 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-81d0008fe8f1d75f4eee383ee838d7ad84d173b603592bb05e147c625e74c6f3 | OPP-f80cfcd83d86313909ffed0ed0b59c73d2c174e6071cc32322ea871dbe444007 | SER-15069a64aa5bd2bc0b6825d7b626c1a8c5c485b4c5eeed510c1f0951504e1a1c | 5261 | Maple Clinical Partners, LLC | Lost Purchasing / Account Risk | Needs Validation | Product Family Purchasing Loss; 2 independent signals; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $942.30; 318 days beyond expected account order date. | {"site_key":"16fe9e4eb2381790cbf898a5050d8ddfd6c761a973ab8631197df38c9d82fe63","entity_key":"Beckman Access","open_order_docs":null,"open_quote_docs":[27233],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":2,"trailing_12m":{"aov":942.3001193996384,"skus":5,"orders":1,"revenue":942.3001193996384,"platforms":1,"gross_profit":433.9801193996385,"product_groups":1},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":1281.6532422918576,"skus":20,"orders":3,"revenue":3844.9597268755724,"platforms":1,"gross_profit":2804.7497268755724,"product_groups":1},"preceding_180":{"aov":942.3001193996384,"skus":5,"orders":1,"revenue":942.3001193996384,"platforms":1,"gross_profit":433.9801193996385,"product_groups":1},"last_order_date":"2025-08-28","open_order_docs":null,"open_quote_docs":[27233],"first_order_date":"2023-11-28","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":3060.14,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":null,"total_order_count":5,"disappearing_groups":[{"product_group":"Beckman Access","trailing_180_revenue":0,"preceding_180_revenue":942.3}],"days_beyond_expected":318,"historical_gp_margin":0.6728364613034307,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":1,"expected_next_order_date":"2025-09-26","median_order_interval_days":28.5,"disappearing_platform_count":0,"last_meaningful_activity_date":null} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-81d0008fe8f1d75f4eee383ee838d7ad84d173b603592bb05e147c625e74c6f3 | Customer 5261 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fd5f7f4646848cb1f2df5de17eeb95c81e060d2d77ac052079542c3069b24643 | OPP-8fba159542a9e0c668e0cfedd98b07603b55651959f9b33ffc415ab716161d1c | SER-cb12dd714c8c63b178cdafc485480ebe07d2ca6d6b59a84ffbea5a72b76fcf91 | 5688 | Bridgeport Lab Services, Corp. | Lost Purchasing / Account Risk | Suppressed by Open Order | Product Family Purchasing Loss; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $1727.92; 150 days beyond expected account order date. | {"site_key":"7c822af47aaf3ac679c96b58a58c4314f05e9134a6e2ef191b3f2820f65f0af7","entity_key":"Siemens","open_order_docs":[53074],"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":575.9733333333334,"skus":4,"orders":3,"revenue":1727.92,"platforms":2,"gross_profit":574.52,"product_groups":2},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":981.84,"skus":2,"orders":1,"revenue":981.84,"platforms":2,"gross_profit":261.88,"product_groups":2},"preceding_180":{"aov":575.9733333333334,"skus":4,"orders":3,"revenue":1727.92,"platforms":2,"gross_profit":574.52,"product_groups":2},"last_order_date":"2025-11-18","open_order_docs":[53074],"open_quote_docs":null,"first_order_date":"2024-05-02","gp_cost_coverage":1,"open_order_value":320.96,"open_quote_value":0,"risk_signal_type":"Product Family Purchasing Loss","disappearing_skus":null,"total_order_count":5,"disappearing_groups":[{"product_group":"Siemens","trailing_180_revenue":0,"preceding_180_revenue":961.12},{"product_group":"Olympus","trailing_180_revenue":0,"preceding_180_revenue":766.8}],"days_beyond_expected":150,"historical_gp_margin":0.3018451638662107,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NH"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":2,"expected_next_order_date":"2026-03-13","median_order_interval_days":115,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-15"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-fd5f7f4646848cb1f2df5de17eeb95c81e060d2d77ac052079542c3069b24643 | Customer 5688 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-58e42eb60ae57a1c25696a5dc3383780dc13edc86f9f988e0a7afa01d1e98ce9 | OPP-dede2f1d8cd9e203b014fcaa926ed5854997e34ae629e8798dddebaeec1ef576 | SER-a966b3fa27cea4d9f0bb3e2bf1409fba3d9504eee8507b2e36a2b3f1f22e172d | 44961 | Alderbrook Clinical Partners, PLLC | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $0.00 versus $885.73; trailing 180-day revenue $885.73 versus $1435.58; 62 days beyond expected account order date. | {"site_key":"fb87dbbf0d2b7276c023f77e0a0a1faefd5e748af68fff4550cd84698bf65881","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":885.72993408,"skus":9,"orders":1,"revenue":885.72993408,"platforms":1,"gross_profit":279.73993408,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1160.65495715,"skus":17,"orders":2,"revenue":2321.3099143,"platforms":1,"gross_profit":691.2299143,"product_groups":1},"trailing_180":{"aov":885.72993408,"skus":9,"orders":1,"revenue":885.72993408,"platforms":1,"gross_profit":279.73993408,"product_groups":1},"preceding_12m":{"aov":3280.44965342,"skus":20,"orders":2,"revenue":6560.89930684,"platforms":1,"gross_profit":1473.34930684,"product_groups":1},"preceding_180":{"aov":1435.57998022,"skus":16,"orders":1,"revenue":1435.57998022,"platforms":1,"gross_profit":411.48998022,"product_groups":1},"last_order_date":"2026-02-24","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-04-16","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":62,"historical_gp_margin":0.24369829253607517,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-06-09","median_order_interval_days":105,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-21"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-58e42eb60ae57a1c25696a5dc3383780dc13edc86f9f988e0a7afa01d1e98ce9 | Customer 44961 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8784a0b79f79ca246007f58644b836a159b6ceee0fee3a4f18e1adf68cd87e06 | OPP-09c1c324cf75a2c0f72d734f0e4ccf7fd6ec0778aa4e4c3c3a52197a7abc5e79 | SER-e09a6d4c47fdc2e3d07d228004260fb7b518e6f6276c4c691dc09b8a58abf937 | 44486 | Stonebridge Health System, PLLC | Lost Purchasing / Account Risk | Needs Validation | Revenue Decline; 1 independent signal; trailing 90-day revenue $4597.76 versus $3899.85; trailing 180-day revenue $8497.61 versus $14939.22; 26 days beyond expected account order date. | {"site_key":"daf52f80e03c5ac892583f27282ced18b5e6cfbab76768221823e95f5908f6f7","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":[25732,32431,32461],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":4597.76042403,"skus":25,"orders":1,"revenue":4597.76042403,"platforms":1,"gross_profit":-76.56957597,"product_groups":1},"preceding_90":{"aov":1949.92529133,"skus":21,"orders":2,"revenue":3899.85058266,"platforms":1,"gross_profit":136.41058266,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":3906.138798355,"skus":31,"orders":6,"revenue":23436.83279013,"platforms":1,"gross_profit":-24.67720987,"product_groups":1},"trailing_180":{"aov":2832.53700223,"skus":28,"orders":3,"revenue":8497.61100669,"platforms":1,"gross_profit":59.84100669,"product_groups":1},"preceding_12m":{"aov":4472.05068802,"skus":17,"orders":1,"revenue":4472.05068802,"platforms":1,"gross_profit":61.89068802,"product_groups":1},"preceding_180":{"aov":4979.74059448,"skus":30,"orders":3,"revenue":14939.22178344,"platforms":1,"gross_profit":-84.51821656,"product_groups":1},"last_order_date":"2026-05-18","open_order_docs":null,"open_quote_docs":[25732,32431,32461],"first_order_date":"2025-05-27","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":16371.24169569,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":7,"disappearing_groups":null,"days_beyond_expected":26,"historical_gp_margin":0.0013333918635310012,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-15","median_order_interval_days":57.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-31"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8784a0b79f79ca246007f58644b836a159b6ceee0fee3a4f18e1adf68cd87e06 | Customer 44486 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-25582fff669b843b4319a0004c47820b7dd445784dc546945386163f7bb3c55a | OPP-e1066fe70160427f60bb9294097792fbef9313eace35690f4cdff655b10df898 | SER-c3b907c33a8cbef2256f877f1cf45adc889807748f1d4cb7c0d0f772ed242aba | 7389 | Bellwood Medical Group, Inc. | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $4069.59 versus $3422.73; trailing 180-day revenue $7492.32 versus $9881.05; -19 days beyond expected account order date. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":1017.3975,"skus":9,"orders":4,"revenue":4069.59,"platforms":1,"gross_profit":1582.14,"product_groups":1},"preceding_90":{"aov":1140.9098618333333,"skus":8,"orders":3,"revenue":3422.7295855,"platforms":1,"gross_profit":1355.6395855,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":1336.4130470384616,"skus":24,"orders":13,"revenue":17373.3696115,"platforms":1,"gross_profit":7483.8596115,"product_groups":1},"trailing_180":{"aov":1070.3313693571429,"skus":12,"orders":7,"revenue":7492.3195855,"platforms":1,"gross_profit":2937.7795855,"product_groups":1},"preceding_12m":{"aov":2028.48,"skus":21,"orders":11,"revenue":22313.28,"platforms":1,"gross_profit":11417.85,"product_groups":1},"preceding_180":{"aov":1646.841671,"skus":23,"orders":6,"revenue":9881.050026,"platforms":1,"gross_profit":4546.080026,"product_groups":1},"last_order_date":"2026-08-04","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-14","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":[{"sku":"OSR6106","item_id":12027,"description":"OSR6106 Olympus AMY (Amylase) Reagent, 4 x 40 mL","prior_value":1950},{"sku":"OSR6137","item_id":11335,"description":"OSR6137 Olympus CO2 Reagent (4x580 tests)","prior_value":1700.71},{"sku":"MU988800","item_id":5085,"description":"MU988800 Olympus OEM Beckman Lamp for AU400, AU480, AU600, AU640, AU680","prior_value":1350},{"sku":"MU919600","item_id":4942,"description":"MU919600 Beckman CL Electrode","prior_value":1042},{"sku":"MU919500","item_id":4943,"description":"MU919500 Beckman K Electrode","prior_value":521},{"sku":"MU919400","item_id":4944,"description":"MU919400 Beckman Na Electrode","prior_value":521},{"sku":"OSR6102","item_id":11356,"description":"OSR6102 Olympus Albumin Reagent (4x620 tests)","prior_value":398.7}],"total_order_count":43,"disappearing_groups":null,"days_beyond_expected":-19,"historical_gp_margin":0.47897713301051476,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"disappearing_platforms":null,"disappearing_sku_count":7,"disappearing_group_count":0,"expected_next_order_date":"2026-08-29","median_order_interval_days":25,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-01-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-25582fff669b843b4319a0004c47820b7dd445784dc546945386163f7bb3c55a | Customer 7389 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d82dbe8f82092324328feb79a967cc66faa6c22ef8836efe7bb245b57ffe0989 | OPP-551f59826e52bef94bb01aa95e54b0693e732c3c9ae2610bf778350a6b5a8e74 | SER-524ef9a3d21d1b6e4598ea82032ea8114121f950f1cf8227ff0703385cdc0127 | 42652 | Silverline Clinical Group, Corp. | Lost Purchasing / Account Risk | Needs Validation | Reduced SKU Breadth; 1 independent signal; trailing 90-day revenue $0.00 versus $682.95; trailing 180-day revenue $682.95 versus $741.64; 23 days beyond expected account order date. | {"site_key":"90735e8795554f49adce769ac41b74e63d091957b55dd2c3fc4caac6756eba7f","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":682.95,"skus":6,"orders":1,"revenue":682.95,"platforms":1,"gross_profit":-2340.69,"product_groups":1},"signal_count":1,"trailing_12m":{"aov":712.295,"skus":11,"orders":2,"revenue":1424.59,"platforms":2,"gross_profit":-2192.35,"product_groups":2},"trailing_180":{"aov":682.95,"skus":6,"orders":1,"revenue":682.95,"platforms":1,"gross_profit":-2340.69,"product_groups":1},"preceding_12m":{"aov":573.815,"skus":13,"orders":2,"revenue":1147.63,"platforms":1,"gross_profit":229.55,"product_groups":1},"preceding_180":{"aov":741.64,"skus":5,"orders":1,"revenue":741.64,"platforms":2,"gross_profit":148.34,"product_groups":2},"last_order_date":"2026-03-19","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-06-19","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Reduced SKU Breadth","disappearing_skus":null,"total_order_count":4,"disappearing_groups":null,"days_beyond_expected":23,"historical_gp_margin":-0.763076253197627,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-07-18","median_order_interval_days":121,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-10-21"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d82dbe8f82092324328feb79a967cc66faa6c22ef8836efe7bb245b57ffe0989 | Customer 42652 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6b9b4b4a813277b30b1c1826271dbd2c7c85e8a80ed8f7cc65a69e1729ec6a5a | OPP-507dd039be0ba1514cae3c26a7a2d1ee96779adc65868fd45ed83d6241ac42a8 | SER-ab23a3a6e0bc5f0626337ed457812f971f1c7ceb38acb674b7a8a25cad81eec8 | 16404 | Copperfield Reference Labs, Corp. | Lost Purchasing / Account Risk | Needs Rep Mapping | Revenue and Gross-Profit Decline; 6 independent signals; trailing 90-day revenue $0.00 versus $20682.51; trailing 180-day revenue $20682.51 versus $44301.50; 103 days beyond expected account order date. | {"site_key":"34650e9336ee10deb46920c12c6506c6f7eb13d8050c5c425aa710af3c58a1cb","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":10341.255,"skus":4,"orders":2,"revenue":20682.51,"platforms":1,"gross_profit":6997.53,"product_groups":1},"signal_count":6,"trailing_12m":{"aov":8123.00125,"skus":5,"orders":8,"revenue":64984.01,"platforms":1,"gross_profit":19174.53,"product_groups":1},"trailing_180":{"aov":10341.255,"skus":4,"orders":2,"revenue":20682.51,"platforms":1,"gross_profit":6997.53,"product_groups":1},"preceding_12m":{"aov":3422.25,"skus":1,"orders":1,"revenue":3422.25,"platforms":1,"gross_profit":1134.45,"product_groups":1},"preceding_180":{"aov":7383.583333333333,"skus":5,"orders":6,"revenue":44301.5,"platforms":1,"gross_profit":12177,"product_groups":1},"last_order_date":"2026-03-25","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2025-06-23","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"L2KCO2","item_id":7018,"description":"L2KCO2 IML 2000 Cortisol Kit 200T","prior_value":2695}],"total_order_count":9,"disappearing_groups":null,"days_beyond_expected":103,"historical_gp_margin":0.2968877409757528,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"disappearing_platforms":null,"disappearing_sku_count":1,"disappearing_group_count":0,"expected_next_order_date":"2026-04-29","median_order_interval_days":34.5,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6b9b4b4a813277b30b1c1826271dbd2c7c85e8a80ed8f7cc65a69e1729ec6a5a | Customer 16404 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e16a41014de3fa8f46d19908a137b52f8438a33fbfaa3659a30a5bba98308498 | OPP-1159c6e4a846ca62ff10251f4a7eaea521fe565523a306fb8666b1e925c32cae | SER-01e3d4550351d7a1fb47f3cc66526aa021540b762ad0fd2deb41390a99bcc5dd | 8652 | Meridian Laboratory Partners, PLLC | Lost Purchasing / Account Risk | Suppressed by Open Order | Revenue and Gross-Profit Decline; 6 independent signals; trailing 90-day revenue $3760.00 versus $13357.74; trailing 180-day revenue $17117.74 versus $46267.12; 9 days beyond expected account order date. | {"site_key":"237ec0d3ca713fa7d7d152f057380498c00ada62af90da817c127dee922f8863","entity_key":"WHOLE_ACCOUNT","open_order_docs":[53372],"open_quote_docs":[26112],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"}} | {"trailing_90":{"aov":3760.0005724,"skus":3,"orders":1,"revenue":3760.0005724,"platforms":1,"gross_profit":507.1705724,"product_groups":1},"preceding_90":{"aov":3339.4349975702485,"skus":6,"orders":4,"revenue":13357.739990280994,"platforms":1,"gross_profit":2248.619990280994,"product_groups":1},"signal_count":6,"trailing_12m":{"aov":4901.945334309146,"skus":8,"orders":14,"revenue":68627.23468032805,"platforms":1,"gross_profit":13972.88468032805,"product_groups":1},"trailing_180":{"aov":3423.548112536199,"skus":6,"orders":5,"revenue":17117.740562680992,"platforms":1,"gross_profit":2755.790562680994,"product_groups":1},"preceding_12m":{"aov":5246.40619047619,"skus":10,"orders":21,"revenue":110174.53,"platforms":1,"gross_profit":19418.88,"product_groups":1},"preceding_180":{"aov":5783.390514705882,"skus":7,"orders":8,"revenue":46267.12411764706,"platforms":1,"gross_profit":10074.814117647056,"product_groups":1},"last_order_date":"2026-07-12","open_order_docs":[53372],"open_quote_docs":[26112],"first_order_date":"2023-08-15","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":890.73,"risk_signal_type":"Revenue and Gross-Profit Decline","disappearing_skus":[{"sku":"400-0035","item_id":6309,"description":"07P0215 Abaxis Piccolo Xpress BioChemistry MA Pnl Plus, 10/box","prior_value":3764.96},{"sku":"400-0025","item_id":6311,"description":"07P0205 Abaxis Piccolo Xpress Lipid Panel Disc Reagent Quan 6 Parameter, 10/box","prior_value":996.54}],"total_order_count":53,"disappearing_groups":null,"days_beyond_expected":9,"historical_gp_margin":0.17143612019053422,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"disappearing_platforms":null,"disappearing_sku_count":2,"disappearing_group_count":0,"expected_next_order_date":"2026-08-01","median_order_interval_days":20,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-01"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e16a41014de3fa8f46d19908a137b52f8438a33fbfaa3659a30a5bba98308498 | Customer 8652 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a0a84692fe5bf10ca6a3f11dcfbfc389823e1407582788bbca60582ca35b5ab1 | OPP-91fd94be840beff93528b517ca6a05814d6bb3ebd21aedd00385cf7791135b45 | SER-79dff804aaa80365aa63b1281907b73cd19ab1fb1546b288c3d545507b2e9cb2 | 16404 | Copperfield Reference Labs, Corp. | Lost Purchasing / Account Risk | Needs Rep Mapping | Revenue Decline; 1 independent signal; trailing 90-day revenue $0.00 versus $0.00; trailing 180-day revenue $0.00 versus $0.00; 423 days beyond expected account order date. | {"site_key":"c40c558dd7e9a7b1fc2cf952a41125cf65e61d6b1eadd1705930c50668199ffd","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"}} | {"trailing_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"trailing_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"preceding_12m":{"aov":13442.635714285714,"skus":4,"orders":7,"revenue":94098.45,"platforms":1,"gross_profit":49043.05,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2025-05-06","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-09-11","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"LKVF41","item_id":14104,"description":"LKVF41 Immulite 1000 Veterinary Free T4, 100 Tests","prior_value":29111.4},{"sku":"LKKT1","item_id":12344,"description":"LKKT1 IMMULITE 1000 Canine TSH","prior_value":28785},{"sku":"LKCT1","item_id":12345,"description":"LKCT1 IMMULITE 1000 Canine Total T4 100T","prior_value":28216.8},{"sku":"LKCO1","item_id":5399,"description":"IMMULITE 1000 Cortisol","prior_value":7985.25}],"total_order_count":7,"disappearing_groups":null,"days_beyond_expected":423,"historical_gp_margin":0.5211887124601946,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"disappearing_platforms":null,"disappearing_sku_count":4,"disappearing_group_count":0,"expected_next_order_date":"2025-06-13","median_order_interval_days":38,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a0a84692fe5bf10ca6a3f11dcfbfc389823e1407582788bbca60582ca35b5ab1 | Customer 16404 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c4013b75f611e3a10ae1aa9d29af990e49fac03903ee78a419adbd23f099c700 | OPP-f66d6b46911c7a4c069b7a2087494892a18b95e8d06772b21ed914887f7b98e6 | SER-fcdeb52a4772eed7924d82e9e258291e7e89ae1919fafe02abba8a0b1914e226 | 8699 | Northgate Analytical Labs, PLLC | Lost Purchasing / Account Risk | Needs Rep Mapping | Revenue Decline; 1 independent signal; trailing 90-day revenue $27080.68 versus $0.00; trailing 180-day revenue $27080.68 versus $0.00; -6 days beyond expected account order date. | {"site_key":"8b5996d664b5a1f7e8dbf30585e638b69e91f0723424d6c9009ac16d4d3a8c1a","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"}} | {"trailing_90":{"aov":13540.34036372679,"skus":22,"orders":2,"revenue":27080.68072745358,"platforms":1,"gross_profit":19080.37072745358,"product_groups":1},"preceding_90":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"signal_count":1,"trailing_12m":{"aov":13540.34036372679,"skus":22,"orders":2,"revenue":27080.68072745358,"platforms":1,"gross_profit":19080.37072745358,"product_groups":1},"trailing_180":{"aov":13540.34036372679,"skus":22,"orders":2,"revenue":27080.68072745358,"platforms":1,"gross_profit":19080.37072745358,"product_groups":1},"preceding_12m":{"aov":12603.013333333332,"skus":30,"orders":12,"revenue":151236.16,"platforms":1,"gross_profit":96288.11,"product_groups":1},"preceding_180":{"aov":null,"skus":0,"orders":0,"revenue":0,"platforms":0,"gross_profit":null,"product_groups":0},"last_order_date":"2026-07-19","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2024-01-18","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":[{"sku":"30318","item_id":10727,"description":"30318 VIDAS Anti-HBs Total II, 60 Tests","prior_value":14910},{"sku":"30307","item_id":10360,"description":"30307 VIDAS anti-HAV IgM, 30 Tests聽聽聽聽聽","prior_value":3150.84},{"sku":"30410","item_id":10369,"description":"30410 VIDAS Prolactin, 60 Tests聽聽","prior_value":1612.8},{"sku":"30204","item_id":10353,"description":"30204 VIDAS CMV IgG KIT, 60 Tests","prior_value":575.4},{"sku":"30214","item_id":10356,"description":"30214 VIDAS RUB IgM kit, 30 Tests","prior_value":571.2}],"total_order_count":20,"disappearing_groups":null,"days_beyond_expected":-6,"historical_gp_margin":0.6531376168792558,"territory_assignment":{"source_rep":"Jeremy T. Falkner","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"disappearing_platforms":null,"disappearing_sku_count":5,"disappearing_group_count":0,"expected_next_order_date":"2026-08-16","median_order_interval_days":28,"disappearing_platform_count":0,"last_meaningful_activity_date":"2025-11-24"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c4013b75f611e3a10ae1aa9d29af990e49fac03903ee78a419adbd23f099c700 | Customer 8699 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c689b37ee5732df3c091344f3dfe8eaf577e7d81900a96716213416aee10cde6 | OPP-0d54620bb6dc1660d4d30ab5d30b9e15d789194acbff55a1de5558acb9526d8d | SER-2236017470be4282400362ee9e9842b87e11064f0c79f836ddef5ea02ac94c61 | 5985 | Bridgeport Pathology Associates, Inc. | Lost Purchasing / Account Risk | Needs Rep Mapping | Revenue Decline; 2 independent signals; trailing 90-day revenue $1456.44 versus $3460.08; trailing 180-day revenue $4916.52 versus $3402.26; 9 days beyond expected account order date. | {"site_key":"e93e3030a4e3860c486e40a432a4d9a0e58963a120921124f124de03b3589059","entity_key":"WHOLE_ACCOUNT","open_order_docs":null,"open_quote_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.customer_detail","public.contact_detail","public.activity"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"}} | {"trailing_90":{"aov":1456.44,"skus":4,"orders":1,"revenue":1456.44,"platforms":1,"gross_profit":422.44,"product_groups":1},"preceding_90":{"aov":692.016,"skus":6,"orders":5,"revenue":3460.08,"platforms":2,"gross_profit":998.16,"product_groups":2},"signal_count":2,"trailing_12m":{"aov":756.2527272727273,"skus":6,"orders":11,"revenue":8318.78,"platforms":2,"gross_profit":2399.86,"product_groups":2},"trailing_180":{"aov":819.42,"skus":6,"orders":6,"revenue":4916.52,"platforms":2,"gross_profit":1420.6,"product_groups":2},"preceding_12m":{"aov":799.96,"skus":4,"orders":10,"revenue":7999.6,"platforms":1,"gross_profit":2285.6,"product_groups":1},"preceding_180":{"aov":680.452,"skus":4,"orders":5,"revenue":3402.26,"platforms":1,"gross_profit":979.26,"product_groups":1},"last_order_date":"2026-07-06","open_order_docs":null,"open_quote_docs":null,"first_order_date":"2023-08-14","gp_cost_coverage":1,"open_order_value":0,"open_quote_value":0,"risk_signal_type":"Revenue Decline","disappearing_skus":null,"total_order_count":31,"disappearing_groups":null,"days_beyond_expected":9,"historical_gp_margin":0.2865961313922752,"territory_assignment":{"source_rep":"H","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"disappearing_platforms":null,"disappearing_sku_count":0,"disappearing_group_count":0,"expected_next_order_date":"2026-08-01","median_order_interval_days":26,"disappearing_platform_count":0,"last_meaningful_activity_date":"2026-05-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-c689b37ee5732df3c091344f3dfe8eaf577e7d81900a96716213416aee10cde6 | Customer 5985 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-61a3a152eb89ec74740645d0eee78bf47ce76bb4e8b637aa2388b0badc10006c | OPP-6132929afc2e2faa1d772e6ec612f790bfaccd531daeea55a3b8995decab8504 | SER-ca58c0ad6b3298523c843b3f66cff378c43f7ad2574725b721f1f346a864725c | 7021 | Summit Clinical Labs, LLC | Overdue Reorder | Needs Validation | 16 completed purchases over 937 days; median interval 58.0 days; expected reorder 2026-05-31; High Risk by 71 days. | {"site_key":"07365288bc19ca5a1958290d560c5ddcf15bb26da628f656887fd51817344fa9","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51352} | {"due_class":"High Risk","days_overdue":71,"last_purchase":"2026-04-07","first_purchase":"2023-09-13","interval_count":15,"median_revenue":16830.75,"purchase_count":16,"average_revenue":16536.695636726254,"contact_by_date":"2026-05-01","median_quantity":14,"open_order_docs":null,"average_quantity":13.9375,"mad_interval_days":15,"median_gross_profit":3180.45,"average_gross_profit":3528.2581367262537,"median_interval_days":58,"site_last_order_date":"2026-04-07","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"average_interval_days":62.46666666666667,"expected_reorder_date":"2026-05-31","vendor_lead_time_days":30,"expected_interval_days":54,"recent_average_revenue":19830,"standard_deviation_days":24.723807689485586,"coefficient_of_variation":0.395792012104892,"recent_three_interval_days":51.666666666666664,"last_meaningful_activity_date":"2025-06-13"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-61a3a152eb89ec74740645d0eee78bf47ce76bb4e8b637aa2388b0badc10006c | Customer 7021 | Order 51352 | Item 13155 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-233d1ffe309f7fa7689b8a523b5b055339820b296bc6450fddcbda5e98e57468 | OPP-f65acf4c9ac0716e7f34e715c9c1b1eaa8a13c0072c3843efab62912bfea4e02 | SER-d732a4d9a1c3fac3195d3aeb9284b8a7dfc79ffe24ce817644a11185eb95cf7f | 8367 | Fairmont Health Alliance, PLLC | Overdue Reorder | Suppressed by Open Order | 15 completed purchases over 993 days; median interval 66.5 days; expected reorder 2026-07-24; Suppressed by Open Order by 17 days. | {"site_key":"557c3d3b6abe4378c1226f586505fb493937a4986fb67be3ec6d370bb1771487","open_order_docs":[53218],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51909} | {"due_class":"Suppressed by Open Order","days_overdue":17,"last_purchase":"2026-05-10","first_purchase":"2023-08-21","interval_count":14,"median_revenue":2403.75,"purchase_count":15,"average_revenue":2403.7498875558463,"contact_by_date":"2026-06-24","median_quantity":5,"open_order_docs":[53218],"average_quantity":5,"mad_interval_days":15,"median_gross_profit":1628.75,"average_gross_profit":1613.2498875558465,"median_interval_days":66.5,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"average_interval_days":70.92857142857143,"expected_reorder_date":"2026-07-24","vendor_lead_time_days":30,"expected_interval_days":75,"recent_average_revenue":2724.25,"standard_deviation_days":22.224256622384075,"coefficient_of_variation":0.3133329231756063,"recent_three_interval_days":81,"last_meaningful_activity_date":"2024-11-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51909 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-233d1ffe309f7fa7689b8a523b5b055339820b296bc6450fddcbda5e98e57468 | Customer 8367 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e33cea6d46f9cfd6daae8cf98cc173fb8c4193cc0372fb61a4563b17424a2f05 | OPP-d0a34c0b32d52758301b09a3a4bea925645ff8187e216f5ed43d54e2a465ea1f | SER-44796f63f4fadfaf4aa9985ea75948dea42a56506b92eafa81c7f5cef0a3fa4b | 7464 | Whitmore Diagnostic Labs, Inc. | Overdue Reorder | Suppressed by Open Order | 9 completed purchases over 931 days; median interval 112.0 days; expected reorder 2026-07-26; Suppressed by Open Order by 15 days. | {"site_key":"3fb44d635b4b25fedb664b867cd7f7f565855d78129ab16bed79043da9eeeb67","open_order_docs":[52705],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51283} | {"due_class":"Suppressed by Open Order","days_overdue":15,"last_purchase":"2026-04-02","first_purchase":"2023-09-14","interval_count":8,"median_revenue":1855.9,"purchase_count":9,"average_revenue":1711.6544780955555,"contact_by_date":"2026-07-25","median_quantity":5,"open_order_docs":[52705],"average_quantity":4.666666666666667,"mad_interval_days":24,"median_gross_profit":356.35,"average_gross_profit":292.6022558733333,"median_interval_days":112,"site_last_order_date":"2026-04-02","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"VA"},"average_interval_days":116.375,"expected_reorder_date":"2026-07-26","vendor_lead_time_days":1,"expected_interval_days":115,"recent_average_revenue":1896.6833333333334,"standard_deviation_days":50.56519836522236,"coefficient_of_variation":0.4345022415915992,"recent_three_interval_days":117.66666666666667,"last_meaningful_activity_date":"2026-08-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51283 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e33cea6d46f9cfd6daae8cf98cc173fb8c4193cc0372fb61a4563b17424a2f05 | Customer 7464 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9dc0819b08ce02d634076319f538e44ec3e3e6cbda75dbaec228cf0be054d7be | OPP-8cac18b2b34ea85a4ba45544e1b0a50bc8cb0764bd21e7db94f6c9f05563e21b | SER-0453019570496b819c92ffa05aaa52b45d398be5d84ba5e1da3124f949053eb9 | 8367 | Fairmont Health Alliance, PLLC | Overdue Reorder | Needs Validation | 11 completed purchases over 876 days; median interval 90.5 days; expected reorder 2026-04-29; High Risk by 103 days. | {"site_key":"557c3d3b6abe4378c1226f586505fb493937a4986fb67be3ec6d370bb1771487","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50392} | {"due_class":"High Risk","days_overdue":103,"last_purchase":"2026-02-04","first_purchase":"2023-09-12","interval_count":10,"median_revenue":277.999986,"purchase_count":11,"average_revenue":227.45454290909092,"contact_by_date":"2026-03-30","median_quantity":2,"open_order_docs":null,"average_quantity":1.6363636363636365,"mad_interval_days":23.5,"median_gross_profit":211.999986,"average_gross_profit":172.5545429090909,"median_interval_days":90.5,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"average_interval_days":87.6,"expected_reorder_date":"2026-04-29","vendor_lead_time_days":30,"expected_interval_days":84,"recent_average_revenue":231.66666666666666,"standard_deviation_days":25.175826147759725,"coefficient_of_variation":0.2873952756593576,"recent_three_interval_days":79.66666666666667,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Item appears inactive; validate replacement or supersession before quoting. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-9dc0819b08ce02d634076319f538e44ec3e3e6cbda75dbaec228cf0be054d7be | Customer 8367 | Order 50392 | Item 4253 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-989ee1216f082f6457d2293d7008ad2785ffbde5d133ee7eb428a8fd7497433a | OPP-44ce81dfcaa03b41b8b7cf312e6e1164f44016638ff8fc37b36765df11872496 | SER-e245af7b327ae769952428d2ff77a263488febd620bb372773bbcfa9d00c33c2 | 9333 | Northgate Medical Partners, PLLC | Overdue Reorder | Published | 31 completed purchases over 1044 days; median interval 29.0 days; expected reorder 2026-09-08; Due Soon in 29 days. | {"site_key":"e2891799f3f74f04ae37a78b7f363af2c33124186ecebe1a4bb68fb8f7b9c237","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52978} | {"due_class":"Due Soon","days_overdue":-29,"last_purchase":"2026-07-15","first_purchase":"2023-09-05","interval_count":30,"median_revenue":2996.25,"purchase_count":31,"average_revenue":2854.2741454458546,"contact_by_date":"2026-09-08","median_quantity":3,"open_order_docs":null,"average_quantity":2.870967741935484,"mad_interval_days":3,"median_gross_profit":705.63,"average_gross_profit":673.6541454458547,"median_interval_days":29,"site_last_order_date":"2026-07-15","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MD"},"average_interval_days":34.8,"expected_reorder_date":"2026-09-08","vendor_lead_time_days":null,"expected_interval_days":55,"recent_average_revenue":2877.5,"standard_deviation_days":24.328782443279273,"coefficient_of_variation":0.6991029437723929,"recent_three_interval_days":72.66666666666667,"last_meaningful_activity_date":"2026-06-19"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-19. 23 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — follow up | 2026-05-01 — follow up | 2026-04-28 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-19. 23 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — follow up | 2026-05-01 — follow up | 2026-04-28 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Immunalysis Corporation | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-989ee1216f082f6457d2293d7008ad2785ffbde5d133ee7eb428a8fd7497433a | Customer 9333 | Order 52978 | Item 13061 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c72d68c0272eb9f24903307e06940a81ab04717c914ce098ff9bad8c94275c96 | OPP-b72dd7e4e170e80bb9f6c75f7c45de116576d58a18dc92a7022605325444e838 | SER-e2b53b4447be7902084fc35150ef3e97ab74e65bb04a37642dbc1406bf7ac3ab | 800 | Riverside Medical Associates, LLC | Overdue Reorder | Published | 8 completed purchases over 630 days; median interval 72.0 days; expected reorder 2026-03-16; High Risk by 147 days. | {"site_key":"78d99ac37458bef77e99639e89b18065f3a9df5611dd495f4b075fd00ff2c2e9","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49773} | {"due_class":"High Risk","days_overdue":147,"last_purchase":"2026-01-01","first_purchase":"2024-04-11","interval_count":7,"median_revenue":205,"purchase_count":8,"average_revenue":287.875,"contact_by_date":"2026-02-14","median_quantity":1,"open_order_docs":null,"average_quantity":1.375,"mad_interval_days":43,"median_gross_profit":176,"average_gross_profit":247.45625,"median_interval_days":72,"site_last_order_date":"2026-07-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"average_interval_days":90,"expected_reorder_date":"2026-03-16","vendor_lead_time_days":30,"expected_interval_days":74,"recent_average_revenue":273.3333333333333,"standard_deviation_days":62.32976816898969,"coefficient_of_variation":0.6925529796554409,"recent_three_interval_days":75.66666666666667,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c72d68c0272eb9f24903307e06940a81ab04717c914ce098ff9bad8c94275c96 | Customer 800 | Order 49773 | Item 13143 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b5ebadffc85946af72c6f44f73bdd7ad8850e5edb4296522c582b2bf677b60b0 | OPP-88dd80fda1c83815a4809e591c26618df429a363a4451f07bf130c3c9c751a01 | SER-000afc4230a7284cd7bc5d0122f32fa7b5145ab5c876e6c78144664972cc9144 | 15496 | Lakeside Diagnostic Labs, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 211 days; median interval 105.5 days; expected reorder 2026-03-26; High Risk by 137 days. | {"site_key":"853277d940a24ac059a1cc03954c670c4ec6567a648d9a26594d3e1ffdd3d632","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49560} | {"due_class":"High Risk","days_overdue":137,"last_purchase":"2025-12-10","first_purchase":"2025-05-13","interval_count":2,"median_revenue":2985.8,"purchase_count":3,"average_revenue":2985.8,"contact_by_date":"2026-03-25","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":61.5,"median_gross_profit":851.38,"average_gross_profit":851.38,"median_interval_days":105.5,"site_last_order_date":"2025-12-10","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"average_interval_days":105.5,"expected_reorder_date":"2026-03-26","vendor_lead_time_days":1,"expected_interval_days":106,"recent_average_revenue":2985.8,"standard_deviation_days":86.97413408594535,"coefficient_of_variation":0.8243993752222307,"recent_three_interval_days":105.5,"last_meaningful_activity_date":"2026-04-10"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49560 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b5ebadffc85946af72c6f44f73bdd7ad8850e5edb4296522c582b2bf677b60b0 | Customer 15496 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-21ba72a05e4677eb0a32c208f647a23fa5ca96d39dacebce03aa6d8b0b756851 | OPP-447d7c36549fb471c1e0a6846102d2e9588d7d8e94b3675201f33648059b4558 | SER-dccc855de0edd3098c69c11f53d33675e3dc9a4a14ada837f183c49ead409ec4 | 800 | Riverside Medical Associates, LLC | Overdue Reorder | Published | 7 completed purchases over 666 days; median interval 100.5 days; expected reorder 2026-04-29; High Risk by 103 days. | {"site_key":"78d99ac37458bef77e99639e89b18065f3a9df5611dd495f4b075fd00ff2c2e9","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50048} | {"due_class":"High Risk","days_overdue":103,"last_purchase":"2026-01-28","first_purchase":"2024-04-02","interval_count":6,"median_revenue":145,"purchase_count":7,"average_revenue":245,"contact_by_date":"2026-03-30","median_quantity":1,"open_order_docs":null,"average_quantity":1.5714285714285714,"mad_interval_days":28.5,"median_gross_profit":98,"average_gross_profit":170.13571428571427,"median_interval_days":100.5,"site_last_order_date":"2026-07-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"average_interval_days":111,"expected_reorder_date":"2026-04-29","vendor_lead_time_days":30,"expected_interval_days":91,"recent_average_revenue":193.33333333333334,"standard_deviation_days":71.1392999684422,"coefficient_of_variation":0.6408945943102901,"recent_three_interval_days":84.66666666666667,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-21ba72a05e4677eb0a32c208f647a23fa5ca96d39dacebce03aa6d8b0b756851 | Customer 800 | Order 50048 | Item 12080 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1f386915dd698061178cf8667fbd2c88e41e616240434cda6c8b612b6daff12f | OPP-8dca2021121ffdf58058261972f9878553a925e96719e6d3ac7979f21732a20b | SER-37d4955f0df33abf94c655981ab61de454012483b9e2056c4739c9c5a5da534c | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 7 completed purchases over 299 days; median interval 46.5 days; expected reorder 2026-07-22; Overdue by 19 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52217} | {"due_class":"Overdue","days_overdue":19,"last_purchase":"2026-05-31","first_purchase":"2025-08-05","interval_count":6,"median_revenue":595,"purchase_count":7,"average_revenue":595,"contact_by_date":"2026-07-21","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":10.5,"median_gross_profit":141,"average_gross_profit":141,"median_interval_days":46.5,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":49.833333333333336,"expected_reorder_date":"2026-07-22","vendor_lead_time_days":1,"expected_interval_days":52,"recent_average_revenue":595,"standard_deviation_days":15.078682524234889,"coefficient_of_variation":0.3025822580114025,"recent_three_interval_days":55,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-1f386915dd698061178cf8667fbd2c88e41e616240434cda6c8b612b6daff12f | Customer 42572 | Order 52217 | Item 11449 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-efd90421d48456ce5bf752bbe48dfc88de12b00ea69ce9917f8819c867d43fcb | OPP-075622d56c4c3acd53f1fd01917da179a9a09fe61f239d94af4ea14f0fd5da38 | SER-a58823013e6e8a0e42984c7254966f33316be4aa58944744c03fdda34d19d3fc | 7634 | Maple Health Partners, PLLC | Overdue Reorder | Published | 7 completed purchases over 715 days; median interval 104.5 days; expected reorder 2026-01-30; High Risk by 192 days. | {"site_key":"608ae4b90f17a3f5a17ee1d1e6fd947119c49dcffa8441aae5462dd9d993515b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"DE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48220} | {"due_class":"High Risk","days_overdue":192,"last_purchase":"2025-09-24","first_purchase":"2023-10-10","interval_count":6,"median_revenue":185.33,"purchase_count":7,"average_revenue":181.548,"contact_by_date":"2026-01-29","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":18,"median_gross_profit":52.95,"average_gross_profit":49.168,"median_interval_days":104.5,"site_last_order_date":"2025-09-24","territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"DE"},"average_interval_days":119.16666666666667,"expected_reorder_date":"2026-01-30","vendor_lead_time_days":1,"expected_interval_days":128,"recent_average_revenue":185.33,"standard_deviation_days":38.550832243502434,"coefficient_of_variation":0.32350348735806234,"recent_three_interval_days":143,"last_meaningful_activity_date":"2026-07-28"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-28. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-28 — Outreach | 2023-10-02 — Medica Electrodes from Block Scientific | 2023-07-13 — Price Comparison for Reagents. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-28. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-28 — Outreach | 2023-10-02 — Medica Electrodes from Block Scientific | 2023-07-13 — Price Comparison for Reagents. | Open quote: No; Open order: No | Item active: true | Vendor: Medica Corp. | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-efd90421d48456ce5bf752bbe48dfc88de12b00ea69ce9917f8819c867d43fcb | Customer 7634 | Order 48220 | Item 797 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4889fec2365a90b7a490fc1ca7a46f9b18ed39830801609e8ff0f602e60adf30 | OPP-6baab05ccaf8dcb37e1abc6814a02a52d9daa550054653a23deeb97beb836af6 | SER-2a71e6c2a060776c12eed4a28aaeeb343ba10ffd84f5d5b963192573aae81ec3 | 800 | Riverside Medical Associates, LLC | Overdue Reorder | Published | 7 completed purchases over 639 days; median interval 83.0 days; expected reorder 2026-04-01; High Risk by 131 days. | {"site_key":"78d99ac37458bef77e99639e89b18065f3a9df5611dd495f4b075fd00ff2c2e9","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49773} | {"due_class":"High Risk","days_overdue":131,"last_purchase":"2026-01-01","first_purchase":"2024-04-02","interval_count":6,"median_revenue":82,"purchase_count":7,"average_revenue":128.85714285714286,"contact_by_date":"2026-03-02","median_quantity":1,"open_order_docs":null,"average_quantity":1.5714285714285714,"mad_interval_days":61,"median_gross_profit":58,"average_gross_profit":86.34,"median_interval_days":83,"site_last_order_date":"2026-07-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"average_interval_days":106.5,"expected_reorder_date":"2026-04-01","vendor_lead_time_days":30,"expected_interval_days":90,"recent_average_revenue":164,"standard_deviation_days":92.51324229536007,"coefficient_of_variation":0.8686689417404702,"recent_three_interval_days":94.33333333333333,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-4889fec2365a90b7a490fc1ca7a46f9b18ed39830801609e8ff0f602e60adf30 | Customer 800 | Order 49773 | Item 4951 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-54e4d7b0d098cfd3d6b9dddf0e6ac128ffe3d17856ea08b8a47edba9d36c6cbe | OPP-b3933573d5dd48c97343f467b69e7d9246fa63e2731acac7ec89eda691b74b2d | SER-f2ccb0567517dd6aeb968bba4df5aea8c480a01dddb77af0941dfe9f8e89c996 | 53594 | Sequoia Medical Partners, PLLC | Overdue Reorder | Needs Validation | 5 completed purchases over 151 days; median interval 42.0 days; expected reorder 2026-08-12; Due Soon in 2 days. | {"site_key":"ed046dd2650cdd6d30cb02835d4cf8a45918c7d9f1611880770295dec926e698","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52688} | {"due_class":"Due Soon","days_overdue":-2,"last_purchase":"2026-06-29","first_purchase":"2026-01-29","interval_count":4,"median_revenue":1533.9,"purchase_count":5,"average_revenue":1329.38,"contact_by_date":"2026-08-11","median_quantity":3,"open_order_docs":null,"average_quantity":2.6,"mad_interval_days":7.5,"median_gross_profit":460.17,"average_gross_profit":398.814,"median_interval_days":42,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"average_interval_days":37.75,"expected_reorder_date":"2026-08-12","vendor_lead_time_days":1,"expected_interval_days":44,"recent_average_revenue":1533.9,"standard_deviation_days":17.613914953808536,"coefficient_of_variation":0.46659377361082216,"recent_three_interval_days":46,"last_meaningful_activity_date":"2026-05-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-54e4d7b0d098cfd3d6b9dddf0e6ac128ffe3d17856ea08b8a47edba9d36c6cbe | Customer 53594 | Order 52688 | Item 11585 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d59ece6f2508b9ae3df17f36370b78a71e80b592627e535bf28b9c8aeca1d540 | OPP-ab0d4db584f89f6bad3449127d1a16abcc83dd91204e20d2592d1192940188d8 | SER-7b58a191c465d4ef3cdb75e85d61ed5fead085ca1006c6f62ee7820014ab0c1d | 800 | Riverside Medical Associates, LLC | Overdue Reorder | Published | 4 completed purchases over 441 days; median interval 206.0 days; expected reorder 2025-12-05; High Risk by 248 days. | {"site_key":"78d99ac37458bef77e99639e89b18065f3a9df5611dd495f4b075fd00ff2c2e9","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46551} | {"due_class":"High Risk","days_overdue":248,"last_purchase":"2025-06-17","first_purchase":"2024-04-02","interval_count":3,"median_revenue":377.999999,"purchase_count":4,"average_revenue":333.2499995,"contact_by_date":"2025-11-05","median_quantity":2,"open_order_docs":null,"average_quantity":1.75,"mad_interval_days":20,"median_gross_profit":311.999999,"average_gross_profit":275.4999995,"median_interval_days":206,"site_last_order_date":"2026-07-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"average_interval_days":147,"expected_reorder_date":"2025-12-05","vendor_lead_time_days":30,"expected_interval_days":171,"recent_average_revenue":311.666666,"standard_deviation_days":119.929145748646,"coefficient_of_variation":0.8158445289023537,"recent_three_interval_days":147,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d59ece6f2508b9ae3df17f36370b78a71e80b592627e535bf28b9c8aeca1d540 | Customer 800 | Order 46551 | Item 5121 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-57e88d0c32a04b6e63816584effab5b6198faedf1f1bafe3935775e522b42c1e | OPP-e426bdd66865d54f3a7ead807744ad2fc8d6485ea431351c490065907698f808 | SER-fd1c2da8c74445901fe8e01c058ae7341e05cd7bcc0f841a4806e8ee42aab9b7 | 53594 | Sequoia Medical Partners, PLLC | Overdue Reorder | Needs Validation | 5 completed purchases over 151 days; median interval 42.0 days; expected reorder 2026-08-12; Due Soon in 2 days. | {"site_key":"ed046dd2650cdd6d30cb02835d4cf8a45918c7d9f1611880770295dec926e698","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52688} | {"due_class":"Due Soon","days_overdue":-2,"last_purchase":"2026-06-29","first_purchase":"2026-01-29","interval_count":4,"median_revenue":1028.64,"purchase_count":5,"average_revenue":1131.504,"contact_by_date":"2026-08-11","median_quantity":2,"open_order_docs":null,"average_quantity":2.2,"mad_interval_days":7.5,"median_gross_profit":257.16,"average_gross_profit":282.876,"median_interval_days":42,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"average_interval_days":37.75,"expected_reorder_date":"2026-08-12","vendor_lead_time_days":1,"expected_interval_days":44,"recent_average_revenue":1371.52,"standard_deviation_days":17.613914953808536,"coefficient_of_variation":0.46659377361082216,"recent_three_interval_days":46,"last_meaningful_activity_date":"2026-05-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-57e88d0c32a04b6e63816584effab5b6198faedf1f1bafe3935775e522b42c1e | Customer 53594 | Order 52688 | Item 13160 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3703564b662afd0ad8393905fcc127aec8efe432b6ef6884aa562d50aa448827 | OPP-fe569707ef1a2f833e350f5691e4944f06d76adba45f01c1be631f8be6cf4b5b | SER-a8b44d7c6664e39bb67008cd36a61eb3aeaf743b8663402d1e4f2442a208cacc | 47700 | Summit Medical Partners, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 201 days; median interval 100.5 days; expected reorder 2026-05-29; High Risk by 73 days. | {"site_key":"dd97f5167549a50a31b6d66c4386eacb9d59ff63b0aa38a5b02cbaaaef66a15b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50556} | {"due_class":"High Risk","days_overdue":73,"last_purchase":"2026-02-17","first_purchase":"2025-07-31","interval_count":2,"median_revenue":1225,"purchase_count":3,"average_revenue":1633.3333333333333,"contact_by_date":"2026-05-29","median_quantity":5,"open_order_docs":null,"average_quantity":6.666666666666667,"mad_interval_days":54.5,"median_gross_profit":352.85,"average_gross_profit":470.46666666666664,"median_interval_days":100.5,"site_last_order_date":"2026-06-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"average_interval_days":100.5,"expected_reorder_date":"2026-05-29","vendor_lead_time_days":null,"expected_interval_days":101,"recent_average_revenue":1633.3333333333333,"standard_deviation_days":77.07463914933368,"coefficient_of_variation":0.7669118323316784,"recent_three_interval_days":100.5,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-3703564b662afd0ad8393905fcc127aec8efe432b6ef6884aa562d50aa448827 | Customer 47700 | Order 50556 | Item 13063 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bc192d499178169af8c5be646af826ed1efe4ac3c8919d956bd912c82a6b6e2d | OPP-8f111b6a98ed601335b12471ed4ade6b5d748978269c1387d38f288e0b68d152 | SER-b45471449d58db78900501db082f9d53623f5d185fd2418122c1a1427766d842 | 47700 | Summit Medical Partners, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 201 days; median interval 100.5 days; expected reorder 2026-05-29; High Risk by 73 days. | {"site_key":"dd97f5167549a50a31b6d66c4386eacb9d59ff63b0aa38a5b02cbaaaef66a15b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50556} | {"due_class":"High Risk","days_overdue":73,"last_purchase":"2026-02-17","first_purchase":"2025-07-31","interval_count":2,"median_revenue":1225,"purchase_count":3,"average_revenue":1633.3333333333333,"contact_by_date":"2026-05-29","median_quantity":5,"open_order_docs":null,"average_quantity":6.666666666666667,"mad_interval_days":54.5,"median_gross_profit":352.85,"average_gross_profit":470.46666666666664,"median_interval_days":100.5,"site_last_order_date":"2026-06-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"average_interval_days":100.5,"expected_reorder_date":"2026-05-29","vendor_lead_time_days":null,"expected_interval_days":101,"recent_average_revenue":1633.3333333333333,"standard_deviation_days":77.07463914933368,"coefficient_of_variation":0.7669118323316784,"recent_three_interval_days":100.5,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-bc192d499178169af8c5be646af826ed1efe4ac3c8919d956bd912c82a6b6e2d | Customer 47700 | Order 50556 | Item 13064 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d486d1d3927ee94ffcd96c428697c3ca9345930e01c66b843a9bc7235f7e7c4b | OPP-efe1898f04d2d71e2c1d42317b38ca0449bafbe787b40e0a18fec2cd2b6417d5 | SER-9d4eb6f19aa47e49045fe2ba1033485b2b1f9deaedbd4540c1d86034bd2bde6b | 47700 | Summit Medical Partners, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 201 days; median interval 100.5 days; expected reorder 2026-05-29; High Risk by 73 days. | {"site_key":"dd97f5167549a50a31b6d66c4386eacb9d59ff63b0aa38a5b02cbaaaef66a15b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50556} | {"due_class":"High Risk","days_overdue":73,"last_purchase":"2026-02-17","first_purchase":"2025-07-31","interval_count":2,"median_revenue":1225,"purchase_count":3,"average_revenue":1633.3333333333333,"contact_by_date":"2026-05-29","median_quantity":5,"open_order_docs":null,"average_quantity":6.666666666666667,"mad_interval_days":54.5,"median_gross_profit":352.85,"average_gross_profit":470.46666666666664,"median_interval_days":100.5,"site_last_order_date":"2026-06-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"average_interval_days":100.5,"expected_reorder_date":"2026-05-29","vendor_lead_time_days":null,"expected_interval_days":101,"recent_average_revenue":1633.3333333333333,"standard_deviation_days":77.07463914933368,"coefficient_of_variation":0.7669118323316784,"recent_three_interval_days":100.5,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-d486d1d3927ee94ffcd96c428697c3ca9345930e01c66b843a9bc7235f7e7c4b | Customer 47700 | Order 50556 | Item 13054 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e8eab2a5c56b11df1ec97cf0effc41425a5304377783779c06e01a0482d275dd | OPP-d4beb877438ea50e464f47f58ca5b43b44db56c9fc0abb26ea2087da3d5bca59 | SER-f088552c7c6c5e3b8d7aa9c4a8b5bb886dd3fdb8b00c1926dd426e66c81d0ee1 | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 6 completed purchases over 299 days; median interval 58.0 days; expected reorder 2026-08-02; Overdue by 8 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52217} | {"due_class":"Overdue","days_overdue":8,"last_purchase":"2026-05-31","first_purchase":"2025-08-05","interval_count":5,"median_revenue":595,"purchase_count":6,"average_revenue":694.1666666666666,"contact_by_date":"2026-08-01","median_quantity":1,"open_order_docs":null,"average_quantity":1.1666666666666667,"mad_interval_days":17,"median_gross_profit":141,"average_gross_profit":164.5,"median_interval_days":58,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":59.8,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":1,"expected_interval_days":63,"recent_average_revenue":793.3333333333334,"standard_deviation_days":26.023066690918654,"coefficient_of_variation":0.435168339313021,"recent_three_interval_days":66.66666666666667,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e8eab2a5c56b11df1ec97cf0effc41425a5304377783779c06e01a0482d275dd | Customer 42572 | Order 52217 | Item 11441 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e4b5b38f8602ff03e9e38289c5e613bc3b1544ee79155743a193b45a6bd13bb6 | OPP-9117816fca40d700544ed8dd19a0425c42199395b191b1c8098d7b8ae233d21d | SER-1a63f424714c568755db66328d18605dde09ccd8c8529e483ddfe4307171cef9 | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 6 completed purchases over 299 days; median interval 52.0 days; expected reorder 2026-08-03; Overdue by 7 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52217} | {"due_class":"Overdue","days_overdue":7,"last_purchase":"2026-05-31","first_purchase":"2025-08-05","interval_count":5,"median_revenue":567.5,"purchase_count":6,"average_revenue":662.0833333333334,"contact_by_date":"2026-08-02","median_quantity":1,"open_order_docs":null,"average_quantity":1.1666666666666667,"mad_interval_days":11,"median_gross_profit":113.5,"average_gross_profit":132.41666666666666,"median_interval_days":52,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":59.8,"expected_reorder_date":"2026-08-03","vendor_lead_time_days":1,"expected_interval_days":64,"recent_average_revenue":756.6666666666666,"standard_deviation_days":25.292291315734918,"coefficient_of_variation":0.42294801531329296,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e4b5b38f8602ff03e9e38289c5e613bc3b1544ee79155743a193b45a6bd13bb6 | Customer 42572 | Order 52217 | Item 11440 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-91cbb77e1beb64d88695103f6c37ef7eead59c02a5db36802ec1fa1a71758736 | OPP-4687fd04d664e700c236698f3f68295da5bf8a5a7478bb45841616e9ee266d43 | SER-1cf1d94b0d908988198a716a45135a6d8dc9979d9c3f54aec199f22b1ad5f411 | 8367 | Fairmont Health Alliance, PLLC | Overdue Reorder | Needs Validation | 11 completed purchases over 971 days; median interval 93.0 days; expected reorder 2026-08-10; Due Soon by 0 days. | {"site_key":"557c3d3b6abe4378c1226f586505fb493937a4986fb67be3ec6d370bb1771487","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51909} | {"due_class":"Due Soon","days_overdue":0,"last_purchase":"2026-05-10","first_purchase":"2023-09-12","interval_count":10,"median_revenue":284.8,"purchase_count":11,"average_revenue":258.90908854545455,"contact_by_date":"2026-08-10","median_quantity":2,"open_order_docs":null,"average_quantity":1.8181818181818181,"mad_interval_days":18,"median_gross_profit":144.98,"average_gross_profit":135.08727036363635,"median_interval_days":93,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"average_interval_days":97.1,"expected_reorder_date":"2026-08-10","vendor_lead_time_days":null,"expected_interval_days":92,"recent_average_revenue":284.8,"standard_deviation_days":36.43090873298539,"coefficient_of_variation":0.37518958530366003,"recent_three_interval_days":91,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-91cbb77e1beb64d88695103f6c37ef7eead59c02a5db36802ec1fa1a71758736 | Customer 8367 | Order 51909 | Item 4252 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2de93c82fbbd4d1d1429407848201e3d5ba5c4a6ea0813b16e54346c6362744f | OPP-ce2a466bcee4ab2b13cd029316997f87057e43ddff335a0fb09e46899821a4e4 | SER-08f05bcc5c5b2d12744d8db2a53eb64de6c9580b71784051103e40934a24dc5d | 7394 | Ironwood Medical Center, PLLC | Overdue Reorder | Needs Validation | 27 completed purchases over 1073 days; median interval 40.0 days; expected reorder 2026-09-07; Due Soon in 28 days. | {"site_key":"3ad15e88ea0c0b511d7d3d1759097d03cb5f5fa35e4b6ec28c7a31c064abdabf","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53217} | {"due_class":"Due Soon","days_overdue":-28,"last_purchase":"2026-07-29","first_purchase":"2023-08-21","interval_count":26,"median_revenue":447.4,"purchase_count":27,"average_revenue":362.73333333333335,"contact_by_date":"2026-09-06","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":11.5,"median_gross_profit":89.49,"average_gross_profit":87.77740740740741,"median_interval_days":40,"site_last_order_date":"2026-07-29","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"average_interval_days":41.26923076923077,"expected_reorder_date":"2026-09-07","vendor_lead_time_days":1,"expected_interval_days":40,"recent_average_revenue":447.4,"standard_deviation_days":16.313326312699548,"coefficient_of_variation":0.3952902927587961,"recent_three_interval_days":39.666666666666664,"last_meaningful_activity_date":"2025-08-08"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-2de93c82fbbd4d1d1429407848201e3d5ba5c4a6ea0813b16e54346c6362744f | Customer 7394 | Order 53217 | Item 11585 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dd8f21318b510cd2335b39d1308c2597961001312a0224bd9d428fd4173da610 | OPP-7342b9e43b5306607743dfedb0a64db551886be77a998c054d276c594e440d46 | SER-1752b7d897dc8703c02699f97f20897040bd88f9d46beea041dd0af4754426fd | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 6 completed purchases over 299 days; median interval 58.0 days; expected reorder 2026-08-02; Overdue by 8 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52217} | {"due_class":"Overdue","days_overdue":8,"last_purchase":"2026-05-31","first_purchase":"2025-08-05","interval_count":5,"median_revenue":595,"purchase_count":6,"average_revenue":595,"contact_by_date":"2026-08-01","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":17,"median_gross_profit":141,"average_gross_profit":141,"median_interval_days":58,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":59.8,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":1,"expected_interval_days":63,"recent_average_revenue":595,"standard_deviation_days":26.023066690918654,"coefficient_of_variation":0.435168339313021,"recent_three_interval_days":66.66666666666667,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-dd8f21318b510cd2335b39d1308c2597961001312a0224bd9d428fd4173da610 | Customer 42572 | Order 52217 | Item 11433 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9476d1f2258b377c97e85e391a64be7691f4efd2667f883dc2c1ce206ffafbac | OPP-fa2f0250abc260147a53a1fded35d2fd098227c2d9f876de94321704b46d4967 | SER-c4c3f3fe387e263119a4ab9356362a1f15569fbcf7b6f9ab9e11af75eb115fc7 | 47700 | Summit Medical Partners, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 190 days; median interval 95.0 days; expected reorder 2026-06-05; High Risk by 66 days. | {"site_key":"dd97f5167549a50a31b6d66c4386eacb9d59ff63b0aa38a5b02cbaaaef66a15b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50786} | {"due_class":"High Risk","days_overdue":66,"last_purchase":"2026-03-02","first_purchase":"2025-08-24","interval_count":2,"median_revenue":1112.4,"purchase_count":3,"average_revenue":1211.286592506704,"contact_by_date":"2026-06-05","median_quantity":5,"open_order_docs":null,"average_quantity":5.666666666666667,"mad_interval_days":56,"median_gross_profit":370.8,"average_gross_profit":370.806592506704,"median_interval_days":95,"site_last_order_date":"2026-06-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"average_interval_days":95,"expected_reorder_date":"2026-06-05","vendor_lead_time_days":null,"expected_interval_days":95,"recent_average_revenue":1211.286592506704,"standard_deviation_days":79.19595949289332,"coefficient_of_variation":0.8336416788725612,"recent_three_interval_days":95,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-9476d1f2258b377c97e85e391a64be7691f4efd2667f883dc2c1ce206ffafbac | Customer 47700 | Order 50786 | Item 13057 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-317e9bb3b16a108265613b3730da1a590189ba50beba8b0780da0edb6ec9a6e5 | OPP-5526354fdb22fd4a4e111651d3169cf22d72d8918396c3042f1ad68a1487cc2d | SER-ab6331ad0a2dd8b681bd8674dd33c0f4a099b0219f11ad174ea22ca4343a0c77 | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 6 completed purchases over 299 days; median interval 58.0 days; expected reorder 2026-08-02; Overdue by 8 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52217} | {"due_class":"Overdue","days_overdue":8,"last_purchase":"2026-05-31","first_purchase":"2025-08-05","interval_count":5,"median_revenue":567.6,"purchase_count":6,"average_revenue":567.5666666666667,"contact_by_date":"2026-08-01","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":17,"median_gross_profit":113.6,"average_gross_profit":113.56666666666666,"median_interval_days":58,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":59.8,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":1,"expected_interval_days":63,"recent_average_revenue":567.6,"standard_deviation_days":29.235252692596998,"coefficient_of_variation":0.4888838242909197,"recent_three_interval_days":66.66666666666667,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-317e9bb3b16a108265613b3730da1a590189ba50beba8b0780da0edb6ec9a6e5 | Customer 42572 | Order 52217 | Item 11442 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-04ee7cd49aac146e8e9e4f4946c35c13f00ab8e3ca9b8963313539b74d72b0d3 | OPP-deedda1bf6bf9cc2e2cd64a18722b07a47a5f5c2c9bd8cc1f315759d09613440 | SER-4c7f8f2d3ee2efc489ec0ecf278922e41cfc340c7f5ed58b91203d4c3e1ace84 | 800 | Riverside Medical Associates, LLC | Overdue Reorder | Published | 4 completed purchases over 441 days; median interval 148.0 days; expected reorder 2025-11-11; High Risk by 272 days. | {"site_key":"78d99ac37458bef77e99639e89b18065f3a9df5611dd495f4b075fd00ff2c2e9","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46551} | {"due_class":"High Risk","days_overdue":272,"last_purchase":"2025-06-17","first_purchase":"2024-04-02","interval_count":3,"median_revenue":148.375,"purchase_count":4,"average_revenue":182.9375,"contact_by_date":"2025-11-11","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":116,"median_gross_profit":60,"average_gross_profit":70.84,"median_interval_days":148,"site_last_order_date":"2026-07-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"average_interval_days":147,"expected_reorder_date":"2025-11-11","vendor_lead_time_days":null,"expected_interval_days":147,"recent_average_revenue":193.33333333333334,"standard_deviation_days":117.50319144602,"coefficient_of_variation":0.7993414384082993,"recent_three_interval_days":147,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-04ee7cd49aac146e8e9e4f4946c35c13f00ab8e3ca9b8963313539b74d72b0d3 | Customer 800 | Order 46551 | Item 10921 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-06e26281f05122ae0b8254832c73c074a73ca51556741c3128d8d12b2509cf32 | OPP-9c97bfe13d948a826f8367428da416722bc32d66f5d749d5ec2d75a628edd54f | SER-9a697bc9623d28b021367dcf4dc4e91830ae280d00fdbffceb195d8927699128 | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 7 completed purchases over 337 days; median interval 49.5 days; expected reorder 2026-09-01; Due Soon in 22 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52836} | {"due_class":"Due Soon","days_overdue":-22,"last_purchase":"2026-07-08","first_purchase":"2025-08-05","interval_count":6,"median_revenue":595,"purchase_count":7,"average_revenue":595,"contact_by_date":"2026-08-31","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":12,"median_gross_profit":141,"average_gross_profit":141,"median_interval_days":49.5,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":56.166666666666664,"expected_reorder_date":"2026-09-01","vendor_lead_time_days":1,"expected_interval_days":55,"recent_average_revenue":595,"standard_deviation_days":24.91920276948415,"coefficient_of_variation":0.443665331207433,"recent_three_interval_days":58.666666666666664,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-06e26281f05122ae0b8254832c73c074a73ca51556741c3128d8d12b2509cf32 | Customer 42572 | Order 52836 | Item 11445 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-98ee785fd27f5638bb2038ecbc6de482648e77cb076943794652e97cc0570d24 | OPP-0fc4e2709011ec823c192409f96a72cfbe6f1ffd51039f6a8e2e995424b36274 | SER-77456e6b5e9e9f130cc2af5fb089661ea12a4b4aa0a97848e32bebab908fabfb | 44635 | Summit Clinical Partners, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 142 days; median interval 71.0 days; expected reorder 2026-07-10; Overdue by 31 days. | {"site_key":"cbf1d0ef136db3a8c235b23ca4acb03027495b85a88214658c93dfa47af1e193","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51773} | {"due_class":"Overdue","days_overdue":31,"last_purchase":"2026-04-30","first_purchase":"2025-12-09","interval_count":2,"median_revenue":205.88,"purchase_count":3,"average_revenue":205.88,"contact_by_date":"2026-07-09","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":1,"median_gross_profit":30.88,"average_gross_profit":30.88,"median_interval_days":71,"site_last_order_date":"2026-06-22","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"average_interval_days":71,"expected_reorder_date":"2026-07-10","vendor_lead_time_days":1,"expected_interval_days":71,"recent_average_revenue":205.88,"standard_deviation_days":1.414213562373095,"coefficient_of_variation":0.019918500878494297,"recent_three_interval_days":71,"last_meaningful_activity_date":"2026-06-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51773 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-98ee785fd27f5638bb2038ecbc6de482648e77cb076943794652e97cc0570d24 | Customer 44635 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-944bee39fd0c207cf46b7e1ab8d8fbee22c3e01884e3148a57e4c5904f0a1af5 | OPP-2645140e80030ce3e798f317e8f4e4747dba880772ad96bfb8ac7ffb5f6bb720 | SER-60e86cb106114193e74ac9980eeb97f9b401c5205ecdd87b05a37a9cb7f17d45 | 47700 | Summit Medical Partners, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 139 days; median interval 69.5 days; expected reorder 2026-08-10; Due Soon by 0 days. | {"site_key":"61e9c7d991be64efc828a8a4a50d6243736116016eb3386092f721eb95796d23","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52243} | {"due_class":"Due Soon","days_overdue":0,"last_purchase":"2026-06-01","first_purchase":"2026-01-13","interval_count":2,"median_revenue":1081.93,"purchase_count":3,"average_revenue":1442.5725702811233,"contact_by_date":"2026-08-09","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":21.5,"median_gross_profit":183.93,"average_gross_profit":245.23923694779,"median_interval_days":69.5,"site_last_order_date":"2026-06-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"average_interval_days":69.5,"expected_reorder_date":"2026-08-10","vendor_lead_time_days":1,"expected_interval_days":70,"recent_average_revenue":1442.5725702811233,"standard_deviation_days":30.405591591021544,"coefficient_of_variation":0.43749052648951864,"recent_three_interval_days":69.5,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-944bee39fd0c207cf46b7e1ab8d8fbee22c3e01884e3148a57e4c5904f0a1af5 | Customer 47700 | Order 52243 | Item 11586 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ce9456fe7704ff15bfa6be248249dbb7147c2d16d5eec52e33d4f11d1f003948 | OPP-366dbfca85282630bbd1734f9bccf3615ac6312c2702d85246305cd3402a6ef6 | SER-f4c04e28d76def51fbca1803345a99dbcf5367e4e23b90fa82da5ef37afbce62 | 6899 | Riverside Pathology Labs, PLLC | Overdue Reorder | Published | 4 completed purchases over 580 days; median interval 159.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"bf71bcf5a3d3850702ef805dbcbf9fc109dea9298ce82526be39c94a0d1fd12e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"DC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50558} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-02-16","first_purchase":"2024-07-16","interval_count":3,"median_revenue":503.35,"purchase_count":4,"average_revenue":513.42496641,"contact_by_date":"2026-08-14","median_quantity":1.5,"open_order_docs":null,"average_quantity":1.5,"mad_interval_days":81,"median_gross_profit":141.74493282,"average_gross_profit":140.13746641,"median_interval_days":159,"site_last_order_date":"2026-02-19","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"DC"},"average_interval_days":193.33333333333334,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":1,"expected_interval_days":180,"recent_average_revenue":469.8999552133333,"standard_deviation_days":135.795188918214,"coefficient_of_variation":0.7023889081976586,"recent_three_interval_days":193.33333333333334,"last_meaningful_activity_date":"2026-06-05"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-05. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-02-12 — follow up | 2025-02-12 — follow up | 2024-07-17 — follow up. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-05. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-02-12 — follow up | 2025-02-12 — follow up | 2024-07-17 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Henry Schein - Vendor | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ce9456fe7704ff15bfa6be248249dbb7147c2d16d5eec52e33d4f11d1f003948 | Customer 6899 | Order 50558 | Item 14405 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-41a416d51b288c9785b8cfc2865994c0c1219b7ae04ed5ec686496560bb43386 | OPP-07ea5fa38e6ebf3efc9e1ef97d965b7055cb1eac8006c95165634038a3ccf45c | SER-b45b7ea9f9330d591a911e5fdbdb402ae6878bab0898c593f86f676f0d5a12a2 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":697.04,"purchase_count":3,"average_revenue":697.04,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":174.26,"average_gross_profit":174.26,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":697.04,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-41a416d51b288c9785b8cfc2865994c0c1219b7ae04ed5ec686496560bb43386 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d737c8d65fda1cae41d4527d99251d87dc5450d6f9d513a22207e12597d1b3f6 | OPP-d6b8c1796ac7cfb4b24701648c115e7fe95bd361e328b7824271ed10b6257e01 | SER-c810c699c46f6b573b004e4b1489b0b63491173671b03558a759a847187f4314 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":627.06,"purchase_count":3,"average_revenue":627.06,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":156.76,"average_gross_profit":156.76,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":627.06,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d737c8d65fda1cae41d4527d99251d87dc5450d6f9d513a22207e12597d1b3f6 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9197d78bbf667eb36848fd2657f8936d24c297db96d506b1afb195c060f6b23c | OPP-5e69f5c6975ce7fdeeafb3508cbb24efc4ec6ebebc0826d909300847d196e73b | SER-2f9ec40e702a4f51c6b34233c63043943c9e19ffa1baece1130be1bfdeb64312 | 42572 | Elmhurst Physician Group, PLLC | Overdue Reorder | Published | 5 completed purchases over 299 days; median interval 57.5 days; expected reorder 2026-08-14; Due Soon in 4 days. | {"site_key":"abf925473708dd52a07e4076425dee075a81e50c3c1a88f3f1c37ae3abd579b4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52217} | {"due_class":"Due Soon","days_overdue":-4,"last_purchase":"2026-05-31","first_purchase":"2025-08-05","interval_count":4,"median_revenue":315,"purchase_count":5,"average_revenue":315,"contact_by_date":"2026-08-13","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":14,"median_gross_profit":63,"average_gross_profit":63,"median_interval_days":57.5,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":74.75,"expected_reorder_date":"2026-08-14","vendor_lead_time_days":1,"expected_interval_days":75,"recent_average_revenue":315,"standard_deviation_days":47.105378319961154,"coefficient_of_variation":0.6301722852168716,"recent_three_interval_days":86,"last_meaningful_activity_date":"2025-08-18"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-18. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-18 — f | 2025-08-18 — Upgrade request | 2025-02-12 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-9197d78bbf667eb36848fd2657f8936d24c297db96d506b1afb195c060f6b23c | Customer 42572 | Order 52217 | Item 11659 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-831d3e14e105c91e50370f8c4ce0a8b6cc5958c8beff9bb3e67056190be2e8a1 | OPP-752e9e4dea8026a86dcdb7345dd1df2e82b468cb21465e17004ea404bb1f266f | SER-d4c6ac8c8d46267b316837de536ef3372f248fc7c1cf2741b074c96a0dec32e5 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":498.16,"purchase_count":3,"average_revenue":498.16,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":124.54,"average_gross_profit":124.54,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":498.16,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-831d3e14e105c91e50370f8c4ce0a8b6cc5958c8beff9bb3e67056190be2e8a1 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c47f3b939e38a5c9a326abee279f7083b0229b8a564331f43cd5e226617e0ce8 | OPP-c49024579d247ac8252a97c9985f0097f0882662ddbeec5d54bb724cde53b29c | SER-ec51821e1cbb00a1ca3d2f25641a5bc5074cb1d76174c15523d5f660dd6b6cf2 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":358.52,"purchase_count":3,"average_revenue":358.52,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":89.63,"average_gross_profit":89.63,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":358.52,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c47f3b939e38a5c9a326abee279f7083b0229b8a564331f43cd5e226617e0ce8 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-16ec025fa569bc20a46c4cfe53545e36406c35301f19fdee1622aab480229371 | OPP-130b47ef8d5694e48ee2068f1be3164eba8d819f1e5a1a177f375d42aa69ec45 | SER-91ff0f86aced20318169cd6a04a5964a97122e6ca604b95efd3c76d53ee7ad9f | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":340,"purchase_count":3,"average_revenue":340,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":85,"average_gross_profit":85,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":340,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-16ec025fa569bc20a46c4cfe53545e36406c35301f19fdee1622aab480229371 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-950a174bb93e0a59383740d8d3650fc3eb7cc995a4484221294abce56e900be8 | OPP-6dac314d3ca594b333102d2372ec67fab129176f7ab6f2a921b8052d02371361 | SER-71d76194a00787331a87055918a860895e16cb7849245d4f5c92cbd5e35d1631 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":335.07,"purchase_count":3,"average_revenue":335.07,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":83.77,"average_gross_profit":83.77,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":335.07,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-950a174bb93e0a59383740d8d3650fc3eb7cc995a4484221294abce56e900be8 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-100a78cb7f88628addd5839d6cd3bb30a7b4af296da5762a78c2e2923aee76d2 | OPP-f0375271a666ae8db03e447777c6dc2334c11d48baf46229222b16497be106a2 | SER-f53f3a24fddb92c263410db8c56dbe7b9775f59d87e2cba95ac803a942fdadf0 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Published | 4 completed purchases over 139 days; median interval 33.0 days; expected reorder 2026-09-05; Due Soon in 26 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53145} | {"due_class":"Due Soon","days_overdue":-26,"last_purchase":"2026-07-26","first_purchase":"2026-03-09","interval_count":3,"median_revenue":305.83,"purchase_count":4,"average_revenue":305.83,"contact_by_date":"2026-08-29","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":6,"median_gross_profit":76.46,"average_gross_profit":76.46,"median_interval_days":33,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":46.333333333333336,"expected_reorder_date":"2026-09-05","vendor_lead_time_days":7,"expected_interval_days":41,"recent_average_revenue":305.83,"standard_deviation_days":28.448784391135824,"coefficient_of_variation":0.6140025408158811,"recent_three_interval_days":46.333333333333336,"last_meaningful_activity_date":"2026-08-04"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 7 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — trouble reagents | 2026-03-02 — f. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — trouble reagents | 2026-03-02 — f. | Open quote: No; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Lead time: 7 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-100a78cb7f88628addd5839d6cd3bb30a7b4af296da5762a78c2e2923aee76d2 | Customer 53298 | Order 53145 | Item 15104 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-18fed4ddc3cc5c6e0ae722578d0d8a00a7df6871cea66cbb82a7266e993a2f89 | OPP-382da927531793b0f17e8679a4871d46a917e05533ff9b69dbb2ab0b9fd99294 | SER-b9ed89e4b87e05e5cbe0298038bd3f77d3ec28d7523d7288fea2c05dfc9d6afc | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":278.28,"purchase_count":3,"average_revenue":278.28,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":69.57,"average_gross_profit":69.57,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":278.28,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-18fed4ddc3cc5c6e0ae722578d0d8a00a7df6871cea66cbb82a7266e993a2f89 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e400a417f44a37e67658b1451ff536bf575aa6def75f687a743c7c4231e7bb2a | OPP-12365d01c282183cce02981fe9b27ab2a47077749c500f0b981b03e8f04269f7 | SER-7b64efa73ae2ca52110a05dd5b92201dd678d7b35639dc02147a74ca60fb9cdc | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":233.33,"purchase_count":3,"average_revenue":233.33,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":58.33,"average_gross_profit":58.33,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":233.33,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e400a417f44a37e67658b1451ff536bf575aa6def75f687a743c7c4231e7bb2a | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f0a97b8ff8b8468583bf0413b8eddf9fef64f5c6397391db9f8e3561b658defe | OPP-1b63026d6ed7af0df44cd8b940588e20826dba737e848190dec191e10109bcb9 | SER-13ad06cb4f184247c20a9585d8f1a287a1cee0ffa4bfeb4f54a86abc11ec5e11 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":200,"purchase_count":3,"average_revenue":200,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":50,"average_gross_profit":50,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":200,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f0a97b8ff8b8468583bf0413b8eddf9fef64f5c6397391db9f8e3561b658defe | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e12292904513e11912b83a2cd92200a2f56a4264dc97f271812600e6a1ab0575 | OPP-9532f9e2fd0bc8f772f79fd363d7cc54c5ea41b7cde26a25bc11911c5928e027 | SER-0b5211277d894209b45c6527f3c42a93764c055d861483a5de9f32f6fdffad51 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":190.37,"purchase_count":3,"average_revenue":190.37,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":47.59,"average_gross_profit":47.59,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":190.37,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e12292904513e11912b83a2cd92200a2f56a4264dc97f271812600e6a1ab0575 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3cf06775b936305a329a2791711b91fc35bbc77e95a678fc3362212cdd5de428 | OPP-ffe393f61cb57fca9742bca1082023336b3b0103531068f43a4be4403d855eee | SER-e09ff6f32c43386c5d9dd09dc07d8650b1b82b25c4352ebf48d9b69186326642 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":186.67,"purchase_count":3,"average_revenue":186.67,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":46.67,"average_gross_profit":46.67,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":186.67,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-3cf06775b936305a329a2791711b91fc35bbc77e95a678fc3362212cdd5de428 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-132d7622774d8076aa87cce3a41a8b13c1df4ed507a56215d65cf924966268c8 | OPP-2a7fbb7b9f2d2a874b3c39eeed12c72b2db28cca4ff7407f861dce85bc1ae98b | SER-17e24816b6a5eb1b726456fd6dad37803e59f0d904976d87536278efacb2f9c3 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":205.08,"purchase_count":3,"average_revenue":205.08,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":32.82,"average_gross_profit":32.82,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":205.08,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-132d7622774d8076aa87cce3a41a8b13c1df4ed507a56215d65cf924966268c8 | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-10a2a60eebd76bf157163b5bf6612c496a44c9c0810253b8d56b33d07528626f | OPP-159d7146d0149afdafd324024726d93bf2bae19602585b4feafcb3a4010167a1 | SER-86e6e62f14a4c0f8bbc675d3f99d9903cd40b9ecdebc17a399fc53fe992ba586 | 53298 | Ashcroft Laboratory Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 106 days; median interval 53.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"070267f17274e04ccc5e758ce639e6605bdb8c7c04e03e0f27d114a4c0f00a6f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52617} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-23","first_purchase":"2026-03-09","interval_count":2,"median_revenue":187.91,"purchase_count":3,"average_revenue":187.91,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":12.91,"average_gross_profit":12.91,"median_interval_days":53,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"average_interval_days":53,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":7,"expected_interval_days":53,"recent_average_revenue":187.91,"standard_deviation_days":36.76955262170047,"coefficient_of_variation":0.6937651438056692,"recent_three_interval_days":53,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52617 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-10a2a60eebd76bf157163b5bf6612c496a44c9c0810253b8d56b33d07528626f | Customer 53298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2255f151874ae8071862184788122b1feb327b5562f1d440a746c6b32ee3268e | OPP-a5dd4e9c91e454765198b43421c862eae7e88ad7b8c4d877b198c0c2b12f048d | SER-dcd2ff329c36c7538602f6931d2022571ef107f364c7e667544e016529da4848 | 7918 | Bellwood Clinical Group, Corp. | Overdue Reorder | Needs Validation | 11 completed purchases over 924 days; median interval 90.0 days; expected reorder 2026-06-12; High Risk by 59 days. | {"site_key":"cab1f062b198eb3ab2950bd9414c72bcb60a9ae4281f2a7d62a36e0db68d70e3","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51015} | {"due_class":"High Risk","days_overdue":59,"last_purchase":"2026-03-17","first_purchase":"2023-09-05","interval_count":10,"median_revenue":2396,"purchase_count":11,"average_revenue":2373.6581818181817,"contact_by_date":"2026-06-11","median_quantity":4,"open_order_docs":null,"average_quantity":4.090909090909091,"mad_interval_days":31.5,"median_gross_profit":853.04,"average_gross_profit":820.6918181818182,"median_interval_days":90,"site_last_order_date":"2026-03-17","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":92.4,"expected_reorder_date":"2026-06-12","vendor_lead_time_days":1,"expected_interval_days":87,"recent_average_revenue":1996.6666666666667,"standard_deviation_days":38.84785136343522,"coefficient_of_variation":0.42043129181206945,"recent_three_interval_days":84.66666666666667,"last_meaningful_activity_date":"2026-06-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-2255f151874ae8071862184788122b1feb327b5562f1d440a746c6b32ee3268e | Customer 7918 | Order 51015 | Item 13160 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f1309b48eae4ab86ea5b2ddd3328703ed1916cb5a6ba6c532bb1febce0e76a06 | OPP-3c0a7612e1335e66621b0b5cd43104983e7e518e141197cdb06536d1757233da | SER-ca4bd222d3f81613787ad4928c5124cad76fb9db5745532454e1ec1554d7c48c | 24572 | Crestview Pathology Labs, PLLC | Overdue Reorder | Needs Validation | 6 completed purchases over 743 days; median interval 45.0 days; expected reorder 2026-07-23; Overdue by 18 days. | {"site_key":"b027c32abe82278b03746f1b74579f0f4cf6687de263a1de5b491753bf15145d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52636} | {"due_class":"Overdue","days_overdue":18,"last_purchase":"2026-06-24","first_purchase":"2024-06-11","interval_count":5,"median_revenue":5250,"purchase_count":6,"average_revenue":7749.999603133333,"contact_by_date":"2026-07-22","median_quantity":20,"open_order_docs":null,"average_quantity":32.5,"mad_interval_days":42,"median_gross_profit":2624.9988094,"average_gross_profit":2721.5996031333334,"median_interval_days":45,"site_last_order_date":"2026-06-24","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WI"},"average_interval_days":148.6,"expected_reorder_date":"2026-07-23","vendor_lead_time_days":1,"expected_interval_days":29,"recent_average_revenue":10499.999206266666,"standard_deviation_days":221.80802510279,"coefficient_of_variation":1.4926515821183715,"recent_three_interval_days":18.333333333333332,"last_meaningful_activity_date":"2026-06-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52636 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f1309b48eae4ab86ea5b2ddd3328703ed1916cb5a6ba6c532bb1febce0e76a06 | Customer 24572 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6e7fb75692d436eb13e03348a6e8b07247fb9dba2a19ac82fff77a52ea377115 | OPP-88857b4c02d5b6717aa4133a92d3af2dfd9bb863ae8b2f09ca00473a43786081 | SER-481ec3e6267055b901e340e5351d3a3ba3f51c02d2e941305125ef294a93178a | 7918 | Bellwood Clinical Group, Corp. | Overdue Reorder | Needs Validation | 23 completed purchases over 910 days; median interval 31.5 days; expected reorder 2026-04-15; High Risk by 117 days. | {"site_key":"cab1f062b198eb3ab2950bd9414c72bcb60a9ae4281f2a7d62a36e0db68d70e3","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50830} | {"due_class":"High Risk","days_overdue":117,"last_purchase":"2026-03-03","first_purchase":"2023-09-05","interval_count":22,"median_revenue":1376.84,"purchase_count":23,"average_revenue":1146.7321739130434,"contact_by_date":"2026-04-14","median_quantity":4,"open_order_docs":null,"average_quantity":3.8260869565217392,"mad_interval_days":18,"median_gross_profit":275.37,"average_gross_profit":296.43782608695653,"median_interval_days":31.5,"site_last_order_date":"2026-03-17","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":41.36363636363637,"expected_reorder_date":"2026-04-15","vendor_lead_time_days":1,"expected_interval_days":43,"recent_average_revenue":1606.3133333333333,"standard_deviation_days":25.265345086455127,"coefficient_of_variation":0.6108105405516625,"recent_three_interval_days":51.333333333333336,"last_meaningful_activity_date":"2026-06-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-6e7fb75692d436eb13e03348a6e8b07247fb9dba2a19ac82fff77a52ea377115 | Customer 7918 | Order 50830 | Item 12744 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ebf4d804eeb5f0dbe971f815fd441c2817dd4b2625a6493f4ae2e4a4f82e75de | OPP-7e381c6d3ce50ddca546e75b50cf2db2bbdb6128e123024b6fb0275c43af2db4 | SER-2fe3232a015dc47466cd987ac898d85001b42eac9645daef64b4ac45d47dcee9 | 7676 | Elmhurst Health Alliance, LLC | Overdue Reorder | Needs Validation | 18 completed purchases over 967 days; median interval 60.0 days; expected reorder 2026-07-02; High Risk by 39 days. | {"site_key":"29ddadd2b3e6c9871a50aece80d4a13cc2fb86ba0e16c70c9b62d3e4b76fb9c5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51341} | {"due_class":"High Risk","days_overdue":39,"last_purchase":"2026-04-23","first_purchase":"2023-08-30","interval_count":17,"median_revenue":573.1,"purchase_count":18,"average_revenue":509.422221,"contact_by_date":"2026-06-02","median_quantity":2,"open_order_docs":null,"average_quantity":1.777777777777778,"mad_interval_days":10,"median_gross_profit":507.1,"average_gross_profit":449.6555543333333,"median_interval_days":60,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":56.88235294117647,"expected_reorder_date":"2026-07-02","vendor_lead_time_days":30,"expected_interval_days":70,"recent_average_revenue":573.1,"standard_deviation_days":19.409670118722964,"coefficient_of_variation":0.34122481077382666,"recent_three_interval_days":77.33333333333333,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-ebf4d804eeb5f0dbe971f815fd441c2817dd4b2625a6493f4ae2e4a4f82e75de | Customer 7676 | Order 51341 | Item 5121 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-76f4e65d8dff2c23e18d6b37d7259ac1f26901b887a7659cd58e40928c7878f9 | OPP-00a1a8b5afc83a2f058ae5793c5a9ba7d630fb4f11ff9944177fdab49bc5ac98 | SER-8b21167261f8b12dec0feee9456ea55449805832d8227e5c347f82aac1a985d3 | 7676 | Elmhurst Health Alliance, LLC | Overdue Reorder | Needs Validation | 23 completed purchases over 1027 days; median interval 39.0 days; expected reorder 2026-08-17; Due Soon in 7 days. | {"site_key":"29ddadd2b3e6c9871a50aece80d4a13cc2fb86ba0e16c70c9b62d3e4b76fb9c5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52600} | {"due_class":"Due Soon","days_overdue":-7,"last_purchase":"2026-06-22","first_purchase":"2023-08-30","interval_count":22,"median_revenue":963.54,"purchase_count":23,"average_revenue":733.1282608695652,"contact_by_date":"2026-07-18","median_quantity":2,"open_order_docs":null,"average_quantity":1.5217391304347827,"mad_interval_days":12,"median_gross_profit":843.94,"average_gross_profit":651.9630434782608,"median_interval_days":39,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":46.68181818181818,"expected_reorder_date":"2026-08-17","vendor_lead_time_days":30,"expected_interval_days":56,"recent_average_revenue":963.54,"standard_deviation_days":20.005681011334573,"coefficient_of_variation":0.4285540236118409,"recent_three_interval_days":67,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-76f4e65d8dff2c23e18d6b37d7259ac1f26901b887a7659cd58e40928c7878f9 | Customer 7676 | Order 52600 | Item 5239 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1ac7ff3a528f4c19445ed23603816f189ee8c63ef39b07b623240c2291537041 | OPP-e606f660fdc0a14435f639d9793843ee534d06e080582a0a5a98d1482e7c83ff | SER-644dc52621e65c4c224d341a3dee6666a5e6cbb6dc22f6f892030fd890cacb7d | 7918 | Bellwood Clinical Group, Corp. | Overdue Reorder | Needs Validation | 31 completed purchases over 922 days; median interval 27.0 days; expected reorder 2026-04-07; High Risk by 125 days. | {"site_key":"cab1f062b198eb3ab2950bd9414c72bcb60a9ae4281f2a7d62a36e0db68d70e3","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50985} | {"due_class":"High Risk","days_overdue":125,"last_purchase":"2026-03-15","first_purchase":"2023-09-05","interval_count":30,"median_revenue":303.83,"purchase_count":31,"average_revenue":374.0682258064516,"contact_by_date":"2026-04-06","median_quantity":1,"open_order_docs":null,"average_quantity":1.4838709677419355,"mad_interval_days":10,"median_gross_profit":67.13,"average_gross_profit":94.6375806451613,"median_interval_days":27,"site_last_order_date":"2026-03-17","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":30.733333333333334,"expected_reorder_date":"2026-04-07","vendor_lead_time_days":1,"expected_interval_days":23,"recent_average_revenue":303.83,"standard_deviation_days":14.764667361605225,"coefficient_of_variation":0.48041217011730664,"recent_three_interval_days":20,"last_meaningful_activity_date":"2026-06-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-1ac7ff3a528f4c19445ed23603816f189ee8c63ef39b07b623240c2291537041 | Customer 7918 | Order 50985 | Item 11509 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cb6e06bd2c1245b056a9079815863e6c2c182c1819771cc0e1d9b50d08c9df54 | OPP-573302a9e57c2ce6695049e8982696a516490f5c94f7d66dd37f2c836c3e4011 | SER-a59321effa253457f8c2a27b90cf1bc0b4bd3ace5d46eb219fa6c34f5e1552b6 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 15 completed purchases over 364 days; median interval 22.5 days; expected reorder 2026-07-16; Suppressed by Open Order by 25 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":25,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":14,"median_revenue":1050,"purchase_count":15,"average_revenue":1190,"contact_by_date":"2026-06-16","median_quantity":3,"open_order_docs":[53200],"average_quantity":3.4,"mad_interval_days":6.5,"median_gross_profit":585,"average_gross_profit":628.9,"median_interval_days":22.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":26,"expected_reorder_date":"2026-07-16","vendor_lead_time_days":30,"expected_interval_days":23,"recent_average_revenue":1050,"standard_deviation_days":15.322181005628108,"coefficient_of_variation":0.5893146540626195,"recent_three_interval_days":24,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-cb6e06bd2c1245b056a9079815863e6c2c182c1819771cc0e1d9b50d08c9df54 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2cc9fbbe1ec0b51a70744364e586cd0ef1fb787de36795bbd732681fffb97d6a | OPP-525a9634263b108b305c9e030638c1cf9d12c723693d66302eb47c8e28224841 | SER-fc5aba4bc11ebee14a4477741ad345978dce7ff76d6bb0ae6169c5b3aa103e77 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 8 completed purchases over 178 days; median interval 28.0 days; expected reorder 2026-08-12; Due Soon in 2 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52985} | {"due_class":"Due Soon","days_overdue":-2,"last_purchase":"2026-07-15","first_purchase":"2026-01-18","interval_count":7,"median_revenue":1833.9,"purchase_count":8,"average_revenue":1708.3125,"contact_by_date":"2026-08-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":611.3,"average_gross_profit":485.7125,"median_interval_days":28,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":25.428571428571427,"expected_reorder_date":"2026-08-12","vendor_lead_time_days":1,"expected_interval_days":28,"recent_average_revenue":1499,"standard_deviation_days":13.673053095500688,"coefficient_of_variation":0.5377043352163192,"recent_three_interval_days":28.333333333333332,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2cc9fbbe1ec0b51a70744364e586cd0ef1fb787de36795bbd732681fffb97d6a | Customer 9363 | Order 52985 | Item 11537 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1a95e723f94014e5df11b07cb765c5590abfef0e4ab0830e78b8b421f41d3b8b | OPP-db77922290355a28edd1234c416c15451834335d3c1b3ea6c227b12dd860ab83 | SER-1ac8d7ff1e4943110b2d3e58ba9ba948127bced402029f40ba77662788e15a87 | 7918 | Bellwood Clinical Group, Corp. | Overdue Reorder | Needs Validation | 33 completed purchases over 922 days; median interval 26.0 days; expected reorder 2026-04-06; High Risk by 126 days. | {"site_key":"cab1f062b198eb3ab2950bd9414c72bcb60a9ae4281f2a7d62a36e0db68d70e3","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50985} | {"due_class":"High Risk","days_overdue":126,"last_purchase":"2026-03-15","first_purchase":"2023-09-05","interval_count":32,"median_revenue":249.61,"purchase_count":33,"average_revenue":292.4977272727273,"contact_by_date":"2026-04-05","median_quantity":1,"open_order_docs":null,"average_quantity":1.303030303030303,"mad_interval_days":10,"median_gross_profit":65.81,"average_gross_profit":76.32075757575758,"median_interval_days":26,"site_last_order_date":"2026-03-17","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":28.8125,"expected_reorder_date":"2026-04-06","vendor_lead_time_days":1,"expected_interval_days":22,"recent_average_revenue":249.61,"standard_deviation_days":14.079125476873498,"coefficient_of_variation":0.488646437375219,"recent_three_interval_days":20,"last_meaningful_activity_date":"2026-06-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-1a95e723f94014e5df11b07cb765c5590abfef0e4ab0830e78b8b421f41d3b8b | Customer 7918 | Order 50985 | Item 11555 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5b44d89dd8912d4d9c174c13dc34a746210b3ea7ebbff383f51f5f49305a44cd | OPP-bfc707be392627d68b271e891b5612ee434a6da89f1ad09715021e69500d43be | SER-da43c1f8e39e130d4ee3e2306b61d8293d238f7844f83d7285ab862382bf36c6 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 8 completed purchases over 169 days; median interval 26.0 days; expected reorder 2026-08-02; Overdue by 8 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52810} | {"due_class":"Overdue","days_overdue":8,"last_purchase":"2026-07-06","first_purchase":"2026-01-18","interval_count":7,"median_revenue":646.75,"purchase_count":8,"average_revenue":617.96875,"contact_by_date":"2026-08-01","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":3,"median_gross_profit":192.75,"average_gross_profit":163.96875,"median_interval_days":26,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":24.142857142857142,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":1,"expected_interval_days":27,"recent_average_revenue":570,"standard_deviation_days":6.148944934663492,"coefficient_of_variation":0.2546900268795529,"recent_three_interval_days":28,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5b44d89dd8912d4d9c174c13dc34a746210b3ea7ebbff383f51f5f49305a44cd | Customer 9363 | Order 52810 | Item 11464 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b337a73329651abf0447f82dbeaacb0f5b128da830175266f3d380550c984933 | OPP-652080c7296adb447fdaa1acbf22912ca62d307e415a3729cee2a9de2e1cb007 | SER-d89d6f9209be5c1ee1250602c6d21ea5f98f74a36094b09116dff4bf0cdf74d5 | 7169 | Ironwood Clinical Group, Inc. | Overdue Reorder | Published | 8 completed purchases over 830 days; median interval 133.0 days; expected reorder 2026-05-22; High Risk by 80 days. | {"site_key":"a6045c2aaed11baf3a16912ec8f6c55bd97865cd697f059d4c0694ff0ca4ce54","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50450} | {"due_class":"High Risk","days_overdue":80,"last_purchase":"2026-02-09","first_purchase":"2023-11-02","interval_count":7,"median_revenue":762.5,"purchase_count":8,"average_revenue":800.6247857086615,"contact_by_date":"2026-04-22","median_quantity":12.5,"open_order_docs":null,"average_quantity":13.125,"mad_interval_days":67,"median_gross_profit":540.5,"average_gross_profit":560.6872857086615,"median_interval_days":133,"site_last_order_date":"2026-02-09","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"average_interval_days":118.57142857142857,"expected_reorder_date":"2026-05-22","vendor_lead_time_days":30,"expected_interval_days":102,"recent_average_revenue":711.6666666666666,"standard_deviation_days":70.75511087042203,"coefficient_of_variation":0.5967298507144027,"recent_three_interval_days":82,"last_meaningful_activity_date":"2025-06-12"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Item note: 36 in a case | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-b337a73329651abf0447f82dbeaacb0f5b128da830175266f3d380550c984933 | Customer 7169 | Order 50450 | Item 506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c91f12f8ff312ce454fb339d25a47ce2be1da92b3cdddb956298968ddc573f54 | OPP-fe736d2912198c561f367295847ee06e66422f2c4324c723fe30936e33543de7 | SER-c18e9578a48ec37b1ecf43345916543d298e8764f64d62c0a74d8389097d3106 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 7 completed purchases over 119 days; median interval 21.5 days; expected reorder 2026-06-14; High Risk by 57 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52151} | {"due_class":"High Risk","days_overdue":57,"last_purchase":"2026-05-27","first_purchase":"2026-01-28","interval_count":6,"median_revenue":522.1,"purchase_count":7,"average_revenue":522.1,"contact_by_date":"2026-06-13","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":7,"median_gross_profit":68.1,"average_gross_profit":68.1,"median_interval_days":21.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":19.833333333333332,"expected_reorder_date":"2026-06-14","vendor_lead_time_days":1,"expected_interval_days":18,"recent_average_revenue":522.1,"standard_deviation_days":8.79583234643923,"coefficient_of_variation":0.4434873451986167,"recent_three_interval_days":16,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c91f12f8ff312ce454fb339d25a47ce2be1da92b3cdddb956298968ddc573f54 | Customer 9363 | Order 52151 | Item 11449 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2fc29189b9e84763516d76ff03cfd632156d9ab75d4f493bec83c3798c48b68b | OPP-66e8c28bc24e09fd290f16f0c2e26b4a35fc7b48123a9560f5e2b9d47d0cda66 | SER-e3dead8f63a35e95c4183dcaddaf465eb722e3c392a6752964d9738af6d8b942 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 6 completed purchases over 119 days; median interval 23.0 days; expected reorder 2026-06-18; High Risk by 53 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52151} | {"due_class":"High Risk","days_overdue":53,"last_purchase":"2026-05-27","first_purchase":"2026-01-28","interval_count":5,"median_revenue":522.1,"purchase_count":6,"average_revenue":522.1,"contact_by_date":"2026-06-17","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":68.1,"average_gross_profit":68.1,"median_interval_days":23,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":23.8,"expected_reorder_date":"2026-06-18","vendor_lead_time_days":1,"expected_interval_days":22,"recent_average_revenue":522.1,"standard_deviation_days":4.658325879540846,"coefficient_of_variation":0.19572797813196835,"recent_three_interval_days":20.666666666666668,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2fc29189b9e84763516d76ff03cfd632156d9ab75d4f493bec83c3798c48b68b | Customer 9363 | Order 52151 | Item 11441 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-48a45984675f3dd174a0689247ef35bc9f9e2bd517eaf0a9a7513ccdc9181a92 | OPP-8e8b857a42da9d9eaf3b0848d44d4a105b06b10947350216393e440df8181e8a | SER-c66d87555a18ae9ee6962ff85f37768dd90f3271df472d708b6c5c91046c5031 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 7 completed purchases over 151 days; median interval 25.5 days; expected reorder 2026-07-12; Overdue by 29 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52559} | {"due_class":"Overdue","days_overdue":29,"last_purchase":"2026-06-18","first_purchase":"2026-01-18","interval_count":6,"median_revenue":522.1,"purchase_count":7,"average_revenue":522.1,"contact_by_date":"2026-07-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":4.5,"median_gross_profit":68.1,"average_gross_profit":68.1,"median_interval_days":25.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":25.166666666666668,"expected_reorder_date":"2026-07-12","vendor_lead_time_days":1,"expected_interval_days":24,"recent_average_revenue":522.1,"standard_deviation_days":8.565434412022935,"coefficient_of_variation":0.3403483872326994,"recent_three_interval_days":23.333333333333332,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-48a45984675f3dd174a0689247ef35bc9f9e2bd517eaf0a9a7513ccdc9181a92 | Customer 9363 | Order 52559 | Item 11440 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5a384845f19109059f673b2bf64ebd57946f6ac0e144529f0716f6b9ed92c58d | OPP-b08ede3eba94336652bd91e111c06fbacd6e86363b4b84003662c40e4892659f | SER-c94bba89ae0cc2588cc69b1e261da4e16d7c6f41008ef88c55853f6bebf2d445 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 7 completed purchases over 301 days; median interval 42.5 days; expected reorder 2026-06-22; High Risk by 49 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51799} | {"due_class":"High Risk","days_overdue":49,"last_purchase":"2026-05-03","first_purchase":"2025-07-06","interval_count":6,"median_revenue":900,"purchase_count":7,"average_revenue":707.1428571428571,"contact_by_date":"2026-06-22","median_quantity":2,"open_order_docs":null,"average_quantity":1.5714285714285714,"mad_interval_days":22.5,"median_gross_profit":226.72,"average_gross_profit":178.13714285714286,"median_interval_days":42.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":50.166666666666664,"expected_reorder_date":"2026-06-22","vendor_lead_time_days":null,"expected_interval_days":50,"recent_average_revenue":750,"standard_deviation_days":38.0600402872444,"coefficient_of_variation":0.7586718994135097,"recent_three_interval_days":55.333333333333336,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Clinlab.AI | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5a384845f19109059f673b2bf64ebd57946f6ac0e144529f0716f6b9ed92c58d | Customer 41770 | Order 51799 | Item 12163 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b3764a5a416c135bfd87048a236d25a5d76d48ffbb22dfa0b38c05007e54ff2d | OPP-9071b47ae445ecb1eb90fabad158d04ad4c2e23eb3eee5fb6d8ab84ea1b9cd7e | SER-caafaa340c0356fa4c4488ab7edba0741c72511d42456f37d8a22dc8e550736a | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Needs Validation | 10 completed purchases over 272 days; median interval 19.0 days; expected reorder 2026-05-19; High Risk by 83 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51426} | {"due_class":"High Risk","days_overdue":83,"last_purchase":"2026-04-12","first_purchase":"2025-07-14","interval_count":9,"median_revenue":314.999856818312,"purchase_count":10,"average_revenue":304.4999713636623,"contact_by_date":"2026-04-19","median_quantity":3,"open_order_docs":null,"average_quantity":2.9,"mad_interval_days":7,"median_gross_profit":208.574856818312,"average_gross_profit":204.3449713636623,"median_interval_days":19,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":30.22222222222222,"expected_reorder_date":"2026-05-19","vendor_lead_time_days":30,"expected_interval_days":37,"recent_average_revenue":315,"standard_deviation_days":31.81107424222647,"coefficient_of_variation":1.0525723094854347,"recent_three_interval_days":48.333333333333336,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51426 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b3764a5a416c135bfd87048a236d25a5d76d48ffbb22dfa0b38c05007e54ff2d | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-01a76ed817f8088d2dd2acffedbb539ff9a912fd1d0f30193577e89cf0eea143 | OPP-29b91ee18c37ae9c7b23726880fd97b1e4de6c405561f5b7cd1aa520e7c25553 | SER-922dac74c47028893a3f6d5150d9da704b41dd7c84ed0cc038f7569e95696ee8 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 6 completed purchases over 110 days; median interval 23.0 days; expected reorder 2026-07-01; High Risk by 40 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52342} | {"due_class":"High Risk","days_overdue":40,"last_purchase":"2026-06-07","first_purchase":"2026-02-17","interval_count":5,"median_revenue":522.1,"purchase_count":6,"average_revenue":522.1,"contact_by_date":"2026-06-30","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":68.1,"average_gross_profit":68.1,"median_interval_days":23,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":22,"expected_reorder_date":"2026-07-01","vendor_lead_time_days":1,"expected_interval_days":24,"recent_average_revenue":522.1,"standard_deviation_days":8.972179222463181,"coefficient_of_variation":0.4078263282937809,"recent_three_interval_days":24.333333333333332,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-01a76ed817f8088d2dd2acffedbb539ff9a912fd1d0f30193577e89cf0eea143 | Customer 9363 | Order 52342 | Item 11433 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-93fbe5546db0612245d044ad2eebcb29eaea6dfd745eacd435a2792a00ff9c83 | OPP-1e5a0c090f3a844a0f3c4b1c8c6c44542f5ba9ae6bdb4bf75ec79a96df0abd82 | SER-4d02df50c76484f1548c21edd52f8b1b7ab50b29bf404efe4f3ca631ec3d70a3 | 7676 | Elmhurst Health Alliance, LLC | Overdue Reorder | Needs Validation | 21 completed purchases over 1005 days; median interval 52.5 days; expected reorder 2026-09-08; Due Soon in 29 days. | {"site_key":"29ddadd2b3e6c9871a50aece80d4a13cc2fb86ba0e16c70c9b62d3e4b76fb9c5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52906} | {"due_class":"Due Soon","days_overdue":-29,"last_purchase":"2026-07-12","first_purchase":"2023-10-11","interval_count":20,"median_revenue":603.999994,"purchase_count":21,"average_revenue":460.1904759047619,"contact_by_date":"2026-08-09","median_quantity":2,"open_order_docs":null,"average_quantity":1.5238095238095237,"mad_interval_days":17,"median_gross_profit":537.3,"average_gross_profit":414.7571425714286,"median_interval_days":52.5,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":50.25,"expected_reorder_date":"2026-09-08","vendor_lead_time_days":30,"expected_interval_days":58,"recent_average_revenue":503.3333333333333,"standard_deviation_days":22.53856344369053,"coefficient_of_variation":0.4485286257450852,"recent_three_interval_days":62.333333333333336,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-93fbe5546db0612245d044ad2eebcb29eaea6dfd745eacd435a2792a00ff9c83 | Customer 7676 | Order 52906 | Item 13143 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2e4fdcf2837371e7ab8b8d7405dc0ebc64a54523bfe6435b7a016150c2c4f3ed | OPP-f3a054c6647e9c2cec0544df2fb42868a87c71fc4a2ae21247205c5a18b922f2 | SER-d6ae915d7aec23d1fa42fcbf5a138ef10c7fe78da90e005002008e4cbb3c9ce2 | 6736 | Stonebridge Physician Group, Corp. | Overdue Reorder | Suppressed by Open Order | 22 completed purchases over 1014 days; median interval 47.0 days; expected reorder 2026-08-04; Suppressed by Open Order by 6 days. | {"site_key":"1755773b7d6a9dcde82b8a1d92e2390885d885f3add81bb6a730487a01d701f1","open_order_docs":[53278],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52460} | {"due_class":"Suppressed by Open Order","days_overdue":6,"last_purchase":"2026-06-15","first_purchase":"2023-09-05","interval_count":21,"median_revenue":725.36,"purchase_count":22,"average_revenue":714.1872727272727,"contact_by_date":"2026-08-03","median_quantity":2,"open_order_docs":[53278],"average_quantity":2,"mad_interval_days":5,"median_gross_profit":188.06,"average_gross_profit":190.48909090909092,"median_interval_days":47,"site_last_order_date":"2026-06-15","territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":48.285714285714285,"expected_reorder_date":"2026-08-04","vendor_lead_time_days":1,"expected_interval_days":50,"recent_average_revenue":725.36,"standard_deviation_days":5.586974647721763,"coefficient_of_variation":0.11570657554453355,"recent_three_interval_days":51.666666666666664,"last_meaningful_activity_date":"2024-01-25"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52460 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2e4fdcf2837371e7ab8b8d7405dc0ebc64a54523bfe6435b7a016150c2c4f3ed | Customer 6736 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-417d43e14a2b1975b36266df087a24f1742aa42a0d46c3e9fdd9d1d0c2d30179 | OPP-71143f2141ec2b7a5c04d0e677d8338ff76a64cbd375280ba5dd5c186cd71337 | SER-3ffb34553a3d75346f8f538e699aa8e326ed1d3bb0d96bda411239e49232891c | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 11 completed purchases over 364 days; median interval 30.5 days; expected reorder 2026-07-21; Suppressed by Open Order by 20 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":20,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":10,"median_revenue":398,"purchase_count":11,"average_revenue":452.27272727272725,"contact_by_date":"2026-06-21","median_quantity":2,"open_order_docs":[53200],"average_quantity":2.2727272727272725,"mad_interval_days":14.5,"median_gross_profit":262.3,"average_gross_profit":309.33181818181816,"median_interval_days":30.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":36.4,"expected_reorder_date":"2026-07-21","vendor_lead_time_days":30,"expected_interval_days":28,"recent_average_revenue":398,"standard_deviation_days":29.86339267769525,"coefficient_of_variation":0.8204228757608585,"recent_three_interval_days":26.333333333333332,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-417d43e14a2b1975b36266df087a24f1742aa42a0d46c3e9fdd9d1d0c2d30179 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-427d184d0e09b1f0197e5603ede5a1acfcc42dd228df04d7a42433b7545f2b17 | OPP-0a78e6e3ec520d3093e06953d47cda7273d417924117cb2d01e7f211c47209f1 | SER-065d8b1651cd87fb5e4870a1b55c68f0bb7e9691cb5c73a0f9f149b338cc2af4 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 9 completed purchases over 364 days; median interval 44.5 days; expected reorder 2026-07-29; Suppressed by Open Order by 12 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":12,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":8,"median_revenue":700,"purchase_count":9,"average_revenue":799.19,"contact_by_date":"2026-07-29","median_quantity":2,"open_order_docs":[53200],"average_quantity":2.3333333333333335,"mad_interval_days":22,"median_gross_profit":330,"average_gross_profit":355.18555555555554,"median_interval_days":44.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":45.5,"expected_reorder_date":"2026-07-29","vendor_lead_time_days":null,"expected_interval_days":36,"recent_average_revenue":700,"standard_deviation_days":26.933781231542135,"coefficient_of_variation":0.591951235858069,"recent_three_interval_days":30,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-427d184d0e09b1f0197e5603ede5a1acfcc42dd228df04d7a42433b7545f2b17 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8f367974ee98c07943ae720a185bac2476c8beee0dff7534f16ac8f59ac1ec7c | OPP-ac564e8410d49ae01cdb73553dd48478e7096ff269e82cb990cf7fe2f9b99460 | SER-ea9766bedfce2946505f52bc0d65b1216af8d46b22738c84d2b6ae8dcbb1e7fe | 7676 | Elmhurst Health Alliance, LLC | Overdue Reorder | Needs Validation | 21 completed purchases over 1055 days; median interval 56.5 days; expected reorder 2026-08-29; Due Soon in 19 days. | {"site_key":"29ddadd2b3e6c9871a50aece80d4a13cc2fb86ba0e16c70c9b62d3e4b76fb9c5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52906} | {"due_class":"Due Soon","days_overdue":-19,"last_purchase":"2026-07-12","first_purchase":"2023-08-22","interval_count":20,"median_revenue":527.02,"purchase_count":21,"average_revenue":439.18333333333334,"contact_by_date":"2026-07-30","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":10.5,"median_gross_profit":418.92,"average_gross_profit":358.1642857142857,"median_interval_days":56.5,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":52.75,"expected_reorder_date":"2026-08-29","vendor_lead_time_days":30,"expected_interval_days":48,"recent_average_revenue":351.3466666666667,"standard_deviation_days":24.94388438918551,"coefficient_of_variation":0.4728698462404836,"recent_three_interval_days":42,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-8f367974ee98c07943ae720a185bac2476c8beee0dff7534f16ac8f59ac1ec7c | Customer 7676 | Order 52906 | Item 5120 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ec32087f0bff4cd1aea1f8e994ac882a30c039feb553e75873e3c5ef6ece22d1 | OPP-cb8ebb87abcae887ece0961f7642a87360a3e92dc6af6bc17dc73f889d96fa88 | SER-92e35fc5f8c8f4f8e4c2b66ab774e70dfcfa2448aea3adefaf36c91bfc9e72b8 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 10 completed purchases over 315 days; median interval 26.0 days; expected reorder 2026-07-18; Suppressed by Open Order by 23 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":23,"last_purchase":"2026-06-23","first_purchase":"2025-08-12","interval_count":9,"median_revenue":315,"purchase_count":10,"average_revenue":388.5,"contact_by_date":"2026-06-18","median_quantity":3,"open_order_docs":[53200],"average_quantity":3.7,"mad_interval_days":8,"median_gross_profit":201.15,"average_gross_profit":255.015,"median_interval_days":26,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":35,"expected_reorder_date":"2026-07-18","vendor_lead_time_days":30,"expected_interval_days":25,"recent_average_revenue":525,"standard_deviation_days":31.03626910567699,"coefficient_of_variation":0.8867505458764854,"recent_three_interval_days":24,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ec32087f0bff4cd1aea1f8e994ac882a30c039feb553e75873e3c5ef6ece22d1 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-72b776f780d393949d127f2ccb347129dc5c7fa9fa546be7f1485bba00f3deaa | OPP-c20b6ee6f4621efc0b0e09e42ae536902626502105fa7d6d4234cffb549d3221 | SER-692677edd1ba65f0fb415f2913afc4c3c5e5f48bf632fc6939346b733362527a | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 12 completed purchases over 364 days; median interval 27.0 days; expected reorder 2026-08-07; Overdue by 3 days. | {"site_key":"ccd0d8a0bd135813fe744732fea04e14c1d3492f921d0ee2daa7a0d7f25b37c4","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52947} | {"due_class":"Overdue","days_overdue":3,"last_purchase":"2026-07-13","first_purchase":"2025-07-14","interval_count":11,"median_revenue":329.74,"purchase_count":12,"average_revenue":322.55,"contact_by_date":"2026-07-31","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":94.21,"average_gross_profit":92.15666666666667,"median_interval_days":27,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":33.09090909090909,"expected_reorder_date":"2026-08-07","vendor_lead_time_days":7,"expected_interval_days":25,"recent_average_revenue":329.74,"standard_deviation_days":21.837832060232287,"coefficient_of_variation":0.65993448533669,"recent_three_interval_days":23.666666666666668,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-03-28 — Updat from Terry at Horiba | 2025-03-05 — f | 2024-06-27 — Diamond diag. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-03-28 — Updat from Terry at Horiba | 2025-03-05 — f | 2024-06-27 — Diamond diag. | Open quote: No; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Lead time: 7 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-72b776f780d393949d127f2ccb347129dc5c7fa9fa546be7f1485bba00f3deaa | Customer 41770 | Order 52947 | Item 14767 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-acdd9dd8ebc8dc44f67532b0e259022ebbdb238448b4eb44061fab5ed6605166 | OPP-bb03f403a146c551819014bc757807b3612bcb7c0558ef4f6f9a2532b2800a83 | SER-80626c3af3433fecd7fa7cc4fe2f6baf6138c41fe7db42e43d42f6ae07fdcdd3 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 10 completed purchases over 315 days; median interval 27.0 days; expected reorder 2026-07-18; Overdue by 23 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Overdue","days_overdue":23,"last_purchase":"2026-06-23","first_purchase":"2025-08-12","interval_count":9,"median_revenue":210,"purchase_count":10,"average_revenue":262.5,"contact_by_date":"2026-06-18","median_quantity":2,"open_order_docs":null,"average_quantity":2.5,"mad_interval_days":7,"median_gross_profit":122.6,"average_gross_profit":160.09,"median_interval_days":27,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":35,"expected_reorder_date":"2026-07-18","vendor_lead_time_days":30,"expected_interval_days":25,"recent_average_revenue":280,"standard_deviation_days":29.93325909419153,"coefficient_of_variation":0.855235974119758,"recent_three_interval_days":24,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-acdd9dd8ebc8dc44f67532b0e259022ebbdb238448b4eb44061fab5ed6605166 | Customer 41770 | Order 52610 | Item 5019 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-328525aa8073b03b53c8c5f9fd70a9258a806428b372032112f30c58f2edbda1 | OPP-e9c7b0fb73eb7d6e86d93008167b16326b049b70d2b027ab6a3458b267564ff4 | SER-f931c8c9fd8c49587ffb562b6309ca9407ab385fff0f13dfa6057d541cfecf4e | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 13 completed purchases over 364 days; median interval 25.0 days; expected reorder 2026-07-19; Suppressed by Open Order by 22 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":22,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":12,"median_revenue":350,"purchase_count":13,"average_revenue":282.6923076923077,"contact_by_date":"2026-07-19","median_quantity":10,"open_order_docs":[53200],"average_quantity":8.076923076923077,"mad_interval_days":7,"median_gross_profit":160.2,"average_gross_profit":137.02307692307693,"median_interval_days":25,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":30.333333333333332,"expected_reorder_date":"2026-07-19","vendor_lead_time_days":null,"expected_interval_days":26,"recent_average_revenue":408.3333333333333,"standard_deviation_days":19.653051270538736,"coefficient_of_variation":0.6479027891386396,"recent_three_interval_days":26.333333333333332,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-328525aa8073b03b53c8c5f9fd70a9258a806428b372032112f30c58f2edbda1 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8e367a03266f49d8c915da2e0e4371b43c7a99897cd83cf4769cdab7d9e1b335 | OPP-bfe43302123c816ca582afa59b5d81c2566c8af3b45865c38e3679ed43a7fefc | SER-b4be1a6f095de80a11ccfc5015a393975c5cf0ecf1ea9a2b5df8f6b69811204f | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 6 completed purchases over 789 days; median interval 153.0 days; expected reorder 2026-04-02; High Risk by 130 days. | {"site_key":"994f74de767e647088396b43ba2cb0a6536e7d444c8cdbfd1d17d794299d6fc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48683} | {"due_class":"High Risk","days_overdue":130,"last_purchase":"2025-10-21","first_purchase":"2023-08-24","interval_count":5,"median_revenue":443.4,"purchase_count":6,"average_revenue":426.415,"contact_by_date":"2026-04-01","median_quantity":2,"open_order_docs":null,"average_quantity":1.8333333333333333,"mad_interval_days":98,"median_gross_profit":147.8,"average_gross_profit":158.0102,"median_interval_days":153,"site_last_order_date":"2026-01-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":157.8,"expected_reorder_date":"2026-04-02","vendor_lead_time_days":1,"expected_interval_days":163,"recent_average_revenue":440.06666666666666,"standard_deviation_days":112.337438105024,"coefficient_of_variation":0.7118975798797466,"recent_three_interval_days":170.33333333333334,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-8e367a03266f49d8c915da2e0e4371b43c7a99897cd83cf4769cdab7d9e1b335 | Customer 9363 | Order 48683 | Item 13763 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b2c024f159455dfdede5328dcba3f26c0dc3930e199f9c3ea4d2dc1029d0f7a3 | OPP-e889139579a5ecc76740c7f67fd19f43b5cdb4ed76ef510913addb686a336e58 | SER-132f25eb9955bf81502cd6e2e96f1e73fed17fb90b92afbf19705c15b7ce2b16 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 10 completed purchases over 352 days; median interval 27.0 days; expected reorder 2026-07-18; Suppressed by Open Order by 23 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":23,"last_purchase":"2026-06-23","first_purchase":"2025-07-06","interval_count":9,"median_revenue":300,"purchase_count":10,"average_revenue":480,"contact_by_date":"2026-06-18","median_quantity":2,"open_order_docs":[53200],"average_quantity":3.2,"mad_interval_days":7,"median_gross_profit":206,"average_gross_profit":323.255,"median_interval_days":27,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":39.111111111111114,"expected_reorder_date":"2026-07-18","vendor_lead_time_days":30,"expected_interval_days":25,"recent_average_revenue":350,"standard_deviation_days":41.268766774779095,"coefficient_of_variation":1.0551673323096928,"recent_three_interval_days":24,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b2c024f159455dfdede5328dcba3f26c0dc3930e199f9c3ea4d2dc1029d0f7a3 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0a0428ca866e7e7f8c8fac22c5b40c3098fe1cb22f9ebacbcc88a5b736510deb | OPP-122794d7ff20838510869f4f30cacc9d58cf05acb4736b69212d3a76b9df69ec | SER-f9849a8e24803592d3f392259a6157290a29536507d7680833be780da6403a1c | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 13 completed purchases over 352 days; median interval 23.5 days; expected reorder 2026-07-17; Suppressed by Open Order by 24 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":24,"last_purchase":"2026-06-23","first_purchase":"2025-07-06","interval_count":12,"median_revenue":327,"purchase_count":13,"average_revenue":352.15384286576233,"contact_by_date":"2026-07-17","median_quantity":3,"open_order_docs":[53200],"average_quantity":3.230769230769231,"mad_interval_days":5,"median_gross_profit":151.05,"average_gross_profit":176.79230440422384,"median_interval_days":23.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":29.333333333333332,"expected_reorder_date":"2026-07-17","vendor_lead_time_days":null,"expected_interval_days":24,"recent_average_revenue":363.3333333333333,"standard_deviation_days":27.01626894815026,"coefficient_of_variation":0.9210091686869406,"recent_three_interval_days":24,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-0a0428ca866e7e7f8c8fac22c5b40c3098fe1cb22f9ebacbcc88a5b736510deb | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3430e0835666e47d1d94a48cbd7869fb92649a46e7c9304242ecaedde36787b7 | OPP-089137564eca173078f659db1907d271b3a8ab146d235a4bcb6cd2f13d98d1b9 | SER-914a2d4af62bc4167b2a5b985fba40006c76bdeededff74fbfa74388bea3f269 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 15 completed purchases over 364 days; median interval 24.0 days; expected reorder 2026-07-18; Suppressed by Open Order by 23 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":23,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":13,"median_revenue":239.64,"purchase_count":15,"average_revenue":234.31466666666665,"contact_by_date":"2026-07-18","median_quantity":3,"open_order_docs":[53200],"average_quantity":2.933333333333333,"mad_interval_days":11,"median_gross_profit":57.32,"average_gross_profit":56.284666666666666,"median_interval_days":24,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":28,"expected_reorder_date":"2026-07-18","vendor_lead_time_days":null,"expected_interval_days":25,"recent_average_revenue":239.64,"standard_deviation_days":15.149257407543116,"coefficient_of_variation":0.5410449074122542,"recent_three_interval_days":26.333333333333332,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-3430e0835666e47d1d94a48cbd7869fb92649a46e7c9304242ecaedde36787b7 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-26247a4850ad09085a0495117885387666de65c1f6d3ffc1f08f51ce699c8e7a | OPP-cf21cbcdb2e3309720d0fdca73af7a00c92f3255c61baae14cf6182c76e2c96b | SER-5a2df63237e61ce1da6bf16abee6eba52dc8a0dab784fbd3a400f73b3486bad2 | 18519 | Fairmont Health System, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 135 days; median interval 67.5 days; expected reorder 2026-08-03; Overdue by 7 days. | {"site_key":"9f712baa27a239d942c31b4c9213b7a186295369573dc8d25b0492511bffcaaf","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52172} | {"due_class":"Overdue","days_overdue":7,"last_purchase":"2026-05-27","first_purchase":"2026-01-12","interval_count":2,"median_revenue":1213.4,"purchase_count":3,"average_revenue":862.7266666666667,"contact_by_date":"2026-08-02","median_quantity":10,"open_order_docs":null,"average_quantity":7,"mad_interval_days":2.5,"median_gross_profit":588.5,"average_gross_profit":425.2966666666667,"median_interval_days":67.5,"site_last_order_date":"2026-05-27","territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"average_interval_days":67.5,"expected_reorder_date":"2026-08-03","vendor_lead_time_days":1,"expected_interval_days":68,"recent_average_revenue":862.7266666666667,"standard_deviation_days":3.5355339059327378,"coefficient_of_variation":0.05237828008789241,"recent_three_interval_days":67.5,"last_meaningful_activity_date":"2026-05-28"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52172 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-26247a4850ad09085a0495117885387666de65c1f6d3ffc1f08f51ce699c8e7a | Customer 18519 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-870750ebd2143258622095eedbedd116503a42c586134cfca1d2d2a594e4d728 | OPP-9f25ddee2b936d296a29bd3609d756775ce7efb0993e968da5f54ae0ef8367fc | SER-c91b06576553b3de3e3d23efe3dac9e0de918c365fbacfd263822817f9656163 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 8 completed purchases over 325 days; median interval 35.0 days; expected reorder 2026-07-18; Suppressed by Open Order by 23 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52168} | {"due_class":"Suppressed by Open Order","days_overdue":23,"last_purchase":"2026-05-27","first_purchase":"2025-07-06","interval_count":7,"median_revenue":263.52,"purchase_count":8,"average_revenue":307.44,"contact_by_date":"2026-07-18","median_quantity":1.5,"open_order_docs":[53200],"average_quantity":1.75,"mad_interval_days":18,"median_gross_profit":154.62,"average_gross_profit":185.7525,"median_interval_days":35,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":46.42857142857143,"expected_reorder_date":"2026-07-18","vendor_lead_time_days":null,"expected_interval_days":52,"recent_average_revenue":292.8,"standard_deviation_days":34.80353019861224,"coefficient_of_variation":0.7496144965854944,"recent_three_interval_days":63.333333333333336,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52168 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-870750ebd2143258622095eedbedd116503a42c586134cfca1d2d2a594e4d728 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c54b46ae744b8096edea6a3b34a59d0359091fb4877ed158101da700f98258d6 | OPP-586861ef91dc4b9570b69514a383548fd5655929ba3286f312769c77bac58e91 | SER-ea429bfef0b0588a893bb2e34a0c2faed85b5dd8d04cb69a3e9f114288099d0f | 7676 | Elmhurst Health Alliance, LLC | Overdue Reorder | Needs Validation | 23 completed purchases over 1055 days; median interval 43.5 days; expected reorder 2026-09-06; Due Soon in 27 days. | {"site_key":"29ddadd2b3e6c9871a50aece80d4a13cc2fb86ba0e16c70c9b62d3e4b76fb9c5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52906} | {"due_class":"Due Soon","days_overdue":-27,"last_purchase":"2026-07-12","first_purchase":"2023-08-22","interval_count":22,"median_revenue":259.2,"purchase_count":23,"average_revenue":216.44782608695652,"contact_by_date":"2026-08-07","median_quantity":2,"open_order_docs":null,"average_quantity":1.6956521739130435,"mad_interval_days":15,"median_gross_profit":152.2,"average_gross_profit":123.5391304347826,"median_interval_days":43.5,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":47.95454545454545,"expected_reorder_date":"2026-09-06","vendor_lead_time_days":30,"expected_interval_days":56,"recent_average_revenue":216,"standard_deviation_days":19.313151878909757,"coefficient_of_variation":0.40273871216683854,"recent_three_interval_days":64.66666666666667,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-c54b46ae744b8096edea6a3b34a59d0359091fb4877ed158101da700f98258d6 | Customer 7676 | Order 52906 | Item 4257 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d81b4e4bd7525fa5cf3a7bd0ff86826a6aca2bc9a4815c75916082f9cf60ff83 | OPP-adcd6e55473b14480f4293fcb00ffb5dc298c0082af45e7836f9d36e5dc717e1 | SER-461c29833d86e03fb2885b9efb26deff429ea8932e9355f137b35b4770099cba | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 14 completed purchases over 364 days; median interval 19.0 days; expected reorder 2026-07-16; Suppressed by Open Order by 25 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":25,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":13,"median_revenue":150,"purchase_count":14,"average_revenue":155.3571352040871,"contact_by_date":"2026-06-16","median_quantity":2,"open_order_docs":[53200],"average_quantity":2.0714285714285716,"mad_interval_days":8,"median_gross_profit":74.7499464286097,"average_gross_profit":70.89070663265854,"median_interval_days":19,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":28,"expected_reorder_date":"2026-07-16","vendor_lead_time_days":30,"expected_interval_days":23,"recent_average_revenue":175,"standard_deviation_days":27.516661619220212,"coefficient_of_variation":0.9827379149721505,"recent_three_interval_days":26.333333333333332,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d81b4e4bd7525fa5cf3a7bd0ff86826a6aca2bc9a4815c75916082f9cf60ff83 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f67f45146d5ce72094f4f651cab46c0da5db79370a4f86c615a1a4d99a7c41b1 | OPP-9fce32e7f82def9915aa846f437e02f68be8e590cff48e94315d34d53bdc4d8b | SER-2335929be11c2e704ae164938214ee2f1d3b341a37112546083bb5bafd2e7845 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 7 completed purchases over 352 days; median interval 48.5 days; expected reorder 2026-08-02; Overdue by 8 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Overdue","days_overdue":8,"last_purchase":"2026-06-23","first_purchase":"2025-07-06","interval_count":6,"median_revenue":258,"purchase_count":7,"average_revenue":331.7142857142857,"contact_by_date":"2026-07-03","median_quantity":2,"open_order_docs":null,"average_quantity":2.5714285714285716,"mad_interval_days":18.5,"median_gross_profit":182.1,"average_gross_profit":241.2,"median_interval_days":48.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":58.666666666666664,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":30,"expected_interval_days":40,"recent_average_revenue":258,"standard_deviation_days":32.64761349113694,"coefficient_of_variation":0.5564934117807433,"recent_three_interval_days":35,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f67f45146d5ce72094f4f651cab46c0da5db79370a4f86c615a1a4d99a7c41b1 | Customer 41770 | Order 52610 | Item 4954 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-35018190d91de761469a5574d67548099c2007327d530a41b54484e2239d19b6 | OPP-029ec7d5c2cfdf89a459a2e8bd3465028566be1156efce482a4055ad03169936 | SER-be471ee956dede1c481fd30d8fcdcc88abe9e379893fc10244bd1ea2d36f2bac | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 9 completed purchases over 352 days; median interval 35.5 days; expected reorder 2026-07-23; Suppressed by Open Order by 18 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":18,"last_purchase":"2026-06-23","first_purchase":"2025-07-06","interval_count":8,"median_revenue":250,"purchase_count":9,"average_revenue":347.22222222222223,"contact_by_date":"2026-07-23","median_quantity":2,"open_order_docs":[53200],"average_quantity":2.7777777777777777,"mad_interval_days":16,"median_gross_profit":110.18,"average_gross_profit":126.03555555555556,"median_interval_days":35.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":44,"expected_reorder_date":"2026-07-23","vendor_lead_time_days":null,"expected_interval_days":30,"recent_average_revenue":250,"standard_deviation_days":41.43152698816963,"coefficient_of_variation":0.9416256133674916,"recent_three_interval_days":26.333333333333332,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-35018190d91de761469a5574d67548099c2007327d530a41b54484e2239d19b6 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a8eaa6bdbcdc104f1499961c7c70d57b9ef169fef47ffb087e1b966e75903e6c | OPP-06e127a19e75d5b03cca7a66c52eed74397eb3bf5bf3c8c04334ffba733f4031 | SER-d4ce859e093afc20bb1474e3254c47dc7dd2a3273c1eb2565561bfaf0550fba1 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 8 completed purchases over 187 days; median interval 28.0 days; expected reorder 2026-09-01; Due Soon in 22 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53316} | {"due_class":"Due Soon","days_overdue":-22,"last_purchase":"2026-08-03","first_purchase":"2026-01-28","interval_count":7,"median_revenue":385.61,"purchase_count":8,"average_revenue":385.61,"contact_by_date":"2026-08-31","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":114.9,"average_gross_profit":114.9,"median_interval_days":28,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":26.714285714285715,"expected_reorder_date":"2026-09-01","vendor_lead_time_days":1,"expected_interval_days":29,"recent_average_revenue":355,"standard_deviation_days":6.77530529974568,"coefficient_of_variation":0.2536210540011752,"recent_three_interval_days":29.666666666666668,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a8eaa6bdbcdc104f1499961c7c70d57b9ef169fef47ffb087e1b966e75903e6c | Customer 9363 | Order 53316 | Item 11605 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c1b313ac8eef2c92ca384394fe076de5f73ff81287f8d9d1bceacf32ccc2d124 | OPP-d93bad5c6521caf57179c1caf2ab8febb22c8092c11394836fa880e99f7bcf6d | SER-723d7fd99ab713543399a3a5709ca3bd2183998122920dd5e8bf704409436d10 | 7169 | Ironwood Clinical Group, Inc. | Overdue Reorder | Published | 5 completed purchases over 708 days; median interval 179.0 days; expected reorder 2026-02-23; High Risk by 168 days. | {"site_key":"f7dbef711ae9bc7e14ef54055772072ecfe06bf29c54e60a56ba3436291ff0b2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47541} | {"due_class":"High Risk","days_overdue":168,"last_purchase":"2025-08-14","first_purchase":"2023-09-06","interval_count":4,"median_revenue":136.29000645,"purchase_count":5,"average_revenue":189.73800129,"contact_by_date":"2026-02-22","median_quantity":3,"open_order_docs":null,"average_quantity":4.2,"mad_interval_days":39,"median_gross_profit":31.44000645,"average_gross_profit":44.19600129,"median_interval_days":179,"site_last_order_date":"2025-08-14","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"average_interval_days":177,"expected_reorder_date":"2026-02-23","vendor_lead_time_days":1,"expected_interval_days":193,"recent_average_revenue":227.15000215,"standard_deviation_days":59.39696961966999,"coefficient_of_variation":0.33557609954615814,"recent_three_interval_days":201.66666666666666,"last_meaningful_activity_date":"2025-06-12"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c1b313ac8eef2c92ca384394fe076de5f73ff81287f8d9d1bceacf32ccc2d124 | Customer 7169 | Order 47541 | Item 11576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-97a7b12e0e511984cce7a1fcdbfc9722f1d63921a497ec0ff991a7cc8bd9e5fe | OPP-609b6067d8ce93ecc8c91da698cbcbbb53477a37120f516a498aff68a7a06ea3 | SER-d5f92109fd4f2f95b86e9b8bbb055e410bc8eb052df24605a14f401c68a77226 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 7 completed purchases over 168 days; median interval 33.0 days; expected reorder 2026-08-16; Due Soon in 6 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52985} | {"due_class":"Due Soon","days_overdue":-6,"last_purchase":"2026-07-15","first_purchase":"2026-01-28","interval_count":6,"median_revenue":317.39,"purchase_count":7,"average_revenue":299.22285714285715,"contact_by_date":"2026-08-15","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":12.5,"median_gross_profit":106.39,"average_gross_profit":88.22285714285714,"median_interval_days":33,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":28,"expected_reorder_date":"2026-08-16","vendor_lead_time_days":1,"expected_interval_days":32,"recent_average_revenue":275,"standard_deviation_days":18.633303518163384,"coefficient_of_variation":0.6654751256486924,"recent_three_interval_days":31,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-97a7b12e0e511984cce7a1fcdbfc9722f1d63921a497ec0ff991a7cc8bd9e5fe | Customer 9363 | Order 52985 | Item 11477 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ac6f916cbb1d93c3fb105a5e285cd2057862a9330e6e62ec569d1d011272ae03 | OPP-eb086aca155df6a8b4e385777db5be1e75025eea960f51812c3601b35e1144d5 | SER-558024a15e66a05b17000b9818b1ca48e5d65abaf7f10c326eab4e767c6882ff | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 6 completed purchases over 325 days; median interval 71.0 days; expected reorder 2026-08-03; Overdue by 7 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52168} | {"due_class":"Overdue","days_overdue":7,"last_purchase":"2026-05-27","first_purchase":"2025-07-06","interval_count":5,"median_revenue":396.45,"purchase_count":6,"average_revenue":396.45,"contact_by_date":"2026-08-03","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":162.78,"average_gross_profit":162.78,"median_interval_days":71,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":65,"expected_reorder_date":"2026-08-03","vendor_lead_time_days":null,"expected_interval_days":68,"recent_average_revenue":396.45,"standard_deviation_days":13.619838471876236,"coefficient_of_variation":0.20953597649040362,"recent_three_interval_days":65.66666666666667,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Clinlab.AI | Item note: Lenco Can no longer get 7/23/2021 Jeremy Linder- Kani does not have same part number 2/1/2016: Cempa Also 05/05/2021 Jeremy Linder | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ac6f916cbb1d93c3fb105a5e285cd2057862a9330e6e62ec569d1d011272ae03 | Customer 41770 | Order 52168 | Item 11335 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9c414e6f8a24c30be82ceea6efcc770a0bd961c5d3327504b17eee2f336d89c4 | OPP-0ee1eec094bf457d2109f3d6bd7f77f73b1bf530bf4bd1ffd0ccb0c73eab34c4 | SER-573b74bbae57017f40410117c04841a94052d43c0f5608089146c9b40611224d | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 8 completed purchases over 352 days; median interval 37.0 days; expected reorder 2026-08-20; Suppressed by Open Order in 10 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":-10,"last_purchase":"2026-06-23","first_purchase":"2025-07-06","interval_count":7,"median_revenue":396,"purchase_count":8,"average_revenue":371.25,"contact_by_date":"2026-08-20","median_quantity":2,"open_order_docs":[53200],"average_quantity":1.875,"mad_interval_days":30,"median_gross_profit":260.9,"average_gross_profit":246.3375,"median_interval_days":37,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":50.285714285714285,"expected_reorder_date":"2026-08-20","vendor_lead_time_days":null,"expected_interval_days":58,"recent_average_revenue":396,"standard_deviation_days":46.796418259357864,"coefficient_of_variation":0.9306105903849575,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-9c414e6f8a24c30be82ceea6efcc770a0bd961c5d3327504b17eee2f336d89c4 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9127ff4aa6176ce0dc5984670e80b335ffdae94e2ec5ad4ecf3fcb9efe0a3c59 | OPP-eb597a839ee78820b69999c31dc8a92633b3e058c9b4b3b2f64bb0cdedf57712 | SER-0c0ea94f5b293f7e3f2c1ff45840c7b9af3df49501d83cb6ce9f8120fc9a22be | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 5 completed purchases over 280 days; median interval 67.5 days; expected reorder 2026-06-17; High Risk by 54 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51426} | {"due_class":"High Risk","days_overdue":54,"last_purchase":"2026-04-12","first_purchase":"2025-07-06","interval_count":4,"median_revenue":150,"purchase_count":5,"average_revenue":180,"contact_by_date":"2026-06-17","median_quantity":1,"open_order_docs":null,"average_quantity":1.2,"mad_interval_days":40,"median_gross_profit":91,"average_gross_profit":105.66,"median_interval_days":67.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":70,"expected_reorder_date":"2026-06-17","vendor_lead_time_days":null,"expected_interval_days":66,"recent_average_revenue":200,"standard_deviation_days":55.87486017879597,"coefficient_of_variation":0.7982122882685139,"recent_three_interval_days":64.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-9127ff4aa6176ce0dc5984670e80b335ffdae94e2ec5ad4ecf3fcb9efe0a3c59 | Customer 41770 | Order 51426 | Item 10576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-588a0edfeb01825f6c9492819b5279c53ca69115d1b8164f996eb36aa0185501 | OPP-0f235e0ffaef6557444d3c2777d2f6799b18a84669f045d0a447be8296f03eec | SER-d15d32f3c04fac992fb4aa4b2e92d3698694b2650626dd47db8d0a9c714bba60 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 7 completed purchases over 364 days; median interval 53.5 days; expected reorder 2026-08-27; Suppressed by Open Order in 17 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":-17,"last_purchase":"2026-06-23","first_purchase":"2025-06-24","interval_count":6,"median_revenue":340,"purchase_count":7,"average_revenue":485.7142857142857,"contact_by_date":"2026-07-28","median_quantity":2,"open_order_docs":[53200],"average_quantity":2.857142857142857,"mad_interval_days":22.5,"median_gross_profit":246,"average_gross_profit":343.37142857142857,"median_interval_days":53.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":60.666666666666664,"expected_reorder_date":"2026-08-27","vendor_lead_time_days":30,"expected_interval_days":65,"recent_average_revenue":453.3333333333333,"standard_deviation_days":33.73227929842077,"coefficient_of_variation":0.5560265818421006,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-588a0edfeb01825f6c9492819b5279c53ca69115d1b8164f996eb36aa0185501 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0f941102e3995f95fd3d5cfc1c483024d090587e08121acc1e5d433ac98d95b3 | OPP-55b549b895bbbaaf9a4f0cad41d179e19dbf342ad37659bdb80dca20ed211ae0 | SER-2a2684c2f732f4c442841eced3dd3fef7d93d2418a0c2a1f86f3f2d4ca4dc704 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 10 completed purchases over 372 days; median interval 36.0 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52946} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-07-13","first_purchase":"2025-07-06","interval_count":9,"median_revenue":150,"purchase_count":10,"average_revenue":135,"contact_by_date":"2026-07-19","median_quantity":2,"open_order_docs":null,"average_quantity":1.8,"mad_interval_days":20,"median_gross_profit":74.1,"average_gross_profit":71.145,"median_interval_days":36,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":41.333333333333336,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":30,"expected_interval_days":36,"recent_average_revenue":150,"standard_deviation_days":35.07135583350036,"coefficient_of_variation":0.8485005443588798,"recent_three_interval_days":36.666666666666664,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-0f941102e3995f95fd3d5cfc1c483024d090587e08121acc1e5d433ac98d95b3 | Customer 41770 | Order 52946 | Item 4953 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f1f4d30393636eb0e46ee27f837eadc5152c638ec5f089c6c88304b6a5b30268 | OPP-96b052dd166de7e22380f1543b87d44c653677e7ac5ed7490b664c78a6e81567 | SER-934c8706bcf4eec3e4c75e51252491435a73f92df69c6474d605b59c4e86f550 | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 515 days; median interval 257.5 days; expected reorder 2025-12-17; High Risk by 236 days. | {"site_key":"994f74de767e647088396b43ba2cb0a6536e7d444c8cdbfd1d17d794299d6fc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":45307} | {"due_class":"High Risk","days_overdue":236,"last_purchase":"2025-04-03","first_purchase":"2023-11-05","interval_count":2,"median_revenue":434.7,"purchase_count":3,"average_revenue":406.1666666666667,"contact_by_date":"2025-12-16","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":115.5,"median_gross_profit":144.9,"average_gross_profit":135.39106666666666,"median_interval_days":257.5,"site_last_order_date":"2026-01-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":257.5,"expected_reorder_date":"2025-12-17","vendor_lead_time_days":1,"expected_interval_days":258,"recent_average_revenue":406.1666666666667,"standard_deviation_days":163.341666454092,"coefficient_of_variation":0.6343365687537553,"recent_three_interval_days":257.5,"last_meaningful_activity_date":"2026-05-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 45307 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f1f4d30393636eb0e46ee27f837eadc5152c638ec5f089c6c88304b6a5b30268 | Customer 9363 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bdaa0da8fc28549c80d74f208357c81712dfdcfca03e420ee9a69c9781d39dc9 | OPP-cac5ced9b004131986b7e851cd6a1929b636af972fa80e73824f4ac9c95543fb | SER-6a3420e7d3c2f2021c032a32a7abceac790cf81ce03cd67aa0d38a18268f556c | 9363 | Copperfield Diagnostics, PLLC | Overdue Reorder | Published | 8 completed purchases over 187 days; median interval 23.0 days; expected reorder 2026-09-04; Due Soon in 25 days. | {"site_key":"bf8a24a2202f2a892f5f2f8d9b324b3381e80d7c8f7171d1a32a145113c3fa21","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53316} | {"due_class":"Due Soon","days_overdue":-25,"last_purchase":"2026-08-03","first_purchase":"2026-01-28","interval_count":7,"median_revenue":289.8,"purchase_count":8,"average_revenue":289.8,"contact_by_date":"2026-09-03","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5,"median_gross_profit":37.8,"average_gross_profit":37.8,"median_interval_days":23,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":26.714285714285715,"expected_reorder_date":"2026-09-04","vendor_lead_time_days":1,"expected_interval_days":32,"recent_average_revenue":289.8,"standard_deviation_days":14.545495129813512,"coefficient_of_variation":0.5444837749128052,"recent_three_interval_days":37.333333333333336,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-bdaa0da8fc28549c80d74f208357c81712dfdcfca03e420ee9a69c9781d39dc9 | Customer 9363 | Order 53316 | Item 11659 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a0fb7b94b0562734cd2b625ceab5523e4dd0654f48df7e073c20f47b00816534 | OPP-e64b2de86e6ceaa01ef44c7538c752bad6ffa94dfd5c510f357f30ab2d61a328 | SER-b7cd41ba67c6443b4a9d95460e533dbca3386fdb29afd2fd6d4185f430bd3c84 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 8 completed purchases over 315 days; median interval 36.0 days; expected reorder 2026-08-20; Suppressed by Open Order in 10 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":-10,"last_purchase":"2026-06-23","first_purchase":"2025-08-12","interval_count":7,"median_revenue":105,"purchase_count":8,"average_revenue":210,"contact_by_date":"2026-07-21","median_quantity":1,"open_order_docs":[53200],"average_quantity":2,"mad_interval_days":18,"median_gross_profit":72,"average_gross_profit":140.90625,"median_interval_days":36,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":45,"expected_reorder_date":"2026-08-20","vendor_lead_time_days":30,"expected_interval_days":58,"recent_average_revenue":175,"standard_deviation_days":33.51119216023208,"coefficient_of_variation":0.7446931591162684,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a0fb7b94b0562734cd2b625ceab5523e4dd0654f48df7e073c20f47b00816534 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2d119e5334bd0b09c2ce3dcd1bd58dcbfb74fdee308863a7d0c07dd6676aafa0 | OPP-ab11c4d47ef6961d3c5cd5d68b4970e2c7185a758359813d5286f1e3edf48993 | SER-d86281e42863a14f6d29ec0d9c43506ff7f6c820b1d37c6575b36dffffd1dab5 | 43439 | Silverline Pathology Associates, Inc. | Overdue Reorder | Suppressed by Open Order | 6 completed purchases over 387 days; median interval 71.0 days; expected reorder 2026-01-10; Suppressed by Open Order by 212 days. | {"site_key":"071a7fbc21e17ed035c68af43ef0b8f3bfc9c9c4d5a71da25abc8531a8e3bfeb","open_order_docs":[53385],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48824} | {"due_class":"Suppressed by Open Order","days_overdue":212,"last_purchase":"2025-10-29","first_purchase":"2024-10-07","interval_count":5,"median_revenue":290,"purchase_count":6,"average_revenue":314.1666666666667,"contact_by_date":"2025-12-11","median_quantity":10,"open_order_docs":[53385],"average_quantity":10.833333333333334,"mad_interval_days":23,"median_gross_profit":145,"average_gross_profit":157.08333333333334,"median_interval_days":71,"site_last_order_date":"2025-11-16","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":77.4,"expected_reorder_date":"2026-01-10","vendor_lead_time_days":30,"expected_interval_days":73,"recent_average_revenue":338.3333333333333,"standard_deviation_days":27.591665408235148,"coefficient_of_variation":0.3564814652226763,"recent_three_interval_days":75,"last_meaningful_activity_date":"2025-12-29"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 48824 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2d119e5334bd0b09c2ce3dcd1bd58dcbfb74fdee308863a7d0c07dd6676aafa0 | Customer 43439 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-94add5d84d50d8c1ca63a51f92d75cd95fc3c4280fd310903d8a384cb183381d | OPP-8102a16b715ca1e8a37f9ae5814a77edd18314e199e89dc04cc8dbb67f6b9c97 | SER-3bdbc91180be4a0c448d2d5230d2cc42573079bd4fd125f2e53faeae0310f6f7 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 8 completed purchases over 344 days; median interval 36.0 days; expected reorder 2026-08-20; Due Soon in 10 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Due Soon","days_overdue":-10,"last_purchase":"2026-06-23","first_purchase":"2025-07-14","interval_count":7,"median_revenue":315,"purchase_count":8,"average_revenue":341.25,"contact_by_date":"2026-08-20","median_quantity":3,"open_order_docs":null,"average_quantity":3.25,"mad_interval_days":15,"median_gross_profit":112.635,"average_gross_profit":141.34,"median_interval_days":36,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":49.142857142857146,"expected_reorder_date":"2026-08-20","vendor_lead_time_days":null,"expected_interval_days":58,"recent_average_revenue":280,"standard_deviation_days":44.277264938975065,"coefficient_of_variation":0.900990856316353,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Item note: Cempa Can no Longer get 2/27/2020 Jeremy linder- USS Can no longer get 12/6/2021 Jeremy Linder- Kano cannot get | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-94add5d84d50d8c1ca63a51f92d75cd95fc3c4280fd310903d8a384cb183381d | Customer 41770 | Order 52610 | Item 4252 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dca93b71437c75a8c286d482dee4170042aa51b75a1a91cc1011c989668c2aa9 | OPP-0611530468198d587f860292281cab910fcb1a32f873080467b3f49272678174 | SER-d989980a171840b4c5c3e3516f6ca8846040b9968fa899c648a744fbb3644098 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Published | 5 completed purchases over 229 days; median interval 63.5 days; expected reorder 2026-08-14; Due Soon in 4 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Due Soon","days_overdue":-4,"last_purchase":"2026-06-23","first_purchase":"2025-11-06","interval_count":4,"median_revenue":350,"purchase_count":5,"average_revenue":490,"contact_by_date":"2026-07-15","median_quantity":1,"open_order_docs":null,"average_quantity":1.4,"mad_interval_days":20,"median_gross_profit":279,"average_gross_profit":377.82,"median_interval_days":63.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":57.25,"expected_reorder_date":"2026-08-14","vendor_lead_time_days":30,"expected_interval_days":52,"recent_average_revenue":583.3333333333334,"standard_deviation_days":37.29499519595983,"coefficient_of_variation":0.651440964121569,"recent_three_interval_days":44.666666666666664,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-dca93b71437c75a8c286d482dee4170042aa51b75a1a91cc1011c989668c2aa9 | Customer 41770 | Order 52610 | Item 4250 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-572d53f1f7c45c0a61facace84a738efc924c2075fccb134a308d72a3c954c18 | OPP-f29ad1571b8d6479d97bd79bdf9ab36bf55860f24ddbbb4500d6d7e09e397b75 | SER-51522a0d74f5c8283eba1227d3d32ba72912b393df22d3abe324da83024aa235 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 6 completed purchases over 315 days; median interval 45.0 days; expected reorder 2026-08-23; Suppressed by Open Order in 13 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":-13,"last_purchase":"2026-06-23","first_purchase":"2025-08-12","interval_count":5,"median_revenue":225,"purchase_count":6,"average_revenue":337.5,"contact_by_date":"2026-07-24","median_quantity":1,"open_order_docs":[53200],"average_quantity":1.5,"mad_interval_days":18,"median_gross_profit":173,"average_gross_profit":254.3,"median_interval_days":45,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":63,"expected_reorder_date":"2026-08-23","vendor_lead_time_days":30,"expected_interval_days":61,"recent_average_revenue":300,"standard_deviation_days":48.82622246293481,"coefficient_of_variation":0.7750194041735684,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-572d53f1f7c45c0a61facace84a738efc924c2075fccb134a308d72a3c954c18 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bd1f6a1606481f1023fe8c65931b7e2349d9997bd389299217b46ce254c0925c | OPP-f4e954b27108c7fd81d0838502069f6080281bd318ca631ae6379998f9f0716d | SER-a5db9bfcf6edaf72e575f3903b0043f4d4420993659bc8a59acfe68837dce64b | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 121 days; median interval 60.5 days; expected reorder 2026-07-27; Overdue by 14 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52168} | {"due_class":"Overdue","days_overdue":14,"last_purchase":"2026-05-27","first_purchase":"2026-01-26","interval_count":2,"median_revenue":220.12,"purchase_count":3,"average_revenue":220.12,"contact_by_date":"2026-06-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":15.5,"median_gross_profit":174.12,"average_gross_profit":174.12,"median_interval_days":60.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":60.5,"expected_reorder_date":"2026-07-27","vendor_lead_time_days":30,"expected_interval_days":61,"recent_average_revenue":220.12,"standard_deviation_days":21.920310216782973,"coefficient_of_variation":0.36231917713690864,"recent_three_interval_days":60.5,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52168 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-bd1f6a1606481f1023fe8c65931b7e2349d9997bd389299217b46ce254c0925c | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-edff6659be091a23808a1f640713f120fd033fea40caf196dca5216c5af12ed7 | OPP-01e79a78c330f340e8db472b97e452e99c0aa9b7dfad364f072f7934b55b2766 | SER-a86fb6c4775e7f1ab75cd60bc162c054ee5b93e6a58e654029e9dde1e22da5a6 | 9818 | Maple Health Collective, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 427 days; median interval 213.5 days; expected reorder 2026-02-12; High Risk by 179 days. | {"site_key":"5ee23a9077ee393b53b6100fff46a047645fe0c961854a019e262e1372b53c9a","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46993} | {"due_class":"High Risk","days_overdue":179,"last_purchase":"2025-07-13","first_purchase":"2024-05-12","interval_count":2,"median_revenue":176.05,"purchase_count":3,"average_revenue":150.36666666666667,"contact_by_date":"2026-02-12","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":57.5,"median_gross_profit":128.05,"average_gross_profit":105.03333333333333,"median_interval_days":213.5,"site_last_order_date":"2025-10-06","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NE"},"average_interval_days":213.5,"expected_reorder_date":"2026-02-12","vendor_lead_time_days":null,"expected_interval_days":214,"recent_average_revenue":150.36666666666667,"standard_deviation_days":81.31727983645297,"coefficient_of_variation":0.3808771889295221,"recent_three_interval_days":213.5,"last_meaningful_activity_date":"2026-01-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 46993 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-edff6659be091a23808a1f640713f120fd033fea40caf196dca5216c5af12ed7 | Customer 9818 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1d4b5814b6867d980f171d4faeed57e702765a0d656104414e9bfc4454ceca68 | OPP-f3fe516e93e500dc9544817dc5a202396f39c751b28ec2124f7bae7754c8778a | SER-4cebc6a414322e48740013036a30a7f02bf4e006a5b422a71ca58caa143598fe | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 6 completed purchases over 338 days; median interval 69.0 days; expected reorder 2026-09-02; Suppressed by Open Order in 23 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":-23,"last_purchase":"2026-06-23","first_purchase":"2025-07-20","interval_count":5,"median_revenue":105,"purchase_count":6,"average_revenue":140,"contact_by_date":"2026-08-03","median_quantity":1,"open_order_docs":[53200],"average_quantity":1.3333333333333333,"mad_interval_days":18,"median_gross_profit":72,"average_gross_profit":91.875,"median_interval_days":69,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":67.6,"expected_reorder_date":"2026-09-02","vendor_lead_time_days":30,"expected_interval_days":71,"recent_average_revenue":175,"standard_deviation_days":19.71801207018598,"coefficient_of_variation":0.29168656908559143,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-1d4b5814b6867d980f171d4faeed57e702765a0d656104414e9bfc4454ceca68 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-25baac8fb56a243c4cf82df0c83ddbe769df6456717617d5868c1d139933db0c | OPP-b8020557bbd68708ca0feafbfe8fd86cdc1f62019af71ec797bd24f4513a8893 | SER-0d2c325c11f61ad3772a0aad176b959c31911e8cc5d536be0bccbee163d67937 | 41633 | Bellwood Laboratory Partners, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 88 days; median interval 44.0 days; expected reorder 2026-08-22; Due Soon in 12 days. | {"site_key":"c3f55c9be8faa07135ca2cf95dac7c9f38475ebd3ab6bb1e703320a78a55ce9e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52868} | {"due_class":"Due Soon","days_overdue":-12,"last_purchase":"2026-07-09","first_purchase":"2026-04-12","interval_count":2,"median_revenue":410,"purchase_count":3,"average_revenue":341.6666666666667,"contact_by_date":"2026-07-23","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":5,"median_gross_profit":216.8,"average_gross_profit":180.66666666666666,"median_interval_days":44,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":44,"expected_reorder_date":"2026-08-22","vendor_lead_time_days":30,"expected_interval_days":44,"recent_average_revenue":341.6666666666667,"standard_deviation_days":7.0710678118654755,"coefficient_of_variation":0.16070608663330627,"recent_three_interval_days":44,"last_meaningful_activity_date":"2025-06-18"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52868 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-25baac8fb56a243c4cf82df0c83ddbe769df6456717617d5868c1d139933db0c | Customer 41633 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f3a28fd625969bc03a4441e65101f423d27b958f35539de69881f699230b047f | OPP-b2d2144bd82fce63e16169edf9f51b95c5e9dc67e0fd157fdad755db90905894 | SER-755b8f2d8b3c402348d4a5f55cf1eb74aeb475509da41d1ff656d38c54a2056f | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 6 completed purchases over 300 days; median interval 45.0 days; expected reorder 2026-08-23; Suppressed by Open Order in 13 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52610} | {"due_class":"Suppressed by Open Order","days_overdue":-13,"last_purchase":"2026-06-23","first_purchase":"2025-08-27","interval_count":5,"median_revenue":105,"purchase_count":6,"average_revenue":140,"contact_by_date":"2026-07-24","median_quantity":1,"open_order_docs":[53200],"average_quantity":1.3333333333333333,"mad_interval_days":10,"median_gross_profit":51.5,"average_gross_profit":64.46666666666667,"median_interval_days":45,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":60,"expected_reorder_date":"2026-08-23","vendor_lead_time_days":30,"expected_interval_days":61,"recent_average_revenue":140,"standard_deviation_days":48.23898838076935,"coefficient_of_variation":0.8039831396794891,"recent_three_interval_days":72.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52610 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f3a28fd625969bc03a4441e65101f423d27b958f35539de69881f699230b047f | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2a2d2fe88a4e7688993a1425b067e36eacd4c561929748ea6d55548dce49d567 | OPP-3666889cb89bff997c9b925c8244e3e6acb54a6645d5871e79e19c21aa7ebcdf | SER-937a75577d6091e3697c02a7b11f4bf6eaa439ca9ce5c4446a2a7301e978390b | 7169 | Ironwood Clinical Group, Inc. | Overdue Reorder | Published | 5 completed purchases over 830 days; median interval 207.0 days; expected reorder 2026-08-25; Due Soon in 15 days. | {"site_key":"a6045c2aaed11baf3a16912ec8f6c55bd97865cd697f059d4c0694ff0ca4ce54","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50450} | {"due_class":"Due Soon","days_overdue":-15,"last_purchase":"2026-02-09","first_purchase":"2023-11-02","interval_count":4,"median_revenue":250,"purchase_count":5,"average_revenue":289.2,"contact_by_date":"2026-07-26","median_quantity":10,"open_order_docs":null,"average_quantity":12.4,"mad_interval_days":63,"median_gross_profit":85,"average_gross_profit":99.26,"median_interval_days":207,"site_last_order_date":"2026-02-09","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"average_interval_days":207.5,"expected_reorder_date":"2026-08-25","vendor_lead_time_days":30,"expected_interval_days":197,"recent_average_revenue":313.3333333333333,"standard_deviation_days":74.51845409024533,"coefficient_of_variation":0.35912507995298953,"recent_three_interval_days":190.33333333333334,"last_meaningful_activity_date":"2025-06-12"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-06-12. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-08 — updated his order | 2025-05-06 — update | 2025-01-20 — update. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Item note: 36 in a case Cost is 14.50 Euros and STD cost on look-up is Euros - actual cost is higher based on USD-Euro Conversion 1/25/2024 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2a2d2fe88a4e7688993a1425b067e36eacd4c561929748ea6d55548dce49d567 | Customer 7169 | Order 50450 | Item 10667 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0f197a61cdc4fe91d332468eeacaa8cb7c362d150b308f0de8aab90d406f3f81 | OPP-2ca0bf2a37f67575d21911779cdfcb7782cad7071d9dcfa5271309e199ff754c | SER-cc86259696421b55cc1ef4bf55c12318ef2aeaf943efd8468f24b653f7efb1e1 | 10031 | Meridian Medical Center, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 271 days; median interval 135.5 days; expected reorder 2026-08-28; Due Soon in 18 days. | {"site_key":"6d3fe79593be3fc56a268e9e06d7c1c522a6e647cef4e89431050665f30bc1a6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51465} | {"due_class":"Due Soon","days_overdue":-18,"last_purchase":"2026-04-14","first_purchase":"2025-07-17","interval_count":2,"median_revenue":1250,"purchase_count":3,"average_revenue":1077.6666666666667,"contact_by_date":"2026-08-27","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":67.5,"median_gross_profit":-438,"average_gross_profit":-419,"median_interval_days":135.5,"site_last_order_date":"2026-06-09","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"average_interval_days":135.5,"expected_reorder_date":"2026-08-28","vendor_lead_time_days":1,"expected_interval_days":136,"recent_average_revenue":1077.6666666666667,"standard_deviation_days":95.45941546018392,"coefficient_of_variation":0.7044975310714681,"recent_three_interval_days":135.5,"last_meaningful_activity_date":"2026-04-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51465 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-0f197a61cdc4fe91d332468eeacaa8cb7c362d150b308f0de8aab90d406f3f81 | Customer 10031 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-635c8048726a039616d2193f6624aa8f8a2a3ff0115fa76dcb8bfef4041ea45a | OPP-f10490c290aed4f041fb886d129b825b5f25de817ade6ec56160272bb9c7d71e | SER-d46c3659d9b9501b0d80889799c3e11a1fe23d9cbccf02a28e142d419e0c1672 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 209 days; median interval 104.5 days; expected reorder 2026-07-26; Overdue by 15 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51426} | {"due_class":"Overdue","days_overdue":15,"last_purchase":"2026-04-12","first_purchase":"2025-09-15","interval_count":2,"median_revenue":150,"purchase_count":3,"average_revenue":150,"contact_by_date":"2026-07-26","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":28.5,"median_gross_profit":93.65,"average_gross_profit":96.1,"median_interval_days":104.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":104.5,"expected_reorder_date":"2026-07-26","vendor_lead_time_days":null,"expected_interval_days":105,"recent_average_revenue":150,"standard_deviation_days":40.30508652763321,"coefficient_of_variation":0.38569460791993504,"recent_three_interval_days":104.5,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51426 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-635c8048726a039616d2193f6624aa8f8a2a3ff0115fa76dcb8bfef4041ea45a | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-df8e69fd242aa88a2f331d33a0ed51ff3b5724e2a099ee130b3d690b96e29192 | OPP-4c46795742b4c3b8daa28a502d82c2d3bbc4746c88834cb76c85d6543a15f82a | SER-e00fb404e9c0340c44904c777698e4c92bba04ee6058df4fefc368926157f948 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 3 completed purchases over 228 days; median interval 114.0 days; expected reorder 2026-08-04; Suppressed by Open Order by 6 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51426} | {"due_class":"Suppressed by Open Order","days_overdue":6,"last_purchase":"2026-04-12","first_purchase":"2025-08-27","interval_count":2,"median_revenue":105,"purchase_count":3,"average_revenue":105,"contact_by_date":"2026-07-05","median_quantity":1,"open_order_docs":[53200],"average_quantity":1,"mad_interval_days":31,"median_gross_profit":84,"average_gross_profit":82.95,"median_interval_days":114,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":114,"expected_reorder_date":"2026-08-04","vendor_lead_time_days":30,"expected_interval_days":114,"recent_average_revenue":105,"standard_deviation_days":43.840620433565945,"coefficient_of_variation":0.38456684590847323,"recent_three_interval_days":114,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51426 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-df8e69fd242aa88a2f331d33a0ed51ff3b5724e2a099ee130b3d690b96e29192 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cec97aadefa527d23ef1a4182ed5d5f8e8a80414521a3c16604985d1352be8b0 | OPP-d27ec940782b6465476bb362fd0ca574007e4e2a7f87cc5bd0f366beaa8ed2f2 | SER-09743d1aee74cd34c8ea94e7273d4f748394f6b8980a4670b0e0794d8749ca73 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 4 completed purchases over 206 days; median interval 52.0 days; expected reorder 2026-07-28; Suppressed by Open Order by 13 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52168} | {"due_class":"Suppressed by Open Order","days_overdue":13,"last_purchase":"2026-05-27","first_purchase":"2025-11-02","interval_count":3,"median_revenue":40.71,"purchase_count":4,"average_revenue":50.8875,"contact_by_date":"2026-07-28","median_quantity":1,"open_order_docs":[53200],"average_quantity":1.25,"mad_interval_days":26,"median_gross_profit":7.93,"average_gross_profit":12.0525,"median_interval_days":52,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":68.66666666666667,"expected_reorder_date":"2026-07-28","vendor_lead_time_days":null,"expected_interval_days":62,"recent_average_revenue":40.71,"standard_deviation_days":53.00314456080255,"coefficient_of_variation":0.7718904547689692,"recent_three_interval_days":68.66666666666667,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52168 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-cec97aadefa527d23ef1a4182ed5d5f8e8a80414521a3c16604985d1352be8b0 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e7fd3aa43d217c4411134349dd44994b265f69757c55f0053f2fa266eaab46a6 | OPP-65a673035315572d74f5e5d2ba8358b927877545e653cb478e53e36e1cddee86 | SER-e94e6f800bd5ea0ebb8378386e5375a5b6d39e7bf2a2cb148db501346ee95ed8 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 4 completed purchases over 254 days; median interval 107.0 days; expected reorder 2026-08-29; Suppressed by Open Order in 19 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52168} | {"due_class":"Suppressed by Open Order","days_overdue":-19,"last_purchase":"2026-05-27","first_purchase":"2025-09-15","interval_count":3,"median_revenue":152.37,"purchase_count":4,"average_revenue":149.27833333333325,"contact_by_date":"2026-08-29","median_quantity":1,"open_order_docs":[53200],"average_quantity":1,"mad_interval_days":26,"median_gross_profit":38.0916666666665,"average_gross_profit":42.31833333333325,"median_interval_days":107,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":84.66666666666667,"expected_reorder_date":"2026-08-29","vendor_lead_time_days":null,"expected_interval_days":94,"recent_average_revenue":152.371111111111,"standard_deviation_days":62.56463324701371,"coefficient_of_variation":0.7389523611852014,"recent_three_interval_days":84.66666666666667,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52168 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e7fd3aa43d217c4411134349dd44994b265f69757c55f0053f2fa266eaab46a6 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dbc0e06b882ba8f40b0bfef4f694c9d586a2a4e9c9d06aa83068da15771ffb20 | OPP-77a0c4053358a184c1d981cd1f0bc3034491d956429dc50c52e1d5b8c32a989f | SER-8f6f6e49d9b1c553dd2454615929c78d4dae5f7d1f48661865e84dde180eef09 | 41770 | Lakeside Clinical Group, Inc. | Overdue Reorder | Suppressed by Open Order | 3 completed purchases over 229 days; median interval 114.5 days; expected reorder 2026-08-26; Suppressed by Open Order in 16 days. | {"site_key":"81bb9ab0d2660a2b4bd7c57493a50d1f8faaf26f81c9f91cb3b0c17594d761b8","open_order_docs":[53200],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51799} | {"due_class":"Suppressed by Open Order","days_overdue":-16,"last_purchase":"2026-05-03","first_purchase":"2025-09-16","interval_count":2,"median_revenue":75,"purchase_count":3,"average_revenue":75,"contact_by_date":"2026-08-26","median_quantity":1,"open_order_docs":[53200],"average_quantity":1,"mad_interval_days":51.5,"median_gross_profit":27,"average_gross_profit":27.086666666666666,"median_interval_days":114.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"average_interval_days":114.5,"expected_reorder_date":"2026-08-26","vendor_lead_time_days":null,"expected_interval_days":115,"recent_average_revenue":75,"standard_deviation_days":72.8319984622144,"coefficient_of_variation":0.6360873228140995,"recent_three_interval_days":114.5,"last_meaningful_activity_date":"2025-11-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51799 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-dbc0e06b882ba8f40b0bfef4f694c9d586a2a4e9c9d06aa83068da15771ffb20 | Customer 41770 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d93ef57a217bb5a7b97cfa8c04cd367f1d8cb3b586828fbe9d7d56aa21b1e41b | OPP-3c07167d4aefbe9ee845c6b89f158c5e9ad2a44d8a26388437be1991100d6926 | SER-046001cac1a3f7b0c6c71134f8700af52c55081e931175d2ec472f071b5c9583 | 7098 | Northgate Medical Associates, PLLC | Overdue Reorder | Published | 16 completed purchases over 640 days; median interval 33.0 days; expected reorder 2026-06-26; High Risk by 45 days. | {"site_key":"4988b6926ec8727e6cbfaece41a1619793411ba319b67914f1cc9dbfe6e77209","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51977} | {"due_class":"High Risk","days_overdue":45,"last_purchase":"2026-05-13","first_purchase":"2024-08-11","interval_count":15,"median_revenue":819.88,"purchase_count":16,"average_revenue":923.8275,"contact_by_date":"2026-06-25","median_quantity":2,"open_order_docs":null,"average_quantity":2.25,"mad_interval_days":10,"median_gross_profit":262.92,"average_gross_profit":296.20375,"median_interval_days":33,"site_last_order_date":"2026-05-13","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":42.666666666666664,"expected_reorder_date":"2026-06-26","vendor_lead_time_days":1,"expected_interval_days":44,"recent_average_revenue":827.68,"standard_deviation_days":27.758310638866508,"coefficient_of_variation":0.6505854055984338,"recent_three_interval_days":51.666666666666664,"last_meaningful_activity_date":"2026-07-29"} | Classification: Hospital / Health System (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-29. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — siemes epoc test cards order | 2026-05-05 — EPOC BGEM | 2026-04-14 — Reagent needs. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 19 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-29. 17 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — siemes epoc test cards order | 2026-05-05 — EPOC BGEM | 2026-04-14 — Reagent needs. | Open quote: No; Open order: No | Item active: true | Vendor: Siemens Healthcare Diagnostics Inc. | Lead time: 1 days | Item note: 7/18/2022 **CANNOT REQUEST SPECIFIC LOTS** | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d93ef57a217bb5a7b97cfa8c04cd367f1d8cb3b586828fbe9d7d56aa21b1e41b | Customer 7098 | Order 51977 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e3e930e5c8a2450d772a93c0a5d0f41de921bdc099c9310cda819e3ad4b06196 | OPP-7bb1951bbd3ea7cd95c46b64334b45fcf7d89ef664b233fd254ffb04d3e80893 | SER-394e0702e02c4dd3a09f79e9a820a052951af1982313c669cf935ee908e60a8a | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 7 completed purchases over 356 days; median interval 45.0 days; expected reorder 2026-05-04; High Risk by 98 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51086} | {"due_class":"High Risk","days_overdue":98,"last_purchase":"2026-03-22","first_purchase":"2025-03-31","interval_count":6,"median_revenue":1690.5,"purchase_count":7,"average_revenue":1449,"contact_by_date":"2026-05-04","median_quantity":2,"open_order_docs":null,"average_quantity":1.7142857142857142,"mad_interval_days":13,"median_gross_profit":483,"average_gross_profit":414,"median_interval_days":45,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":59.333333333333336,"expected_reorder_date":"2026-05-04","vendor_lead_time_days":null,"expected_interval_days":43,"recent_average_revenue":1690.5,"standard_deviation_days":32.928204728874405,"coefficient_of_variation":0.5549697426214787,"recent_three_interval_days":41.666666666666664,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e3e930e5c8a2450d772a93c0a5d0f41de921bdc099c9310cda819e3ad4b06196 | Customer 43803 | Order 51086 | Item 16993 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4047d7c1f2c4bc97720674fa961d3e27bcd2dec9a586372c455436831aa1e2b9 | OPP-5775e2ca72b096ffa99bdd5a6f950de01a813a51f74de9957b736db4d2f32a15 | SER-22b13b80923192dfcab1c807659fcd58956aeeb916674c9f62ba91777f8ea0e3 | 19 | Brightwater Analytical Labs, LLC | Overdue Reorder | Needs Validation | 26 completed purchases over 1067 days; median interval 31.0 days; expected reorder 2026-08-24; Due Soon in 14 days. | {"site_key":"f5cdbf02e61b74ce384255524c6f5acdeeb6b6cc0f4c94d1877b465a72f7b412","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53106} | {"due_class":"Due Soon","days_overdue":-14,"last_purchase":"2026-07-22","first_purchase":"2023-08-20","interval_count":25,"median_revenue":948,"purchase_count":26,"average_revenue":1045.2307670153846,"contact_by_date":"2026-07-25","median_quantity":12,"open_order_docs":null,"average_quantity":13.23076923076923,"mad_interval_days":13,"median_gross_profit":768,"average_gross_profit":763.5030747076923,"median_interval_days":31,"site_last_order_date":"2026-07-29","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":42.68,"expected_reorder_date":"2026-08-24","vendor_lead_time_days":30,"expected_interval_days":33,"recent_average_revenue":1843.3333333333333,"standard_deviation_days":31.80765107119145,"coefficient_of_variation":0.7452589285658728,"recent_three_interval_days":33.666666666666664,"last_meaningful_activity_date":"2026-05-27"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-4047d7c1f2c4bc97720674fa961d3e27bcd2dec9a586372c455436831aa1e2b9 | Customer 19 | Order 53106 | Item 506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7cd7051f5ecc82299fc6be2896745369238b1a7a48555c2ed8f5d9204e6e592f | OPP-47ae049c5401a356ddf3febf51f7f42d26d7db3f483f2d77d97dffe4fcb38411 | SER-5b668cbe08da4046dfbc6a35ad2094929cf7a7782d6a825d2cec80081616e96f | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 13 completed purchases over 897 days; median interval 68.0 days; expected reorder 2026-06-08; High Risk by 63 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51273} | {"due_class":"High Risk","days_overdue":63,"last_purchase":"2026-04-02","first_purchase":"2023-10-18","interval_count":12,"median_revenue":319.73,"purchase_count":13,"average_revenue":396.34,"contact_by_date":"2026-06-07","median_quantity":1,"open_order_docs":null,"average_quantity":1.3076923076923077,"mad_interval_days":18,"median_gross_profit":106.99,"average_gross_profit":136.11461538461538,"median_interval_days":68,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":74.75,"expected_reorder_date":"2026-06-08","vendor_lead_time_days":1,"expected_interval_days":67,"recent_average_revenue":281.99,"standard_deviation_days":33.46402410187557,"coefficient_of_variation":0.4476792521990043,"recent_three_interval_days":66.66666666666667,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-7cd7051f5ecc82299fc6be2896745369238b1a7a48555c2ed8f5d9204e6e592f | Customer 7409 | Order 51273 | Item 10787 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d13b6c7564509e427ddf370667d157e9be04ae941f4f44801e9b218319c713f7 | OPP-70b343da73b5fc198e5b4d2cee50d4551021976c49cd7011a7d64418858d08d1 | SER-d6d0cbfab10b3e157070e33523ef5a43f6e1a66cb404425df863f6401c9b9dd3 | 7257 | Silverline Diagnostics, Corp. | Overdue Reorder | Needs Validation | 7 completed purchases over 645 days; median interval 108.5 days; expected reorder 2026-02-25; High Risk by 166 days. | {"site_key":"814af637719d0e7e03fbca1ba0127e3e58fafadf4c4b3023cb1ddc6f70637416","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48984} | {"due_class":"High Risk","days_overdue":166,"last_purchase":"2025-11-06","first_purchase":"2024-01-31","interval_count":6,"median_revenue":1925,"purchase_count":7,"average_revenue":1787.4999142857143,"contact_by_date":"2026-01-26","median_quantity":100,"open_order_docs":null,"average_quantity":92.85714285714286,"mad_interval_days":59,"median_gross_profit":475,"average_gross_profit":441.07134285714284,"median_interval_days":108.5,"site_last_order_date":"2025-11-06","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":107.5,"expected_reorder_date":"2026-02-25","vendor_lead_time_days":30,"expected_interval_days":111,"recent_average_revenue":1604.1666666666667,"standard_deviation_days":61.363670033660796,"coefficient_of_variation":0.570824837522426,"recent_three_interval_days":113.33333333333333,"last_meaningful_activity_date":"2025-11-03"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-d13b6c7564509e427ddf370667d157e9be04ae941f4f44801e9b218319c713f7 | Customer 7257 | Order 48984 | Item 10667 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-139fc6a429dd0d21600d1b054e73ed8b2a28ba5625225beeff0158953ac2422f | OPP-4008d8e829ffb9e8de9a41b241bb3eceb590b829869c2783eaae805bc8a6249f | SER-a15b1997115fc6be32b735908c497012b628a3dd08a57ea82422640795955df4 | 43173 | Maple Health Collective, PLLC | Overdue Reorder | Published | 9 completed purchases over 420 days; median interval 45.5 days; expected reorder 2026-07-19; Overdue by 22 days. | {"site_key":"03bc20f86ce5530236701f10896fc1af981b28914eed2273f22f09fd3550ec89","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52384} | {"due_class":"Overdue","days_overdue":22,"last_purchase":"2026-06-09","first_purchase":"2025-04-15","interval_count":8,"median_revenue":495,"purchase_count":9,"average_revenue":682,"contact_by_date":"2026-06-19","median_quantity":5,"open_order_docs":null,"average_quantity":6.888888888888889,"mad_interval_days":18,"median_gross_profit":397,"average_gross_profit":526.4277777777778,"median_interval_days":45.5,"site_last_order_date":"2026-06-09","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":52.5,"expected_reorder_date":"2026-07-19","vendor_lead_time_days":30,"expected_interval_days":40,"recent_average_revenue":990,"standard_deviation_days":27.71796735487136,"coefficient_of_variation":0.5279612829499306,"recent_three_interval_days":36.666666666666664,"last_meaningful_activity_date":"2026-01-12"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-12. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-12 — AU480 | 2026-01-09 — AU480 | 2026-01-08 — Quick discussion on your testing needs. Website reviewed: https://www.blockscientific.com/. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-12. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-12 — AU480 | 2026-01-09 — AU480 | 2026-01-08 — Quick discussion on your testing needs. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Item note: 36 in a case | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-139fc6a429dd0d21600d1b054e73ed8b2a28ba5625225beeff0158953ac2422f | Customer 43173 | Order 52384 | Item 506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-471ca0511967f65f9c823a0864d68d6ee126e7f9063afd6298c90c39c1644ac4 | OPP-31f4067a0ee6978b66abc79b9537398948b247074882ead3d5b1b82afa34c388 | SER-38be9d04b6c7845ab6a384ee1597b299bd35b91106144e98b6f3267b557c0e3d | 42928 | Lakeside Pathology Associates, Inc. | Overdue Reorder | Needs Validation | 17 completed purchases over 602 days; median interval 36.0 days; expected reorder 2026-08-13; Due Soon in 3 days. | {"site_key":"53fe893a625bc89177cf32ced82ca57b8e6477c85467637c38214da26da3dd9b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52966} | {"due_class":"Due Soon","days_overdue":-3,"last_purchase":"2026-07-14","first_purchase":"2024-11-19","interval_count":16,"median_revenue":790,"purchase_count":17,"average_revenue":999.1176470588235,"contact_by_date":"2026-07-14","median_quantity":2,"open_order_docs":null,"average_quantity":2.5294117647058822,"mad_interval_days":8.5,"median_gross_profit":480,"average_gross_profit":572.8676470588235,"median_interval_days":36,"site_last_order_date":"2026-07-14","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"average_interval_days":37.625,"expected_reorder_date":"2026-08-13","vendor_lead_time_days":30,"expected_interval_days":30,"recent_average_revenue":1185,"standard_deviation_days":17.005391301976363,"coefficient_of_variation":0.45197053294289335,"recent_three_interval_days":25.333333333333332,"last_meaningful_activity_date":"2026-07-16"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-471ca0511967f65f9c823a0864d68d6ee126e7f9063afd6298c90c39c1644ac4 | Customer 42928 | Order 52966 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5edbe15939986d5ea61d9c16de4f8690100c87f96dec2b47e56690e4d75cb8f6 | OPP-481d7bcfad98c0b138418f5ec0cafa49dcdcf772fb24b4d5f52a209a4dba86d7 | SER-78da4903450134c60709cc7ce72436c021d7bfad032d4f60c73ef42853760198 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 19 completed purchases over 834 days; median interval 45.0 days; expected reorder 2026-05-30; High Risk by 72 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51273} | {"due_class":"High Risk","days_overdue":72,"last_purchase":"2026-04-02","first_purchase":"2023-12-20","interval_count":18,"median_revenue":366.36,"purchase_count":19,"average_revenue":376.62631578947367,"contact_by_date":"2026-05-29","median_quantity":2,"open_order_docs":null,"average_quantity":1.6842105263157896,"mad_interval_days":21,"median_gross_profit":122.12,"average_gross_profit":125.21157894736842,"median_interval_days":45,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":46.333333333333336,"expected_reorder_date":"2026-05-30","vendor_lead_time_days":1,"expected_interval_days":58,"recent_average_revenue":183.18,"standard_deviation_days":25.79557645616555,"coefficient_of_variation":0.5567390602050118,"recent_three_interval_days":66.66666666666667,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5edbe15939986d5ea61d9c16de4f8690100c87f96dec2b47e56690e4d75cb8f6 | Customer 7409 | Order 51273 | Item 11578 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d825e493b425ff3eddb61055e27b4de908d160f0a1bba6d0cacd432bcbd78295 | OPP-83808311412eccc7da492226808a5389b2d5c055b7a10d4689e5561dd378ec50 | SER-58fb38046359358010db41220c6ac748aa07a76125bbfa34490b988197b1f165 | 7758 | Cascade Diagnostic Labs, Inc. | Overdue Reorder | Published | 11 completed purchases over 667 days; median interval 50.5 days; expected reorder 2026-06-26; High Risk by 45 days. | {"site_key":"7a676e705cbee72d484d67287baec417079bd69846143dbc1d5f8a1593ce5194","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MO","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51384} | {"due_class":"High Risk","days_overdue":45,"last_purchase":"2026-04-08","first_purchase":"2024-06-10","interval_count":10,"median_revenue":617.56,"purchase_count":11,"average_revenue":657.9927272727273,"contact_by_date":"2026-06-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.0909090909090908,"mad_interval_days":22.5,"median_gross_profit":231.82,"average_gross_profit":240.57545454545453,"median_interval_days":50.5,"site_last_order_date":"2026-05-13","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MO"},"average_interval_days":66.7,"expected_reorder_date":"2026-06-26","vendor_lead_time_days":1,"expected_interval_days":79,"recent_average_revenue":617.56,"standard_deviation_days":55.96834422738943,"coefficient_of_variation":0.8391056106055387,"recent_three_interval_days":98.66666666666667,"last_meaningful_activity_date":"2025-12-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-03. 29 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-03 — service | 2025-06-18 — f | 2025-05-12 — service need. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-03. 29 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-03 — service | 2025-06-18 — f | 2025-05-12 — service need. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d825e493b425ff3eddb61055e27b4de908d160f0a1bba6d0cacd432bcbd78295 | Customer 7758 | Order 51384 | Item 13160 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-22701863589ed5fbff9faace6701bcbf81ff1e5b4f2dcdc8c46a60b8d58f8216 | OPP-480152c46e800b2ed75c5771e115dd176ef5bee8556e30be6362a895f5ca6189 | SER-8ecd41650028e0d25267e31c06590872c198475d3646c5071fe2d4afeb6dd456 | 9236 | Brightwater Health Collective, PLLC | Overdue Reorder | Needs Validation | 14 completed purchases over 857 days; median interval 66.0 days; expected reorder 2026-03-26; High Risk by 137 days. | {"site_key":"6844bb21e08f89c348572a59f5cbe80815392adb84e6ebe755fcf73db8dad29e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49938} | {"due_class":"High Risk","days_overdue":137,"last_purchase":"2026-01-08","first_purchase":"2023-09-04","interval_count":13,"median_revenue":369.66,"purchase_count":14,"average_revenue":318.1714285714286,"contact_by_date":"2026-03-25","median_quantity":2,"open_order_docs":null,"average_quantity":1.7142857142857142,"mad_interval_days":26,"median_gross_profit":105.62,"average_gross_profit":90.90857142857143,"median_interval_days":66,"site_last_order_date":"2026-02-08","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"average_interval_days":65.92307692307692,"expected_reorder_date":"2026-03-26","vendor_lead_time_days":1,"expected_interval_days":77,"recent_average_revenue":375.82,"standard_deviation_days":26.417991150166138,"coefficient_of_variation":0.4007396557201398,"recent_three_interval_days":84.66666666666667,"last_meaningful_activity_date":"2026-02-16"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-22701863589ed5fbff9faace6701bcbf81ff1e5b4f2dcdc8c46a60b8d58f8216 | Customer 9236 | Order 49938 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-660f12b1fe5beed5cab2e307964b418d131547b0d7053cb5e9e4f90fcffd3d3a | OPP-3fe360de203a6adba3354a93ef3d9253627aa5d83766855899d33d2349c30375 | SER-c242f190b69a220f63437366798576c97259bb1be70ccda0618e8a2bbf7d2cad | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 10 completed purchases over 756 days; median interval 57.0 days; expected reorder 2026-06-24; Overdue by 47 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50736} | {"due_class":"Overdue","days_overdue":47,"last_purchase":"2026-02-26","first_purchase":"2024-02-01","interval_count":9,"median_revenue":279.23,"purchase_count":10,"average_revenue":361.90300741,"contact_by_date":"2026-06-23","median_quantity":1,"open_order_docs":null,"average_quantity":1.3,"mad_interval_days":24,"median_gross_profit":85.155,"average_gross_profit":91.76600741,"median_interval_days":57,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":84,"expected_reorder_date":"2026-06-24","vendor_lead_time_days":1,"expected_interval_days":118,"recent_average_revenue":372.3066666666667,"standard_deviation_days":66.46991800807339,"coefficient_of_variation":0.7913085477151595,"recent_three_interval_days":158.66666666666666,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-660f12b1fe5beed5cab2e307964b418d131547b0d7053cb5e9e4f90fcffd3d3a | Customer 7409 | Order 50736 | Item 10786 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-45d1f0819ede4bef169d3f579e3c7267382d401479a443d1213ec3c721d9636a | OPP-d9924de5a94a7c26bfd9b976afa30ba2620a9f725da5336ab425e50138d24e0a | SER-c110b2f76c4868323e74721ca26d9a928cf018f57a098d9fc42b9af57940f4cc | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 5 completed purchases over 245 days; median interval 62.5 days; expected reorder 2026-05-15; High Risk by 87 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51086} | {"due_class":"High Risk","days_overdue":87,"last_purchase":"2026-03-22","first_purchase":"2025-07-20","interval_count":4,"median_revenue":1494.56,"purchase_count":5,"average_revenue":1345.104,"contact_by_date":"2026-05-15","median_quantity":2,"open_order_docs":null,"average_quantity":1.8,"mad_interval_days":29,"median_gross_profit":427.02,"average_gross_profit":384.318,"median_interval_days":62.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":61.25,"expected_reorder_date":"2026-05-15","vendor_lead_time_days":null,"expected_interval_days":54,"recent_average_revenue":1245.4666666666667,"standard_deviation_days":37.097843603099086,"coefficient_of_variation":0.6056790792342709,"recent_three_interval_days":48,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-45d1f0819ede4bef169d3f579e3c7267382d401479a443d1213ec3c721d9636a | Customer 43803 | Order 51086 | Item 17095 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fb045f28aeb979f87f69f60310634bdbfcd44aee249cf5a3a1462f5dbc32f52d | OPP-825a811d2d0da54440bbfd3e77c58f350676efe19993c9fd5025ad7d1cbcaa66 | SER-229063c49903be8912deccdcb5ee51abb1ab5b64b79989ae8b07b3422eb52813 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 192 days; median interval 43.0 days; expected reorder 2026-03-25; High Risk by 138 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50266} | {"due_class":"High Risk","days_overdue":138,"last_purchase":"2026-01-28","first_purchase":"2025-07-20","interval_count":3,"median_revenue":1992.74,"purchase_count":4,"average_revenue":1743.6475,"contact_by_date":"2026-03-25","median_quantity":2,"open_order_docs":null,"average_quantity":1.75,"mad_interval_days":14,"median_gross_profit":569.36,"average_gross_profit":498.19,"median_interval_days":43,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":64,"expected_reorder_date":"2026-03-25","vendor_lead_time_days":null,"expected_interval_days":56,"recent_average_revenue":1660.6166666666666,"standard_deviation_days":49,"coefficient_of_variation":0.765625,"recent_three_interval_days":64,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-fb045f28aeb979f87f69f60310634bdbfcd44aee249cf5a3a1462f5dbc32f52d | Customer 43803 | Order 50266 | Item 17094 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4785f427070f7f678a1937fe232b579346431c9adfa5007402a53f68d080e3b6 | OPP-8d9a0b8568f46d155d9164f2fdf6cfebb1595798fbb019383d60dee8ad96d195 | SER-c895d8e88f12c5a05818dc0fcb6fec31c638dff0d3c8dfd59141455821828060 | 157 | Cedar Medical Group, Corp. | Overdue Reorder | Needs Validation | 16 completed purchases over 1027 days; median interval 48.5 days; expected reorder 2026-09-07; Due Soon in 28 days. | {"site_key":"c825d26f6350e3a07e2221e4f52186572e724da1d6f6cd4dd06232a642c17e9c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53351} | {"due_class":"Due Soon","days_overdue":-28,"last_purchase":"2026-08-04","first_purchase":"2023-10-12","interval_count":14,"median_revenue":1980,"purchase_count":16,"average_revenue":1946.937503621875,"contact_by_date":"2026-08-08","median_quantity":36,"open_order_docs":null,"average_quantity":37.8125,"mad_interval_days":16,"median_gross_profit":1520,"average_gross_profit":1305.863128621875,"median_interval_days":48.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"average_interval_days":73.35714285714286,"expected_reorder_date":"2026-09-07","vendor_lead_time_days":30,"expected_interval_days":34,"recent_average_revenue":1376,"standard_deviation_days":64.31605511110693,"coefficient_of_variation":0.8767524552633857,"recent_three_interval_days":23.666666666666668,"last_meaningful_activity_date":"2026-06-04"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-4785f427070f7f678a1937fe232b579346431c9adfa5007402a53f68d080e3b6 | Customer 157 | Order 53351 | Item 506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d729b1a12bf798b8ad093eb29e1de8eee366d6d7596c7bf703ff70eed6d14395 | OPP-40db3fd341b28bef295748d3fd42cdb4c140c1b715c402ef12e145e37dddb202 | SER-13b996e8736ecfcf9f66ec692fc35782b14ebf7a6ebe33842e4133bee3722dd4 | 44487 | Copperfield Diagnostics, LLC | Overdue Reorder | Needs Validation | 11 completed purchases over 263 days; median interval 27.0 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"c429d73f73c515de85753d837b5d98339d76d12622fa4b63ddc5ac90fc370860","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53164} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-07-26","first_purchase":"2025-11-05","interval_count":10,"median_revenue":1034.99988192,"purchase_count":11,"average_revenue":878.1817588690909,"contact_by_date":"2026-08-17","median_quantity":3,"open_order_docs":null,"average_quantity":2.5454545454545454,"mad_interval_days":8,"median_gross_profit":174.50988192,"average_gross_profit":160.21448614181818,"median_interval_days":27,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"average_interval_days":26.3,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":1,"expected_interval_days":23,"recent_average_revenue":1149.99993996,"standard_deviation_days":13.532265967760988,"coefficient_of_variation":0.5145348276715205,"recent_three_interval_days":20.666666666666668,"last_meaningful_activity_date":"2026-07-31"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-d729b1a12bf798b8ad093eb29e1de8eee366d6d7596c7bf703ff70eed6d14395 | Customer 44487 | Order 53164 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8d96ef47eaa10509876fac79137ad81c0060acc3defe23910d29a359b8d0844a | OPP-9edd7a434e1b69a8c8b5afe247e287b08d4eb118ea77c57b769980519fbbe20d | SER-2b18ebbb7f1d3c29d6d6d821a23c6caeb6c32f3b1ef174458e59f1fee9e61fe1 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 11 completed purchases over 834 days; median interval 69.0 days; expected reorder 2026-07-13; Overdue by 28 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51273} | {"due_class":"Overdue","days_overdue":28,"last_purchase":"2026-04-02","first_purchase":"2023-12-20","interval_count":10,"median_revenue":279.23,"purchase_count":11,"average_revenue":328.50454545454545,"contact_by_date":"2026-07-12","median_quantity":1,"open_order_docs":null,"average_quantity":1.1818181818181819,"mad_interval_days":23.5,"median_gross_profit":66.08,"average_gross_profit":87.2909090909091,"median_interval_days":69,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":83.4,"expected_reorder_date":"2026-07-13","vendor_lead_time_days":1,"expected_interval_days":102,"recent_average_revenue":279.23,"standard_deviation_days":46.30382753557684,"coefficient_of_variation":0.5552017690117128,"recent_three_interval_days":123.66666666666667,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-8d96ef47eaa10509876fac79137ad81c0060acc3defe23910d29a359b8d0844a | Customer 7409 | Order 51273 | Item 10789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-22466bfea45915cf3dde6e0bacd7525f76dbe1e446dad19f5b4a827bfc64f1c6 | OPP-09760a576081ff21592885c59915c5eeea832375d35d960939c445455aa866f4 | SER-4c6dc7ec6f77a064662dcfcfab48cddcb9d67da56c7a46eb868859fdd79c8a0f | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 125 days; median interval 62.5 days; expected reorder 2026-05-24; High Risk by 78 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51086} | {"due_class":"High Risk","days_overdue":78,"last_purchase":"2026-03-22","first_purchase":"2025-11-17","interval_count":2,"median_revenue":1156.9,"purchase_count":3,"average_revenue":1156.9,"contact_by_date":"2026-05-24","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":0.5,"median_gross_profit":330.54,"average_gross_profit":330.54,"median_interval_days":62.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":62.5,"expected_reorder_date":"2026-05-24","vendor_lead_time_days":null,"expected_interval_days":63,"recent_average_revenue":1156.9,"standard_deviation_days":0.7071067811865476,"coefficient_of_variation":0.01131370849898476,"recent_three_interval_days":62.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51086 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-22466bfea45915cf3dde6e0bacd7525f76dbe1e446dad19f5b4a827bfc64f1c6 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-136f0702bfcb4c251c8e27a9ca161b4524bafbc78193990b8c65981be5d0cfed | OPP-ede0c1ca27fb3d22f4396400f87504335bb66f395e0df1e5982dd3976b626055 | SER-4679cde4b3dd6a941d002f6971146514d84c3e1e1285494cb465cd60665f3b5c | 43173 | Maple Health Collective, PLLC | Overdue Reorder | Published | 12 completed purchases over 491 days; median interval 33.0 days; expected reorder 2026-04-06; High Risk by 126 days. | {"site_key":"9ed7ccd0702994ad3c2b3c37a7f70aab3601083eb341270081058de25a0f96f5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50250} | {"due_class":"High Risk","days_overdue":126,"last_purchase":"2026-01-28","first_purchase":"2024-09-24","interval_count":11,"median_revenue":445.5,"purchase_count":12,"average_revenue":387.75,"contact_by_date":"2026-03-07","median_quantity":4.5,"open_order_docs":null,"average_quantity":3.9166666666666665,"mad_interval_days":19,"median_gross_profit":366.5,"average_gross_profit":320.19166666666666,"median_interval_days":33,"site_last_order_date":"2026-01-28","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":44.63636363636363,"expected_reorder_date":"2026-04-06","vendor_lead_time_days":30,"expected_interval_days":68,"recent_average_revenue":297,"standard_deviation_days":39.644098494663055,"coefficient_of_variation":0.8881569927521255,"recent_three_interval_days":91.66666666666667,"last_meaningful_activity_date":"2026-01-12"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-12. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-12 — AU480 | 2026-01-09 — AU480 | 2026-01-08 — Quick discussion on your testing needs. Website reviewed: https://www.blockscientific.com/. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-12. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-12 — AU480 | 2026-01-09 — AU480 | 2026-01-08 — Quick discussion on your testing needs. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Item note: 36 in a case | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-136f0702bfcb4c251c8e27a9ca161b4524bafbc78193990b8c65981be5d0cfed | Customer 43173 | Order 50250 | Item 506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a7386b82065be408b17e6d2c66d144f483bffd72b01cee18af742903a8a64577 | OPP-0922c39eb60140962cf9e3d5f1d82918e68f0f121b8feb6c32dfa929e4cc2125 | SER-60215dc881aed0324a0929f5bac31a39c1d1e734605856f5329166dd2564fd36 | 43173 | Maple Health Collective, PLLC | Overdue Reorder | Published | 8 completed purchases over 310 days; median interval 43.0 days; expected reorder 2026-07-18; Overdue by 23 days. | {"site_key":"03bc20f86ce5530236701f10896fc1af981b28914eed2273f22f09fd3550ec89","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52384} | {"due_class":"Overdue","days_overdue":23,"last_purchase":"2026-06-09","first_purchase":"2025-08-03","interval_count":7,"median_revenue":188.5,"purchase_count":8,"average_revenue":235.625,"contact_by_date":"2026-06-18","median_quantity":6.5,"open_order_docs":null,"average_quantity":8.125,"mad_interval_days":18,"median_gross_profit":90.65,"average_gross_profit":88.02625,"median_interval_days":43,"site_last_order_date":"2026-06-09","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":44.285714285714285,"expected_reorder_date":"2026-07-18","vendor_lead_time_days":30,"expected_interval_days":39,"recent_average_revenue":348,"standard_deviation_days":16.32701529892799,"coefficient_of_variation":0.36867453900805136,"recent_three_interval_days":36.666666666666664,"last_meaningful_activity_date":"2026-01-12"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-12. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-12 — AU480 | 2026-01-09 — AU480 | 2026-01-08 — Quick discussion on your testing needs. Website reviewed: https://www.blockscientific.com/. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-12. 27 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-12 — AU480 | 2026-01-09 — AU480 | 2026-01-08 — Quick discussion on your testing needs. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Item note: 36 in a case Cost is 14.50 Euros and STD cost on look-up is Euros - actual cost is higher based on USD-Euro Conversion 1/25/2024 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a7386b82065be408b17e6d2c66d144f483bffd72b01cee18af742903a8a64577 | Customer 43173 | Order 52384 | Item 10667 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-277565a06b2acf43c69b1637045812721474f714f5939701efc9eaf6f032c692 | OPP-fde74b17eaf66ddffd5eb93f38a4230f2e715cca9ddc96c79513ec7eb173d040 | SER-cac43485204d04cedbc2f211956f00724e26b8f9f8fcfc68902b312670903b40 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 10 completed purchases over 897 days; median interval 100.0 days; expected reorder 2026-07-25; Overdue by 16 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51273} | {"due_class":"Overdue","days_overdue":16,"last_purchase":"2026-04-02","first_purchase":"2023-10-18","interval_count":9,"median_revenue":281.36,"purchase_count":10,"average_revenue":364.112,"contact_by_date":"2026-07-24","median_quantity":1,"open_order_docs":null,"average_quantity":1.3,"mad_interval_days":27,"median_gross_profit":106.36,"average_gross_profit":101.13,"median_interval_days":100,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":99.66666666666667,"expected_reorder_date":"2026-07-25","vendor_lead_time_days":1,"expected_interval_days":114,"recent_average_revenue":281.36,"standard_deviation_days":42.7521929262114,"coefficient_of_variation":0.4289517684904154,"recent_three_interval_days":123.66666666666667,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-277565a06b2acf43c69b1637045812721474f714f5939701efc9eaf6f032c692 | Customer 7409 | Order 51273 | Item 10785 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5e2a7c8d1b4b525bfed077f746781fd6bec55c2f3f65190dcac9bb8f3ce3d6a4 | OPP-e2e34787207968c5999903f0d4456f10c6b87a747d4761c5f596407ff41a58d7 | SER-a4a02be41fed3d099ebb6df9b8ad438f2225ee2f8ae2f6c51e21e58ad94a2be8 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 9 completed purchases over 791 days; median interval 90.0 days; expected reorder 2026-07-21; Overdue by 20 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51273} | {"due_class":"Overdue","days_overdue":20,"last_purchase":"2026-04-02","first_purchase":"2024-02-01","interval_count":8,"median_revenue":319.73,"purchase_count":9,"average_revenue":448.2944444444444,"contact_by_date":"2026-07-20","median_quantity":1,"open_order_docs":null,"average_quantity":1.4444444444444444,"mad_interval_days":40,"median_gross_profit":122.87,"average_gross_profit":156.36555555555555,"median_interval_days":90,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":98.875,"expected_reorder_date":"2026-07-21","vendor_lead_time_days":1,"expected_interval_days":110,"recent_average_revenue":297.87,"standard_deviation_days":62.36628553496329,"coefficient_of_variation":0.6307588928946982,"recent_three_interval_days":123.66666666666667,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5e2a7c8d1b4b525bfed077f746781fd6bec55c2f3f65190dcac9bb8f3ce3d6a4 | Customer 7409 | Order 51273 | Item 10790 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f96daf5b3e9fd007b68049376aa7f4d38e758bef3171ffc330967da5f8bc51cc | OPP-16f12f854f4d6b5e984a7bd7a857756489994fe3034aac455f9af905ecfa5d45 | SER-48b4bb43b49d4bd0baeefd8decd64ac930a7b811d60916c97c745d44a6852140 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Published | 4 completed purchases over 685 days; median interval 163.0 days; expected reorder 2026-02-10; High Risk by 181 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47191} | {"due_class":"High Risk","days_overdue":181,"last_purchase":"2025-07-23","first_purchase":"2023-09-07","interval_count":3,"median_revenue":1419,"purchase_count":4,"average_revenue":1473.9225,"contact_by_date":"2026-02-10","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":41,"median_gross_profit":226.065,"average_gross_profit":145.665,"median_interval_days":163,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":228.33333333333334,"expected_reorder_date":"2026-02-10","vendor_lead_time_days":null,"expected_interval_days":202,"recent_average_revenue":1492.23,"standard_deviation_days":150.074425980356,"coefficient_of_variation":0.6572602597679825,"recent_three_interval_days":228.33333333333334,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Dependable Lab Supply | Item note: Lenco Can no Longer get 7/30/2021 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f96daf5b3e9fd007b68049376aa7f4d38e758bef3171ffc330967da5f8bc51cc | Customer 8532 | Order 47191 | Item 12162 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c222f6add299c1a62bd33840b45558bd5c0bad07bc3fabcbf091242b92dd1161 | OPP-3a5b6a76e1eb97f412bb69e006a8224af391da4cedbd271e3683dbc760f8ea43 | SER-813f938e8cd0a9d676fc2b085ce4cbcb8482a805e7ff716844ef482c7ce027a7 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 290 days; median interval 104.0 days; expected reorder 2026-04-25; High Risk by 107 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50065} | {"due_class":"High Risk","days_overdue":107,"last_purchase":"2026-01-15","first_purchase":"2025-03-31","interval_count":3,"median_revenue":552.65,"purchase_count":4,"average_revenue":690.8125,"contact_by_date":"2026-04-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":23,"median_gross_profit":157.9,"average_gross_profit":197.375,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":96.66666666666667,"expected_reorder_date":"2026-04-25","vendor_lead_time_days":null,"expected_interval_days":100,"recent_average_revenue":736.8666666666667,"standard_deviation_days":34.58805188693537,"coefficient_of_variation":0.3578074333131245,"recent_three_interval_days":96.66666666666667,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-c222f6add299c1a62bd33840b45558bd5c0bad07bc3fabcbf091242b92dd1161 | Customer 43803 | Order 50065 | Item 16990 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-033ee1e1a00781928a3bf4f96c297d619582e4ed4aefe0099e93a8729cd4fea3 | OPP-ddc26690a198fa2d4ad9e13f9e2bc7fd44fb2c3b1d6ecfd7ce2a87b0fdea9382 | SER-f16849a47fdb4c8b6b603c760f4fbf3cb6dcded113f823d582db66a859af1fb5 | 42928 | Lakeside Pathology Associates, Inc. | Overdue Reorder | Suppressed by Open Order | 15 completed purchases over 581 days; median interval 36.5 days; expected reorder 2026-08-11; Suppressed by Open Order in 1 days. | {"site_key":"53fe893a625bc89177cf32ced82ca57b8e6477c85467637c38214da26da3dd9b","open_order_docs":[53404],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52826} | {"due_class":"Suppressed by Open Order","days_overdue":-1,"last_purchase":"2026-07-07","first_purchase":"2024-12-03","interval_count":14,"median_revenue":250,"purchase_count":15,"average_revenue":300,"contact_by_date":"2026-08-11","median_quantity":2,"open_order_docs":[53404],"average_quantity":2.4,"mad_interval_days":7,"median_gross_profit":148,"average_gross_profit":167.4,"median_interval_days":36.5,"site_last_order_date":"2026-07-14","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"average_interval_days":41.5,"expected_reorder_date":"2026-08-11","vendor_lead_time_days":null,"expected_interval_days":35,"recent_average_revenue":416.6666666666667,"standard_deviation_days":19.441232946023213,"coefficient_of_variation":0.4684634444824871,"recent_three_interval_days":33.333333333333336,"last_meaningful_activity_date":"2026-07-16"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52826 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-033ee1e1a00781928a3bf4f96c297d619582e4ed4aefe0099e93a8729cd4fea3 | Customer 42928 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-adba771b26f812380d376c4de97dfaa5c909bf8b73e6072be8203e345ff4f94d | OPP-a1f4d261a284c0acfbf95b1f16ff25f9836d93f49664f04eedd686f32ac6932a | SER-9dce945476232314d1ba588a9a333046326ff4edc53a02c12991c3becb46603c | 9912 | Wrenfield Diagnostic Group, Corp. | Overdue Reorder | Needs Validation | 6 completed purchases over 214 days; median interval 52.0 days; expected reorder 2026-09-02; Due Soon in 23 days. | {"site_key":"a18d7b177f666e7af22a466832fce66908ffebc1f49db755c77232d195a9fa0f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53140} | {"due_class":"Due Soon","days_overdue":-23,"last_purchase":"2026-07-23","first_purchase":"2025-12-21","interval_count":5,"median_revenue":2100,"purchase_count":6,"average_revenue":2100,"contact_by_date":"2026-09-02","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":10,"median_gross_profit":1158.86,"average_gross_profit":1158.86,"median_interval_days":52,"site_last_order_date":"2026-07-23","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"average_interval_days":42.8,"expected_reorder_date":"2026-09-02","vendor_lead_time_days":null,"expected_interval_days":41,"recent_average_revenue":1750,"standard_deviation_days":18.965758619153625,"coefficient_of_variation":0.44312520138209405,"recent_three_interval_days":33.333333333333336,"last_meaningful_activity_date":"2025-05-29"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-adba771b26f812380d376c4de97dfaa5c909bf8b73e6072be8203e345ff4f94d | Customer 9912 | Order 53140 | Item 11374 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f7b065a8c985b3d7b23780d27047a1948a89acfa8dbbf83f4ddabeecffcd703d | OPP-b6c8a087ececbfd9001dc4113160d1b2c4ec26b02c5f0b1382a85cf287dae86e | SER-dc0ac686860279d8014515195f6a7c68ca72948d8790324a15e778fc59e08c5f | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Published | 4 completed purchases over 525 days; median interval 170.0 days; expected reorder 2025-12-05; High Risk by 248 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46485} | {"due_class":"High Risk","days_overdue":248,"last_purchase":"2025-06-15","first_purchase":"2024-01-07","interval_count":3,"median_revenue":858,"purchase_count":4,"average_revenue":773.25,"contact_by_date":"2025-12-05","median_quantity":2,"open_order_docs":null,"average_quantity":1.75,"mad_interval_days":39,"median_gross_profit":109.74,"average_gross_profit":94.595,"median_interval_days":170,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":175,"expected_reorder_date":"2025-12-05","vendor_lead_time_days":null,"expected_interval_days":173,"recent_average_revenue":765,"standard_deviation_days":46.70117771534247,"coefficient_of_variation":0.26686387265909983,"recent_three_interval_days":175,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Clinlab.AI | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f7b065a8c985b3d7b23780d27047a1948a89acfa8dbbf83f4ddabeecffcd703d | Customer 8532 | Order 46485 | Item 12163 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7697142161f18b0f5d5d1cfcb53c4a0224168fa218e97606a20812ea11c3cb94 | OPP-cf34c561060fc2df360d487aab211f197440ee1aa01a89d6085b705adc4022a9 | SER-9284a87643b24bf7ae435c28efe124f1f1c814012b32d28afd59e85bc989a191 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 231 days; median interval 115.5 days; expected reorder 2026-03-13; High Risk by 150 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49147} | {"due_class":"High Risk","days_overdue":150,"last_purchase":"2025-11-17","first_purchase":"2025-03-31","interval_count":2,"median_revenue":451.56,"purchase_count":3,"average_revenue":602.0799136533333,"contact_by_date":"2026-03-13","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":11.5,"median_gross_profit":129.02,"average_gross_profit":172.02658032,"median_interval_days":115.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":115.5,"expected_reorder_date":"2026-03-13","vendor_lead_time_days":null,"expected_interval_days":116,"recent_average_revenue":602.0799136533333,"standard_deviation_days":16.263455967290593,"coefficient_of_variation":0.14080914257394453,"recent_three_interval_days":115.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49147 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-7697142161f18b0f5d5d1cfcb53c4a0224168fa218e97606a20812ea11c3cb94 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f0a64e804efdc1f8b3724ff10aeefd9e1e42e3fcef0de1d3240b5169b97dfc42 | OPP-6de108c6cf9ff96b08494c19de7440c70ac0d8bbd183b7f8f288e5575ae0b6f5 | SER-57f5102daefd9c395abd0dbce31cd741dfe9f643df8e657e36e308ca01c53106 | 9381 | Lakeside Diagnostics, Corp. | Overdue Reorder | Needs Validation | 13 completed purchases over 972 days; median interval 76.0 days; expected reorder 2026-08-22; Due Soon in 12 days. | {"site_key":"e360ae1abf94e95dfe6e1c6d14b0608e776c0fc3ef324ce4eaf6c3fa34f90a90","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AB","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"last_order_doc_no":52327} | {"due_class":"Due Soon","days_overdue":-12,"last_purchase":"2026-06-07","first_purchase":"2023-10-09","interval_count":12,"median_revenue":819.88,"purchase_count":13,"average_revenue":949.6153846153846,"contact_by_date":"2026-08-21","median_quantity":2,"open_order_docs":null,"average_quantity":2.3076923076923075,"mad_interval_days":23.5,"median_gross_profit":269.62,"average_gross_profit":306.8953846153846,"median_interval_days":76,"site_last_order_date":"2026-06-07","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"AB"},"average_interval_days":81,"expected_reorder_date":"2026-08-22","vendor_lead_time_days":1,"expected_interval_days":76,"recent_average_revenue":972.1266666666667,"standard_deviation_days":34.591118145348446,"coefficient_of_variation":0.4270508413005981,"recent_three_interval_days":76.66666666666667,"last_meaningful_activity_date":null} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-f0a64e804efdc1f8b3724ff10aeefd9e1e42e3fcef0de1d3240b5169b97dfc42 | Customer 9381 | Order 52327 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-487446784e3665438cc9908ef113702cc425e72741f00a22d81530d038513598 | OPP-4b2bd3b4edf64059a507e9932d36f5f3700970d264c4fab834d921cf8921f5fa | SER-61ae0d09d25ac563c72a5e7d287ca99bc553771135337a3cbd922f2c3a685d88 | 42928 | Lakeside Pathology Associates, Inc. | Overdue Reorder | Needs Validation | 15 completed purchases over 561 days; median interval 35.0 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"53fe893a625bc89177cf32ced82ca57b8e6477c85467637c38214da26da3dd9b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52966} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-07-14","first_purchase":"2024-12-30","interval_count":14,"median_revenue":167.72,"purchase_count":15,"average_revenue":218.036,"contact_by_date":"2026-08-18","median_quantity":4,"open_order_docs":null,"average_quantity":5.2,"mad_interval_days":8,"median_gross_profit":101.72,"average_gross_profit":125.292,"median_interval_days":35,"site_last_order_date":"2026-07-14","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"average_interval_days":40.07142857142857,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":null,"expected_interval_days":35,"recent_average_revenue":307.4866666666667,"standard_deviation_days":16.316411208512573,"coefficient_of_variation":0.407183167413861,"recent_three_interval_days":35.666666666666664,"last_meaningful_activity_date":"2026-07-16"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-487446784e3665438cc9908ef113702cc425e72741f00a22d81530d038513598 | Customer 42928 | Order 52966 | Item 4876 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2a688d045df6dd453b80aaea81000ae9b94aebbc065f754c7794412ffe77756b | OPP-999099baad1fea7cd0d3e014ac857a064c62c742d867018e3ec2c737054c4969 | SER-06565889a840e634f6fd5f72a465fc177ea528aa834e62240c8f5abdba50c55d | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 101 days; median interval 50.5 days; expected reorder 2026-03-20; High Risk by 143 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50266} | {"due_class":"High Risk","days_overdue":143,"last_purchase":"2026-01-28","first_purchase":"2025-10-19","interval_count":2,"median_revenue":948,"purchase_count":3,"average_revenue":790,"contact_by_date":"2026-03-20","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":21.5,"median_gross_profit":270.86,"average_gross_profit":225.71666666666667,"median_interval_days":50.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":50.5,"expected_reorder_date":"2026-03-20","vendor_lead_time_days":null,"expected_interval_days":51,"recent_average_revenue":790,"standard_deviation_days":30.405591591021544,"coefficient_of_variation":0.602090922594486,"recent_three_interval_days":50.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50266 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2a688d045df6dd453b80aaea81000ae9b94aebbc065f754c7794412ffe77756b | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b1b93650449973d8aec7e10d4952d0c3479e98a77fbb69ad015451bb8e960f71 | OPP-3a1bc78b3fa6313fb9f5f9dcdc7fba08685aaf9782a9a0ea0bbb62842e93a6fb | SER-0cad9202d668e344cab9566972d6816d7421e7f516cfc7d52baacd0504d556c6 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 184 days; median interval 92.0 days; expected reorder 2026-07-03; Overdue by 38 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51273} | {"due_class":"Overdue","days_overdue":38,"last_purchase":"2026-04-02","first_purchase":"2025-09-30","interval_count":2,"median_revenue":741.08,"purchase_count":3,"average_revenue":988.1066666666667,"contact_by_date":"2026-07-02","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":19,"median_gross_profit":355.34,"average_gross_profit":473.7866666666667,"median_interval_days":92,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":92,"expected_reorder_date":"2026-07-03","vendor_lead_time_days":1,"expected_interval_days":92,"recent_average_revenue":988.1066666666667,"standard_deviation_days":26.870057685088806,"coefficient_of_variation":0.2920658444031392,"recent_three_interval_days":92,"last_meaningful_activity_date":"2026-08-05"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51273 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b1b93650449973d8aec7e10d4952d0c3479e98a77fbb69ad015451bb8e960f71 | Customer 7409 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ecdab1ae518f4d9fa393035eeb3e9c607b8e0b6dd72ffea5a972b02de9857f0b | OPP-0e5390fd4ba46a7699274677d4e93f42fa7ab7abc7e80df9de763a2f686110a2 | SER-5c2923f6d83022690f4a75f26825362d1999c1c1202d1afa153f579efebec207 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 491 days; median interval 245.5 days; expected reorder 2025-11-06; High Risk by 277 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":44794} | {"due_class":"High Risk","days_overdue":277,"last_purchase":"2025-03-05","first_purchase":"2023-10-31","interval_count":2,"median_revenue":361.8,"purchase_count":3,"average_revenue":361.8,"contact_by_date":"2025-10-07","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":42.5,"median_gross_profit":219.8,"average_gross_profit":219.8,"median_interval_days":245.5,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":245.5,"expected_reorder_date":"2025-11-06","vendor_lead_time_days":30,"expected_interval_days":246,"recent_average_revenue":361.8,"standard_deviation_days":60.10407640085654,"coefficient_of_variation":0.24482312179574967,"recent_three_interval_days":245.5,"last_meaningful_activity_date":"2026-04-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 44794 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ecdab1ae518f4d9fa393035eeb3e9c607b8e0b6dd72ffea5a972b02de9857f0b | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-93229955103606580c4fc080bac68a68b3b00056bcbe2ce4e95cd46ac038bb42 | OPP-cedd7e04eedf8f8547fd084a68a6b3790a0aaedcb1890ea6a500ebe634e4db67 | SER-27ad24677d54f53bdefeeb1ce636c05b724d7c900dda0dc66b3a2e570dc8086f | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 290 days; median interval 104.0 days; expected reorder 2026-04-25; High Risk by 107 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50065} | {"due_class":"High Risk","days_overdue":107,"last_purchase":"2026-01-15","first_purchase":"2025-03-31","interval_count":3,"median_revenue":204.76002549,"purchase_count":4,"average_revenue":255.950038235,"contact_by_date":"2026-04-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":23,"median_gross_profit":58.50002549,"average_gross_profit":73.125038235,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":96.66666666666667,"expected_reorder_date":"2026-04-25","vendor_lead_time_days":null,"expected_interval_days":100,"recent_average_revenue":273.01338431333335,"standard_deviation_days":34.58805188693537,"coefficient_of_variation":0.3578074333131245,"recent_three_interval_days":96.66666666666667,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-93229955103606580c4fc080bac68a68b3b00056bcbe2ce4e95cd46ac038bb42 | Customer 43803 | Order 50065 | Item 16988 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fa42ff66bfa3ab2abecaa6992aa03b78e3c6948a8672ee3cf4d36f14e132fc99 | OPP-3c7c91206945f29677c62cfb4eda8d64b4d4b988d8ff573beb401c826294b54f | SER-8e4de390582334eefcb7b660a5821f8720fb04060a40e6299a130e027fdbafcd | 42928 | Lakeside Pathology Associates, Inc. | Overdue Reorder | Suppressed by Open Order | 11 completed purchases over 575 days; median interval 62.5 days; expected reorder 2026-08-15; Suppressed by Open Order in 5 days. | {"site_key":"53fe893a625bc89177cf32ced82ca57b8e6477c85467637c38214da26da3dd9b","open_order_docs":[53404],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52519} | {"due_class":"Suppressed by Open Order","days_overdue":-5,"last_purchase":"2026-06-17","first_purchase":"2024-11-19","interval_count":10,"median_revenue":198,"purchase_count":11,"average_revenue":225,"contact_by_date":"2026-08-15","median_quantity":2,"open_order_docs":[53404],"average_quantity":2.2727272727272725,"mad_interval_days":9,"median_gross_profit":68,"average_gross_profit":74.72636363636363,"median_interval_days":62.5,"site_last_order_date":"2026-07-14","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"average_interval_days":57.5,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":null,"expected_interval_days":59,"recent_average_revenue":297,"standard_deviation_days":19.58031891693516,"coefficient_of_variation":0.34052728551191586,"recent_three_interval_days":56.666666666666664,"last_meaningful_activity_date":"2026-07-16"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52519 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-fa42ff66bfa3ab2abecaa6992aa03b78e3c6948a8672ee3cf4d36f14e132fc99 | Customer 42928 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-37f1eea3c07faa9cfd639655283f3ff98798ce4da9e489e219abc8eb8447dad1 | OPP-1c84910a35203f422c9ca60164b6384835d3785d9d7fffbb367714b51bfd5812 | SER-a76a47fffc110df245d156f14fb1cf1e428749658a5f26caed00dc16e26c622d | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 231 days; median interval 115.5 days; expected reorder 2026-03-13; High Risk by 150 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49147} | {"due_class":"High Risk","days_overdue":150,"last_purchase":"2025-11-17","first_purchase":"2025-03-31","interval_count":2,"median_revenue":248.65,"purchase_count":3,"average_revenue":331.53327664666665,"contact_by_date":"2026-03-13","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":11.5,"median_gross_profit":71.04,"average_gross_profit":94.71994331333333,"median_interval_days":115.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":115.5,"expected_reorder_date":"2026-03-13","vendor_lead_time_days":null,"expected_interval_days":116,"recent_average_revenue":331.53327664666665,"standard_deviation_days":16.263455967290593,"coefficient_of_variation":0.14080914257394453,"recent_three_interval_days":115.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49147 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-37f1eea3c07faa9cfd639655283f3ff98798ce4da9e489e219abc8eb8447dad1 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-943ce81c11c50234fe9f1c1105d48a55e94ea858cbfa1c17b9c3119cbe151313 | OPP-fb899a4f9fd193a90f21a274ceb07c937ce6608ebc02d5d6691c0055f4d78bde | SER-d39463ae26b20b0c81b059dda0d864cdbe137585643169c92f12f6f70cc2ba05 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 496 days; median interval 248.0 days; expected reorder 2026-04-03; High Risk by 129 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47272} | {"due_class":"High Risk","days_overdue":129,"last_purchase":"2025-07-29","first_purchase":"2024-03-20","interval_count":2,"median_revenue":697.01,"purchase_count":3,"average_revenue":558.9,"contact_by_date":"2026-04-02","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":93,"median_gross_profit":232.34,"average_gross_profit":165.12,"median_interval_days":248,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":248,"expected_reorder_date":"2026-04-03","vendor_lead_time_days":1,"expected_interval_days":248,"recent_average_revenue":558.9,"standard_deviation_days":131.521861300698,"coefficient_of_variation":0.5303300858899113,"recent_three_interval_days":248,"last_meaningful_activity_date":"2026-08-05"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 47272 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-943ce81c11c50234fe9f1c1105d48a55e94ea858cbfa1c17b9c3119cbe151313 | Customer 7409 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b9e227641dcf66e847629e52935d8d2e09a58a3f317082b52afdb2e13486d891 | OPP-1fc6cd5f6631be5a1575aabc14ffab55b642a7cba7b86ccceb176d8728e5a2eb | SER-13a76e882d73c875f2dae4a106f166c38ab331cfb2d791645661577b2562f920 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 290 days; median interval 104.0 days; expected reorder 2026-04-25; High Risk by 107 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50065} | {"due_class":"High Risk","days_overdue":107,"last_purchase":"2026-01-15","first_purchase":"2025-03-31","interval_count":3,"median_revenue":155.12,"purchase_count":4,"average_revenue":193.9,"contact_by_date":"2026-04-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":23,"median_gross_profit":44.32,"average_gross_profit":55.4,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":96.66666666666667,"expected_reorder_date":"2026-04-25","vendor_lead_time_days":null,"expected_interval_days":100,"recent_average_revenue":206.82666666666665,"standard_deviation_days":34.58805188693537,"coefficient_of_variation":0.3578074333131245,"recent_three_interval_days":96.66666666666667,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-b9e227641dcf66e847629e52935d8d2e09a58a3f317082b52afdb2e13486d891 | Customer 43803 | Order 50065 | Item 16984 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-705e67c5d697af1dac9a3450caed4401d7f50e3c5b52108fa5cc8b37be8c1232 | OPP-bab0c8e7dd38e571e6664380b4ad79e0a4c89a8c26f89e7cc0f3d38979791f1d | SER-5860c2cee687acec483d091c82f2c1126f0877b13637d94de2cc86d8d5734fe1 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 231 days; median interval 115.5 days; expected reorder 2026-03-13; High Risk by 150 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49147} | {"due_class":"High Risk","days_overdue":150,"last_purchase":"2025-11-17","first_purchase":"2025-03-31","interval_count":2,"median_revenue":204.76,"purchase_count":3,"average_revenue":273.01336732,"contact_by_date":"2026-03-13","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":11.5,"median_gross_profit":58.5,"average_gross_profit":78.00003398666666,"median_interval_days":115.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":115.5,"expected_reorder_date":"2026-03-13","vendor_lead_time_days":null,"expected_interval_days":116,"recent_average_revenue":273.01336732,"standard_deviation_days":16.263455967290593,"coefficient_of_variation":0.14080914257394453,"recent_three_interval_days":115.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49147 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-705e67c5d697af1dac9a3450caed4401d7f50e3c5b52108fa5cc8b37be8c1232 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-303e2c35e0ecc798a8ab71fcaef6bef3c793d94d35c1e88f490e97bd4f041d29 | OPP-c7e1a6ed87ea4cd3abb1dd43955565561baa36c7dd2f6e4203b3a208518df8c3 | SER-2cf0657fbc6d3fc5d417df66dd25dedfb0b62a4d39743e0460deab1c00cdb77d | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 290 days; median interval 104.0 days; expected reorder 2026-04-25; High Risk by 107 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50065} | {"due_class":"High Risk","days_overdue":107,"last_purchase":"2026-01-15","first_purchase":"2025-03-31","interval_count":3,"median_revenue":132.73000899,"purchase_count":4,"average_revenue":165.912513485,"contact_by_date":"2026-04-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":23,"median_gross_profit":37.92000899,"average_gross_profit":47.400013485,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":96.66666666666667,"expected_reorder_date":"2026-04-25","vendor_lead_time_days":null,"expected_interval_days":100,"recent_average_revenue":176.97335131333332,"standard_deviation_days":34.58805188693537,"coefficient_of_variation":0.3578074333131245,"recent_three_interval_days":96.66666666666667,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-303e2c35e0ecc798a8ab71fcaef6bef3c793d94d35c1e88f490e97bd4f041d29 | Customer 43803 | Order 50065 | Item 16985 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-210f57e58300783fd28ad28a80f3254b0df485033fd6a0aea8e1661e94a14a57 | OPP-83a9122c5b1dce89604e6b17c07ff6a13eaa9e503dd0c16c3bf7e4d8d03256af | SER-6d478bc20d8c8e1e9eb20f2eeaa52a326ae92f4cffc3000f4a261fd51698a69a | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 309 days; median interval 104.0 days; expected reorder 2026-05-17; High Risk by 85 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50368} | {"due_class":"High Risk","days_overdue":85,"last_purchase":"2026-02-03","first_purchase":"2025-03-31","interval_count":3,"median_revenue":163.695,"purchase_count":4,"average_revenue":163.695,"contact_by_date":"2026-05-17","median_quantity":1.5,"open_order_docs":null,"average_quantity":1.5,"mad_interval_days":23,"median_gross_profit":46.77,"average_gross_profit":46.77,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":103,"expected_reorder_date":"2026-05-17","vendor_lead_time_days":null,"expected_interval_days":103,"recent_average_revenue":181.88333333333333,"standard_deviation_days":24.515301344262525,"coefficient_of_variation":0.23801263441031578,"recent_three_interval_days":103,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-210f57e58300783fd28ad28a80f3254b0df485033fd6a0aea8e1661e94a14a57 | Customer 43803 | Order 50368 | Item 16991 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7e64958bae77473cb0f63f3514ee89828c719c6412994f444abaca03e84c02d2 | OPP-1aa9ab899cbce4f5dd6d3402e928c71c8fe2920befc55ddd5b9ffd2e3d5d03d9 | SER-3cccb82f5a407863793a2df51955493218326ca3646c545ab2f392cf333b041b | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 309 days; median interval 104.0 days; expected reorder 2026-05-17; High Risk by 85 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50368} | {"due_class":"High Risk","days_overdue":85,"last_purchase":"2026-02-03","first_purchase":"2025-03-31","interval_count":3,"median_revenue":163.695,"purchase_count":4,"average_revenue":163.695,"contact_by_date":"2026-05-17","median_quantity":1.5,"open_order_docs":null,"average_quantity":1.5,"mad_interval_days":23,"median_gross_profit":46.77,"average_gross_profit":46.77,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":103,"expected_reorder_date":"2026-05-17","vendor_lead_time_days":null,"expected_interval_days":103,"recent_average_revenue":181.88333333333333,"standard_deviation_days":24.515301344262525,"coefficient_of_variation":0.23801263441031578,"recent_three_interval_days":103,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-7e64958bae77473cb0f63f3514ee89828c719c6412994f444abaca03e84c02d2 | Customer 43803 | Order 50368 | Item 16983 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-896f87f62cca4cc73ced5cbb9c4c068a3a951271039dad112ed346539a7335db | OPP-3f83fae7d850143097a45f88a6c507385227d158da682d9deaa87aee752e3860 | SER-5ae8da708a0c59b0ba555561676e9b404283589992bb9156357bb80f5a029f18 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Published | 4 completed purchases over 309 days; median interval 104.0 days; expected reorder 2026-05-17; High Risk by 85 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50368} | {"due_class":"High Risk","days_overdue":85,"last_purchase":"2026-02-03","first_purchase":"2025-03-31","interval_count":3,"median_revenue":163.695,"purchase_count":4,"average_revenue":163.695,"contact_by_date":"2026-05-17","median_quantity":1.5,"open_order_docs":null,"average_quantity":1.5,"mad_interval_days":23,"median_gross_profit":46.77,"average_gross_profit":46.77,"median_interval_days":104,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":103,"expected_reorder_date":"2026-05-17","vendor_lead_time_days":null,"expected_interval_days":103,"recent_average_revenue":181.88333333333333,"standard_deviation_days":24.515301344262525,"coefficient_of_variation":0.23801263441031578,"recent_three_interval_days":103,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-896f87f62cca4cc73ced5cbb9c4c068a3a951271039dad112ed346539a7335db | Customer 43803 | Order 50368 | Item 13851 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e05c6a1ebaef86d34e4ef9f23b5b016d26e53d055a9c72c820fa81886a587961 | OPP-73f7f18bc4015f96eee542641aa7a9e2af4ed8a7b02d979607b3045d8dc559b4 | SER-045a4ae89f8fa64766d2e4ad1dea00a589d5d5a9af78a3118960f95bd96b921f | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Published | 4 completed purchases over 631 days; median interval 203.0 days; expected reorder 2026-02-15; High Risk by 176 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47191} | {"due_class":"High Risk","days_overdue":176,"last_purchase":"2025-07-23","first_purchase":"2023-10-31","interval_count":3,"median_revenue":202.5,"purchase_count":4,"average_revenue":253.125,"contact_by_date":"2026-01-16","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":63,"median_gross_profit":123.5,"average_gross_profit":154.375,"median_interval_days":203,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":210.33333333333334,"expected_reorder_date":"2026-02-15","vendor_lead_time_days":30,"expected_interval_days":207,"recent_average_revenue":202.5,"standard_deviation_days":74.27202254774899,"coefficient_of_variation":0.35311579658200787,"recent_three_interval_days":210.33333333333334,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e05c6a1ebaef86d34e4ef9f23b5b016d26e53d055a9c72c820fa81886a587961 | Customer 8532 | Order 47191 | Item 11343 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5ace9090263c69b507346a8163ca045051e232db61bec21c4042466f5b965c6d | OPP-45642638b4427e94fe1401ebfc22142b3167908a033e33a86577c1fbd2255259 | SER-ff5e7b9176284a92d21e65220a4e185b2bb999b7fa57f62d34cdca018f0249a2 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Published | 5 completed purchases over 631 days; median interval 187.5 days; expected reorder 2025-12-27; High Risk by 226 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47191} | {"due_class":"High Risk","days_overdue":226,"last_purchase":"2025-07-23","first_purchase":"2023-10-31","interval_count":4,"median_revenue":285,"purchase_count":5,"average_revenue":294.812,"contact_by_date":"2025-12-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":44.5,"median_gross_profit":30.96,"average_gross_profit":25.992,"median_interval_days":187.5,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":157.75,"expected_reorder_date":"2025-12-27","vendor_lead_time_days":null,"expected_interval_days":157,"recent_average_revenue":301.35333333333335,"standard_deviation_days":102.62999886323037,"coefficient_of_variation":0.65058636363379,"recent_three_interval_days":136,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Clinlab.AI | Item note: Cempa Cannot Supply 5/5/2021 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5ace9090263c69b507346a8163ca045051e232db61bec21c4042466f5b965c6d | Customer 8532 | Order 47191 | Item 12330 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0ac28c747528eb2ac04c7512b103c6699635e2ed8ec8b9bf927bd97c62fc977f | OPP-6c28aa1c8e7374569179830d0c8f3df3a39b85226721490f45e7b2609145e178 | SER-126d1b72b939eb4a4237f18702db5064c23a15ab64dee5c1f4c164c0d072a948 | 7758 | Cascade Diagnostic Labs, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 105 days; median interval 52.5 days; expected reorder 2026-07-05; High Risk by 36 days. | {"site_key":"7a676e705cbee72d484d67287baec417079bd69846143dbc1d5f8a1593ce5194","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MO","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51973} | {"due_class":"High Risk","days_overdue":36,"last_purchase":"2026-05-13","first_purchase":"2026-01-28","interval_count":2,"median_revenue":416.12,"purchase_count":3,"average_revenue":416.12,"contact_by_date":"2026-07-04","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":17.5,"median_gross_profit":138.71,"average_gross_profit":138.71,"median_interval_days":52.5,"site_last_order_date":"2026-05-13","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MO"},"average_interval_days":52.5,"expected_reorder_date":"2026-07-05","vendor_lead_time_days":1,"expected_interval_days":53,"recent_average_revenue":416.12,"standard_deviation_days":24.748737341529164,"coefficient_of_variation":0.4714045207910317,"recent_three_interval_days":52.5,"last_meaningful_activity_date":"2025-12-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51973 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-0ac28c747528eb2ac04c7512b103c6699635e2ed8ec8b9bf927bd97c62fc977f | Customer 7758 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f2631a6607b4c347b86bdbb951129ea3519bb8ee3517d897035e902d3996d169 | OPP-207ee2bc9baf34cf82c9ade752aaf4948cbdc3851c5a87cbc0705b71331ebe69 | SER-84a6c37b8c0e6a36cf604745857aff9e9d03f3f30c0e8a77b13311dcbed98187 | 7409 | Brightwater Medical Partners, PLLC | Overdue Reorder | Published | 5 completed purchases over 761 days; median interval 162.0 days; expected reorder 2026-08-05; Overdue by 5 days. | {"site_key":"53c738b8e63a9337c112444e07a44402e99409c198aa7b0cef7fc272f5f7abc2","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50118} | {"due_class":"Overdue","days_overdue":5,"last_purchase":"2026-01-19","first_purchase":"2023-12-20","interval_count":4,"median_revenue":603.48,"purchase_count":5,"average_revenue":493.876,"contact_by_date":"2026-08-04","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":39,"median_gross_profit":201.16,"average_gross_profit":164.746,"median_interval_days":162,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"average_interval_days":190.25,"expected_reorder_date":"2026-08-05","vendor_lead_time_days":1,"expected_interval_days":198,"recent_average_revenue":416.78,"standard_deviation_days":105.661014570181,"coefficient_of_variation":0.5553798400535138,"recent_three_interval_days":221.66666666666666,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f2631a6607b4c347b86bdbb951129ea3519bb8ee3517d897035e902d3996d169 | Customer 7409 | Order 50118 | Item 11477 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d8023e073c89c3e5b4f4f6010563f9622d81c67cb2d436b1dc689b6a7668f9db | OPP-49802943a3f82119a4b744b51c5c8ccb92929598f9e95c8f7aae552a7a1bf702 | SER-09f74040dbcda334d3783e9588f3d38ec660249b5c76d82747cfcf2d52be1359 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 231 days; median interval 115.5 days; expected reorder 2026-03-13; High Risk by 150 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49147} | {"due_class":"High Risk","days_overdue":150,"last_purchase":"2025-11-17","first_purchase":"2025-03-31","interval_count":2,"median_revenue":132.73,"purchase_count":3,"average_revenue":176.97334532,"contact_by_date":"2026-03-13","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":11.5,"median_gross_profit":37.92,"average_gross_profit":50.560011986666666,"median_interval_days":115.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":115.5,"expected_reorder_date":"2026-03-13","vendor_lead_time_days":null,"expected_interval_days":116,"recent_average_revenue":176.97334532,"standard_deviation_days":16.263455967290593,"coefficient_of_variation":0.14080914257394453,"recent_three_interval_days":115.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49147 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d8023e073c89c3e5b4f4f6010563f9622d81c67cb2d436b1dc689b6a7668f9db | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-46b3687ba3de9feb81d8a89dd50eb43835ade5720b9021523ce51d381f3b4e10 | OPP-5fd1f95069e33f43203a1cce1f813c10474191e0bb8bd9617ada1d68da428e4a | SER-d56f0d167cbe0fa9e579739a5f3d74f11f502fffde763aaf9f172cbb4f295ad7 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 231 days; median interval 115.5 days; expected reorder 2026-03-13; High Risk by 150 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49147} | {"due_class":"High Risk","days_overdue":150,"last_purchase":"2025-11-17","first_purchase":"2025-03-31","interval_count":2,"median_revenue":130.09,"purchase_count":3,"average_revenue":173.45336282666668,"contact_by_date":"2026-03-13","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":11.5,"median_gross_profit":37.17,"average_gross_profit":49.56002949333333,"median_interval_days":115.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":115.5,"expected_reorder_date":"2026-03-13","vendor_lead_time_days":null,"expected_interval_days":116,"recent_average_revenue":173.45336282666668,"standard_deviation_days":16.263455967290593,"coefficient_of_variation":0.14080914257394453,"recent_three_interval_days":115.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49147 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-46b3687ba3de9feb81d8a89dd50eb43835ade5720b9021523ce51d381f3b4e10 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-33bbd9fc2352d959055c3fa99c13b7052db144b648ee43887bc0f00d56be77e6 | OPP-f7d6e9d8c1100364c40d6c5ae4b67de1f5c18dddfccb8f0ab0fe8983e1a4eed6 | SER-81900a52230054bcb3a3eccbb9027905d2548bd351060e9a043bf9a060a5fdd4 | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 131 days; median interval 65.5 days; expected reorder 2026-05-01; High Risk by 101 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50708} | {"due_class":"High Risk","days_overdue":101,"last_purchase":"2026-02-24","first_purchase":"2025-10-16","interval_count":2,"median_revenue":476.42,"purchase_count":3,"average_revenue":397.01666666666665,"contact_by_date":"2026-05-01","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":33.5,"median_gross_profit":136.12,"average_gross_profit":113.43333333333334,"median_interval_days":65.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":65.5,"expected_reorder_date":"2026-05-01","vendor_lead_time_days":null,"expected_interval_days":66,"recent_average_revenue":397.01666666666665,"standard_deviation_days":47.37615433949868,"coefficient_of_variation":0.7233000662518883,"recent_three_interval_days":65.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50708 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-33bbd9fc2352d959055c3fa99c13b7052db144b648ee43887bc0f00d56be77e6 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6b6fff50105c88907e627e26ff1702b705ca7feadedd6541fa2619c0aa94e612 | OPP-493cc3f9a667359e8dcc2493ddb01b302297fb1c50eb094d283f5a2193ff8552 | SER-10e6016b30b7f29bd4c6a705dd3e629b85a7c458251171e42236d673e9eec1c4 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Published | 4 completed purchases over 421 days; median interval 169.0 days; expected reorder 2025-09-22; High Risk by 322 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":45667} | {"due_class":"High Risk","days_overdue":322,"last_purchase":"2025-04-23","first_purchase":"2024-02-27","interval_count":3,"median_revenue":165,"purchase_count":4,"average_revenue":165,"contact_by_date":"2025-09-22","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":2,"median_gross_profit":116,"average_gross_profit":119.3725,"median_interval_days":169,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":140.33333333333334,"expected_reorder_date":"2025-09-22","vendor_lead_time_days":null,"expected_interval_days":152,"recent_average_revenue":165,"standard_deviation_days":51.39390365922142,"coefficient_of_variation":0.36622734198970136,"recent_three_interval_days":140.33333333333334,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6b6fff50105c88907e627e26ff1702b705ca7feadedd6541fa2619c0aa94e612 | Customer 8532 | Order 45667 | Item 11341 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a59dbd640cb519bcafed0d15082ce8500dbc69df4fec00944775dfae28f1e99e | OPP-9d16ea50022c5e1e27038befe7a3a2d886c4f90d7c69fef5a1a90b2d553445ff | SER-12d2e08a09637efafd1a418ba82377228a0af50317a303b8fa36aa978f52191d | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Needs Validation | 4 completed purchases over 580 days; median interval 211.0 days; expected reorder 2025-12-19; High Risk by 234 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46293} | {"due_class":"High Risk","days_overdue":234,"last_purchase":"2025-06-02","first_purchase":"2023-10-31","interval_count":3,"median_revenue":150,"purchase_count":4,"average_revenue":187.5,"contact_by_date":"2025-12-19","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":77,"median_gross_profit":37,"average_gross_profit":46.25,"median_interval_days":211,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":193.33333333333334,"expected_reorder_date":"2025-12-19","vendor_lead_time_days":null,"expected_interval_days":200,"recent_average_revenue":150,"standard_deviation_days":104.62472620434107,"coefficient_of_variation":0.5411623769190056,"recent_three_interval_days":193.33333333333334,"last_meaningful_activity_date":"2026-04-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 46293 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a59dbd640cb519bcafed0d15082ce8500dbc69df4fec00944775dfae28f1e99e | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f8344f88c67c585ea71d1c86ebfe94b9b18c869e40a78f2900e9a6549e71bc7f | OPP-a543a09d0d2de2cce97603e7e00a28f6b57e6c4729646f5b14bc564ad808b4bb | SER-ca8890ba5bab53d146dc94f31b5d49841800efed45afbc8f9adaf369df38f215 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 384 days; median interval 192.0 days; expected reorder 2025-12-24; High Risk by 229 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46485} | {"due_class":"High Risk","days_overdue":229,"last_purchase":"2025-06-15","first_purchase":"2024-05-27","interval_count":2,"median_revenue":188.11,"purchase_count":3,"average_revenue":182.4,"contact_by_date":"2025-12-17","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":60,"median_gross_profit":52.2,"average_gross_profit":51.6,"median_interval_days":192,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":192,"expected_reorder_date":"2025-12-24","vendor_lead_time_days":7,"expected_interval_days":192,"recent_average_revenue":182.4,"standard_deviation_days":84.8528137423857,"coefficient_of_variation":0.4419417382415922,"recent_three_interval_days":192,"last_meaningful_activity_date":"2026-04-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 46485 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f8344f88c67c585ea71d1c86ebfe94b9b18c869e40a78f2900e9a6549e71bc7f | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ecdc7ceb8e51a7ba2daf6285f6d91f6b988bf9a094095ecf3fc38db14903f677 | OPP-2cf3dd7123fb7c7b9c3a4d136045eb2810662431da498b6d0b859237f0bcd801 | SER-c6c2c1c5447f5394586afeef61bff1f6a1c0e251a5a3c541c6e2e836e8f4439a | 21701 | Cascade Laboratory Partners, Inc. | Overdue Reorder | Needs Validation | 13 completed purchases over 454 days; median interval 38.0 days; expected reorder 2026-09-05; Due Soon in 26 days. | {"site_key":"93cf9a271c43c830a5858a966a2609d5ba1088142d8368ae54dd20ae6f8e235d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53185} | {"due_class":"Due Soon","days_overdue":-26,"last_purchase":"2026-07-27","first_purchase":"2025-04-29","interval_count":12,"median_revenue":440,"purchase_count":13,"average_revenue":380.76924,"contact_by_date":"2026-09-05","median_quantity":4,"open_order_docs":null,"average_quantity":3.4615384615384617,"mad_interval_days":8,"median_gross_profit":100,"average_gross_profit":86.53847076923077,"median_interval_days":38,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KS"},"average_interval_days":37.833333333333336,"expected_reorder_date":"2026-09-05","vendor_lead_time_days":null,"expected_interval_days":40,"recent_average_revenue":403.3333333333333,"standard_deviation_days":10.39959206659161,"coefficient_of_variation":0.27487908546057116,"recent_three_interval_days":42,"last_meaningful_activity_date":"2026-07-27"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-ecdc7ceb8e51a7ba2daf6285f6d91f6b988bf9a094095ecf3fc38db14903f677 | Customer 21701 | Order 53185 | Item 15583 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f862e6589cfacdd7c0188a8a54d4f9afb821a8c7244c25382e8faa04befea956 | OPP-6cbb599dd6a39b61078602724e8e50a312e19cac12070cc4d4cff778a7a0b9c3 | SER-ce17b944b7f6cda03f60e7cad86f26c2e268a26cd5f595d61ae3e3b57029851c | 33486 | Northgate Clinical Labs, PLLC | Overdue Reorder | Needs Validation | 6 completed purchases over 402 days; median interval 29.0 days; expected reorder 2026-08-06; Overdue by 4 days. | {"site_key":"5d44037a8f87fdb4a4ed9d852998a99fa26e04f5ca997ab004844b6a5136b0f8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52069} | {"due_class":"Overdue","days_overdue":4,"last_purchase":"2026-05-20","first_purchase":"2025-04-13","interval_count":5,"median_revenue":248.54,"purchase_count":6,"average_revenue":233.005,"contact_by_date":"2026-07-30","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":14,"median_gross_profit":40.085,"average_gross_profit":43.345,"median_interval_days":29,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"average_interval_days":80.4,"expected_reorder_date":"2026-08-06","vendor_lead_time_days":7,"expected_interval_days":78,"recent_average_revenue":217.47,"standard_deviation_days":122.844617301695,"coefficient_of_variation":1.5279181256429726,"recent_three_interval_days":110,"last_meaningful_activity_date":"2025-08-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52069 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f862e6589cfacdd7c0188a8a54d4f9afb821a8c7244c25382e8faa04befea956 | Customer 33486 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-275608835bf8d22234bf07e0ce3a953ebe04289a25a0f38c2f3a4ddd47a93e32 | OPP-bfb531d05faef7ede7bfaacd871e14a8c7c0ccc8403636a781ade0547c356220 | SER-2da1596e40613535cfbe7ef3aab66117f41837350c9d25e06b3b54525f20f049 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 422 days; median interval 211.0 days; expected reorder 2026-02-19; High Risk by 172 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47191} | {"due_class":"High Risk","days_overdue":172,"last_purchase":"2025-07-23","first_purchase":"2024-05-27","interval_count":2,"median_revenue":310,"purchase_count":3,"average_revenue":258.3333333333333,"contact_by_date":"2026-02-19","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":51,"median_gross_profit":192,"average_gross_profit":168.08,"median_interval_days":211,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":211,"expected_reorder_date":"2026-02-19","vendor_lead_time_days":null,"expected_interval_days":211,"recent_average_revenue":258.3333333333333,"standard_deviation_days":72.12489168102785,"coefficient_of_variation":0.34182413118970545,"recent_three_interval_days":211,"last_meaningful_activity_date":"2026-04-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 47191 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-275608835bf8d22234bf07e0ce3a953ebe04289a25a0f38c2f3a4ddd47a93e32 | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-30a800db9d90d13b700b9126b8b4bb58ecbb32f838ab236d5409d242973f7b8c | OPP-7a833195b1b9acc34dc6a90aa6352cc5b33c33fabc5179aa9f53064d2b9c43e6 | SER-d83a62dbeb59be264d928d5a2a9931dc98fe2907cde235b83277aadf2fc79372 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Needs Validation | 4 completed purchases over 693 days; median interval 203.0 days; expected reorder 2026-05-01; Overdue by 101 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48185} | {"due_class":"Overdue","days_overdue":101,"last_purchase":"2025-09-23","first_purchase":"2023-10-31","interval_count":3,"median_revenue":202.5,"purchase_count":4,"average_revenue":253.125,"contact_by_date":"2026-04-01","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":1,"median_gross_profit":115.5,"average_gross_profit":144.375,"median_interval_days":203,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":231,"expected_reorder_date":"2026-05-01","vendor_lead_time_days":30,"expected_interval_days":220,"recent_average_revenue":202.5,"standard_deviation_days":49.36598018878993,"coefficient_of_variation":0.21370554194281355,"recent_three_interval_days":231,"last_meaningful_activity_date":"2026-04-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 48185 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-30a800db9d90d13b700b9126b8b4bb58ecbb32f838ab236d5409d242973f7b8c | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d13072f3e6ae47bcc115c12650a27788fa0b4dc447c58289fb329af400b72cfa | OPP-188803d82478c5a2ea1189c4e3381f93ac63ba66df2874c2674b9434a74d23fb | SER-5483a3e7e050c0a09eb5b772ba52ccc1899baf53692609c8affcceb701b30406 | 21701 | Cascade Laboratory Partners, Inc. | Overdue Reorder | Needs Validation | 13 completed purchases over 454 days; median interval 38.0 days; expected reorder 2026-09-05; Due Soon in 26 days. | {"site_key":"93cf9a271c43c830a5858a966a2609d5ba1088142d8368ae54dd20ae6f8e235d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53185} | {"due_class":"Due Soon","days_overdue":-26,"last_purchase":"2026-07-27","first_purchase":"2025-04-29","interval_count":12,"median_revenue":220,"purchase_count":13,"average_revenue":211.53846615384614,"contact_by_date":"2026-09-05","median_quantity":2,"open_order_docs":null,"average_quantity":1.9230769230769231,"mad_interval_days":8,"median_gross_profit":50,"average_gross_profit":48.07692769230769,"median_interval_days":38,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KS"},"average_interval_days":37.833333333333336,"expected_reorder_date":"2026-09-05","vendor_lead_time_days":null,"expected_interval_days":40,"recent_average_revenue":220,"standard_deviation_days":10.39959206659161,"coefficient_of_variation":0.27487908546057116,"recent_three_interval_days":42,"last_meaningful_activity_date":"2026-07-27"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-d13072f3e6ae47bcc115c12650a27788fa0b4dc447c58289fb329af400b72cfa | Customer 21701 | Order 53185 | Item 15582 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6f1f64511d6d7574706008d9de1cab33e64c7835e948e5528bfc50b592fcb7f7 | OPP-c0f363d0a6f0aaa0be04058e7f1dac538a5cdf4810467c962aa7ba45f20f0298 | SER-2c9a617b842021240fcd53e3b72775ce9ebcb3b0c244bb009763601ea0c4569a | 10099 | Bridgeport Diagnostic Group, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 377 days; median interval 188.5 days; expected reorder 2026-06-23; Overdue by 48 days. | {"site_key":"94e4223bdc43415a6f5ed073a7f74afd60486cf0b91c7d25bf629c4f974a803b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49666} | {"due_class":"Overdue","days_overdue":48,"last_purchase":"2025-12-16","first_purchase":"2024-12-04","interval_count":2,"median_revenue":459.70994314,"purchase_count":3,"average_revenue":448.73664771333335,"contact_by_date":"2026-06-22","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":21.5,"median_gross_profit":166.89994314,"average_gross_profit":173.92998104666665,"median_interval_days":188.5,"site_last_order_date":"2025-12-16","territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":188.5,"expected_reorder_date":"2026-06-23","vendor_lead_time_days":1,"expected_interval_days":189,"recent_average_revenue":448.73664771333335,"standard_deviation_days":30.405591591021544,"coefficient_of_variation":0.161302873161918,"recent_three_interval_days":188.5,"last_meaningful_activity_date":"2026-06-26"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49666 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6f1f64511d6d7574706008d9de1cab33e64c7835e948e5528bfc50b592fcb7f7 | Customer 10099 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cd96ee49ec5ce7e2a01f239848c951bc0374bbc54777cebe841e8a7f6b25f24f | OPP-6d7d970e2cf2db066f9c713975a23524d2cdb438b7b7e6b1a7674d589cd8b077 | SER-edcee4c82fa86296638be767fac468b1f5477fae2e849b2a67c9e6867c4954c6 | 8532 | Crestview Medical Associates, LLC | Overdue Reorder | Needs Validation | 4 completed purchases over 585 days; median interval 197.0 days; expected reorder 2026-05-21; Overdue by 81 days. | {"site_key":"f3992507b48bc2c26541a1beca953b22c21f8c69e5c05badd198a85811e2dfa0","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48968} | {"due_class":"Overdue","days_overdue":81,"last_purchase":"2025-11-06","first_purchase":"2024-03-31","interval_count":3,"median_revenue":160,"purchase_count":4,"average_revenue":200,"contact_by_date":"2026-04-21","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":112,"median_gross_profit":114,"average_gross_profit":142.5,"median_interval_days":197,"site_last_order_date":"2025-12-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":195,"expected_reorder_date":"2026-05-21","vendor_lead_time_days":30,"expected_interval_days":196,"recent_average_revenue":160,"standard_deviation_days":115.013042738639,"coefficient_of_variation":0.5898104755827641,"recent_three_interval_days":195,"last_meaningful_activity_date":"2026-04-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 48968 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-cd96ee49ec5ce7e2a01f239848c951bc0374bbc54777cebe841e8a7f6b25f24f | Customer 8532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-166392dcd0e362b49123321b0a15e5044767b994b74dd8049b9ef4360583516d | OPP-62c1074a2453e9074b939dd3d5d37911b08291e66429eea714a713335c965142 | SER-1c75492be722ef8188766db40cecce68d93ff41e4edb8fa46542af8601cf9212 | 33486 | Northgate Clinical Labs, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 275 days; median interval 137.5 days; expected reorder 2026-08-25; Due Soon in 15 days. | {"site_key":"5d44037a8f87fdb4a4ed9d852998a99fa26e04f5ca997ab004844b6a5136b0f8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51403} | {"due_class":"Due Soon","days_overdue":-15,"last_purchase":"2026-04-09","first_purchase":"2025-07-08","interval_count":2,"median_revenue":622.11,"purchase_count":3,"average_revenue":622.11,"contact_by_date":"2026-08-18","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":2.5,"median_gross_profit":155.53,"average_gross_profit":144.64333333333335,"median_interval_days":137.5,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"average_interval_days":137.5,"expected_reorder_date":"2026-08-25","vendor_lead_time_days":7,"expected_interval_days":138,"recent_average_revenue":622.11,"standard_deviation_days":3.5355339059327378,"coefficient_of_variation":0.025712973861329,"recent_three_interval_days":137.5,"last_meaningful_activity_date":"2025-08-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51403 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-166392dcd0e362b49123321b0a15e5044767b994b74dd8049b9ef4360583516d | Customer 33486 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8851a5ab590147218eb36ff1fc3dd213fecd86dbe2071c926783e7d4f2dde322 | OPP-25eee60d34b6ab5c5ac0f8a729f88699d9593d17a2054c674f3171ecdb50b5d6 | SER-f651f3fa67e45aec761de050572953de614e5e865f465f5803f9877bf7d2d8ff | 33486 | Northgate Clinical Labs, PLLC | Overdue Reorder | Needs Validation | 4 completed purchases over 379 days; median interval 130.0 days; expected reorder 2026-09-02; Due Soon in 23 days. | {"site_key":"5d44037a8f87fdb4a4ed9d852998a99fa26e04f5ca997ab004844b6a5136b0f8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51691} | {"due_class":"Due Soon","days_overdue":-23,"last_purchase":"2026-04-27","first_purchase":"2025-04-13","interval_count":3,"median_revenue":476.76,"purchase_count":4,"average_revenue":476.76,"contact_by_date":"2026-08-26","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":27,"median_gross_profit":119.19,"average_gross_profit":112.9325,"median_interval_days":130,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OK"},"average_interval_days":126.33333333333333,"expected_reorder_date":"2026-09-02","vendor_lead_time_days":7,"expected_interval_days":128,"recent_average_revenue":476.76,"standard_deviation_days":32.65475973473597,"coefficient_of_variation":0.25848094776835856,"recent_three_interval_days":126.33333333333333,"last_meaningful_activity_date":"2025-08-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51691 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8851a5ab590147218eb36ff1fc3dd213fecd86dbe2071c926783e7d4f2dde322 | Customer 33486 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bc556be4d45c433bc13452b5cac4efedafeb0619a77b0b4237cf7e47dda4ebbb | OPP-766cbb28e5bf9dc7bf17c07625534405770012eb484ec66b69202efc63e3e9b0 | SER-050a320298402168b350e57a5be778fcc084b5e3770637e68f28022972e41aaa | 56054 | Fairmont Medical Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 92 days; median interval 46.0 days; expected reorder 2026-08-08; Overdue by 2 days. | {"site_key":"42d4a8bf62237eb2b3be80ec21b43961d0e5f8bd38372db31cfd6cfd708d6341","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52618} | {"due_class":"Overdue","days_overdue":2,"last_purchase":"2026-06-23","first_purchase":"2026-03-23","interval_count":2,"median_revenue":755,"purchase_count":3,"average_revenue":755,"contact_by_date":"2026-08-08","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":23,"median_gross_profit":152.82,"average_gross_profit":152.82,"median_interval_days":46,"site_last_order_date":"2026-06-23","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KS"},"average_interval_days":46,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":null,"expected_interval_days":46,"recent_average_revenue":755,"standard_deviation_days":32.526911934581186,"coefficient_of_variation":0.7071067811865476,"recent_three_interval_days":46,"last_meaningful_activity_date":"2026-05-29"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52618 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-bc556be4d45c433bc13452b5cac4efedafeb0619a77b0b4237cf7e47dda4ebbb | Customer 56054 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ebaf25ad8406dc13558abb7cc0a301f44d7eda1a299a406446975ffec0d61366 | OPP-eedd6eba9baac74f472fcce3b5b3e783276f1a7cf6718d577b62cd0573d32d44 | SER-ad715d2e81fab07d550d97c47dabd8a53f2e523e4f4f0fae9b38a08bc4b7178f | 43803 | Maple Pathology Labs, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 303 days; median interval 151.5 days; expected reorder 2026-06-29; Overdue by 42 days. | {"site_key":"7ebca0c477d4b295c6001f51be0d529c993eb16142a53e2795e32a8c1e57cb8d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50266} | {"due_class":"Overdue","days_overdue":42,"last_purchase":"2026-01-28","first_purchase":"2025-03-31","interval_count":2,"median_revenue":204.4,"purchase_count":3,"average_revenue":170.33333333333334,"contact_by_date":"2026-06-29","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":47.5,"median_gross_profit":58.4,"average_gross_profit":48.666666666666664,"median_interval_days":151.5,"site_last_order_date":"2026-04-05","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"average_interval_days":151.5,"expected_reorder_date":"2026-06-29","vendor_lead_time_days":null,"expected_interval_days":152,"recent_average_revenue":170.33333333333334,"standard_deviation_days":67.17514421272202,"coefficient_of_variation":0.4434002918331486,"recent_three_interval_days":151.5,"last_meaningful_activity_date":"2026-07-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50266 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ebaf25ad8406dc13558abb7cc0a301f44d7eda1a299a406446975ffec0d61366 | Customer 43803 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cf1bc569a70a71f2cf0506e86d5a7d2e82f4dfc5a812bfc4a0153c76e1e80c6e | OPP-61f74f22e77faf370c707ab73f6a1f86dc3f5c150d23f496dd7387b092ad8d7f | SER-beef2a1e5cd1a61a04fa79b576cf6e25b7f835847ec916412213403c193ea2ce | 8934 | Harbor Health Collective, PLLC | Overdue Reorder | Published | 11 completed purchases over 435 days; median interval 44.0 days; expected reorder 2026-08-12; Due Soon in 2 days. | {"site_key":"0703020687206cfbc5df859e9f70198cc64755350dd707b38a3f86b4b6f22bf6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52693} | {"due_class":"Due Soon","days_overdue":-2,"last_purchase":"2026-06-29","first_purchase":"2025-04-20","interval_count":10,"median_revenue":5020,"purchase_count":11,"average_revenue":4375.318181818182,"contact_by_date":"2026-08-12","median_quantity":4,"open_order_docs":null,"average_quantity":4.090909090909091,"mad_interval_days":8.5,"median_gross_profit":1432.56,"average_gross_profit":1645.841818181818,"median_interval_days":44,"site_last_order_date":"2026-06-29","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":43.5,"expected_reorder_date":"2026-08-12","vendor_lead_time_days":null,"expected_interval_days":44,"recent_average_revenue":4183.333333333333,"standard_deviation_days":19.845234524523345,"coefficient_of_variation":0.4562122879200769,"recent_three_interval_days":43.666666666666664,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — Order | 2023-12-27 — Block Scientific Order Confirmation 38135 | 2022-03-07 — 1. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — Order | 2023-12-27 — Block Scientific Order Confirmation 38135 | 2022-03-07 — 1. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-cf1bc569a70a71f2cf0506e86d5a7d2e82f4dfc5a812bfc4a0153c76e1e80c6e | Customer 8934 | Order 52693 | Item 17005 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1da9f563547351aee8cb11ddbbb6c2cc4b684944fa7089084f237da7e89bc54b | OPP-360cf3e0c836dcb4c236ca42318b724e4409ba0619c3a3a73249d313c2e638c5 | SER-1cc43ab06756a05b7f1ee5f982ec1fb3c676a0a6feb2d9968f67dffd48bb4292 | 9053 | Cedar Diagnostics, Corp. | Overdue Reorder | Needs Validation | 18 completed purchases over 832 days; median interval 21.0 days; expected reorder 2026-04-04; High Risk by 128 days. | {"site_key":"e1635ea80028a7974486cbe31fe4b535833f0447671afd7b6ba0028256a30cb7","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49491} | {"due_class":"High Risk","days_overdue":128,"last_purchase":"2025-12-07","first_purchase":"2023-08-28","interval_count":17,"median_revenue":1685.00021,"purchase_count":18,"average_revenue":1670.4443882577777,"contact_by_date":"2026-04-03","median_quantity":5,"open_order_docs":null,"average_quantity":5.111111111111111,"mad_interval_days":7,"median_gross_profit":300.46464216,"average_gross_profit":280.8938327022222,"median_interval_days":21,"site_last_order_date":"2025-12-07","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":48.94117647058823,"expected_reorder_date":"2026-04-04","vendor_lead_time_days":1,"expected_interval_days":118,"recent_average_revenue":1300,"standard_deviation_days":96.32852030177466,"coefficient_of_variation":1.9682510157814532,"recent_three_interval_days":182,"last_meaningful_activity_date":"2025-05-19"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-1da9f563547351aee8cb11ddbbb6c2cc4b684944fa7089084f237da7e89bc54b | Customer 9053 | Order 49491 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e694c3f28cfcf311230b901f7239a352168459e40402a6881864fffed4a10ac2 | OPP-802811f6e5148b9731f0a92e7e1e5110d2df1727f412abdf9810c3abd9b01b72 | SER-6a20c59c5e0f722a3d205849b2de55c34eb4e21ca0c07f16da91b2bcca4e79c0 | 41477 | Cascade Medical Center, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 223 days; median interval 111.5 days; expected reorder 2026-02-22; High Risk by 169 days. | {"site_key":"28823ddd3410124c40bc7ffaa372fab8328c0cb98a12ea0b31c8cc4598091f18","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48878} | {"due_class":"High Risk","days_overdue":169,"last_purchase":"2025-11-02","first_purchase":"2025-03-24","interval_count":2,"median_revenue":1599,"purchase_count":3,"average_revenue":1599,"contact_by_date":"2026-02-21","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":46.5,"median_gross_profit":376.4,"average_gross_profit":376.4,"median_interval_days":111.5,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"average_interval_days":111.5,"expected_reorder_date":"2026-02-22","vendor_lead_time_days":1,"expected_interval_days":112,"recent_average_revenue":1599,"standard_deviation_days":65.76093065034893,"coefficient_of_variation":0.5897841313932638,"recent_three_interval_days":111.5,"last_meaningful_activity_date":"2026-04-30"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-e694c3f28cfcf311230b901f7239a352168459e40402a6881864fffed4a10ac2 | Customer 41477 | Order 48878 | Item 11537 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d28d2e009948792362bc4a597283e114e5aa737f745c264e9d68fdb5cdfedffd | OPP-c911997d0a1c3b7a9b3b3c28e5b992195deb52584912a425c4a7e577f90db2f3 | SER-249d242f6916a7d208f7003b1fa92aeabd6f572c3552ab197d24b7bf78fe9fce | 9053 | Cedar Diagnostics, Corp. | Overdue Reorder | Needs Validation | 15 completed purchases over 735 days; median interval 49.5 days; expected reorder 2026-08-20; Due Soon in 10 days. | {"site_key":"a7454b10f0fbb43b34f5d3e6ae1c85c9c2d5f678582f091be8c8a62af1392a84","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52681} | {"due_class":"Due Soon","days_overdue":-10,"last_purchase":"2026-06-28","first_purchase":"2024-06-23","interval_count":14,"median_revenue":1300,"purchase_count":15,"average_revenue":1343.3332866513706,"contact_by_date":"2026-08-19","median_quantity":4,"open_order_docs":null,"average_quantity":4.133333333333333,"mad_interval_days":16,"median_gross_profit":186.08,"average_gross_profit":187.82928665137067,"median_interval_days":49.5,"site_last_order_date":"2026-06-28","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":52.5,"expected_reorder_date":"2026-08-20","vendor_lead_time_days":1,"expected_interval_days":53,"recent_average_revenue":1733.3333333333333,"standard_deviation_days":28.691328092165893,"coefficient_of_variation":0.5465014874698265,"recent_three_interval_days":56,"last_meaningful_activity_date":"2025-05-19"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-d28d2e009948792362bc4a597283e114e5aa737f745c264e9d68fdb5cdfedffd | Customer 9053 | Order 52681 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e4abec52ebd1e0512e23cfe9ed043169063d10ef5d3d32f5302afbb472bf9841 | OPP-3823a474637fc73f6ecdf09f56a8b61f7654bdfff3df03dd0b382bb2e62a5d3c | SER-97b4b19295e86bfe05a03ee25f81ff0c6590ce95ff3bd3961a4499d9030a2f9d | 6935 | Ashcroft Laboratory Partners, Inc. | Overdue Reorder | Needs Validation | 6 completed purchases over 274 days; median interval 47.0 days; expected reorder 2026-05-31; High Risk by 71 days. | {"site_key":"fcf8eb98561cec84d0d31a3f25b4ec68d0ad2e541ca2755cea0a9dcf71882a48","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51615} | {"due_class":"High Risk","days_overdue":71,"last_purchase":"2026-04-22","first_purchase":"2025-07-22","interval_count":5,"median_revenue":1067.385,"purchase_count":6,"average_revenue":1110.515,"contact_by_date":"2026-05-30","median_quantity":5.5,"open_order_docs":null,"average_quantity":5.833333333333333,"mad_interval_days":7,"median_gross_profit":304.975,"average_gross_profit":317.29833333333335,"median_interval_days":47,"site_last_order_date":"2026-04-22","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"average_interval_days":54.8,"expected_reorder_date":"2026-05-31","vendor_lead_time_days":1,"expected_interval_days":39,"recent_average_revenue":1035.04,"standard_deviation_days":40.47468344533407,"coefficient_of_variation":0.7385891139659502,"recent_three_interval_days":33,"last_meaningful_activity_date":"2026-07-28"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-e4abec52ebd1e0512e23cfe9ed043169063d10ef5d3d32f5302afbb472bf9841 | Customer 6935 | Order 51615 | Item 525 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-457f0321091404e3ff8473f9ecbd6905e666d58a6b01c576b77b4b79f2c04d8a | OPP-e5666de84de1fe4aa0692156eb0617caba663da64ff3ba59d503f99585cc616d | SER-fb5aa8aa3be644491af3313f960f30ad2a5579578a06378e650746fbe37ac76f | 9072 | Elmhurst Clinical Labs, LLC | Overdue Reorder | Needs Validation | 12 completed purchases over 728 days; median interval 36.0 days; expected reorder 2026-07-27; Overdue by 14 days. | {"site_key":"ebb72752e9d37f48a385518633ef11005c8595460e56f91f75aa8066745dfa71","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52590} | {"due_class":"Overdue","days_overdue":14,"last_purchase":"2026-06-22","first_purchase":"2024-06-24","interval_count":11,"median_revenue":155,"purchase_count":12,"average_revenue":155,"contact_by_date":"2026-06-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":13,"median_gross_profit":71,"average_gross_profit":65.75,"median_interval_days":36,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"average_interval_days":66.18181818181819,"expected_reorder_date":"2026-07-27","vendor_lead_time_days":30,"expected_interval_days":35,"recent_average_revenue":155,"standard_deviation_days":72.88596323273526,"coefficient_of_variation":1.1012988950001208,"recent_three_interval_days":34.666666666666664,"last_meaningful_activity_date":"2026-07-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52590 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-457f0321091404e3ff8473f9ecbd6905e666d58a6b01c576b77b4b79f2c04d8a | Customer 9072 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e264696c1e5157b573141530d4572d59cf21fdbfd3995b9d3cf5e571411ae2d2 | OPP-ab0c8d6c0be9daf7aeb1061c236123e8dd597c7e3165806fda0705b050e3c967 | SER-c39b6ec864c356d09503ba91c06f9266cc5964f89686e5fde45601bed632e2c0 | 9072 | Elmhurst Clinical Labs, LLC | Overdue Reorder | Published | 9 completed purchases over 634 days; median interval 66.5 days; expected reorder 2026-07-07; Overdue by 34 days. | {"site_key":"ebb72752e9d37f48a385518633ef11005c8595460e56f91f75aa8066745dfa71","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51397} | {"due_class":"Overdue","days_overdue":34,"last_purchase":"2026-04-09","first_purchase":"2024-07-14","interval_count":8,"median_revenue":135,"purchase_count":9,"average_revenue":150,"contact_by_date":"2026-07-07","median_quantity":1,"open_order_docs":null,"average_quantity":1.1111111111111112,"mad_interval_days":11.5,"median_gross_profit":86,"average_gross_profit":93.10555555555555,"median_interval_days":66.5,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"average_interval_days":79.25,"expected_reorder_date":"2026-07-07","vendor_lead_time_days":null,"expected_interval_days":89,"recent_average_revenue":180,"standard_deviation_days":46.88816481800072,"coefficient_of_variation":0.5916487674195674,"recent_three_interval_days":104,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-27. 34 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-27 — follow up | 2025-05-13 — follow up | 2025-04-28 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-27. 34 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-27 — follow up | 2025-05-13 — follow up | 2025-04-28 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e264696c1e5157b573141530d4572d59cf21fdbfd3995b9d3cf5e571411ae2d2 | Customer 9072 | Order 51397 | Item 11341 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d41c5246d094d50b5ce5c8db7b802748d1a2c3a1c16bb19048363ec0069319a8 | OPP-199a5aee2118b211a33e9b25f2a1299feeafe5bd132e9ffb1a34dc4d9d385ec2 | SER-d25f084fc631fc3653bc8eff779adc4dcade6cb7c4321a7deff3f5484d07c2e5 | 43024 | Foothill Reference Labs, Inc. | Overdue Reorder | Suppressed by Open Order | 11 completed purchases over 624 days; median interval 59.5 days; expected reorder 2026-08-07; Suppressed by Open Order by 3 days. | {"site_key":"da4c7d170ca472fc8a33ec3c1e8cb7face6af484605b3f4382076d036bfca3bb","open_order_docs":[53304],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52360} | {"due_class":"Suppressed by Open Order","days_overdue":3,"last_purchase":"2026-06-08","first_purchase":"2024-09-22","interval_count":10,"median_revenue":207.45,"purchase_count":11,"average_revenue":205.42363636363638,"contact_by_date":"2026-07-31","median_quantity":1,"open_order_docs":[53304],"average_quantity":1,"mad_interval_days":7.5,"median_gross_profit":59.27,"average_gross_profit":55.199090909090906,"median_interval_days":59.5,"site_last_order_date":"2026-06-28","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"average_interval_days":62.4,"expected_reorder_date":"2026-08-07","vendor_lead_time_days":7,"expected_interval_days":60,"recent_average_revenue":221.97,"standard_deviation_days":14.261058087595666,"coefficient_of_variation":0.22854259755762288,"recent_three_interval_days":60,"last_meaningful_activity_date":"2026-08-04"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52360 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d41c5246d094d50b5ce5c8db7b802748d1a2c3a1c16bb19048363ec0069319a8 | Customer 43024 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-76fb90f6e5ad0f30f5e14df24c5f49f34e5f137b5cfeaa547bd157b499011715 | OPP-9241199a20c9a52975c05b6a50b6534d793a9c892f349bc7d23e4b7314831cb8 | SER-1dc6b6c2ab97e5df4df7988305935cdfde3cdbc9b51e5f10f2e9198d4a473941 | 9113 | Harbor Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 11 completed purchases over 834 days; median interval 87.0 days; expected reorder 2026-08-17; Due Soon in 7 days. | {"site_key":"fa655a645ad2064aec8096a32a269d26508e6fee2e05617257ed342c52f538f8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52126} | {"due_class":"Due Soon","days_overdue":-7,"last_purchase":"2026-05-26","first_purchase":"2024-02-12","interval_count":10,"median_revenue":402.98,"purchase_count":11,"average_revenue":393.1318181818182,"contact_by_date":"2026-08-16","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":12.5,"median_gross_profit":134.33,"average_gross_profit":131.17363636363638,"median_interval_days":87,"site_last_order_date":"2026-05-26","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"average_interval_days":83.4,"expected_reorder_date":"2026-08-17","vendor_lead_time_days":1,"expected_interval_days":83,"recent_average_revenue":402.98,"standard_deviation_days":20.095328368111385,"coefficient_of_variation":0.24095117947375763,"recent_three_interval_days":80,"last_meaningful_activity_date":"2024-05-31"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-76fb90f6e5ad0f30f5e14df24c5f49f34e5f137b5cfeaa547bd157b499011715 | Customer 9113 | Order 52126 | Item 2625 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c4798d8faf10e31145ee11939fe6b955240e433976ec071e9a50304a312c71cd | OPP-939d02ec9ab6daca32cde16f9e106547209aa63dfdc3b38ae205f8b057928f38 | SER-4f527623629d66c41d69c826441307d253e9fefb798e5995d8d8834857cccb46 | 52791 | Crestview Clinical Labs, LLC | Overdue Reorder | Published | 5 completed purchases over 138 days; median interval 25.5 days; expected reorder 2026-05-13; High Risk by 89 days. | {"site_key":"e8af453a17998f5f1af06413e629f69794de331a50d54a3411892182e7f52d5c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51597} | {"due_class":"High Risk","days_overdue":89,"last_purchase":"2026-04-21","first_purchase":"2025-12-04","interval_count":4,"median_revenue":819.88,"purchase_count":5,"average_revenue":737.892,"contact_by_date":"2026-05-12","median_quantity":2,"open_order_docs":null,"average_quantity":1.8,"mad_interval_days":11.5,"median_gross_profit":262.92,"average_gross_profit":233.288,"median_interval_days":25.5,"site_last_order_date":"2026-06-14","territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"average_interval_days":34.5,"expected_reorder_date":"2026-05-13","vendor_lead_time_days":1,"expected_interval_days":22,"recent_average_revenue":819.88,"standard_deviation_days":29.8942580885806,"coefficient_of_variation":0.8665002344516116,"recent_three_interval_days":20.333333333333332,"last_meaningful_activity_date":"2026-03-19"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-20 — Quote # 29580 | 2026-03-19 — Quote # 29937 | 2026-03-02 — Quote # 29671. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-20 — Quote # 29580 | 2026-03-19 — Quote # 29937 | 2026-03-02 — Quote # 29671. | Open quote: No; Open order: No | Item active: true | Vendor: Siemens Healthcare Diagnostics Inc. | Lead time: 1 days | Item note: 7/18/2022 **CANNOT REQUEST SPECIFIC LOTS** | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-c4798d8faf10e31145ee11939fe6b955240e433976ec071e9a50304a312c71cd | Customer 52791 | Order 51597 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ec23559082287762aa3aa8f32a8174b163730c8cd1c6deef573ffde98986c2e7 | OPP-ad43456b0fb2de84f607c587581be43a2b347962caf5268050a70aa795fe20a1 | SER-6ea0084d435f0eaf02132daa763e774125a3c7a399158c42baf01930104ad4dd | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 4 completed purchases over 202 days; median interval 63.0 days; expected reorder 2026-04-15; High Risk by 117 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50431} | {"due_class":"High Risk","days_overdue":117,"last_purchase":"2026-02-08","first_purchase":"2025-07-21","interval_count":3,"median_revenue":512,"purchase_count":4,"average_revenue":512,"contact_by_date":"2026-04-14","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":6,"median_gross_profit":58,"average_gross_profit":58,"median_interval_days":63,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":67.33333333333333,"expected_reorder_date":"2026-04-15","vendor_lead_time_days":1,"expected_interval_days":66,"recent_average_revenue":512,"standard_deviation_days":13.051181300301261,"coefficient_of_variation":0.19382942525199895,"recent_three_interval_days":67.33333333333333,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ec23559082287762aa3aa8f32a8174b163730c8cd1c6deef573ffde98986c2e7 | Customer 8651 | Order 50431 | Item 11449 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-30e7434f4241bd7a2a284b725a0b7a0d05d83fb609579b79f3a310e18445d6cc | OPP-95fb7904122d94ef28cc05b9352d88a1902610b20b219cab1e90389c85f28837 | SER-356facd8419653aa0d23ef0351c9fdcc62e3eb0029d553ed31ab3cf3ea3a8228 | 52763 | Silverline Reference Labs, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 105 days; median interval 52.5 days; expected reorder 2026-05-11; High Risk by 91 days. | {"site_key":"0ecf0237d40be7352ea29263113b5c949b445976a31734e807709182ab210e14","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51057} | {"due_class":"High Risk","days_overdue":91,"last_purchase":"2026-03-19","first_purchase":"2025-12-04","interval_count":2,"median_revenue":819.88,"purchase_count":3,"average_revenue":683.2333333333333,"contact_by_date":"2026-05-10","median_quantity":2,"open_order_docs":null,"average_quantity":1.6666666666666667,"mad_interval_days":31.5,"median_gross_profit":262.92,"average_gross_profit":219.1,"median_interval_days":52.5,"site_last_order_date":"2026-03-19","territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"average_interval_days":52.5,"expected_reorder_date":"2026-05-11","vendor_lead_time_days":1,"expected_interval_days":53,"recent_average_revenue":683.2333333333333,"standard_deviation_days":44.54772721475249,"coefficient_of_variation":0.848528137423857,"recent_three_interval_days":52.5,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51057 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-30e7434f4241bd7a2a284b725a0b7a0d05d83fb609579b79f3a310e18445d6cc | Customer 52763 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-583dbf3257a1d0cb99028c06d7f0b88fea58e75b9b71f376ddc13490b4b280fc | OPP-99bf650329d29920dad9dc05c5c9ce0c0e69946ba1cc76a8824e5dea5d44ef19 | SER-4da73bcc012c12cf7c429de67a0a5f641797f973f830814a6518000b2d79fcc7 | 8934 | Harbor Health Collective, PLLC | Overdue Reorder | Published | 6 completed purchases over 332 days; median interval 41.0 days; expected reorder 2026-05-11; High Risk by 91 days. | {"site_key":"0703020687206cfbc5df859e9f70198cc64755350dd707b38a3f86b4b6f22bf6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51034} | {"due_class":"High Risk","days_overdue":91,"last_purchase":"2026-03-18","first_purchase":"2025-04-20","interval_count":5,"median_revenue":398.57,"purchase_count":6,"average_revenue":504.0065863453815,"contact_by_date":"2026-05-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":25,"median_gross_profit":119.57,"average_gross_profit":173.33991967871484,"median_interval_days":41,"site_last_order_date":"2026-06-29","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":66.4,"expected_reorder_date":"2026-05-11","vendor_lead_time_days":null,"expected_interval_days":54,"recent_average_revenue":609.443172690763,"standard_deviation_days":52.965082837658244,"coefficient_of_variation":0.7976669102056965,"recent_three_interval_days":62.666666666666664,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — Order | 2023-12-27 — Block Scientific Order Confirmation 38135 | 2022-03-07 — 1. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-02 — Order | 2023-12-27 — Block Scientific Order Confirmation 38135 | 2022-03-07 — 1. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-583dbf3257a1d0cb99028c06d7f0b88fea58e75b9b71f376ddc13490b4b280fc | Customer 8934 | Order 51034 | Item 17006 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3a582923fe781bf60a84b21494830e2d7eacc3fc47e0804c3f39a86ba58dfee3 | OPP-7ba004608daa5b14f0393a17fa304ab3b5e8fbca0a40b6175bfc952df9cdde2a | SER-ba425ab0832935e25e84211ca4105bef0940032fc0c05cb04c990b90597d802b | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 4 completed purchases over 268 days; median interval 63.0 days; expected reorder 2026-07-03; Overdue by 38 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51493} | {"due_class":"Overdue","days_overdue":38,"last_purchase":"2026-04-15","first_purchase":"2025-07-21","interval_count":3,"median_revenue":705,"purchase_count":4,"average_revenue":705,"contact_by_date":"2026-07-02","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":1,"median_gross_profit":251,"average_gross_profit":251,"median_interval_days":63,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":89.33333333333333,"expected_reorder_date":"2026-07-03","vendor_lead_time_days":1,"expected_interval_days":79,"recent_average_revenue":705,"standard_deviation_days":46.47938611183815,"coefficient_of_variation":0.5202916355802778,"recent_three_interval_days":89.33333333333333,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-3a582923fe781bf60a84b21494830e2d7eacc3fc47e0804c3f39a86ba58dfee3 | Customer 8651 | Order 51493 | Item 11442 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2e9130946a4d0e833bb7ca8e5838869adf22a66d5d3daba8e70c9b0a1135c955 | OPP-14630d2bbc0893bd0021d49c819a6ad99d9b1e0573dd056465ed53c1d2753558 | SER-dc1f9d65c2426b1b04aca12bafdaa7261b40adf6c40dc70febc2dbd74e2df2a9 | 9385 | Meridian Lab Services, Corp. | Overdue Reorder | Needs Validation | 4 completed purchases over 187 days; median interval 71.0 days; expected reorder 2026-07-16; Overdue by 25 days. | {"site_key":"d5f666a004ea46a76b95ee95c6e60ad0d5fed396a6e47a5d02b281e3e91c65a5","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51931} | {"due_class":"Overdue","days_overdue":25,"last_purchase":"2026-05-11","first_purchase":"2025-11-05","interval_count":3,"median_revenue":788.48,"purchase_count":4,"average_revenue":917.54,"contact_by_date":"2026-07-16","median_quantity":5.5,"open_order_docs":null,"average_quantity":6.5,"mad_interval_days":11,"median_gross_profit":241.56,"average_gross_profit":274.805,"median_interval_days":71,"site_last_order_date":"2026-05-11","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":62.333333333333336,"expected_reorder_date":"2026-07-16","vendor_lead_time_days":null,"expected_interval_days":66,"recent_average_revenue":1003.52,"standard_deviation_days":25.146238950056393,"coefficient_of_variation":0.403415598129247,"recent_three_interval_days":62.333333333333336,"last_meaningful_activity_date":"2026-07-13"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-2e9130946a4d0e833bb7ca8e5838869adf22a66d5d3daba8e70c9b0a1135c955 | Customer 9385 | Order 51931 | Item 5440 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fd5e87459c15108f5f490d3296bc32f85bde80eeb17b01221ae6beb04eddf445 | OPP-0ba46a3369887c8623e436446d2c6f9ee5895ae5fc25c606d916d32cc20d1d32 | SER-7bccb773052ddc01cbcc7e223eba94bf3806f87d20762b6620ed6a40a4e23500 | 9091 | Foothill Care Partners, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 502 days; median interval 251.0 days; expected reorder 2025-11-29; High Risk by 254 days. | {"site_key":"bca8e6a6a89be35b043f19ed4f3e1a931c728c04e9cb7cbb8a0c4c416c55d307","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":45068} | {"due_class":"High Risk","days_overdue":254,"last_purchase":"2025-03-23","first_purchase":"2023-11-07","interval_count":2,"median_revenue":293.1,"purchase_count":3,"average_revenue":341.5833333333333,"contact_by_date":"2025-11-28","median_quantity":2,"open_order_docs":null,"average_quantity":2.3333333333333335,"mad_interval_days":62,"median_gross_profit":137.1,"average_gross_profit":133.32333333333332,"median_interval_days":251,"site_last_order_date":"2026-07-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"average_interval_days":251,"expected_reorder_date":"2025-11-29","vendor_lead_time_days":1,"expected_interval_days":251,"recent_average_revenue":341.5833333333333,"standard_deviation_days":87.68124086713189,"coefficient_of_variation":0.34932765285709916,"recent_three_interval_days":251,"last_meaningful_activity_date":"2025-09-29"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 45068 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-fd5e87459c15108f5f490d3296bc32f85bde80eeb17b01221ae6beb04eddf445 | Customer 9091 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8bee24e6bcf2ffa1ef08ac3577e3978086feda15a971b5aa8897974a1ae70bb4 | OPP-2e71cf5dc734a6a84c0781e2ad1cb3c9a07b6ef11ea98b3cf12284ed2d1d254b | SER-6d8a6e34f3dcfcbe6e246c675392f1b44ee805b07c41fd2bb7f39fd532874ddd | 10198 | Ironwood Diagnostic Labs, Inc. | Overdue Reorder | Published | 4 completed purchases over 435 days; median interval 174.0 days; expected reorder 2025-12-13; High Risk by 240 days. | {"site_key":"baab7ee8de9f8040c703917884646c02e9a7314d13b8a133edd6f8a18561dd2a","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46958} | {"due_class":"High Risk","days_overdue":240,"last_purchase":"2025-07-09","first_purchase":"2024-04-30","interval_count":3,"median_revenue":595.9998994,"purchase_count":4,"average_revenue":521.4999497,"contact_by_date":"2025-12-12","median_quantity":2,"open_order_docs":null,"average_quantity":1.75,"mad_interval_days":30,"median_gross_profit":169.6998994,"average_gross_profit":157.7149497,"median_interval_days":174,"site_last_order_date":"2026-01-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":145,"expected_reorder_date":"2025-12-13","vendor_lead_time_days":1,"expected_interval_days":157,"recent_average_revenue":496.6666666666667,"standard_deviation_days":77.67238891652555,"coefficient_of_variation":0.5356716477001762,"recent_three_interval_days":145,"last_meaningful_activity_date":"2025-05-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-06. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — f | 2024-12-12 — Bad Reproducibility. | 2024-11-07 — gloves. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-06. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — f | 2024-12-12 — Bad Reproducibility. | 2024-11-07 — gloves. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-8bee24e6bcf2ffa1ef08ac3577e3978086feda15a971b5aa8897974a1ae70bb4 | Customer 10198 | Order 46958 | Item 10788 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0c135010bca3023c5503876f62f4f861f29eb427f6982fd5d8013cff07bf5ebe | OPP-bd8435de768f2c358295443bcf7268b9cbe5413296327eae109462b102b06b18 | SER-ebd78502119f9eac7f483a2fc8a4f752967c7b862a7352e34feea24956d58245 | 9072 | Elmhurst Clinical Labs, LLC | Overdue Reorder | Published | 16 completed purchases over 763 days; median interval 35.0 days; expected reorder 2026-09-01; Due Soon in 22 days. | {"site_key":"ebb72752e9d37f48a385518633ef11005c8595460e56f91f75aa8066745dfa71","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53184} | {"due_class":"Due Soon","days_overdue":-22,"last_purchase":"2026-07-27","first_purchase":"2024-06-24","interval_count":15,"median_revenue":135,"purchase_count":16,"average_revenue":177.1875,"contact_by_date":"2026-08-02","median_quantity":1,"open_order_docs":null,"average_quantity":1.3125,"mad_interval_days":7,"median_gross_profit":81,"average_gross_profit":101.25,"median_interval_days":35,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"average_interval_days":50.86666666666667,"expected_reorder_date":"2026-09-01","vendor_lead_time_days":30,"expected_interval_days":36,"recent_average_revenue":180,"standard_deviation_days":37.422045959694984,"coefficient_of_variation":0.7356889769271623,"recent_three_interval_days":36.333333333333336,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-27. 33 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-27 — follow up | 2025-05-13 — follow up | 2025-04-28 — follow up. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-27. 33 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-27 — follow up | 2025-05-13 — follow up | 2025-04-28 — follow up. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-0c135010bca3023c5503876f62f4f861f29eb427f6982fd5d8013cff07bf5ebe | Customer 9072 | Order 53184 | Item 11365 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b049401a69c6a72d9f3e0e50b08fbc7775f79b2c2673b155ae50014493b86b2f | OPP-85e6e0f5bf80bf3c2e98db89248cefa5667b6ef20700b38cb0cf2c13a0b02fdd | SER-d43979c8a917bac1efc98fdf081f2b1d758dacbd9b3a1df497387aceb2ff6786 | 9097 | Meridian Medical Center, LLC | Overdue Reorder | Needs Validation | 7 completed purchases over 623 days; median interval 60.0 days; expected reorder 2026-07-20; Overdue by 21 days. | {"site_key":"965a568f685a4aabf19eb0502c0fd14d7cc100bdc4cf9a7ceba59d9470ad097e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51006} | {"due_class":"Overdue","days_overdue":21,"last_purchase":"2026-03-16","first_purchase":"2024-07-01","interval_count":6,"median_revenue":170,"purchase_count":7,"average_revenue":162.14285714285714,"contact_by_date":"2026-06-20","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":35.5,"median_gross_profit":137,"average_gross_profit":128.43571428571428,"median_interval_days":60,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":103.83333333333333,"expected_reorder_date":"2026-07-20","vendor_lead_time_days":30,"expected_interval_days":126,"recent_average_revenue":151.66666666666666,"standard_deviation_days":111.458362928345,"coefficient_of_variation":1.0734352769985072,"recent_three_interval_days":170.66666666666666,"last_meaningful_activity_date":"2025-10-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51006 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b049401a69c6a72d9f3e0e50b08fbc7775f79b2c2673b155ae50014493b86b2f | Customer 9097 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4177c3f0ba5e6a53c3144ea1f63e24998c274a7fc0ac2fccf55b826a71623517 | OPP-58b70c319fae64ce65663f4dd433a9d7ac1dbf4c230efc16735843546605cf7a | SER-d2e83da6fd14d88842aaa573bf1d08c203e565a81b82c2f818634c01e5009bef | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 4 completed purchases over 257 days; median interval 74.0 days; expected reorder 2026-07-24; Overdue by 17 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51811} | {"due_class":"Overdue","days_overdue":17,"last_purchase":"2026-05-04","first_purchase":"2025-08-20","interval_count":3,"median_revenue":649,"purchase_count":4,"average_revenue":649,"contact_by_date":"2026-07-23","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":4,"median_gross_profit":195,"average_gross_profit":195,"median_interval_days":74,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":85.66666666666667,"expected_reorder_date":"2026-07-24","vendor_lead_time_days":1,"expected_interval_days":81,"recent_average_revenue":649,"standard_deviation_days":23.75570107012911,"coefficient_of_variation":0.2773039035423632,"recent_three_interval_days":85.66666666666667,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-4177c3f0ba5e6a53c3144ea1f63e24998c274a7fc0ac2fccf55b826a71623517 | Customer 8651 | Order 51811 | Item 11440 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e998be9f2be4d20ce2a52919a1d03552c84c9677d29d64fd8b597c1c5e92d214 | OPP-94917efa3da1c5afa273c5b93375296ccb90e4c4a2f3e5a80a438fbca83c9649 | SER-95437210c8171c7b0b659a218edb4b57ad880ac60e16d5d7a372955830ed7fb9 | 9097 | Meridian Medical Center, LLC | Overdue Reorder | Needs Validation | 6 completed purchases over 448 days; median interval 43.0 days; expected reorder 2026-06-27; High Risk by 44 days. | {"site_key":"965a568f685a4aabf19eb0502c0fd14d7cc100bdc4cf9a7ceba59d9470ad097e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51287} | {"due_class":"High Risk","days_overdue":44,"last_purchase":"2026-04-02","first_purchase":"2025-01-09","interval_count":5,"median_revenue":275,"purchase_count":6,"average_revenue":275,"contact_by_date":"2026-06-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":17,"median_gross_profit":80,"average_gross_profit":75.125,"median_interval_days":43,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":89.6,"expected_reorder_date":"2026-06-27","vendor_lead_time_days":null,"expected_interval_days":86,"recent_average_revenue":275,"standard_deviation_days":121.718116975247,"coefficient_of_variation":1.3584611269558817,"recent_three_interval_days":115,"last_meaningful_activity_date":"2025-10-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51287 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e998be9f2be4d20ce2a52919a1d03552c84c9677d29d64fd8b597c1c5e92d214 | Customer 9097 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d11672af6ca4e8878399f70cde996698254a432bfd044cd1715fd8e8eff3e200 | OPP-820a49ab7a0dcf400cf012ed48742e8a06b7eac19f5f2c58fd504046e3bed5f9 | SER-f5ca1784c837b9bcb5f1512962f509331fdf4dd94c64d4763b3564147a8978ae | 44236 | Bridgeport Medical Center, Corp. | Overdue Reorder | Published | 4 completed purchases over 280 days; median interval 120.0 days; expected reorder 2026-02-08; High Risk by 183 days. | {"site_key":"452e5540ded3b99b411e114e3df2466deb1660b0102525dfc8e6bfea1c64fdac","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48781} | {"due_class":"High Risk","days_overdue":183,"last_purchase":"2025-10-27","first_purchase":"2025-01-20","interval_count":3,"median_revenue":236.4,"purchase_count":4,"average_revenue":236.4,"contact_by_date":"2026-02-01","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":69.39,"average_gross_profit":68.8775,"median_interval_days":120,"site_last_order_date":"2026-04-28","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"average_interval_days":93.33333333333333,"expected_reorder_date":"2026-02-08","vendor_lead_time_days":7,"expected_interval_days":104,"recent_average_revenue":236.4,"standard_deviation_days":69.92376801441219,"coefficient_of_variation":0.7491832287258449,"recent_three_interval_days":93.33333333333333,"last_meaningful_activity_date":"2025-07-08"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-07-08. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-29 — follow up | 2025-01-02 — F | 2025-07-08 — f. Website reviewed: http://blockscientific.com. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-07-08. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-29 — follow up | 2025-01-02 — F | 2025-07-08 — f. | Open quote: No; Open order: No | Item active: true | Vendor: McKesson Medical Surgical | Lead time: 7 days | Item note: Replaces 03P8924 PT/INR | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d11672af6ca4e8878399f70cde996698254a432bfd044cd1715fd8e8eff3e200 | Customer 44236 | Order 48781 | Item 15594 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-48afa974753547267e54b1e0ea97e5b86cafaf97205799f584cbb0ec6184d7db | OPP-dd3ce961be3738a1da3d35af6907b2c93753634c488c16010c1ef1962081183b | SER-66c3aa1e913510ae29bd76dca3c1fa1352ecf14fd4f567b4f4919923d0d54e59 | 9091 | Foothill Care Partners, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 297 days; median interval 148.5 days; expected reorder 2026-06-12; Overdue by 59 days. | {"site_key":"bca8e6a6a89be35b043f19ed4f3e1a931c728c04e9cb7cbb8a0c4c416c55d307","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50015} | {"due_class":"Overdue","days_overdue":59,"last_purchase":"2026-01-14","first_purchase":"2025-03-23","interval_count":2,"median_revenue":612.9,"purchase_count":3,"average_revenue":658.2666666666667,"contact_by_date":"2026-06-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5.5,"median_gross_profit":158.9,"average_gross_profit":254.54333333333332,"median_interval_days":148.5,"site_last_order_date":"2026-07-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"average_interval_days":148.5,"expected_reorder_date":"2026-06-12","vendor_lead_time_days":1,"expected_interval_days":149,"recent_average_revenue":658.2666666666667,"standard_deviation_days":7.7781745930520225,"coefficient_of_variation":0.05237828008789241,"recent_three_interval_days":148.5,"last_meaningful_activity_date":"2025-09-29"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50015 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-48afa974753547267e54b1e0ea97e5b86cafaf97205799f584cbb0ec6184d7db | Customer 9091 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-899d4d21cb1e27c2ea82d4fe939c8643c0595b2ea82da1e815cede2b68d7e5da | OPP-a4ff04ea5c5247f34b2fca8fe399fdddbd060a24e4fcad73417ac7e3c12cb1bb | SER-49a689129344f4805d3f7b4c167ddcd50f0863457b7f768634921dd4e0b38b3f | 9091 | Foothill Care Partners, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 297 days; median interval 148.5 days; expected reorder 2026-06-12; Overdue by 59 days. | {"site_key":"bca8e6a6a89be35b043f19ed4f3e1a931c728c04e9cb7cbb8a0c4c416c55d307","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50015} | {"due_class":"Overdue","days_overdue":59,"last_purchase":"2026-01-14","first_purchase":"2025-03-23","interval_count":2,"median_revenue":612.9,"purchase_count":3,"average_revenue":658.2666666666667,"contact_by_date":"2026-06-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":5.5,"median_gross_profit":158.9,"average_gross_profit":243.3,"median_interval_days":148.5,"site_last_order_date":"2026-07-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"average_interval_days":148.5,"expected_reorder_date":"2026-06-12","vendor_lead_time_days":1,"expected_interval_days":149,"recent_average_revenue":658.2666666666667,"standard_deviation_days":7.7781745930520225,"coefficient_of_variation":0.05237828008789241,"recent_three_interval_days":148.5,"last_meaningful_activity_date":"2025-09-29"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50015 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-899d4d21cb1e27c2ea82d4fe939c8643c0595b2ea82da1e815cede2b68d7e5da | Customer 9091 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ea57f17324e88651c84ef5682be786b48c3cd93669d0bbddb742c113a62f5ae5 | OPP-8da19a53dabc3e5d2846fc3fc5a15b79dd6183fe01670665b1cacd0e0f78c6de | SER-c8583bfc755542969d4eeec1a04395b503fbace73af4f749f2eebb05642c2c8f | 31364 | Ironwood Laboratory Partners, Corp. | Overdue Reorder | Published | 4 completed purchases over 252 days; median interval 92.0 days; expected reorder 2026-09-03; Due Soon in 24 days. | {"site_key":"9ef920aadc86d59f79e421d010749949e3c3d69ac71bd296de8f42a197981ee7","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52354} | {"due_class":"Due Soon","days_overdue":-24,"last_purchase":"2026-06-08","first_purchase":"2025-09-29","interval_count":3,"median_revenue":1040,"purchase_count":4,"average_revenue":951.8749110991838,"contact_by_date":"2026-08-04","median_quantity":40,"open_order_docs":null,"average_quantity":36.25,"mad_interval_days":6,"median_gross_profit":257.2,"average_gross_profit":274.1499110991837,"median_interval_days":92,"site_last_order_date":"2026-07-05","territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":84,"expected_reorder_date":"2026-09-03","vendor_lead_time_days":30,"expected_interval_days":87,"recent_average_revenue":1040,"standard_deviation_days":19.28730152198591,"coefficient_of_variation":0.22961073240459418,"recent_three_interval_days":84,"last_meaningful_activity_date":"2026-06-30"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-30 — XP300 Beku | 2026-05-28 — Micros 60 Beku | 2026-05-26 — DXH520 Beku. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 30 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-30 — XP300 Beku | 2026-05-28 — Micros 60 Beku | 2026-05-26 — DXH520 Beku. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Item note: 36 in a case Cost is 14.50 Euros and STD cost on look-up is Euros - actual cost is higher based on USD-Euro Conversion 1/25/2024 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ea57f17324e88651c84ef5682be786b48c3cd93669d0bbddb742c113a62f5ae5 | Customer 31364 | Order 52354 | Item 10667 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-caec04d1bed2c54e092d0fe4c78914dfd2c00d291c7f7d983869375c2687b968 | OPP-9bd581837cc3bb059af06f48bbc1d763b51ec94daabea2657b67dcd0a5e0d1a8 | SER-56f2b95951cec24c836888eaed45c981d61db3a583eaa65bdbc9498341e86d32 | 9097 | Meridian Medical Center, LLC | Overdue Reorder | Needs Validation | 27 completed purchases over 1044 days; median interval 21.5 days; expected reorder 2026-09-03; Due Soon in 24 days. | {"site_key":"965a568f685a4aabf19eb0502c0fd14d7cc100bdc4cf9a7ceba59d9470ad097e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53073} | {"due_class":"Due Soon","days_overdue":-24,"last_purchase":"2026-07-20","first_purchase":"2023-09-10","interval_count":26,"median_revenue":249,"purchase_count":27,"average_revenue":259.11112180278775,"contact_by_date":"2026-09-03","median_quantity":1,"open_order_docs":null,"average_quantity":1.1111111111111112,"mad_interval_days":13,"median_gross_profit":183,"average_gross_profit":185.4907514324174,"median_interval_days":21.5,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":40.15384615384615,"expected_reorder_date":"2026-09-03","vendor_lead_time_days":null,"expected_interval_days":45,"recent_average_revenue":260.00009622509,"standard_deviation_days":44.06875746620711,"coefficient_of_variation":1.0974977913040085,"recent_three_interval_days":60.666666666666664,"last_meaningful_activity_date":"2025-10-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53073 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-caec04d1bed2c54e092d0fe4c78914dfd2c00d291c7f7d983869375c2687b968 | Customer 9097 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5f4f63ae4b82342362bd7ad7c33947ad21c5706e63b1e1717f1f166fe6007807 | OPP-339e1321dd39d99eb1ee03dcec450dc09f1707f1baebf24543defe78dab72e3d | SER-7e4519821ef517036203152e06bbb0d9396546c2482a39cbb8a4155ff5d5822e | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 4 completed purchases over 264 days; median interval 90.0 days; expected reorder 2026-08-08; Overdue by 2 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51941} | {"due_class":"Overdue","days_overdue":2,"last_purchase":"2026-05-11","first_purchase":"2025-08-20","interval_count":3,"median_revenue":649,"purchase_count":4,"average_revenue":649,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":23,"median_gross_profit":195,"average_gross_profit":195,"median_interval_days":90,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":88,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":89,"recent_average_revenue":649,"standard_deviation_days":26.057628441590765,"coefficient_of_variation":0.296109414108986,"recent_three_interval_days":88,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5f4f63ae4b82342362bd7ad7c33947ad21c5706e63b1e1717f1f166fe6007807 | Customer 8651 | Order 51941 | Item 11436 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6228f84a42d79219ec2cbb7bab6092348fab51a4eca6ff263facf9bec47ccca2 | OPP-c012b7cf55bb2a42096cd3aa7ea29f82b5389c78424350ff3b728421de5b642e | SER-aab44543d4cb5b566a4af2faba69b8d3f9532ccbb211439bc7447199952e8bf6 | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Needs Validation | 15 completed purchases over 756 days; median interval 31.0 days; expected reorder 2026-08-29; Due Soon in 19 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53317} | {"due_class":"Due Soon","days_overdue":-19,"last_purchase":"2026-08-03","first_purchase":"2024-07-08","interval_count":14,"median_revenue":318,"purchase_count":15,"average_revenue":346.539332768,"contact_by_date":"2026-08-28","median_quantity":2,"open_order_docs":null,"average_quantity":1.9333333333333333,"mad_interval_days":4,"median_gross_profit":73.76,"average_gross_profit":91.87199943466666,"median_interval_days":31,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":54,"expected_reorder_date":"2026-08-29","vendor_lead_time_days":1,"expected_interval_days":26,"recent_average_revenue":318,"standard_deviation_days":80.41813802294183,"coefficient_of_variation":1.4892247782026264,"recent_three_interval_days":23,"last_meaningful_activity_date":"2025-08-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53317 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6228f84a42d79219ec2cbb7bab6092348fab51a4eca6ff263facf9bec47ccca2 | Customer 8651 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1edfa2c7f3b48e072e3332500d8c69cfef7fc2e23e72f0f45982d21d455a280b | OPP-0d505a18e845394dbe602c95ec38c272ce433cced93ecfa09d4352d7e5a317d8 | SER-bb498bd12a154f6401b51ef6d02d5b6e78fc9d4154d31f6714c1b1ac2b5de522 | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 5 completed purchases over 316 days; median interval 82.5 days; expected reorder 2026-08-31; Due Soon in 21 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52271} | {"due_class":"Due Soon","days_overdue":-21,"last_purchase":"2026-06-02","first_purchase":"2025-07-21","interval_count":4,"median_revenue":649,"purchase_count":5,"average_revenue":649,"contact_by_date":"2026-08-30","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":19.5,"median_gross_profit":195,"average_gross_profit":195,"median_interval_days":82.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":79,"expected_reorder_date":"2026-08-31","vendor_lead_time_days":1,"expected_interval_days":90,"recent_average_revenue":649,"standard_deviation_days":37.37200378179723,"coefficient_of_variation":0.47306333901009157,"recent_three_interval_days":95.33333333333333,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-1edfa2c7f3b48e072e3332500d8c69cfef7fc2e23e72f0f45982d21d455a280b | Customer 8651 | Order 52271 | Item 11441 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6f5ce00ba2efc9df104fb8119a50f57f1cba15482401c54ccaa977d8aa741bc9 | OPP-82c9ee68272b1a7a18868abd040f38892aa5982a356c6aaa0ee7ba6a388293b3 | SER-8efeb6304f2e28a173ed60517770800ec0e906722e303d06096a279bae8f9499 | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 5 completed purchases over 301 days; median interval 75.5 days; expected reorder 2026-09-01; Due Soon in 22 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52517} | {"due_class":"Due Soon","days_overdue":-22,"last_purchase":"2026-06-17","first_purchase":"2025-08-20","interval_count":4,"median_revenue":349,"purchase_count":5,"average_revenue":349,"contact_by_date":"2026-08-31","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":2.5,"median_gross_profit":78.29,"average_gross_profit":78.29,"median_interval_days":75.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":75.25,"expected_reorder_date":"2026-09-01","vendor_lead_time_days":1,"expected_interval_days":76,"recent_average_revenue":349,"standard_deviation_days":3.5,"coefficient_of_variation":0.046511627906976744,"recent_three_interval_days":75.66666666666667,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6f5ce00ba2efc9df104fb8119a50f57f1cba15482401c54ccaa977d8aa741bc9 | Customer 8651 | Order 52517 | Item 11605 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-501e384c42823951c4af7878d4a94a06adb9e4ebff4f3e7da76e56756bdc5fa4 | OPP-e9b027f770150de8c20491f79665520181ce2f06d65c7805842168710cf66967 | SER-96de985d82b93289cbea3d65403d3147479336433c26f2298ab335fe98f5d2f8 | 9097 | Meridian Medical Center, LLC | Overdue Reorder | Published | 6 completed purchases over 783 days; median interval 134.0 days; expected reorder 2026-08-28; Due Soon in 18 days. | {"site_key":"965a568f685a4aabf19eb0502c0fd14d7cc100bdc4cf9a7ceba59d9470ad097e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51006} | {"due_class":"Due Soon","days_overdue":-18,"last_purchase":"2026-03-16","first_purchase":"2024-01-23","interval_count":5,"median_revenue":174,"purchase_count":6,"average_revenue":174,"contact_by_date":"2026-07-29","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":62,"median_gross_profit":145,"average_gross_profit":144.275,"median_interval_days":134,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":156.6,"expected_reorder_date":"2026-08-28","vendor_lead_time_days":30,"expected_interval_days":165,"recent_average_revenue":174,"standard_deviation_days":106.126339803086,"coefficient_of_variation":0.6776905479124266,"recent_three_interval_days":186.33333333333334,"last_meaningful_activity_date":"2025-10-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-501e384c42823951c4af7878d4a94a06adb9e4ebff4f3e7da76e56756bdc5fa4 | Customer 9097 | Order 51006 | Item 13143 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-39fe735a107ccc604ba7fd1d92285e58b6973ce03917cadb708afb4cc8d3f595 | OPP-208163da1e17b39edf3cb0c93270152cb5ff21c526867869672023b78f7d8e9e | SER-ec1314c57ad82938f955b061b47b80d9e97823abb52666cd23621c5c13594196 | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Published | 5 completed purchases over 309 days; median interval 82.5 days; expected reorder 2026-08-23; Due Soon in 13 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52128} | {"due_class":"Due Soon","days_overdue":-13,"last_purchase":"2026-05-26","first_purchase":"2025-07-21","interval_count":4,"median_revenue":512,"purchase_count":5,"average_revenue":512,"contact_by_date":"2026-08-22","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":16,"median_gross_profit":58,"average_gross_profit":58,"median_interval_days":82.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":77.25,"expected_reorder_date":"2026-08-23","vendor_lead_time_days":1,"expected_interval_days":89,"recent_average_revenue":512,"standard_deviation_days":34.826953163701624,"coefficient_of_variation":0.4508343451611861,"recent_three_interval_days":93,"last_meaningful_activity_date":"2025-08-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-08-20. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-24 — XPT | 2024-08-29 — update | 2024-04-24 — Immulite 2000. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-39fe735a107ccc604ba7fd1d92285e58b6973ce03917cadb708afb4cc8d3f595 | Customer 8651 | Order 52128 | Item 11437 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a35bdb4b025ea8328e07ed276541eb3a1478568a6cefe565db6a7b80c6292967 | OPP-790dc1db4d61f5cb82434713db9bdb8ac701b1fb409a80df3f4373e25d4d3332 | SER-a2258e39bb3be3e944c82a78d6a1256f277309cf0db521ab19ffd3b08881ba72 | 8651 | Riverside Health Collective, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 167 days; median interval 83.5 days; expected reorder 2026-07-27; Overdue by 14 days. | {"site_key":"21072d00e7a58855cb1cbc6c2803257f470c9cacc70fd95ae1f82b236da800fd","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51811} | {"due_class":"Overdue","days_overdue":14,"last_purchase":"2026-05-04","first_purchase":"2025-11-18","interval_count":2,"median_revenue":309,"purchase_count":3,"average_revenue":309,"contact_by_date":"2026-07-26","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":8.5,"median_gross_profit":57,"average_gross_profit":57,"median_interval_days":83.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":83.5,"expected_reorder_date":"2026-07-27","vendor_lead_time_days":1,"expected_interval_days":84,"recent_average_revenue":309,"standard_deviation_days":12.020815280171307,"coefficient_of_variation":0.14396185964277017,"recent_three_interval_days":83.5,"last_meaningful_activity_date":"2025-08-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51811 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a35bdb4b025ea8328e07ed276541eb3a1478568a6cefe565db6a7b80c6292967 | Customer 8651 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9ba64356384bd6efe5e4e024bf2a69524535671ddc03b76655e013c8f52ba40f | OPP-b6c444461d67e38499828193d24ea1c5aa1d16317e5eca63fa56abd659454612 | SER-e85d1855f7e7984a01f4d85571b9a2b7ee2cee5c4e0d246d7ab6fcbf6a11ed49 | 9097 | Meridian Medical Center, LLC | Overdue Reorder | Published | 4 completed purchases over 777 days; median interval 209.0 days; expected reorder 2026-07-10; Overdue by 31 days. | {"site_key":"965a568f685a4aabf19eb0502c0fd14d7cc100bdc4cf9a7ceba59d9470ad097e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49112} | {"due_class":"Overdue","days_overdue":31,"last_purchase":"2025-11-13","first_purchase":"2023-09-28","interval_count":3,"median_revenue":165,"purchase_count":4,"average_revenue":166.3175,"contact_by_date":"2026-07-10","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":22,"median_gross_profit":34.38,"average_gross_profit":37.0575,"median_interval_days":209,"site_last_order_date":"2026-07-20","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"average_interval_days":259,"expected_reorder_date":"2026-07-10","vendor_lead_time_days":null,"expected_interval_days":239,"recent_average_revenue":165,"standard_deviation_days":106.22617379911601,"coefficient_of_variation":0.41013966717805406,"recent_three_interval_days":259,"last_meaningful_activity_date":"2025-10-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. | Open quote: No; Open order: No | Item active: true | Vendor: Clinlab.AI | Item note: Cempa cannot get 12/15/2020 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-9ba64356384bd6efe5e4e024bf2a69524535671ddc03b76655e013c8f52ba40f | Customer 9097 | Order 49112 | Item 11951 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7eab51d1081fe029fe36cc3bf7b33af888e81dbc4c1a960e7877c661020dd4fe | OPP-cc86c23e1fb65c7340de8979ab6e25050fb4db310c67520350d3d9fd01f3b2f9 | SER-60b8b41f16dffd3e8c0ebbbfa7e3b2efad9d4fddee3b81cdb1d037c15f4a87f8 | 9091 | Foothill Care Partners, Inc. | Overdue Reorder | Needs Validation | 3 completed purchases over 672 days; median interval 336.0 days; expected reorder 2026-08-11; Due Soon in 1 days. | {"site_key":"bca8e6a6a89be35b043f19ed4f3e1a931c728c04e9cb7cbb8a0c4c416c55d307","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MS","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47913} | {"due_class":"Due Soon","days_overdue":-1,"last_purchase":"2025-09-09","first_purchase":"2023-11-07","interval_count":2,"median_revenue":216.76,"purchase_count":3,"average_revenue":238.50333333333333,"contact_by_date":"2026-08-10","median_quantity":2,"open_order_docs":null,"average_quantity":2.3333333333333335,"mad_interval_days":147,"median_gross_profit":81.8,"average_gross_profit":91.07333333333334,"median_interval_days":336,"site_last_order_date":"2026-07-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MS"},"average_interval_days":336,"expected_reorder_date":"2026-08-11","vendor_lead_time_days":1,"expected_interval_days":336,"recent_average_revenue":238.50333333333333,"standard_deviation_days":207.889393668845,"coefficient_of_variation":0.6187184335382292,"recent_three_interval_days":336,"last_meaningful_activity_date":"2025-09-29"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 47913 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-7eab51d1081fe029fe36cc3bf7b33af888e81dbc4c1a960e7877c661020dd4fe | Customer 9091 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7ca6a75b1669c79dfcc67736112dbca17bf90f7069ad8e07bbace38fb1eb49af | OPP-8dc25f82f0c321ae873715b7f5c9e8211c87b632f3122501bc5a09dd956e7a16 | SER-c7668a230f1a5aa1f6d420dbd56b5e2286e36b62592c9573852403208fd6dd2e | 7771 | Northgate Health System, Corp. | Overdue Reorder | Needs Validation | 13 completed purchases over 360 days; median interval 27.5 days; expected reorder 2026-08-12; Due Soon in 2 days. | {"site_key":"3c3091e101ea5ebd4090083bb7f2aec4f90fdf3d8f25a0acb6d491943e8b018e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53003} | {"due_class":"Due Soon","days_overdue":-2,"last_purchase":"2026-07-16","first_purchase":"2025-07-21","interval_count":12,"median_revenue":2000,"purchase_count":13,"average_revenue":2153.846153846154,"contact_by_date":"2026-07-13","median_quantity":4,"open_order_docs":null,"average_quantity":4.3076923076923075,"mad_interval_days":5.5,"median_gross_profit":1287,"average_gross_profit":1414.6153846153845,"median_interval_days":27.5,"site_last_order_date":"2026-07-16","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":30,"expected_reorder_date":"2026-08-12","vendor_lead_time_days":30,"expected_interval_days":27,"recent_average_revenue":2500,"standard_deviation_days":10.583005244258363,"coefficient_of_variation":0.35276684147527876,"recent_three_interval_days":26.333333333333332,"last_meaningful_activity_date":"2026-04-20"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-7ca6a75b1669c79dfcc67736112dbca17bf90f7069ad8e07bbace38fb1eb49af | Customer 7771 | Order 53003 | Item 10892 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dac4c81edd510fa8555088922fded3ecdae42cb08bba1422d2639eedd19ce004 | OPP-ee182c343081b8dbddd6ed4bfca74aa0af02faf9453011e4d477275cf425474b | SER-04547c58ac2072f0c6a323de30a10bec79f73c14559a417c03dc6b959c02d87a | 605 | Ashcroft Medical Center, Corp. | Overdue Reorder | Needs Validation | 8 completed purchases over 747 days; median interval 103.0 days; expected reorder 2026-02-01; High Risk by 190 days. | {"site_key":"4757290cd894c3b698e74c48e61d722d627add0ed71a4ddd1d616f140b4b645e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48652} | {"due_class":"High Risk","days_overdue":190,"last_purchase":"2025-10-20","first_purchase":"2023-10-04","interval_count":7,"median_revenue":873,"purchase_count":8,"average_revenue":982.125,"contact_by_date":"2026-01-02","median_quantity":1,"open_order_docs":null,"average_quantity":1.125,"mad_interval_days":67,"median_gross_profit":622,"average_gross_profit":699.75,"median_interval_days":103,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":106.71428571428571,"expected_reorder_date":"2026-02-01","vendor_lead_time_days":30,"expected_interval_days":104,"recent_average_revenue":1164,"standard_deviation_days":68.19509827378673,"coefficient_of_variation":0.6390437589243736,"recent_three_interval_days":105.33333333333333,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-dac4c81edd510fa8555088922fded3ecdae42cb08bba1422d2639eedd19ce004 | Customer 605 | Order 48652 | Item 12340 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c2d81115f995a2953466368b05f1ca5af808035915e92d71086372ef941ddb73 | OPP-2f47cfc0b9bc142edaedf1d43a480a085adc03fe3592e9e8ed9597aaad15b9a3 | SER-f7d3577e50733e94681cc6a26f2b453cabadca4ddf46509360e596445124446f | 8324 | Meridian Reference Labs, Inc. | Overdue Reorder | Needs Validation | 7 completed purchases over 662 days; median interval 123.0 days; expected reorder 2026-01-09; High Risk by 213 days. | {"site_key":"d6ec6f3ece39429b2bee575b3f927cd3f633a015f44e768a5697134d7a4a8f07","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47771} | {"due_class":"High Risk","days_overdue":213,"last_purchase":"2025-08-28","first_purchase":"2023-11-05","interval_count":6,"median_revenue":1223.64,"purchase_count":7,"average_revenue":1179.5039408866992,"contact_by_date":"2026-01-02","median_quantity":3,"open_order_docs":null,"average_quantity":3.142857142857143,"mad_interval_days":27,"median_gross_profit":611.82,"average_gross_profit":529.338226600985,"median_interval_days":123,"site_last_order_date":"2026-06-10","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":110.33333333333333,"expected_reorder_date":"2026-01-09","vendor_lead_time_days":7,"expected_interval_days":134,"recent_average_revenue":1444.115862068965,"standard_deviation_days":42.88434057633003,"coefficient_of_variation":0.3886798239546529,"recent_three_interval_days":141,"last_meaningful_activity_date":"2025-05-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-c2d81115f995a2953466368b05f1ca5af808035915e92d71086372ef941ddb73 | Customer 8324 | Order 47771 | Item 13496 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ab0162930b931f5e618a012b67f76fb1bce144d1ddb5f9b174e425d4dfb23ae9 | OPP-9a6cba1325d493816b8db517ec7d2769a062ae7992a3d960eb7faccb13a94ea9 | SER-3cb773ce15cb6fa745d22140e9d2e6af3f872366eea6d82756b569c007e28997 | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Needs Validation | 13 completed purchases over 846 days; median interval 28.5 days; expected reorder 2026-05-13; High Risk by 89 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51213} | {"due_class":"High Risk","days_overdue":89,"last_purchase":"2026-03-29","first_purchase":"2023-12-04","interval_count":12,"median_revenue":1050.00071590958,"purchase_count":13,"average_revenue":1214.6156740697809,"contact_by_date":"2026-05-13","median_quantity":10,"open_order_docs":null,"average_quantity":10.307692307692308,"mad_interval_days":14.5,"median_gross_profit":483.00021,"average_gross_profit":531.923366377473,"median_interval_days":28.5,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":70.5,"expected_reorder_date":"2026-05-13","vendor_lead_time_days":null,"expected_interval_days":45,"recent_average_revenue":1575.00077793856,"standard_deviation_days":86.96237430897655,"coefficient_of_variation":1.233508855446476,"recent_three_interval_days":56,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51213 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ab0162930b931f5e618a012b67f76fb1bce144d1ddb5f9b174e425d4dfb23ae9 | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5420f08a87459a0dcc84e00b5fb21d87aaefd31a761c8a685f3d7c6bbe084841 | OPP-908764a3aceccc85a502ee54d3a5e71b822786f9f022abdfdbc4727ce1f55d33 | SER-87ebaab884cab98705fd8ed887bdc13407523e0881b28ce67602273baf8719e0 | 8324 | Meridian Reference Labs, Inc. | Overdue Reorder | Needs Validation | 7 completed purchases over 662 days; median interval 123.0 days; expected reorder 2025-12-12; High Risk by 241 days. | {"site_key":"d6ec6f3ece39429b2bee575b3f927cd3f633a015f44e768a5697134d7a4a8f07","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47771} | {"due_class":"High Risk","days_overdue":241,"last_purchase":"2025-08-28","first_purchase":"2023-11-05","interval_count":6,"median_revenue":1631.52,"purchase_count":7,"average_revenue":1266.7867980295564,"contact_by_date":"2025-12-05","median_quantity":4,"open_order_docs":null,"average_quantity":3.142857142857143,"mad_interval_days":47.5,"median_gross_profit":774.827586206895,"average_gross_profit":612.3096551724136,"median_interval_days":123,"site_last_order_date":"2026-06-10","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":110.33333333333333,"expected_reorder_date":"2025-12-12","vendor_lead_time_days":7,"expected_interval_days":106,"recent_average_revenue":1328.275862068965,"standard_deviation_days":67.68062253456795,"coefficient_of_variation":0.6134195395882291,"recent_three_interval_days":94.66666666666667,"last_meaningful_activity_date":"2025-05-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-5420f08a87459a0dcc84e00b5fb21d87aaefd31a761c8a685f3d7c6bbe084841 | Customer 8324 | Order 47771 | Item 13497 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ecb41642ba8fa5feab34d556536cbfb26c6a2daa9f7bd09f0036db7cb8cf7e8b | OPP-635652c4e7e1e4f9c361c8626499b45c0c63a9bc12442474e19256516a0f877f | SER-6f2540ca87f82088979a6f7d40d06b18ab72866b9b6acb17788cc2e8912bb50e | 8324 | Meridian Reference Labs, Inc. | Overdue Reorder | Needs Validation | 7 completed purchases over 662 days; median interval 123.0 days; expected reorder 2025-12-12; High Risk by 241 days. | {"site_key":"d6ec6f3ece39429b2bee575b3f927cd3f633a015f44e768a5697134d7a4a8f07","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47771} | {"due_class":"High Risk","days_overdue":241,"last_purchase":"2025-08-28","first_purchase":"2023-11-05","interval_count":6,"median_revenue":1631.52,"purchase_count":7,"average_revenue":1266.7867980295564,"contact_by_date":"2025-12-05","median_quantity":4,"open_order_docs":null,"average_quantity":3.142857142857143,"mad_interval_days":47.5,"median_gross_profit":774.827586206895,"average_gross_profit":612.3096551724136,"median_interval_days":123,"site_last_order_date":"2026-06-10","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":110.33333333333333,"expected_reorder_date":"2025-12-12","vendor_lead_time_days":7,"expected_interval_days":106,"recent_average_revenue":1328.275862068965,"standard_deviation_days":67.68062253456795,"coefficient_of_variation":0.6134195395882291,"recent_three_interval_days":94.66666666666667,"last_meaningful_activity_date":"2025-05-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-ecb41642ba8fa5feab34d556536cbfb26c6a2daa9f7bd09f0036db7cb8cf7e8b | Customer 8324 | Order 47771 | Item 13495 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-45aa17588b80929bf048853243e09be41e9714d14504d70d6c1b2f399ea71860 | OPP-be849536030613b4325888e3cb5e843be2db3aad57d09468d5701587bdf28fa0 | SER-2c34307c1920f04baff26860d11dbb04843dd21391b573ca01870597525aa7aa | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Published | 16 completed purchases over 903 days; median interval 56.0 days; expected reorder 2026-04-04; High Risk by 128 days. | {"site_key":"cdae62d2e763e8dbbc47a6ea24460ffa9f44b6907a4bc0d4cf244c50023fd4b7","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50370} | {"due_class":"High Risk","days_overdue":128,"last_purchase":"2026-02-03","first_purchase":"2023-08-15","interval_count":15,"median_revenue":1750,"purchase_count":16,"average_revenue":1402.187465820323,"contact_by_date":"2026-04-04","median_quantity":50,"open_order_docs":null,"average_quantity":40.0625,"mad_interval_days":28,"median_gross_profit":950,"average_gross_profit":801.4387158203231,"median_interval_days":56,"site_last_order_date":"2026-07-21","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":60.2,"expected_reorder_date":"2026-04-04","vendor_lead_time_days":null,"expected_interval_days":60,"recent_average_revenue":933.3333333333334,"standard_deviation_days":37.000386098371614,"coefficient_of_variation":0.6146243537935484,"recent_three_interval_days":63,"last_meaningful_activity_date":"2026-05-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Source email punctuation was normalized; rep should verify the address before use. | No specific objection found in targeted context review. | Candidate CAND-45aa17588b80929bf048853243e09be41e9714d14504d70d6c1b2f399ea71860 | Customer 6977 | Order 50370 | Item 5082 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4a11cee94f2c3541d9702d92d6aba4929a1ef9783190187d95cf4e9d3dbc5058 | OPP-ce6e599dfc18eeb0ceb524e48fbde3cbb70d35c4472a23d8ac1428ccd10af62c | SER-35b0754039084377efbdcd3200b7259abd65f554750221318ef3295aad3575eb | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Published | 10 completed purchases over 689 days; median interval 49.0 days; expected reorder 2026-05-28; High Risk by 74 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51213} | {"due_class":"High Risk","days_overdue":74,"last_purchase":"2026-03-29","first_purchase":"2024-05-09","interval_count":9,"median_revenue":749.99991,"purchase_count":10,"average_revenue":960.4098990895264,"contact_by_date":"2026-05-28","median_quantity":5,"open_order_docs":null,"average_quantity":8,"mad_interval_days":15,"median_gross_profit":404.999955,"average_gross_profit":417.5598990895265,"median_interval_days":49,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":76.55555555555556,"expected_reorder_date":"2026-05-28","vendor_lead_time_days":null,"expected_interval_days":60,"recent_average_revenue":1275.0000345849867,"standard_deviation_days":68.77337986298025,"coefficient_of_variation":0.898346035946041,"recent_three_interval_days":67.33333333333333,"last_meaningful_activity_date":"2026-03-19"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. | Open quote: No; Open order: No | Item active: true | Vendor: CLS Trade | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-4a11cee94f2c3541d9702d92d6aba4929a1ef9783190187d95cf4e9d3dbc5058 | Customer 8342 | Order 51213 | Item 4265 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ae59a2ca342dfa81906cd874a3118b642aaab04a55f6ec5702485f1b2a5b7ba9 | OPP-e0444953ec1f905b91840e666ca552b3af8fdd78b14e4eaa68931eeb510bbfef | SER-30b683e6804b1eff35532034e38cdd772d6d774c4415f95f848ca4c1033507e2 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Published | 11 completed purchases over 308 days; median interval 22.5 days; expected reorder 2026-03-30; High Risk by 133 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50655} | {"due_class":"High Risk","days_overdue":133,"last_purchase":"2026-02-22","first_purchase":"2025-04-20","interval_count":10,"median_revenue":1240,"purchase_count":11,"average_revenue":958.1818181818181,"contact_by_date":"2026-02-28","median_quantity":2,"open_order_docs":null,"average_quantity":1.5454545454545454,"mad_interval_days":15,"median_gross_profit":883.5,"average_gross_profit":708.0681818181819,"median_interval_days":22.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":30.8,"expected_reorder_date":"2026-03-30","vendor_lead_time_days":30,"expected_interval_days":36,"recent_average_revenue":1033.3333333333333,"standard_deviation_days":25.248982377733782,"coefficient_of_variation":0.8197721551212267,"recent_three_interval_days":44.333333333333336,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ae59a2ca342dfa81906cd874a3118b642aaab04a55f6ec5702485f1b2a5b7ba9 | Customer 44663 | Order 50655 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-446902eda0f2998554dbe8ffe8bedf4baa3651a632879c8b473a56dc58408a47 | OPP-e2b301d912ac21234743876122d72da1f984ccfb1fd04c9e54e724c038d55fcc | SER-e7653b221da911be98dc5b98ef5151f26b27a51e08550c77d5272e31d32ee543 | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Needs Validation | 14 completed purchases over 987 days; median interval 28.0 days; expected reorder 2026-06-03; High Risk by 68 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51923} | {"due_class":"High Risk","days_overdue":68,"last_purchase":"2026-05-11","first_purchase":"2023-08-28","interval_count":13,"median_revenue":750,"purchase_count":14,"average_revenue":677.1428687540061,"contact_by_date":"2026-05-04","median_quantity":10,"open_order_docs":null,"average_quantity":9.428571428571429,"mad_interval_days":7,"median_gross_profit":419.999955,"average_gross_profit":346.9071544682919,"median_interval_days":28,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":75.92307692307692,"expected_reorder_date":"2026-06-03","vendor_lead_time_days":30,"expected_interval_days":23,"recent_average_revenue":910.000114185362,"standard_deviation_days":91.94424174326302,"coefficient_of_variation":1.2110183816235252,"recent_three_interval_days":19,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51923 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-446902eda0f2998554dbe8ffe8bedf4baa3651a632879c8b473a56dc58408a47 | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-78f7b8e331ee42ff2eb35a12d1efd5d795d9709754785468d63d4103b532e4fe | OPP-59e6c767078aab7deea30f881131b2101df4d1ebad613f37bacd41d41bc56851 | SER-5cc62d6ead5e5b949bb2a36bd220090a044a9e983e7e676ac7626fe8ddd85f71 | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Needs Validation | 12 completed purchases over 759 days; median interval 35.0 days; expected reorder 2026-06-15; High Risk by 56 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51425} | {"due_class":"High Risk","days_overdue":56,"last_purchase":"2026-04-12","first_purchase":"2024-03-14","interval_count":11,"median_revenue":500,"purchase_count":12,"average_revenue":686.6666086200844,"contact_by_date":"2026-05-16","median_quantity":5,"open_order_docs":null,"average_quantity":5.583333333333333,"mad_interval_days":27,"median_gross_profit":238.25,"average_gross_profit":349.87494195341765,"median_interval_days":35,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":69,"expected_reorder_date":"2026-06-15","vendor_lead_time_days":30,"expected_interval_days":64,"recent_average_revenue":966.6664788136707,"standard_deviation_days":75.3803687971875,"coefficient_of_variation":1.0924691130027175,"recent_three_interval_days":84,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51425 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-78f7b8e331ee42ff2eb35a12d1efd5d795d9709754785468d63d4103b532e4fe | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6d253435d42775feba7dfb059ce5ea7913a75d0f4daf8e976dab80b320bd763e | OPP-1f9034e675998a10981b3e7213e168b125ce8ddffad64cb97973286f39dbf1a6 | SER-f59c47446cc67535b1215b8d4b6c0b0e080b1559f7ea4afc135ccfe92e726b36 | 4329 | Northgate Analytical Labs, LLC | Overdue Reorder | Published | 15 completed purchases over 883 days; median interval 48.5 days; expected reorder 2026-06-06; High Risk by 65 days. | {"site_key":"07658c90fb0ff70ea3902343a8c8be560325b22ecf8ff8ede7119540b4dc0216","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51253} | {"due_class":"High Risk","days_overdue":65,"last_purchase":"2026-04-01","first_purchase":"2023-10-31","interval_count":14,"median_revenue":375,"purchase_count":15,"average_revenue":425,"contact_by_date":"2026-06-05","median_quantity":1,"open_order_docs":null,"average_quantity":1.1333333333333333,"mad_interval_days":20.5,"median_gross_profit":225,"average_gross_profit":251.59933333333333,"median_interval_days":48.5,"site_last_order_date":"2026-04-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"average_interval_days":63.07142857142857,"expected_reorder_date":"2026-06-06","vendor_lead_time_days":1,"expected_interval_days":66,"recent_average_revenue":375,"standard_deviation_days":39.14168402830196,"coefficient_of_variation":0.620592951751107,"recent_three_interval_days":77.66666666666667,"last_meaningful_activity_date":"2026-06-03"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-03. 19 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-03 — Outreach Email | 2025-07-23 — i-STAT Quote | 2025-07-22 — RapidPoint-500 Purchase Order. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-03. 19 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-03 — Outreach Email | 2025-07-23 — i-STAT Quote | 2025-07-22 — RapidPoint-500 Purchase Order. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Lead time: 1 days | Item note: Look-up Cost is in Euros for Binars and Diagnostics with 10% USD conversion | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6d253435d42775feba7dfb059ce5ea7913a75d0f4daf8e976dab80b320bd763e | Customer 4329 | Order 51253 | Item 10368 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-89ef99c63f82dbb31a8bc3c53284e5e2adc613c83f9d260f0868df7d626c8d10 | OPP-3ae57ae2d5485de4a54b3b4de61388e38ebc51dec0a83e7b97b657adc9ac4428 | SER-a98867883d609569a0563e09edf65e6acb4bd685270e1b774466c407996fd5c8 | 7771 | Northgate Health System, Corp. | Overdue Reorder | Needs Validation | 10 completed purchases over 303 days; median interval 30.0 days; expected reorder 2026-06-27; High Risk by 44 days. | {"site_key":"3c3091e101ea5ebd4090083bb7f2aec4f90fdf3d8f25a0acb6d491943e8b018e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52077} | {"due_class":"High Risk","days_overdue":44,"last_purchase":"2026-05-20","first_purchase":"2025-07-21","interval_count":9,"median_revenue":450,"purchase_count":10,"average_revenue":404.999985,"contact_by_date":"2026-06-27","median_quantity":2,"open_order_docs":null,"average_quantity":1.8,"mad_interval_days":4,"median_gross_profit":224,"average_gross_profit":201.599985,"median_interval_days":30,"site_last_order_date":"2026-07-16","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":33.666666666666664,"expected_reorder_date":"2026-06-27","vendor_lead_time_days":null,"expected_interval_days":38,"recent_average_revenue":524.99995,"standard_deviation_days":9.313968005098578,"coefficient_of_variation":0.2766525150029281,"recent_three_interval_days":43,"last_meaningful_activity_date":"2026-04-20"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-89ef99c63f82dbb31a8bc3c53284e5e2adc613c83f9d260f0868df7d626c8d10 | Customer 7771 | Order 52077 | Item 11805 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7998a6704b755251830e52ea2b7c74eb68d6958239c9ba8d24afd293bc75bc48 | OPP-8ba3932606a4df8067734c98d98d62ed32cfbf1911780b415cf5724c13e7edb1 | SER-7115527e3e2a51e36ba05e356de00546f678c130ed870d8641b33c0a2e4bdd48 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Published | 18 completed purchases over 374 days; median interval 17.0 days; expected reorder 2026-03-20; High Risk by 143 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50655} | {"due_class":"High Risk","days_overdue":143,"last_purchase":"2026-02-22","first_purchase":"2025-02-13","interval_count":17,"median_revenue":530.6,"purchase_count":18,"average_revenue":619.0333333333333,"contact_by_date":"2026-02-18","median_quantity":1,"open_order_docs":null,"average_quantity":1.1666666666666667,"mad_interval_days":6,"median_gross_profit":471.6,"average_gross_profit":531.025,"median_interval_days":17,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":22,"expected_reorder_date":"2026-03-20","vendor_lead_time_days":30,"expected_interval_days":26,"recent_average_revenue":530.6,"standard_deviation_days":14.252192813739224,"coefficient_of_variation":0.6478269460790557,"recent_three_interval_days":31.333333333333332,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Item note: Old part number 33860, replaced with C71762 | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-7998a6704b755251830e52ea2b7c74eb68d6958239c9ba8d24afd293bc75bc48 | Customer 44663 | Order 50655 | Item 9233 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ab1d312c9b43f90c698bb5ea3a84fc1fdaef0666e72f4461c9a4224bdd5ccc0c | OPP-8540ac9a34c1082d371bc8588199b25a52dfb117fc1764f58b5d7f2e0dbe59b8 | SER-6a4d2f466c85ae39113007a86e4b66a14922c2ded0c391928e69608ade1f70fd | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Published | 11 completed purchases over 350 days; median interval 30.5 days; expected reorder 2026-03-23; High Risk by 140 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50528} | {"due_class":"High Risk","days_overdue":140,"last_purchase":"2026-02-12","first_purchase":"2025-02-27","interval_count":10,"median_revenue":450,"purchase_count":11,"average_revenue":429.54545454545456,"contact_by_date":"2026-02-21","median_quantity":2,"open_order_docs":null,"average_quantity":1.9090909090909092,"mad_interval_days":3.5,"median_gross_profit":380,"average_gross_profit":356.7827272727273,"median_interval_days":30.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":35,"expected_reorder_date":"2026-03-23","vendor_lead_time_days":30,"expected_interval_days":39,"recent_average_revenue":375,"standard_deviation_days":12.046207333061767,"coefficient_of_variation":0.34417735237319336,"recent_three_interval_days":45,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ab1d312c9b43f90c698bb5ea3a84fc1fdaef0666e72f4461c9a4224bdd5ccc0c | Customer 44663 | Order 50528 | Item 4877 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5ca5b59a1b71ea0edbadaab7e7cad5fb971981122ce3cb18eb30c851570b0791 | OPP-befd9d5b7e9a4036822d0e7e755dfc4d6ef3c5466ad96c2741a9ff3c8cfde81c | SER-742ca2d9082ecffb1b355d485c550ce4e95fba6d7a01b7d3d421ffb5f9641f81 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Suppressed by Counter-Evidence | 27 completed purchases over 925 days; median interval 29.0 days; expected reorder 2026-05-07; High Risk by 95 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51106} | {"due_class":"High Risk","days_overdue":95,"last_purchase":"2026-03-23","first_purchase":"2023-09-10","interval_count":26,"median_revenue":755.2,"purchase_count":27,"average_revenue":671.2888888888889,"contact_by_date":"2026-04-07","median_quantity":4,"open_order_docs":null,"average_quantity":3.555555555555556,"mad_interval_days":6,"median_gross_profit":623.2,"average_gross_profit":552.4888888888889,"median_interval_days":29,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":35.57692307692308,"expected_reorder_date":"2026-05-07","vendor_lead_time_days":30,"expected_interval_days":45,"recent_average_revenue":503.46666666666664,"standard_deviation_days":21.403127018121584,"coefficient_of_variation":0.6016014080769311,"recent_three_interval_days":56.333333333333336,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Target item is inactive; publication requires explicit validation. Current vendor lead time: 30 days. | SKU 33880 is inactive and the item note says it was replaced with C76421. The replacement must be product-validated before a new opportunity is created. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: false | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Item note: Replaced with C76421 | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-5ca5b59a1b71ea0edbadaab7e7cad5fb971981122ce3cb18eb30c851570b0791 | Customer 2550 | Order 51106 | Item 4253 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6246055f33c20d72eddac6681bd4c179854e0570156d13c2a99d1faaeca60db8 | OPP-83701dea8d343a0e61ca778e3f1d977859dc354dda4190bfdfae4690173aa2f3 | SER-a9ddcfecbd389fbb0de2660e069a748cf3402ed1ac7dec9b422b1df52ed10c57 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 24 completed purchases over 951 days; median interval 34.0 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53053} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-07-19","first_purchase":"2023-12-11","interval_count":23,"median_revenue":1830,"purchase_count":24,"average_revenue":2109.5833333333335,"contact_by_date":"2026-07-19","median_quantity":3,"open_order_docs":null,"average_quantity":3.4583333333333335,"mad_interval_days":15,"median_gross_profit":1365,"average_gross_profit":1546.4166666666667,"median_interval_days":34,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":41.34782608695652,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":30,"expected_interval_days":30,"recent_average_revenue":2033.3333333333333,"standard_deviation_days":34.9318930799663,"coefficient_of_variation":0.8448302217026551,"recent_three_interval_days":27.333333333333332,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-6246055f33c20d72eddac6681bd4c179854e0570156d13c2a99d1faaeca60db8 | Customer 2550 | Order 53053 | Item 10920 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4051d8fb44a0663af05acfcaef46f3e7448036525f64c16678dc09cc3e4bd6ee | OPP-3a17740af407eb6a39c603d91c9f92a5f972cd71b203b5398c638b32306e1356 | SER-692c6133e3f06d96d1751b26e2081a613e5ef4f11bf9096bd0d29d79786a580c | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Needs Validation | 11 completed purchases over 861 days; median interval 27.5 days; expected reorder 2026-05-19; High Risk by 83 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51213} | {"due_class":"High Risk","days_overdue":83,"last_purchase":"2026-03-29","first_purchase":"2023-11-19","interval_count":10,"median_revenue":375,"purchase_count":11,"average_revenue":469.2726455083654,"contact_by_date":"2026-04-19","median_quantity":5,"open_order_docs":null,"average_quantity":6.363636363636363,"mad_interval_days":10,"median_gross_profit":185,"average_gross_profit":216.5726455083654,"median_interval_days":27.5,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":86.1,"expected_reorder_date":"2026-05-19","vendor_lead_time_days":30,"expected_interval_days":51,"recent_average_revenue":491.66649599550965,"standard_deviation_days":131.164400658105,"coefficient_of_variation":1.523396058746864,"recent_three_interval_days":67.33333333333333,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51213 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-4051d8fb44a0663af05acfcaef46f3e7448036525f64c16678dc09cc3e4bd6ee | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1d6c7b8658651726ea4a2e0050c1a297ac1e63e004d6c61c1de6c875938eeb3f | OPP-9e9fd2ad49c12e68a0578e779292aac6d3af6ebcc3c3506424fc24ced6336e65 | SER-158f6d9661c5226cce9bf13cd0e8340a1b895b7f8bde834cee1721a1ee6c6528 | 10326 | Crestview Health Collective, PLLC | Overdue Reorder | Needs Validation | 13 completed purchases over 466 days; median interval 32.5 days; expected reorder 2026-09-01; Due Soon in 22 days. | {"site_key":"936989aa4f51b0ebfff7ce4346114de0abcb245ffd6e7332b2ed26e6de969d74","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53307} | {"due_class":"Due Soon","days_overdue":-22,"last_purchase":"2026-08-03","first_purchase":"2025-04-24","interval_count":12,"median_revenue":4049.99899258768,"purchase_count":13,"average_revenue":3398.461276363373,"contact_by_date":"2026-08-31","median_quantity":18,"open_order_docs":null,"average_quantity":15.384615384615385,"mad_interval_days":10,"median_gross_profit":479.8,"average_gross_profit":474.7251225172193,"median_interval_days":32.5,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"average_interval_days":38.833333333333336,"expected_reorder_date":"2026-09-01","vendor_lead_time_days":1,"expected_interval_days":29,"recent_average_revenue":4500,"standard_deviation_days":38.77401504131655,"coefficient_of_variation":0.9984724903343318,"recent_three_interval_days":27,"last_meaningful_activity_date":"2025-09-25"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-1d6c7b8658651726ea4a2e0050c1a297ac1e63e004d6c61c1de6c875938eeb3f | Customer 10326 | Order 53307 | Item 10368 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5dd886625e34c6bf2fe6e410198360e93485d74efdae096dc28cc3862f578074 | OPP-20c4de9b02891c890e592075c2f4e3d9cd713f424daa2ef7b8cf1bdc6482f62a | SER-f72c9389477d079b70007c37bf6e432bd1ad49dfeddb88a33996a0464450432a | 7771 | Northgate Health System, Corp. | Overdue Reorder | Needs Validation | 6 completed purchases over 321 days; median interval 44.0 days; expected reorder 2026-08-02; Overdue by 8 days. | {"site_key":"3c3091e101ea5ebd4090083bb7f2aec4f90fdf3d8f25a0acb6d491943e8b018e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52690} | {"due_class":"Overdue","days_overdue":8,"last_purchase":"2026-06-29","first_purchase":"2025-08-12","interval_count":5,"median_revenue":1200,"purchase_count":6,"average_revenue":1600,"contact_by_date":"2026-07-03","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":24,"median_gross_profit":965.65,"average_gross_profit":1271.1833333333334,"median_interval_days":44,"site_last_order_date":"2026-07-16","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":64.2,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":30,"expected_interval_days":34,"recent_average_revenue":1200,"standard_deviation_days":50.736574578897226,"coefficient_of_variation":0.7902893236588353,"recent_three_interval_days":28,"last_meaningful_activity_date":"2026-04-20"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-5dd886625e34c6bf2fe6e410198360e93485d74efdae096dc28cc3862f578074 | Customer 7771 | Order 52690 | Item 11366 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-47c0f9d09ceea00e4a16627c64758a3c14673d99eef8420512b7eb24d2dd4578 | OPP-0689b40bfad15b9e58274d03dd424bbddff9e34a61db404760727a71d3b1138c | SER-0c320a1b27c408cc45b0762e3c0e45147c0695abf97589e22ff887e8096603c0 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Published | 6 completed purchases over 306 days; median interval 61.0 days; expected reorder 2026-07-06; High Risk by 35 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51942} | {"due_class":"High Risk","days_overdue":35,"last_purchase":"2026-05-11","first_purchase":"2025-07-09","interval_count":5,"median_revenue":649,"purchase_count":6,"average_revenue":649,"contact_by_date":"2026-07-05","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":8,"median_gross_profit":195,"average_gross_profit":195,"median_interval_days":61,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":61.2,"expected_reorder_date":"2026-07-06","vendor_lead_time_days":1,"expected_interval_days":56,"recent_average_revenue":649,"standard_deviation_days":12.93058390019569,"coefficient_of_variation":0.21128405065679234,"recent_three_interval_days":53.333333333333336,"last_meaningful_activity_date":"2026-03-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-47c0f9d09ceea00e4a16627c64758a3c14673d99eef8420512b7eb24d2dd4578 | Customer 10250 | Order 51942 | Item 11440 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-034ae054c90818afa81dea3b00ff8c4132b692457a182b12629b20bd7b3c10a3 | OPP-04edc728b56c0ecfad73a1971bf477fb946a65d4760e2c07ba895545cbcfdd90 | SER-4a936585544eae277ab3f92bde8a0b0206bdf14123047206a27dd96288a15a4e | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 27 completed purchases over 889 days; median interval 22.5 days; expected reorder 2026-08-04; Overdue by 6 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52771} | {"due_class":"Overdue","days_overdue":6,"last_purchase":"2026-07-05","first_purchase":"2024-01-28","interval_count":26,"median_revenue":1100,"purchase_count":27,"average_revenue":1100,"contact_by_date":"2026-08-04","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":8,"median_gross_profit":315,"average_gross_profit":373.22777777777776,"median_interval_days":22.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":34.19230769230769,"expected_reorder_date":"2026-08-04","vendor_lead_time_days":null,"expected_interval_days":30,"recent_average_revenue":1100,"standard_deviation_days":22.079889910539375,"coefficient_of_variation":0.6457560603757297,"recent_three_interval_days":34.666666666666664,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-034ae054c90818afa81dea3b00ff8c4132b692457a182b12629b20bd7b3c10a3 | Customer 2550 | Order 52771 | Item 11374 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-04e60a3dec4aa80f3775649e5f025d4b8dba88f889ef01b93230dffe604fcf14 | OPP-ee72342d9beb498b65f4e8fa3b71d65d23ba3745ddf691ac4266b5d986cffced | SER-3d1329f620add08b01548fa8ef7d768f20795dd4803a9a88e8703fb15c1ca389 | 605 | Ashcroft Medical Center, Corp. | Overdue Reorder | Needs Validation | 13 completed purchases over 929 days; median interval 76.0 days; expected reorder 2026-06-26; High Risk by 45 days. | {"site_key":"4757290cd894c3b698e74c48e61d722d627add0ed71a4ddd1d616f140b4b645e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51579} | {"due_class":"High Risk","days_overdue":45,"last_purchase":"2026-04-20","first_purchase":"2023-10-04","interval_count":12,"median_revenue":377.57,"purchase_count":13,"average_revenue":334.38384615384615,"contact_by_date":"2026-06-26","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":27,"median_gross_profit":143.9,"average_gross_profit":89.92769230769231,"median_interval_days":76,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":77.41666666666667,"expected_reorder_date":"2026-06-26","vendor_lead_time_days":null,"expected_interval_days":67,"recent_average_revenue":377.57,"standard_deviation_days":33.56799973279025,"coefficient_of_variation":0.4336017188304445,"recent_three_interval_days":60.666666666666664,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-04e60a3dec4aa80f3775649e5f025d4b8dba88f889ef01b93230dffe604fcf14 | Customer 605 | Order 51579 | Item 11335 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9e2de452c082344e13d25987ee35f28539e03cc9791874d5d028540d7b616518 | OPP-f1073f549643f7d7897b783c4e66c7606fb4ccbc1bef141fdd73d9d35b5586e9 | SER-41c31552a23148e8e6e9b17c2d6491f9bd49a0d88a3b147d9bf75a69d3ad22d2 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Published | 20 completed purchases over 374 days; median interval 14.0 days; expected reorder 2026-03-24; High Risk by 139 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50655} | {"due_class":"High Risk","days_overdue":139,"last_purchase":"2026-02-22","first_purchase":"2025-02-13","interval_count":19,"median_revenue":325,"purchase_count":20,"average_revenue":341.25,"contact_by_date":"2026-02-22","median_quantity":1,"open_order_docs":null,"average_quantity":1.05,"mad_interval_days":5,"median_gross_profit":266,"average_gross_profit":277.9725,"median_interval_days":14,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":19.68421052631579,"expected_reorder_date":"2026-03-24","vendor_lead_time_days":30,"expected_interval_days":30,"recent_average_revenue":325,"standard_deviation_days":15.61001328057997,"coefficient_of_variation":0.7930220650562017,"recent_three_interval_days":41.333333333333336,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-9e2de452c082344e13d25987ee35f28539e03cc9791874d5d028540d7b616518 | Customer 44663 | Order 50655 | Item 5298 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3849e92df23203d8a15135731649f1c4e457ef0f282c60e0264597941ecc5f08 | OPP-e791aba0a427b7f7c8b916cd7998e3a9ae540661c0ce168c30e79e9843cfeea3 | SER-83b3005746405c669c3f1fc1afc98cf1394e69347654ec0883079df324009d76 | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Published | 5 completed purchases over 231 days; median interval 50.0 days; expected reorder 2026-07-05; High Risk by 36 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51910} | {"due_class":"High Risk","days_overdue":36,"last_purchase":"2026-05-10","first_purchase":"2025-09-21","interval_count":4,"median_revenue":799,"purchase_count":5,"average_revenue":958.8,"contact_by_date":"2026-07-04","median_quantity":1,"open_order_docs":null,"average_quantity":1.2,"mad_interval_days":4.5,"median_gross_profit":239.1,"average_gross_profit":286.92,"median_interval_days":50,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":57.75,"expected_reorder_date":"2026-07-05","vendor_lead_time_days":1,"expected_interval_days":56,"recent_average_revenue":799,"standard_deviation_days":21.187653637594387,"coefficient_of_variation":0.36688577727436167,"recent_three_interval_days":60.666666666666664,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-3849e92df23203d8a15135731649f1c4e457ef0f282c60e0264597941ecc5f08 | Customer 9506 | Order 51910 | Item 13539 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-46bdf564796d0e55ac7272224ad3fbe9badef98ca6d2bd73556c42d96c744d97 | OPP-c6291e6d8c9ba40a69cd558bf0c0bacde844a9924f5b588576644996f9f26ae2 | SER-651e1fecb5a95533b1f9fc1613d3faf4fd984c02599d110a6438f0925b2885e9 | 7771 | Northgate Health System, Corp. | Overdue Reorder | Needs Validation | 6 completed purchases over 281 days; median interval 75.0 days; expected reorder 2026-07-25; Overdue by 16 days. | {"site_key":"3c3091e101ea5ebd4090083bb7f2aec4f90fdf3d8f25a0acb6d491943e8b018e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52077} | {"due_class":"Overdue","days_overdue":16,"last_purchase":"2026-05-20","first_purchase":"2025-08-12","interval_count":5,"median_revenue":895,"purchase_count":6,"average_revenue":1193.3333333333333,"contact_by_date":"2026-06-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":3,"median_gross_profit":565,"average_gross_profit":712.0833333333334,"median_interval_days":75,"site_last_order_date":"2026-07-16","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":56.2,"expected_reorder_date":"2026-07-25","vendor_lead_time_days":30,"expected_interval_days":66,"recent_average_revenue":1491.6666666666667,"standard_deviation_days":28.58671019897183,"coefficient_of_variation":0.5086603238251215,"recent_three_interval_days":59.333333333333336,"last_meaningful_activity_date":"2026-04-20"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-46bdf564796d0e55ac7272224ad3fbe9badef98ca6d2bd73556c42d96c744d97 | Customer 7771 | Order 52077 | Item 11367 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c4c32338d94063c00a806eef465416700d32271b3708eaef008ee48a86937ba9 | OPP-c93ebc84defb6e742d13d13e1b9bd0fda1f0051bb9f5c1482f40ee5678af4544 | SER-6f189bddd9e79c4cdecfc387703226223d7df09144612eb75df594c2d4eb2347 | 7376 | Silverline Reference Labs, Inc. | Overdue Reorder | Needs Validation | 40 completed purchases over 1071 days; median interval 30.5 days; expected reorder 2026-09-02; Due Soon in 23 days. | {"site_key":"3ab9f2a13f38b85a315e658da9c555d67a9966aadbde345cabe130d2bfe5502d","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53272} | {"due_class":"Due Soon","days_overdue":-23,"last_purchase":"2026-08-02","first_purchase":"2023-08-27","interval_count":38,"median_revenue":894,"purchase_count":40,"average_revenue":870.8375,"contact_by_date":"2026-09-02","median_quantity":3,"open_order_docs":null,"average_quantity":2.925,"mad_interval_days":2.5,"median_gross_profit":452.61,"average_gross_profit":436.6165,"median_interval_days":30.5,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":28.18421052631579,"expected_reorder_date":"2026-09-02","vendor_lead_time_days":null,"expected_interval_days":31,"recent_average_revenue":894,"standard_deviation_days":7.475564746479367,"coefficient_of_variation":0.265239458791985,"recent_three_interval_days":31.333333333333332,"last_meaningful_activity_date":"2026-06-19"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-c4c32338d94063c00a806eef465416700d32271b3708eaef008ee48a86937ba9 | Customer 7376 | Order 53272 | Item 12246 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cbc8c6a9f9d7342026d0355041a3a098f55a5cbe1f7300585ff1c15ada2ad80e | OPP-55e8baddb74ec428f7f9a32229f2bd1e8da8927445de51cb35e59595459e34f8 | SER-9ac24f11abcbc44ddd6dd874313b07beb5953c41614ac0746876a3d1ddbda849 | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Published | 7 completed purchases over 777 days; median interval 128.0 days; expected reorder 2026-03-20; High Risk by 143 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49122} | {"due_class":"High Risk","days_overdue":143,"last_purchase":"2025-11-17","first_purchase":"2023-10-02","interval_count":6,"median_revenue":180.03,"purchase_count":7,"average_revenue":180.03,"contact_by_date":"2026-02-18","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":7,"median_gross_profit":134.03,"average_gross_profit":134.03,"median_interval_days":128,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":129.5,"expected_reorder_date":"2026-03-20","vendor_lead_time_days":30,"expected_interval_days":123,"recent_average_revenue":180.03,"standard_deviation_days":21.295539439046856,"coefficient_of_variation":0.1644443199926398,"recent_three_interval_days":119,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-cbc8c6a9f9d7342026d0355041a3a098f55a5cbe1f7300585ff1c15ada2ad80e | Customer 7389 | Order 49122 | Item 11342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6f239b83579f020334c325932aacf4089a3f7bb47abccddbae152dff98e6eda4 | OPP-84b55fd1724ebf337c6ca5a4e8d7d2b660315e52aae9e17250921108235efcc3 | SER-24496b3a10cb40b4e1230f2a9a4b06e728ce419e13e66931b1770174ed59f673 | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Published | 7 completed purchases over 744 days; median interval 118.5 days; expected reorder 2026-03-11; High Risk by 152 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49229} | {"due_class":"High Risk","days_overdue":152,"last_purchase":"2025-11-19","first_purchase":"2023-11-06","interval_count":6,"median_revenue":199.35,"purchase_count":7,"average_revenue":199.35,"contact_by_date":"2026-02-09","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":31.5,"median_gross_profit":178.35,"average_gross_profit":178.35,"median_interval_days":118.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":124,"expected_reorder_date":"2026-03-11","vendor_lead_time_days":30,"expected_interval_days":112,"recent_average_revenue":199.35,"standard_deviation_days":39.94496213541828,"coefficient_of_variation":0.32213679141466356,"recent_three_interval_days":108.33333333333333,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6f239b83579f020334c325932aacf4089a3f7bb47abccddbae152dff98e6eda4 | Customer 7389 | Order 49229 | Item 11356 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0c01d560f2abc87c948a76a29d4df35e86aa8637b7932f1f6cc2f271ba8ab706 | OPP-cf84574daa8ee1b4f4a5a07a3ea4df22db8b2a5fbdfafcdbfdd2b22c50a4f54d | SER-736dff4589b0f354ce8a10a36cf5dbe65dc70dd4f286283faa56d02f87da2a87 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 5 completed purchases over 795 days; median interval 190.5 days; expected reorder 2026-06-14; Overdue by 57 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49384} | {"due_class":"Overdue","days_overdue":57,"last_purchase":"2025-12-01","first_purchase":"2023-09-28","interval_count":4,"median_revenue":1851.74,"purchase_count":5,"average_revenue":1851.74,"contact_by_date":"2026-05-15","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":39,"median_gross_profit":1633.74,"average_gross_profit":1633.74,"median_interval_days":190.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":198.75,"expected_reorder_date":"2026-06-14","vendor_lead_time_days":30,"expected_interval_days":195,"recent_average_revenue":1851.74,"standard_deviation_days":71.20100654719239,"coefficient_of_variation":0.3582440580990812,"recent_three_interval_days":198.66666666666666,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-0c01d560f2abc87c948a76a29d4df35e86aa8637b7932f1f6cc2f271ba8ab706 | Customer 2550 | Order 49384 | Item 11366 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d64c8c932d636162476c0a50c9758342cac54e614c26e8aad0293f8a04dad337 | OPP-80161f2abb1613992817dbd36dabdb67a03bf16dccb8a115d50055933f678a18 | SER-8732b390d04178e761c6286a2080b61e7cf0f099b398b6009521e9094607ac33 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 17 completed purchases over 918 days; median interval 49.0 days; expected reorder 2026-06-14; High Risk by 57 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51712} | {"due_class":"High Risk","days_overdue":57,"last_purchase":"2026-04-28","first_purchase":"2023-10-23","interval_count":16,"median_revenue":195,"purchase_count":17,"average_revenue":195,"contact_by_date":"2026-05-15","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":10.5,"median_gross_profit":141,"average_gross_profit":139.09411764705882,"median_interval_days":49,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":57.375,"expected_reorder_date":"2026-06-14","vendor_lead_time_days":30,"expected_interval_days":47,"recent_average_revenue":195,"standard_deviation_days":25.74975728040946,"coefficient_of_variation":0.4487975125125832,"recent_three_interval_days":45,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-d64c8c932d636162476c0a50c9758342cac54e614c26e8aad0293f8a04dad337 | Customer 2550 | Order 51712 | Item 11365 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e4012a1d1232a894556742afc1c30d37eb5704e6e67cd6f80c1605170e1e69ed | OPP-f6fec8938adb634f23e68313fa31ecd8a758b478d13d30c8eb342f289f3ee9e5 | SER-95153d113e73a650c1ff40f3b3b6f3785ac748b07e367282373bc19f50a429a1 | 9210 | Summit Health Collective, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 524 days; median interval 262.0 days; expected reorder 2026-02-25; High Risk by 166 days. | {"site_key":"b260f4f34914f224e0e80a8d65e388375e8513572e5d08ff2f0c1b5a1f705ad7","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46376} | {"due_class":"High Risk","days_overdue":166,"last_purchase":"2025-06-08","first_purchase":"2024-01-01","interval_count":2,"median_revenue":2869.58072968,"purchase_count":3,"average_revenue":2732.93342513384,"contact_by_date":"2026-02-24","median_quantity":7,"open_order_docs":null,"average_quantity":6.666666666666667,"mad_interval_days":72,"median_gross_profit":920.22072968,"average_gross_profit":884.5100918005066,"median_interval_days":262,"site_last_order_date":"2025-06-08","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":262,"expected_reorder_date":"2026-02-25","vendor_lead_time_days":1,"expected_interval_days":262,"recent_average_revenue":2732.93342513384,"standard_deviation_days":101.82337649086284,"coefficient_of_variation":0.3886388415681788,"recent_three_interval_days":262,"last_meaningful_activity_date":"2024-01-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 46376 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e4012a1d1232a894556742afc1c30d37eb5704e6e67cd6f80c1605170e1e69ed | Customer 9210 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7f167f2b0443ddd91de68145d19aadd58f384c53778b750cdebd3df3884d2da2 | OPP-1c68abcc5a81e2a83c68ba37f021d93277d467ed68273f01f0c0611fff32a602 | SER-7676145322545f9462146ae7695b8dcaca1cbb1bae2340714542d3dd5a0b5189 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 47 completed purchases over 1064 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-08-29","interval_count":46,"median_revenue":1123.5,"purchase_count":47,"average_revenue":1500.0531914893618,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.4042553191489362,"mad_interval_days":8,"median_gross_profit":91.45,"average_gross_profit":129.3859574468085,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":23.130434782608695,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":761,"standard_deviation_days":14.146234199566523,"coefficient_of_variation":0.6115853131391542,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-7f167f2b0443ddd91de68145d19aadd58f384c53778b750cdebd3df3884d2da2 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f774c518348ec6423f18b6d42c418840670f155ca5ca1dc98dd0877e202fe8f8 | OPP-68c4e828e96d74b59b80335e862e2775148fd2ff5c4991ba54a5d126af472986 | SER-929617e3c737e87359ca942f41a680d13f10c93de809b74e0c6bf34d96dce45f | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Suppressed by Open Order | 18 completed purchases over 518 days; median interval 22.0 days; expected reorder 2026-07-14; Suppressed by Open Order by 27 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":[53115],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52516} | {"due_class":"Suppressed by Open Order","days_overdue":27,"last_purchase":"2026-06-18","first_purchase":"2025-01-16","interval_count":17,"median_revenue":500,"purchase_count":18,"average_revenue":541.6666666666666,"contact_by_date":"2026-07-14","median_quantity":20,"open_order_docs":[53115],"average_quantity":21.666666666666668,"mad_interval_days":8,"median_gross_profit":180,"average_gross_profit":179.66666666666666,"median_interval_days":22,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":30.470588235294116,"expected_reorder_date":"2026-07-14","vendor_lead_time_days":null,"expected_interval_days":26,"recent_average_revenue":458.3333333333333,"standard_deviation_days":26.14650465898555,"coefficient_of_variation":0.8580899212408384,"recent_three_interval_days":29,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52516 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f774c518348ec6423f18b6d42c418840670f155ca5ca1dc98dd0877e202fe8f8 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5322349d4e13b11b2fa5d3180a819654a9428dcdbde505389fbdb5aef0d38f13 | OPP-e6f058e5c3f89dd7b6b20fc14910870c462762bccdbcf3bbde6d670e02522d61 | SER-8f6fd7255b73556f5e353cbf6c2022ee6e1b71242d1e331cd3ed969b6e61ac5c | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 20 completed purchases over 1008 days; median interval 36.0 days; expected reorder 2026-08-04; Overdue by 6 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52444} | {"due_class":"Overdue","days_overdue":6,"last_purchase":"2026-06-14","first_purchase":"2023-09-10","interval_count":19,"median_revenue":504,"purchase_count":20,"average_revenue":504,"contact_by_date":"2026-07-05","median_quantity":3,"open_order_docs":null,"average_quantity":3,"mad_interval_days":8,"median_gross_profit":363,"average_gross_profit":358.77,"median_interval_days":36,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":53.05263157894737,"expected_reorder_date":"2026-08-04","vendor_lead_time_days":30,"expected_interval_days":51,"recent_average_revenue":448,"standard_deviation_days":38.57096444536504,"coefficient_of_variation":0.7270320679185871,"recent_three_interval_days":60.666666666666664,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-5322349d4e13b11b2fa5d3180a819654a9428dcdbde505389fbdb5aef0d38f13 | Customer 2550 | Order 52444 | Item 4261 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ccbb5ab1270f2e08b741a911079357e8cd02df0520cd1516896fd7486ae3f333 | OPP-622fd5f4a814f0222266a0a4a45e4dd09ea7c9a5b71b80103d31cf0ec4c0a7d6 | SER-1dad6f52b42972a5a7b6257c46aadb2dba9d01695aeb921229226080a2c77644 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 28 completed purchases over 604 days; median interval 21.0 days; expected reorder 2026-08-16; Suppressed by Open Order in 6 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":-6,"last_purchase":"2026-07-28","first_purchase":"2024-12-01","interval_count":27,"median_revenue":1628.62,"purchase_count":28,"average_revenue":1333.5375,"contact_by_date":"2026-08-15","median_quantity":2,"open_order_docs":[53379],"average_quantity":1.6071428571428572,"mad_interval_days":7,"median_gross_profit":248.74,"average_gross_profit":228.225,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":22.37037037037037,"expected_reorder_date":"2026-08-16","vendor_lead_time_days":1,"expected_interval_days":19,"recent_average_revenue":834.17,"standard_deviation_days":11.865101212405513,"coefficient_of_variation":0.5303935972432928,"recent_three_interval_days":18.333333333333332,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ccbb5ab1270f2e08b741a911079357e8cd02df0520cd1516896fd7486ae3f333 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-83100f70c246e65a20f2390e3db56a52e3309d0ca98b353ae38f376850c33771 | OPP-56038b1f68d373120dec0df62e1009540529e5021a1ee23de53a97cc13182927 | SER-4c120878ddb441bfa4df328e7228596a23fb946f049bd1a18f6135fd4418d8c5 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 48 completed purchases over 1057 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-09-05","interval_count":47,"median_revenue":674.55,"purchase_count":48,"average_revenue":915.8997916666667,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.4166666666666667,"mad_interval_days":8,"median_gross_profit":112.16,"average_gross_profit":140.98208333333332,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":22.48936170212766,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":12.828081188354833,"coefficient_of_variation":0.5704066375143587,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-83100f70c246e65a20f2390e3db56a52e3309d0ca98b353ae38f376850c33771 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9471c3849747a12f725558bf70609cab8b1f5874f15fefa00f47289360a3575e | OPP-5025167553f82b8ce1ebcbbd60e9b1d17171ca5e02bda47fee14dfdd3848816c | SER-7ee7168f47bcc2fe049141054897b95375c2757050492b2b0bd5a6e962f47349 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 22 days; median interval 11.0 days; expected reorder 2026-04-03; High Risk by 129 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51103} | {"due_class":"High Risk","days_overdue":129,"last_purchase":"2026-03-23","first_purchase":"2026-03-01","interval_count":2,"median_revenue":884.99990775,"purchase_count":3,"average_revenue":881.6666359166667,"contact_by_date":"2026-04-03","median_quantity":3,"open_order_docs":null,"average_quantity":3.6666666666666665,"mad_interval_days":3,"median_gross_profit":682.34990775,"average_gross_profit":633.9833025833333,"median_interval_days":11,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":11,"expected_reorder_date":"2026-04-03","vendor_lead_time_days":null,"expected_interval_days":11,"recent_average_revenue":881.6666359166667,"standard_deviation_days":4.242640687119285,"coefficient_of_variation":0.385694607919935,"recent_three_interval_days":11,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51103 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-9471c3849747a12f725558bf70609cab8b1f5874f15fefa00f47289360a3575e | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-26c0ef500cc181a5b58dd29b9ac5e423f4b68ea63d8998fb4e164d8adb63e3da | OPP-6a3fb7068ab31cd50d2921a1fc531a18a9dab7a145293c9fb71ff10c6331f8e3 | SER-4bd53b2e20d82cb36d245a76f2edb67f5f8533189ff9de9e4024f657f9956b90 | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Published | 6 completed purchases over 706 days; median interval 146.0 days; expected reorder 2026-04-13; High Risk by 119 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49229} | {"due_class":"High Risk","days_overdue":119,"last_purchase":"2025-11-19","first_purchase":"2023-12-14","interval_count":5,"median_revenue":270,"purchase_count":6,"average_revenue":360,"contact_by_date":"2026-03-14","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":36,"median_gross_profit":170.25,"average_gross_profit":227,"median_interval_days":146,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":141.2,"expected_reorder_date":"2026-04-13","vendor_lead_time_days":30,"expected_interval_days":145,"recent_average_revenue":360,"standard_deviation_days":35.02427729447105,"coefficient_of_variation":0.24804728962089975,"recent_three_interval_days":145,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-26c0ef500cc181a5b58dd29b9ac5e423f4b68ea63d8998fb4e164d8adb63e3da | Customer 7389 | Order 49229 | Item 5085 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e2570f29e690045c1367be54387eec0da16f77f306800a51d081496d89bf2c3e | OPP-7032755d1a5f599e89b144ffa06cd526341caa46b3fea9cffc5ff5fe9d308270 | SER-9f49f0bb92a14929ae9b29d52a6dd1447b7ce02ad09276253f726eb2799702a8 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 46 completed purchases over 1051 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-09-11","interval_count":45,"median_revenue":674.55,"purchase_count":46,"average_revenue":943.8276086956522,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.4565217391304348,"mad_interval_days":8,"median_gross_profit":112.16,"average_gross_profit":156.84891304347826,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":23.355555555555554,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":14.079571848403042,"coefficient_of_variation":0.602836092462547,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e2570f29e690045c1367be54387eec0da16f77f306800a51d081496d89bf2c3e | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fd7159ea5a62a3bcdc955a2fdd2a4164df45b228039766770f425e0d7f9e9292 | OPP-49312574554a7f7464fb5d1a342f5ca779717245bbfef5748ce587ce51ede288 | SER-bc192a1b47d5bfd7084f308eacdfb55e555b354ecef00bd461bda696cc04ce8a | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Published | 7 completed purchases over 744 days; median interval 116.5 days; expected reorder 2026-03-26; High Risk by 137 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49229} | {"due_class":"High Risk","days_overdue":137,"last_purchase":"2025-11-19","first_purchase":"2023-11-06","interval_count":6,"median_revenue":153,"purchase_count":7,"average_revenue":153,"contact_by_date":"2026-03-26","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":21.5,"median_gross_profit":117.51,"average_gross_profit":117.51,"median_interval_days":116.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":124,"expected_reorder_date":"2026-03-26","vendor_lead_time_days":null,"expected_interval_days":127,"recent_average_revenue":153,"standard_deviation_days":31.6164514137814,"coefficient_of_variation":0.25497138236920486,"recent_three_interval_days":133.33333333333334,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Hazmat - Order from Kani instead of Cempa 1/10/2022 Jeremy Linder- | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-fd7159ea5a62a3bcdc955a2fdd2a4164df45b228039766770f425e0d7f9e9292 | Customer 7389 | Order 49229 | Item 12164 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2bc34fafaa313dfc01304ea01dd96795f48e7e8a45f36283792d2d084eeed46d | OPP-73bb28e18640e80ec388a18c14cc6f1ddfb3f48304619b98658b5ddcf3586a0a | SER-cf34f9e69a8de21a686164bdfae2acaa9c3e88962d0771ce80e78751a7952d50 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 47 completed purchases over 1071 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-08-22","interval_count":46,"median_revenue":674.55,"purchase_count":47,"average_revenue":921.0348936170212,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.425531914893617,"mad_interval_days":7,"median_gross_profit":112.16,"average_gross_profit":153.83617021276595,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":23.282608695652176,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":14.27922040118789,"coefficient_of_variation":0.613299849163999,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2bc34fafaa313dfc01304ea01dd96795f48e7e8a45f36283792d2d084eeed46d | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ce0d44921e675a303eecab7f1a0f9864d306737b0b98ccd77e732bbaf5418340 | OPP-1c73b213b719ccb835175ee3c5f453649f91221f9f971a6257a9698498fe5f7d | SER-8c0882a61e004e201bfb67406ba860b98114b003dd020a171bf4c83a57f76485 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 49 completed purchases over 1064 days; median interval 20.5 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-08-29","interval_count":48,"median_revenue":674.55,"purchase_count":49,"average_revenue":895.694693877551,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.3877551020408163,"mad_interval_days":7.5,"median_gross_profit":112.16,"average_gross_profit":149.05346938775511,"median_interval_days":20.5,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":22.166666666666668,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":13.637141606864459,"coefficient_of_variation":0.6152093957983966,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ce0d44921e675a303eecab7f1a0f9864d306737b0b98ccd77e732bbaf5418340 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6b57452c3836e544498ed946cc1711bb09fbce1fc08ea0954672f7853054d6cd | OPP-849aade75510e982f765e6e645262a2aa66c0e774b9a2068d3afc883b9e5893b | SER-cd0f391028a14db2e9561fcc7e4f02f70c61a2003044b9997d39072fd3665c40 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 46 completed purchases over 1078 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-08-15","interval_count":45,"median_revenue":674.55,"purchase_count":46,"average_revenue":928.9480444347826,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.434782608695652,"mad_interval_days":8,"median_gross_profit":112.16,"average_gross_profit":154.29282704347827,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":23.955555555555556,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":14.79397229149819,"coefficient_of_variation":0.6175591401831341,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6b57452c3836e544498ed946cc1711bb09fbce1fc08ea0954672f7853054d6cd | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3316147dda3236627bc7fbd76b7ae2567d23af317589d5bebf7cd566c7886166 | OPP-ec5a9b1ac53dd8f83c4d4b25c327d2105aaec754b56af373ef99b4a3ebcf3ff3 | SER-8c3966b154875e7721af3f743cbe5697ad6847badba41883f70d19660862843c | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 35 completed purchases over 625 days; median interval 14.5 days; expected reorder 2026-08-06; Suppressed by Open Order by 4 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":4,"last_purchase":"2026-07-28","first_purchase":"2024-11-10","interval_count":34,"median_revenue":1295.14,"purchase_count":35,"average_revenue":1010.5248571428572,"contact_by_date":"2026-08-05","median_quantity":2,"open_order_docs":[53379],"average_quantity":1.542857142857143,"mad_interval_days":6.5,"median_gross_profit":170.36,"average_gross_profit":175.242,"median_interval_days":14.5,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":18.38235294117647,"expected_reorder_date":"2026-08-06","vendor_lead_time_days":1,"expected_interval_days":9,"recent_average_revenue":515,"standard_deviation_days":11.015181550883783,"coefficient_of_variation":0.5992258763680779,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-3316147dda3236627bc7fbd76b7ae2567d23af317589d5bebf7cd566c7886166 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d4049cb51e22e7547e4decf3498bd07e5aaf5876d54a97e3a1c62c2c86370333 | OPP-17d41517142d23bac80ce56dbcfb360c3aa4d8942a1575e2ceabd5ed811d745c | SER-b5430634cf3ef5fee5bdcf75dd14bc9ade85214331ae6a65e0a6b5c5b63bc556 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 8 completed purchases over 750 days; median interval 99.0 days; expected reorder 2026-03-14; High Risk by 149 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49384} | {"due_class":"High Risk","days_overdue":149,"last_purchase":"2025-12-01","first_purchase":"2023-11-12","interval_count":7,"median_revenue":199.35,"purchase_count":8,"average_revenue":199.35,"contact_by_date":"2026-02-12","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":28,"median_gross_profit":178.35,"average_gross_profit":178.35,"median_interval_days":99,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":107.14285714285714,"expected_reorder_date":"2026-03-14","vendor_lead_time_days":30,"expected_interval_days":103,"recent_average_revenue":199.35,"standard_deviation_days":62.50180949761527,"coefficient_of_variation":0.5833502219777426,"recent_three_interval_days":105,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-d4049cb51e22e7547e4decf3498bd07e5aaf5876d54a97e3a1c62c2c86370333 | Customer 2550 | Order 49384 | Item 11356 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4a0cd54a62dc506ae9fabbde76bf96656116a32aaa0984c51f5e3a0ac2c32f29 | OPP-1870d57ac5391f6d3c205585a9f6f6542ec777ed603564781a87e21d76fa01c3 | SER-5c0e0c9a7908ccbaeca8e22858342a24688b4e88234708933985a54f59659563 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 45 completed purchases over 1078 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-08-15","interval_count":44,"median_revenue":674.55,"purchase_count":45,"average_revenue":970.4884444444444,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.488888888888889,"mad_interval_days":10,"median_gross_profit":112.16,"average_gross_profit":149.03444444444443,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":24.5,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":16.064550023012174,"coefficient_of_variation":0.6556959193066194,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-4a0cd54a62dc506ae9fabbde76bf96656116a32aaa0984c51f5e3a0ac2c32f29 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6b0b01824441d161532b20980fc67524b2d64e2bff4c048951c3025317fddf1c | OPP-3919ad3c6824f18c37df5333a5557b2bd904268dbe26a767049691c6f5ee791c | SER-58a0366ccbbed171f4e5aaef291b01b75e661162a307744cc56c928fd9fcd589 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 48 completed purchases over 1051 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-09-11","interval_count":47,"median_revenue":674.55,"purchase_count":48,"average_revenue":877.7335416666666,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.3541666666666667,"mad_interval_days":7,"median_gross_profit":112.16,"average_gross_profit":123.98979166666666,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":22.361702127659573,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":515,"standard_deviation_days":14.707917908857494,"coefficient_of_variation":0.6577280130507157,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6b0b01824441d161532b20980fc67524b2d64e2bff4c048951c3025317fddf1c | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-510a181ba4960888fb242be2a0c560ecc79504ec411974884a6d17f58c261ddb | OPP-77a7fe704fdd2e1fc0e8e7e24b6e55a752ab2f98eab59c43c87feb8773abc60d | SER-efc3028813a956643312959cfe1fa094fb06446933a3a494eab92f8d592aec92 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Published | 11 completed purchases over 359 days; median interval 29.5 days; expected reorder 2026-03-25; High Risk by 138 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50528} | {"due_class":"High Risk","days_overdue":138,"last_purchase":"2026-02-12","first_purchase":"2025-02-18","interval_count":10,"median_revenue":186.34,"purchase_count":11,"average_revenue":186.34,"contact_by_date":"2026-03-25","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":17,"median_gross_profit":83.34,"average_gross_profit":87.23181818181818,"median_interval_days":29.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":35.9,"expected_reorder_date":"2026-03-25","vendor_lead_time_days":null,"expected_interval_days":41,"recent_average_revenue":186.34,"standard_deviation_days":23.657040295767253,"coefficient_of_variation":0.6589704817762466,"recent_three_interval_days":48,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-510a181ba4960888fb242be2a0c560ecc79504ec411974884a6d17f58c261ddb | Customer 44663 | Order 50528 | Item 5240 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8ba80828ed9ce7d9b83c7faf199075be8315d315221d017ced516c1d6cbe7c22 | OPP-f517fff3c819d2c5e96c8676c15697022f24a8eb30034716ed40d874f3e962a3 | SER-6518f49dcbe89f5ee1e1a2d1f365559cd04d931c2305025249d6974391c2f240 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Published | 5 completed purchases over 256 days; median interval 60.5 days; expected reorder 2026-05-16; High Risk by 86 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51089} | {"due_class":"High Risk","days_overdue":86,"last_purchase":"2026-03-22","first_purchase":"2025-07-09","interval_count":4,"median_revenue":512,"purchase_count":5,"average_revenue":512,"contact_by_date":"2026-05-15","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":16,"median_gross_profit":58,"average_gross_profit":58,"median_interval_days":60.5,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":64,"expected_reorder_date":"2026-05-16","vendor_lead_time_days":1,"expected_interval_days":55,"recent_average_revenue":512,"standard_deviation_days":28.69378562220979,"coefficient_of_variation":0.448340400347028,"recent_three_interval_days":51.333333333333336,"last_meaningful_activity_date":"2026-03-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-8ba80828ed9ce7d9b83c7faf199075be8315d315221d017ced516c1d6cbe7c22 | Customer 10250 | Order 51089 | Item 11433 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f68e0d2eff949adc74886fa0784972ce3111620794333b6891f6655acf915861 | OPP-723d1f3779227920f88b946befd920c2edf92da71b2f086016c736dfdf715155 | SER-34d2004cc4829e9ffd4d8ddb6dd75821c4692439dffc4d75a618b46508ccca7d | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Published | 15 completed purchases over 364 days; median interval 21.5 days; expected reorder 2026-03-14; High Risk by 149 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50528} | {"due_class":"High Risk","days_overdue":149,"last_purchase":"2026-02-12","first_purchase":"2025-02-13","interval_count":14,"median_revenue":159.76,"purchase_count":15,"average_revenue":171.83466666666666,"contact_by_date":"2026-03-14","median_quantity":2,"open_order_docs":null,"average_quantity":2.1333333333333333,"mad_interval_days":5,"median_gross_profit":45.76,"average_gross_profit":44.050666666666665,"median_interval_days":21.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":26,"expected_reorder_date":"2026-03-14","vendor_lead_time_days":null,"expected_interval_days":30,"recent_average_revenue":166.88,"standard_deviation_days":15.703992632938434,"coefficient_of_variation":0.6039997166514782,"recent_three_interval_days":35.333333333333336,"last_meaningful_activity_date":null} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2019-09-13. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2019-07-30 — Convo about training, manuals and reagent | 2019-05-31 — LMOVM-What is your time frame for installation??? | 2019-05-06 — Request to change to LLC address for reagents ONLY.... | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Item note: Each box contains 16 packages of 98 reaction vessels for a total of 1,568 reaction vessels per box. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f68e0d2eff949adc74886fa0784972ce3111620794333b6891f6655acf915861 | Customer 44663 | Order 50528 | Item 4880 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-083209304f0b85419e9b6975592689105fadd76cb3d4984fd630a9cffbcd9345 | OPP-b592309e6fc8d279dba0a262ebb64769c321bd245cb0ddf7a9dc0be81e685a09 | SER-484eebf9989b35ecb0504f1cf01be7a48e3b2024af678320e91e30cca8d47d16 | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Published | 5 completed purchases over 626 days; median interval 188.0 days; expected reorder 2026-01-01; High Risk by 221 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":46493} | {"due_class":"High Risk","days_overdue":221,"last_purchase":"2025-06-15","first_purchase":"2023-09-28","interval_count":3,"median_revenue":243.2,"purchase_count":5,"average_revenue":436.75995430769467,"contact_by_date":"2026-01-01","median_quantity":2,"open_order_docs":null,"average_quantity":4,"mad_interval_days":104,"median_gross_profit":79,"average_gross_profit":166.49995430769468,"median_interval_days":188,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":208.66666666666666,"expected_reorder_date":"2026-01-01","vendor_lead_time_days":null,"expected_interval_days":200,"recent_average_revenue":606.3332571794912,"standard_deviation_days":136.181251768859,"coefficient_of_variation":0.6526258071990048,"recent_three_interval_days":208.66666666666666,"last_meaningful_activity_date":"2026-03-19"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Item note: Cempa Can no Longer get 2/27/2020 Jeremy linder- USS Can no longer get 12/6/2021 Jeremy Linder- Kano cannot get | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-083209304f0b85419e9b6975592689105fadd76cb3d4984fd630a9cffbcd9345 | Customer 8342 | Order 46493 | Item 4252 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a549067938aac9cf607789f06b3c9036b125eca25d5cf53c34a54cdd23222e21 | OPP-7959fd1253bd6ddf028b5d8a0ea2df6d739a84f2f10300a2fcdef76c1cf43219 | SER-c91f2800922c793b3d273041426041c45f62ca69ccb064d8e6300c380b139a58 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Published | 4 completed purchases over 181 days; median interval 62.0 days; expected reorder 2026-05-22; High Risk by 80 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51089} | {"due_class":"High Risk","days_overdue":80,"last_purchase":"2026-03-22","first_purchase":"2025-09-22","interval_count":3,"median_revenue":512,"purchase_count":4,"average_revenue":512,"contact_by_date":"2026-05-21","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":1,"median_gross_profit":58,"average_gross_profit":58,"median_interval_days":62,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":60.333333333333336,"expected_reorder_date":"2026-05-22","vendor_lead_time_days":1,"expected_interval_days":61,"recent_average_revenue":512,"standard_deviation_days":3.7859388972001824,"coefficient_of_variation":0.06275036846188148,"recent_three_interval_days":60.333333333333336,"last_meaningful_activity_date":"2026-03-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a549067938aac9cf607789f06b3c9036b125eca25d5cf53c34a54cdd23222e21 | Customer 10250 | Order 51089 | Item 11437 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2265b3ea309795cc4953be1780d7444be2e6f180771a12ca232210cc217ac053 | OPP-4883c627e978857a0bf0e8eed09fb92d54e085ff6738c2822ebc8979cab175fc | SER-b9cd0ed9fb1447e37cadb3e60479a6a9d6e9ed030c0521f0f42f8f60e3ee8e7b | 10250 | Northgate Health System, PLLC | Overdue Reorder | Published | 4 completed purchases over 210 days; median interval 70.0 days; expected reorder 2026-06-15; High Risk by 56 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51334} | {"due_class":"High Risk","days_overdue":56,"last_purchase":"2026-04-06","first_purchase":"2025-09-08","interval_count":3,"median_revenue":512,"purchase_count":4,"average_revenue":512,"contact_by_date":"2026-06-14","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":6,"median_gross_profit":58,"average_gross_profit":58,"median_interval_days":70,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":70,"expected_reorder_date":"2026-06-15","vendor_lead_time_days":1,"expected_interval_days":70,"recent_average_revenue":512,"standard_deviation_days":6,"coefficient_of_variation":0.08571428571428572,"recent_three_interval_days":70,"last_meaningful_activity_date":"2026-03-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2265b3ea309795cc4953be1780d7444be2e6f180771a12ca232210cc217ac053 | Customer 10250 | Order 51334 | Item 11449 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8a05a8dc8f7b4395c7dfa224b02169731aef90b7112ebb5bfbb9118536d0f117 | OPP-2a0e8f07ab6cb8b88cb949a01f13511c7292ea3389eb75dcaa1427baa2ca82c1 | SER-786bd99bf6b225b9a5e04950bbde1db3eabb2a2660fed74f9a0b780aedc9ac22 | 5592 | Bridgeport Diagnostics, Corp. | Overdue Reorder | Needs Validation | 20 completed purchases over 1015 days; median interval 45.0 days; expected reorder 2026-09-03; Due Soon in 24 days. | {"site_key":"b81d5bbb004fa8fac61cd941bce818c4411ef5a7e66d20eb96fa05385b5791bc","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52670} | {"due_class":"Due Soon","days_overdue":-24,"last_purchase":"2026-06-28","first_purchase":"2023-09-17","interval_count":19,"median_revenue":684.079800995024,"purchase_count":20,"average_revenue":590.0189800995024,"contact_by_date":"2026-08-04","median_quantity":4,"open_order_docs":null,"average_quantity":3.45,"mad_interval_days":8,"median_gross_profit":552.079800995024,"average_gross_profit":474.9314800995024,"median_interval_days":45,"site_last_order_date":"2026-08-02","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":53.421052631578945,"expected_reorder_date":"2026-09-03","vendor_lead_time_days":30,"expected_interval_days":67,"recent_average_revenue":399.0466666666667,"standard_deviation_days":26.53784674651507,"coefficient_of_variation":0.49676757456530674,"recent_three_interval_days":81.66666666666667,"last_meaningful_activity_date":"2025-02-27"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-8a05a8dc8f7b4395c7dfa224b02169731aef90b7112ebb5bfbb9118536d0f117 | Customer 5592 | Order 52670 | Item 4954 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2a8a09d496db50f34fcb5b38dfd6606fa726a9f643174f7f2d381f978d6a00d8 | OPP-18f47d603cd156369ca03cb0b65ef37a15fa080cfbf1831f1ab82b5accbadd2f | SER-0b2ef44289db31065170bcde2fb15538fc38120e81d80f02f7631c2afb7613b4 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Suppressed by Open Order | 27 completed purchases over 795 days; median interval 17.0 days; expected reorder 2026-07-22; Suppressed by Open Order by 19 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":[53319],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52923} | {"due_class":"Suppressed by Open Order","days_overdue":19,"last_purchase":"2026-07-12","first_purchase":"2024-05-08","interval_count":26,"median_revenue":318,"purchase_count":27,"average_revenue":305.8922215940741,"contact_by_date":"2026-07-21","median_quantity":2,"open_order_docs":[53319],"average_quantity":1.777777777777778,"mad_interval_days":4.5,"median_gross_profit":73.76,"average_gross_profit":78.47407344592592,"median_interval_days":17,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":30.576923076923077,"expected_reorder_date":"2026-07-22","vendor_lead_time_days":1,"expected_interval_days":10,"recent_average_revenue":265,"standard_deviation_days":63.706309311981386,"coefficient_of_variation":2.0834767825302087,"recent_three_interval_days":4.666666666666667,"last_meaningful_activity_date":"2026-03-31"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52923 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2a8a09d496db50f34fcb5b38dfd6606fa726a9f643174f7f2d381f978d6a00d8 | Customer 10250 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b385ade3647104c901f6183894a76d56c8d219c221b6cf9a5fd74b46f604896c | OPP-57941519219ed4b0465fe3d9f73170335703cdcb0a727099d9146a7d98ede589 | SER-eae1a9874b216b5be3c17c3c788174d950ccbf10ba96816483862d1df361e7d6 | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Published | 8 completed purchases over 358 days; median interval 41.0 days; expected reorder 2026-08-03; Overdue by 7 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52398} | {"due_class":"Overdue","days_overdue":7,"last_purchase":"2026-06-10","first_purchase":"2025-06-17","interval_count":7,"median_revenue":131.92,"purchase_count":8,"average_revenue":185.8725,"contact_by_date":"2026-07-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":13,"median_gross_profit":37.69,"average_gross_profit":50.10375,"median_interval_days":41,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":51.142857142857146,"expected_reorder_date":"2026-08-03","vendor_lead_time_days":7,"expected_interval_days":54,"recent_average_revenue":277.88666666666666,"standard_deviation_days":33.13320877623421,"coefficient_of_variation":0.6478560375241327,"recent_three_interval_days":63.333333333333336,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 36 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 36 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: No; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Lead time: 7 days | Item note: 6/23/2025 Kristin Collier- Replaces discontinued item 5390013041 | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-b385ade3647104c901f6183894a76d56c8d219c221b6cf9a5fd74b46f604896c | Customer 9506 | Order 52398 | Item 17063 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-74d2e88e5ae096a08f803f94813704a1d6a2fa6c568eb4a252586b255c616df3 | OPP-a027478ca58187ceb5a1598978c046599d2b54914b5970b363d708c237b2263d | SER-c10b3b3a16da3c134d9c854bd2f11c3d313320634cacb39bacd137de310cd66f | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Published | 11 completed purchases over 950 days; median interval 95.5 days; expected reorder 2026-07-14; Overdue by 27 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51337} | {"due_class":"Overdue","days_overdue":27,"last_purchase":"2026-04-06","first_purchase":"2023-08-30","interval_count":10,"median_revenue":398,"purchase_count":11,"average_revenue":398,"contact_by_date":"2026-07-14","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":14,"median_gross_profit":58.21,"average_gross_profit":53.92636363636364,"median_interval_days":95.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":95,"expected_reorder_date":"2026-07-14","vendor_lead_time_days":null,"expected_interval_days":99,"recent_average_revenue":398,"standard_deviation_days":28.4526897771644,"coefficient_of_variation":0.2995019976543621,"recent_three_interval_days":100.66666666666667,"last_meaningful_activity_date":"2025-01-02"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-01-02. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-01-26 — Block Scientific Order Confirmation 38432 | 2021-08-25 — Block Scientific Order Confirmation 29348 | 2021-08-25 — SO# 29348. | Open quote: No; Open order: No | Item active: true | Vendor: Clinlab.AI | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-74d2e88e5ae096a08f803f94813704a1d6a2fa6c568eb4a252586b255c616df3 | Customer 7389 | Order 51337 | Item 11360 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-003fdc14379009c89f8cc88a8eed26cb4948e570c5c150a880491e59138ef67f | OPP-0f7a9ebd945570961c90c7b78ed3d7a0d7fab078df543af3cbcf31d0dc23297d | SER-d547bb1f81d916bcbb8feae8cd4c26adca2a20cad79cd71d6e24e80c9d6309af | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Published | 15 completed purchases over 399 days; median interval 25.5 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53085} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-07-21","first_purchase":"2025-06-17","interval_count":14,"median_revenue":260.08,"purchase_count":15,"average_revenue":364.112,"contact_by_date":"2026-08-11","median_quantity":1,"open_order_docs":null,"average_quantity":1.4,"mad_interval_days":8.5,"median_gross_profit":65.02,"average_gross_profit":82.838,"median_interval_days":25.5,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":28.5,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":7,"expected_interval_days":28,"recent_average_revenue":346.7733333333333,"standard_deviation_days":13.732331305241768,"coefficient_of_variation":0.48183618614883394,"recent_three_interval_days":29.666666666666668,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 7 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 36 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 36 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: No; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Lead time: 7 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-003fdc14379009c89f8cc88a8eed26cb4948e570c5c150a880491e59138ef67f | Customer 9506 | Order 53085 | Item 14722 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-15c88221c0bc4a50c357b467d9cf1472642bcbc3c67391cd8c0cb8ca0f86d5a8 | OPP-a2041a3f61b4dec3c194cb3247b0f0d98e352aec39f4b9a21bb7f12abe426824 | SER-dda095d4635b90e3644be96d87f50f08f9f557db137d50a920477ba9e764e8fc | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 48 completed purchases over 1057 days; median interval 21.0 days; expected reorder 2026-08-08; Suppressed by Open Order by 2 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":2,"last_purchase":"2026-07-28","first_purchase":"2023-09-05","interval_count":47,"median_revenue":340.42,"purchase_count":48,"average_revenue":444.254375,"contact_by_date":"2026-08-07","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.3333333333333333,"mad_interval_days":8,"median_gross_profit":58.96,"average_gross_profit":47.856875,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":22.48936170212766,"expected_reorder_date":"2026-08-08","vendor_lead_time_days":1,"expected_interval_days":11,"recent_average_revenue":340.42,"standard_deviation_days":14.28114040694402,"coefficient_of_variation":0.6350175961460445,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-15c88221c0bc4a50c357b467d9cf1472642bcbc3c67391cd8c0cb8ca0f86d5a8 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c341f1e9a88f1b54b79035f21889010c5c790578c92a4ceab364522845f7f51d | OPP-1df343f083c1f06e6be23b68f34ec88cb458b742c1558233e4028d00e19395c0 | SER-08b3482c399ea7e2818d442a83b0c49f971d294a2843efd65f4c26b458129a4e | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Published | 28 completed purchases over 1050 days; median interval 28.0 days; expected reorder 2026-09-08; Due Soon in 29 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53148} | {"due_class":"Due Soon","days_overdue":-29,"last_purchase":"2026-07-26","first_purchase":"2023-09-10","interval_count":27,"median_revenue":950.4,"purchase_count":28,"average_revenue":916.4571452142857,"contact_by_date":"2026-08-09","median_quantity":3,"open_order_docs":null,"average_quantity":2.892857142857143,"mad_interval_days":7,"median_gross_profit":809.4,"average_gross_profit":776.9678595,"median_interval_days":28,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":38.888888888888886,"expected_reorder_date":"2026-09-08","vendor_lead_time_days":30,"expected_interval_days":44,"recent_average_revenue":950.4,"standard_deviation_days":21.946321460350152,"coefficient_of_variation":0.564333980409004,"recent_three_interval_days":55.333333333333336,"last_meaningful_activity_date":"2024-06-27"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. Customer record is active. Current vendor lead time: 30 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-06-27. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Block Scientific Order Confirmation 40533 | 2022-11-21 — Block Scientific Order Confirmation 33915. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Lead time: 30 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-c341f1e9a88f1b54b79035f21889010c5c790578c92a4ceab364522845f7f51d | Customer 2550 | Order 53148 | Item 12080 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f676ad58f6b339bdf93e2a7b1ed98f57c432a249246fbba0d61182d6045e1516 | OPP-4c846e6dd6677c14871cd1c39ba2e9f88cee8ebe9429ccb85904516cbfb9a2eb | SER-42362da05283ef4100dfbf4489ad7e7a84c79547dcff790df85cfbccc4f53f41 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 44 completed purchases over 1078 days; median interval 22.0 days; expected reorder 2026-08-17; Suppressed by Open Order in 7 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":-7,"last_purchase":"2026-07-28","first_purchase":"2023-08-15","interval_count":43,"median_revenue":674.55,"purchase_count":44,"average_revenue":971.9029545454546,"contact_by_date":"2026-08-16","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.5,"mad_interval_days":9,"median_gross_profit":112.16,"average_gross_profit":162.64477272727274,"median_interval_days":22,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":25.069767441860463,"expected_reorder_date":"2026-08-17","vendor_lead_time_days":1,"expected_interval_days":20,"recent_average_revenue":515,"standard_deviation_days":14.949749717346297,"coefficient_of_variation":0.5963258236047224,"recent_three_interval_days":18.333333333333332,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-f676ad58f6b339bdf93e2a7b1ed98f57c432a249246fbba0d61182d6045e1516 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b22bbff6a9935ea4842b2571373d19c7b0fd4fd96fe7238c35eb38d27b39ce91 | OPP-4478ef97cd63aadb3f12500019ed93e44272fcaf248ce41f24938ff558f305fc | SER-2a8adfc76f78b1c6482c9a7abce9d6bb7e1673bc01d69e85a725a1b7f612d68b | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Needs Validation | 7 completed purchases over 876 days; median interval 59.5 days; expected reorder 2026-05-11; High Risk by 91 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50564} | {"due_class":"High Risk","days_overdue":91,"last_purchase":"2026-02-16","first_purchase":"2023-09-24","interval_count":6,"median_revenue":79,"purchase_count":7,"average_revenue":124.14288222223335,"contact_by_date":"2026-04-11","median_quantity":1,"open_order_docs":null,"average_quantity":1.5714285714285714,"mad_interval_days":54,"median_gross_profit":25,"average_gross_profit":38.12859650794764,"median_interval_days":59.5,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":146,"expected_reorder_date":"2026-05-11","vendor_lead_time_days":30,"expected_interval_days":84,"recent_average_revenue":158.0000351111267,"standard_deviation_days":198.642392253013,"coefficient_of_variation":1.360564330500089,"recent_three_interval_days":100.66666666666667,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50564 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b22bbff6a9935ea4842b2571373d19c7b0fd4fd96fe7238c35eb38d27b39ce91 | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3918fcef18e2203f8a4d6b5e513255c26b5077858b6004ea80e7697d0a47273a | OPP-60a94a62714a0fc311e8b442c0fb47639eb6d4b2b19dcd8ec1307ad5265c2d9a | SER-b09f1c6bd36e2a0f123dd2b67fee589dec3af9583993967cb8fbac2cc7caa53a | 8342 | Silverline Clinical Group, Inc. | Overdue Reorder | Needs Validation | 12 completed purchases over 1067 days; median interval 44.0 days; expected reorder 2026-09-06; Due Soon in 27 days. | {"site_key":"1942f88c4d2a4bf16d1131c29ee602dcef5195e9fa23eeb48ca852b8efd58e2b","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53251} | {"due_class":"Due Soon","days_overdue":-27,"last_purchase":"2026-07-30","first_purchase":"2023-08-28","interval_count":11,"median_revenue":744.999974838114,"purchase_count":12,"average_revenue":800.0833130703106,"contact_by_date":"2026-08-07","median_quantity":10,"open_order_docs":null,"average_quantity":11.583333333333334,"mad_interval_days":18,"median_gross_profit":178.125100425554,"average_gross_profit":198.67914640364393,"median_interval_days":44,"site_last_order_date":"2026-07-30","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":97,"expected_reorder_date":"2026-09-06","vendor_lead_time_days":30,"expected_interval_days":38,"recent_average_revenue":1276.9999630959012,"standard_deviation_days":114.382690998245,"coefficient_of_variation":1.1792029999819071,"recent_three_interval_days":34,"last_meaningful_activity_date":"2026-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53251 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-3918fcef18e2203f8a4d6b5e513255c26b5077858b6004ea80e7697d0a47273a | Customer 8342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2f9b2c92d7c66938fc6ca333e8eb2a1019d2846d66664605289bb2e78ca5c523 | OPP-3594656468dff565fa95aee7ff6190aa3f8d46f95ceb05342bfbfdaf6104cb60 | SER-86d2e69258550e5efb108ca3e99db8dea0051656e9e6597fcbd0dda6258bd149 | 44961 | Alderbrook Clinical Partners, PLLC | Overdue Reorder | Suppressed by Counter-Evidence | 4 completed purchases over 314 days; median interval 105.0 days; expected reorder 2026-06-09; High Risk by 62 days. | {"site_key":"fb87dbbf0d2b7276c023f77e0a0a1faefd5e748af68fff4550cd84698bf65881","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50709} | {"due_class":"High Risk","days_overdue":62,"last_purchase":"2026-02-24","first_purchase":"2025-04-16","interval_count":3,"median_revenue":518.9999196,"purchase_count":4,"average_revenue":454.12492965,"contact_by_date":"2026-06-08","median_quantity":4,"open_order_docs":null,"average_quantity":3.5,"mad_interval_days":6,"median_gross_profit":157.4799196,"average_gross_profit":137.79492965,"median_interval_days":105,"site_last_order_date":"2026-02-24","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"average_interval_days":104.66666666666667,"expected_reorder_date":"2026-06-09","vendor_lead_time_days":1,"expected_interval_days":105,"recent_average_revenue":432.499933,"standard_deviation_days":6.506407098647712,"coefficient_of_variation":0.062163125146315716,"recent_three_interval_days":104.66666666666667,"last_meaningful_activity_date":"2026-05-21"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — Indiko Plus Reagents | 2026-01-21 — Indiko Plus Reagents | 2026-01-14 — Indiko Plus Reagents. Website reviewed: http://blockscientific.com. Customer record is active. Current vendor lead time: 1 days. | Verified CRM activities 468801 and 468802 dated 2026-05-21 state that the lab closed at the end of April and no longer tests in-house. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — Indiko Plus Reagents | 2026-01-21 — Indiko Plus Reagents | 2026-01-14 — Indiko Plus Reagents. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-2f9b2c92d7c66938fc6ca333e8eb2a1019d2846d66664605289bb2e78ca5c523 | Customer 44961 | Order 50709 | Item 11532 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-50db7eca8fb0fae9f47124055c5207c5da4b9d5039052d5d840bb8408cdc04d8 | OPP-918c7729c94409ffc741a74dca3573ce90bb003017afe2321893df9ea3dfd791 | SER-80dffb133a0ac682bb3ba2c3726fc43285e4e1e79ffef61ef986070089a7b102 | 44961 | Alderbrook Clinical Partners, PLLC | Overdue Reorder | Suppressed by Counter-Evidence | 4 completed purchases over 314 days; median interval 105.0 days; expected reorder 2026-06-09; High Risk by 62 days. | {"site_key":"daa1677b4690d692dcc1262c9f27694dc71190f929e1dde7f064198e9ac17a52","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50710} | {"due_class":"High Risk","days_overdue":62,"last_purchase":"2026-02-24","first_purchase":"2025-04-16","interval_count":3,"median_revenue":808.92,"purchase_count":4,"average_revenue":808.92,"contact_by_date":"2026-06-08","median_quantity":3,"open_order_docs":null,"average_quantity":3,"mad_interval_days":6,"median_gross_profit":31.11,"average_gross_profit":31.11,"median_interval_days":105,"site_last_order_date":"2026-02-24","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"average_interval_days":104.66666666666667,"expected_reorder_date":"2026-06-09","vendor_lead_time_days":1,"expected_interval_days":105,"recent_average_revenue":719.04,"standard_deviation_days":6.506407098647712,"coefficient_of_variation":0.062163125146315716,"recent_three_interval_days":104.66666666666667,"last_meaningful_activity_date":"2026-05-21"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — Indiko Plus Reagents | 2026-01-21 — Indiko Plus Reagents | 2026-01-14 — Indiko Plus Reagents. Website reviewed: http://blockscientific.com. Customer record is active. Current vendor lead time: 1 days. | Verified CRM activities 468801 and 468802 dated 2026-05-21 state that the lab closed at the end of April and no longer tests in-house. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — Indiko Plus Reagents | 2026-01-21 — Indiko Plus Reagents | 2026-01-14 — Indiko Plus Reagents. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-50db7eca8fb0fae9f47124055c5207c5da4b9d5039052d5d840bb8408cdc04d8 | Customer 44961 | Order 50710 | Item 11536 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b2aa91e1270c61650d17930af0e3e7a2adc39ef3b9c2646bf09e068faa102587 | OPP-9b0f85d10785812809dab336a9af66fd35b3191f77249e7193da12473dee026b | SER-0141c059f6ef701c30e0797020dcd5c544a0f436a7ffeb4eed80d7afba14b942 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 44 completed purchases over 1051 days; median interval 27.0 days; expected reorder 2026-08-11; Suppressed by Open Order in 1 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":-1,"last_purchase":"2026-07-28","first_purchase":"2023-09-11","interval_count":43,"median_revenue":351.66,"purchase_count":44,"average_revenue":477.4252272727273,"contact_by_date":"2026-08-10","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.3863636363636365,"mad_interval_days":13,"median_gross_profit":61.67,"average_gross_profit":82.875,"median_interval_days":27,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":24.441860465116278,"expected_reorder_date":"2026-08-11","vendor_lead_time_days":1,"expected_interval_days":14,"recent_average_revenue":351.66,"standard_deviation_days":14.020906712038473,"coefficient_of_variation":0.5736431861252658,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b2aa91e1270c61650d17930af0e3e7a2adc39ef3b9c2646bf09e068faa102587 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a411ab0c63c86e0afde2b8ddc5926e892af60d720f387826ddbf5bd9416711dd | OPP-57486771f8119adf2ba6b0e92b7c08cca477f8840f558ae7efa3b18adaac3f5d | SER-d461a80cbdbce40d1a741ca9780547a83254327ea4ea54015bdd7453b9d8db79 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 42 completed purchases over 1057 days; median interval 28.0 days; expected reorder 2026-08-11; Suppressed by Open Order in 1 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":-1,"last_purchase":"2026-07-28","first_purchase":"2023-09-05","interval_count":41,"median_revenue":351.66,"purchase_count":42,"average_revenue":508.13380952380953,"contact_by_date":"2026-08-10","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.4761904761904763,"mad_interval_days":13,"median_gross_profit":61.67,"average_gross_profit":84.78309523809524,"median_interval_days":28,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":25.78048780487805,"expected_reorder_date":"2026-08-11","vendor_lead_time_days":1,"expected_interval_days":14,"recent_average_revenue":351.66,"standard_deviation_days":15.00585251680482,"coefficient_of_variation":0.5820623965837253,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a411ab0c63c86e0afde2b8ddc5926e892af60d720f387826ddbf5bd9416711dd | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-efdf4cb6a088bca93ed86aef7287c02bc3657e7396e8d0bc222fd66b4d88c603 | OPP-6966fd6ff89892a9c04601da92ab2edc3ac9ef6e02ca698dac531f9381d8d02b | SER-80538ff373e489f6d9bcc165a6d554c34602c9d0fcc33076770857950ec40afb | 8117 | Silverline Diagnostic Group, LLC | Overdue Reorder | Published | 8 completed purchases over 516 days; median interval 76.0 days; expected reorder 2026-07-31; Overdue by 10 days. | {"site_key":"243ff5a0e3cd47f405b57dfe32de597de3900bdf73103076043ced71b8535cab","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51839} | {"due_class":"Overdue","days_overdue":10,"last_purchase":"2026-05-05","first_purchase":"2024-12-05","interval_count":7,"median_revenue":187.65,"purchase_count":8,"average_revenue":187.65,"contact_by_date":"2026-07-30","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":21,"median_gross_profit":70.37,"average_gross_profit":70.37,"median_interval_days":76,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":73.71428571428571,"expected_reorder_date":"2026-07-31","vendor_lead_time_days":1,"expected_interval_days":87,"recent_average_revenue":187.65,"standard_deviation_days":24.77710156383837,"coefficient_of_variation":0.33612347082726474,"recent_three_interval_days":93.66666666666667,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-13 — service renewal | 2025-01-02 — Service Report | 2024-03-18 — ACL top service. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-13 — service renewal | 2025-01-02 — Service Report | 2024-03-18 — ACL top service. | Open quote: No; Open order: No | Item active: true | Vendor: Diatron - Vendor | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-efdf4cb6a088bca93ed86aef7287c02bc3657e7396e8d0bc222fd66b4d88c603 | Customer 8117 | Order 51839 | Item 13816 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cd7003b2ede12b0cf1af32d06e8716cf515d512d46146ca01f1059d92e767cdd | OPP-b613fdbac58c2e8c6119d8733baa8bec4cae47ff8293358a2da99b7f17bee40f | SER-d2cc7b8cfa1362ac9f367eac739c11fe741b54a78fc950985a0e3bb85b175f1c | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 45 completed purchases over 1078 days; median interval 21.5 days; expected reorder 2026-08-09; Suppressed by Open Order by 1 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53197} | {"due_class":"Suppressed by Open Order","days_overdue":1,"last_purchase":"2026-07-28","first_purchase":"2023-08-15","interval_count":44,"median_revenue":322.45,"purchase_count":45,"average_revenue":455.57311111111113,"contact_by_date":"2026-08-08","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.4444444444444444,"mad_interval_days":13.5,"median_gross_profit":56.62,"average_gross_profit":69.79377777777778,"median_interval_days":21.5,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":24.5,"expected_reorder_date":"2026-08-09","vendor_lead_time_days":1,"expected_interval_days":12,"recent_average_revenue":322.45,"standard_deviation_days":15.82829377162713,"coefficient_of_variation":0.6460528070051891,"recent_three_interval_days":5,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53197 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-cd7003b2ede12b0cf1af32d06e8716cf515d512d46146ca01f1059d92e767cdd | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-46c5c02e19c3d7785b90c5c0e66f81ad129c61654dd6365c1e162cf4f98d8b4a | OPP-9bd6cc103cd6e5e1842eb8e2ff13f3fc081b8b17bc51d0fdeccb29954d50b334 | SER-d002446f19f3b34e29327f7ca169a6da0d4f70641c4b834bba73a71ffa0ad252 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Published | 4 completed purchases over 188 days; median interval 64.0 days; expected reorder 2026-06-14; High Risk by 57 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51422} | {"due_class":"High Risk","days_overdue":57,"last_purchase":"2026-04-12","first_purchase":"2025-10-06","interval_count":3,"median_revenue":529.99999935,"purchase_count":4,"average_revenue":549.999999675,"contact_by_date":"2026-06-14","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":40,"median_gross_profit":378.19999935,"average_gross_profit":405.624999675,"median_interval_days":64,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":62.666666666666664,"expected_reorder_date":"2026-06-14","vendor_lead_time_days":null,"expected_interval_days":63,"recent_average_revenue":438.3333329,"standard_deviation_days":42.015870017569945,"coefficient_of_variation":0.6704660109186694,"recent_three_interval_days":62.666666666666664,"last_meaningful_activity_date":"2026-08-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 38 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-10 — follow up | 2026-05-11 — follow up | 2026-04-30 — Oxford Clinical master price list sent. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 38 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-10 — follow up | 2026-05-11 — follow up | 2026-04-30 — Oxford Clinical master price list sent. | Open quote: No; Open order: No | Item active: true | Vendor: CLS Trade | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-46c5c02e19c3d7785b90c5c0e66f81ad129c61654dd6365c1e162cf4f98d8b4a | Customer 7690 | Order 51422 | Item 4265 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d02d6222e1bca5eaf90bbc6452936a7e03d761709a054ea3769baadf75ab076b | OPP-0a484494553b672437afcbff5a9d63f1013c06ec9d97dc9e0ef7905f9fe6f201 | SER-c1e167d25a67673afea64be9093ac06702884365fb0424bb066f4fd707e44895 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 19 completed purchases over 882 days; median interval 49.0 days; expected reorder 2026-03-30; Suppressed by Open Order by 133 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50592} | {"due_class":"Suppressed by Open Order","days_overdue":133,"last_purchase":"2026-02-17","first_purchase":"2023-09-19","interval_count":18,"median_revenue":49.17,"purchase_count":19,"average_revenue":50.166315789473686,"contact_by_date":"2026-03-29","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.0526315789473684,"mad_interval_days":11,"median_gross_profit":16.63,"average_gross_profit":16.87842105263158,"median_interval_days":49,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":49,"expected_reorder_date":"2026-03-30","vendor_lead_time_days":1,"expected_interval_days":41,"recent_average_revenue":65.56,"standard_deviation_days":21.860520417894367,"coefficient_of_variation":0.44613306975294625,"recent_three_interval_days":35,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50592 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d02d6222e1bca5eaf90bbc6452936a7e03d761709a054ea3769baadf75ab076b | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-824e8c31ea414077130a44507f97c43fd1f908933c54bbf7bdf62eb5f340a3c0 | OPP-97b583718374466965382b3c6fe4b90ee31b0ea4de713ef0b69c074d852e21fd | SER-27d76d725e3fc5ad4ff508f2a43c56f3bafbc4d5011da00a84f82128e9ef6d82 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 7 completed purchases over 156 days; median interval 14.5 days; expected reorder 2026-07-14; Overdue by 27 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52623} | {"due_class":"Overdue","days_overdue":27,"last_purchase":"2026-06-23","first_purchase":"2026-01-18","interval_count":6,"median_revenue":236.67,"purchase_count":7,"average_revenue":270.48,"contact_by_date":"2026-06-14","median_quantity":1,"open_order_docs":null,"average_quantity":1.1428571428571428,"mad_interval_days":8,"median_gross_profit":67.62,"average_gross_profit":77.28,"median_interval_days":14.5,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":26,"expected_reorder_date":"2026-07-14","vendor_lead_time_days":30,"expected_interval_days":21,"recent_average_revenue":315.56,"standard_deviation_days":25.03597411725775,"coefficient_of_variation":0.9629220814329904,"recent_three_interval_days":25.333333333333332,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52623 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-824e8c31ea414077130a44507f97c43fd1f908933c54bbf7bdf62eb5f340a3c0 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ce41b57097b8cebc01447307ff23a258d9ad6471a75470177f490f437d806022 | OPP-d01362591f790061d2473550b833b2a969cb51033f92fad07856d09fdcb81f54 | SER-72f13443989687b0807dceaeb6de91bdd2a117d14cde98d12ed11ef6baa714e4 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 9 completed purchases over 860 days; median interval 104.5 days; expected reorder 2026-06-05; High Risk by 66 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50767} | {"due_class":"High Risk","days_overdue":66,"last_purchase":"2026-03-01","first_purchase":"2023-10-23","interval_count":8,"median_revenue":189,"purchase_count":9,"average_revenue":189,"contact_by_date":"2026-06-05","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":34.5,"median_gross_profit":140,"average_gross_profit":139.86555555555555,"median_interval_days":104.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":107.5,"expected_reorder_date":"2026-06-05","vendor_lead_time_days":null,"expected_interval_days":96,"recent_average_revenue":189,"standard_deviation_days":62.17946376646967,"coefficient_of_variation":0.578413616432276,"recent_three_interval_days":91,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50767 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ce41b57097b8cebc01447307ff23a258d9ad6471a75470177f490f437d806022 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e9d3034f07d169e94b514764d37d63cbbde834e9536abb916d5bd6cca4aa01db | OPP-06deb38377e7f00ce21ab3b0a5901b3d3ec6fb01479bd69df3922f688fdec8c5 | SER-5aea85f8c7162fc78fdf26c635cd401205f3e509e7efc559ee9a7dc8c83292d3 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Published | 5 completed purchases over 54 days; median interval 12.5 days; expected reorder 2026-04-25; High Risk by 107 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51422} | {"due_class":"High Risk","days_overdue":107,"last_purchase":"2026-04-12","first_purchase":"2026-02-17","interval_count":4,"median_revenue":385.00000725,"purchase_count":5,"average_revenue":421.0000029,"contact_by_date":"2026-04-25","median_quantity":5,"open_order_docs":null,"average_quantity":5,"mad_interval_days":2.5,"median_gross_profit":91.75000725,"average_gross_profit":127.7500029,"median_interval_days":12.5,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":13.5,"expected_reorder_date":"2026-04-25","vendor_lead_time_days":null,"expected_interval_days":13,"recent_average_revenue":385.0000048333333,"standard_deviation_days":5.446711546122731,"coefficient_of_variation":0.40346011452760966,"recent_three_interval_days":13.666666666666666,"last_meaningful_activity_date":"2026-08-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 38 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-10 — follow up | 2026-05-11 — follow up | 2026-04-30 — Oxford Clinical master price list sent. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 38 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-10 — follow up | 2026-05-11 — follow up | 2026-04-30 — Oxford Clinical master price list sent. | Open quote: No; Open order: No | Item active: true | Vendor: Onesta Saglik Egitim Hizmetleri | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e9d3034f07d169e94b514764d37d63cbbde834e9536abb916d5bd6cca4aa01db | Customer 7690 | Order 51422 | Item 4262 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-832dc80e1ddeb7b50e34c5cf0965a893abc78381872d047209a20b3f20a35b87 | OPP-43da0357bc451b92f2d3a94adc7de2718860ca0414926dddf1a2abb7bf5d657e | SER-e7ddca0bf3dc1a2a23ba09455f75c8603a2e3d3f607d8f8a0659b012e789ed5f | 605 | Ashcroft Medical Center, Corp. | Overdue Reorder | Needs Validation | 18 completed purchases over 993 days; median interval 48.0 days; expected reorder 2026-08-16; Due Soon in 6 days. | {"site_key":"4757290cd894c3b698e74c48e61d722d627add0ed71a4ddd1d616f140b4b645e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52625} | {"due_class":"Due Soon","days_overdue":-6,"last_purchase":"2026-06-23","first_purchase":"2023-10-04","interval_count":17,"median_revenue":159,"purchase_count":18,"average_revenue":203.16666666666666,"contact_by_date":"2026-07-17","median_quantity":1,"open_order_docs":null,"average_quantity":1.277777777777778,"mad_interval_days":14,"median_gross_profit":134,"average_gross_profit":169.97222222222223,"median_interval_days":48,"site_last_order_date":"2026-08-03","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":58.411764705882355,"expected_reorder_date":"2026-08-16","vendor_lead_time_days":30,"expected_interval_days":54,"recent_average_revenue":212,"standard_deviation_days":26.91435217390856,"coefficient_of_variation":0.4607693725643963,"recent_three_interval_days":58.666666666666664,"last_meaningful_activity_date":"2024-11-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-832dc80e1ddeb7b50e34c5cf0965a893abc78381872d047209a20b3f20a35b87 | Customer 605 | Order 52625 | Item 10575 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-098666957f0ea0bf7fd4df2feed03c74b03c4261db5ecfb4f97fcbb5d3f98da6 | OPP-a21e7721efae8e327c02ed55669676f4bc25d47fcfa0a11879956924bc2ebf70 | SER-aaf9756c8fe0d6b588b9942b2c4aeecc898cd5d276443ee19a9297c609a71be2 | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 7 completed purchases over 764 days; median interval 64.0 days; expected reorder 2026-06-06; High Risk by 65 days. | {"site_key":"1a0917814c75bc72340fadb513367c7efb88b72884b81f1f819506850529dc04","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51659} | {"due_class":"High Risk","days_overdue":65,"last_purchase":"2026-04-23","first_purchase":"2024-03-20","interval_count":6,"median_revenue":152,"purchase_count":7,"average_revenue":130.2856965194999,"contact_by_date":"2026-06-06","median_quantity":4,"open_order_docs":null,"average_quantity":3.4285714285714284,"mad_interval_days":41,"median_gross_profit":76.08,"average_gross_profit":69.62283937664277,"median_interval_days":64,"site_last_order_date":"2026-08-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":127.33333333333333,"expected_reorder_date":"2026-06-06","vendor_lead_time_days":null,"expected_interval_days":44,"recent_average_revenue":152,"standard_deviation_days":174.805797005324,"coefficient_of_variation":1.3728203953297695,"recent_three_interval_days":31.333333333333332,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51659 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-098666957f0ea0bf7fd4df2feed03c74b03c4261db5ecfb4f97fcbb5d3f98da6 | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0f92b0a74302053febc8f051da880abbf3955213dcb746870832f12f4e44e0f0 | OPP-576884b0739d4d29cc8de68fa2fc544c20681f52d8c464afc25b2867e4961bd4 | SER-45112e9fad88f833ee552a09ee7c237d09c4955c01aabad6b60f7df046efd87e | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 8 completed purchases over 819 days; median interval 76.0 days; expected reorder 2026-06-16; High Risk by 55 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50767} | {"due_class":"High Risk","days_overdue":55,"last_purchase":"2026-03-01","first_purchase":"2023-12-03","interval_count":7,"median_revenue":225,"purchase_count":8,"average_revenue":225,"contact_by_date":"2026-06-16","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":55,"median_gross_profit":112,"average_gross_profit":112,"median_interval_days":76,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":117,"expected_reorder_date":"2026-06-16","vendor_lead_time_days":null,"expected_interval_days":107,"recent_average_revenue":225,"standard_deviation_days":84.823345842993,"coefficient_of_variation":0.7249858619059232,"recent_three_interval_days":127.66666666666667,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50767 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-0f92b0a74302053febc8f051da880abbf3955213dcb746870832f12f4e44e0f0 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c501f07a7285e6da0198c3e2fc0d44ab06f8985961b59c640c2b7cdb6effd222 | OPP-12d64fe0ce2cfb160cdd17405fd4d6afdc417fed07384e5442af916b1b4eb17a | SER-57c17259276e4432a568083a52137a7ee214923da86f69f98f5d12e13241edfb | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Needs Validation | 5 completed purchases over 742 days; median interval 188.5 days; expected reorder 2026-02-26; High Risk by 165 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47963} | {"due_class":"High Risk","days_overdue":165,"last_purchase":"2025-09-10","first_purchase":"2023-08-30","interval_count":4,"median_revenue":521,"purchase_count":5,"average_revenue":521,"contact_by_date":"2026-01-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":113,"median_gross_profit":109.11,"average_gross_profit":146.622,"median_interval_days":188.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":185.5,"expected_reorder_date":"2026-02-26","vendor_lead_time_days":30,"expected_interval_days":169,"recent_average_revenue":521,"standard_deviation_days":138.839235568817,"coefficient_of_variation":0.7484594909370189,"recent_three_interval_days":156.33333333333334,"last_meaningful_activity_date":"2025-01-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 47963 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c501f07a7285e6da0198c3e2fc0d44ab06f8985961b59c640c2b7cdb6effd222 | Customer 7389 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-82707e588f5cbad4ba4b50f194bba9681d9418c4baba893a91b9992c3eced833 | OPP-b81b7d64f2ed94987f34d6f9e8274791adcd4a2ad222e6ebb21f7ae03b92feab | SER-aa02bf9d71a1329bb43ce07c55982870528fd617f8ade0586efebc755a726b3e | 5059 | Bridgeport Reference Labs, Inc. | Overdue Reorder | Suppressed by Open Order | 8 completed purchases over 484 days; median interval 43.0 days; expected reorder 2026-08-26; Suppressed by Open Order in 16 days. | {"site_key":"0fa0f387e95f1dcc1a887d4592127df3ab3e414c4091a5ece59274272ce6cd81","open_order_docs":[53276],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52859} | {"due_class":"Suppressed by Open Order","days_overdue":-16,"last_purchase":"2026-07-08","first_purchase":"2025-03-11","interval_count":7,"median_revenue":1062.56,"purchase_count":8,"average_revenue":1005.105,"contact_by_date":"2026-08-25","median_quantity":4,"open_order_docs":[53276],"average_quantity":3.75,"mad_interval_days":17,"median_gross_profit":292.22,"average_gross_profit":284.33375,"median_interval_days":43,"site_last_order_date":"2026-07-08","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WY"},"average_interval_days":69.14285714285714,"expected_reorder_date":"2026-08-26","vendor_lead_time_days":1,"expected_interval_days":49,"recent_average_revenue":1174.9866666666667,"standard_deviation_days":72.48776579862418,"coefficient_of_variation":1.0483767780792754,"recent_three_interval_days":52.333333333333336,"last_meaningful_activity_date":"2026-01-14"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52859 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-82707e588f5cbad4ba4b50f194bba9681d9418c4baba893a91b9992c3eced833 | Customer 5059 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ed538fdbbcb6051e6772fe438d296e781de815dd4fef59abf5db8014f761cb0f | OPP-157c4f1c3b370e940cf50d22e667c9c3d6905cd40d82a5feba738e0a5134e546 | SER-d365743e9323d8507a2b8360cb21bf810a1c06e7189bb7dde01244bca5066938 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Suppressed by Open Order | 7 completed purchases over 294 days; median interval 51.0 days; expected reorder 2026-08-02; Suppressed by Open Order by 8 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":[53319],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52402} | {"due_class":"Suppressed by Open Order","days_overdue":8,"last_purchase":"2026-06-10","first_purchase":"2025-08-20","interval_count":6,"median_revenue":275,"purchase_count":7,"average_revenue":275,"contact_by_date":"2026-08-01","median_quantity":1,"open_order_docs":[53319],"average_quantity":1,"mad_interval_days":1,"median_gross_profit":109.5,"average_gross_profit":109.5,"median_interval_days":51,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":49,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":1,"expected_interval_days":53,"recent_average_revenue":275,"standard_deviation_days":12.049896265113654,"coefficient_of_variation":0.24591625030844194,"recent_three_interval_days":54.666666666666664,"last_meaningful_activity_date":"2026-03-31"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52402 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ed538fdbbcb6051e6772fe438d296e781de815dd4fef59abf5db8014f761cb0f | Customer 10250 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ef3975523eb49942bf49499b79304838bcfc6e25c9202dad4eec1faa1d912c4d | OPP-42a3622d5ab3347e0619b4e83b24615917094101c13d11c90fbaa60a7365f523 | SER-74ffefcf3af57d04d0d6303563057c89545606418a49a120c3cc394c34b4aa7f | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Needs Validation | 12 completed purchases over 523 days; median interval 33.0 days; expected reorder 2026-08-26; Due Soon in 16 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53149} | {"due_class":"Due Soon","days_overdue":-16,"last_purchase":"2026-07-26","first_purchase":"2025-02-18","interval_count":11,"median_revenue":293.18,"purchase_count":12,"average_revenue":293.18,"contact_by_date":"2026-07-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":8,"median_gross_profit":268.18,"average_gross_profit":266.6175,"median_interval_days":33,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":47.54545454545455,"expected_reorder_date":"2026-08-26","vendor_lead_time_days":30,"expected_interval_days":31,"recent_average_revenue":293.18,"standard_deviation_days":24.48004753411903,"coefficient_of_variation":0.5148767167787942,"recent_three_interval_days":29,"last_meaningful_activity_date":null} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53149 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ef3975523eb49942bf49499b79304838bcfc6e25c9202dad4eec1faa1d912c4d | Customer 44663 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dea47157cee1e0295b8681f6396c040d11c02a4814708cc267f0b52b0f2fd3be | OPP-311c8e23c52ead222668a209f2404ee4b72d035ccc99b907e1481ff48a5cc2a4 | SER-3e2e7e92fc3fe75ed65df4ee85a6f0ba7a68dba9ad3ac7e13831647d1aa8b5b7 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Suppressed by Open Order | 7 completed purchases over 294 days; median interval 51.0 days; expected reorder 2026-08-02; Suppressed by Open Order by 8 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":[53319],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52402} | {"due_class":"Suppressed by Open Order","days_overdue":8,"last_purchase":"2026-06-10","first_purchase":"2025-08-20","interval_count":6,"median_revenue":299,"purchase_count":7,"average_revenue":299,"contact_by_date":"2026-08-01","median_quantity":1,"open_order_docs":[53319],"average_quantity":1,"mad_interval_days":1,"median_gross_profit":88,"average_gross_profit":87.91571428571429,"median_interval_days":51,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":49,"expected_reorder_date":"2026-08-02","vendor_lead_time_days":1,"expected_interval_days":53,"recent_average_revenue":299,"standard_deviation_days":12.049896265113654,"coefficient_of_variation":0.24591625030844194,"recent_three_interval_days":54.666666666666664,"last_meaningful_activity_date":"2026-03-31"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52402 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-dea47157cee1e0295b8681f6396c040d11c02a4814708cc267f0b52b0f2fd3be | Customer 10250 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5d8af44b9cef425f487c037beeeef4aa2028d74b5aeff92d32303d7ac4d9e011 | OPP-da57a80f17545d838d5617b47580f2e501784ab36177fd91c66b8fad8eae59a6 | SER-c2178115927010a953a209aa15d4ce302c4dc15d92920c74643bd61229fba82c | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 28 completed purchases over 1029 days; median interval 28.0 days; expected reorder 2026-08-17; Due Soon in 7 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52771} | {"due_class":"Due Soon","days_overdue":-7,"last_purchase":"2026-07-05","first_purchase":"2023-09-10","interval_count":27,"median_revenue":566.4,"purchase_count":28,"average_revenue":573.1428571428571,"contact_by_date":"2026-08-17","median_quantity":3,"open_order_docs":null,"average_quantity":3.0357142857142856,"mad_interval_days":11,"median_gross_profit":413.4,"average_gross_profit":413.4035714285714,"median_interval_days":28,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":38.111111111111114,"expected_reorder_date":"2026-08-17","vendor_lead_time_days":null,"expected_interval_days":43,"recent_average_revenue":503.46666666666664,"standard_deviation_days":30.74252045787014,"coefficient_of_variation":0.8066550557458637,"recent_three_interval_days":52.333333333333336,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52771 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-5d8af44b9cef425f487c037beeeef4aa2028d74b5aeff92d32303d7ac4d9e011 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3412ab771b695520754dec2671e28f179c22e92159e012a0af86bbd74f640919 | OPP-865217f28393b3a765d22f305f3da13724e4073ab639aa76aa4aceaf51b20515 | SER-177bcb7532adf2799f47141677cec2e06c2646acef7aa614be8a8f243f830f54 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 16 days; median interval 8.0 days; expected reorder 2026-04-16; High Risk by 116 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51378} | {"due_class":"High Risk","days_overdue":116,"last_purchase":"2026-04-08","first_purchase":"2026-03-23","interval_count":2,"median_revenue":449.9998875,"purchase_count":3,"average_revenue":359.99991,"contact_by_date":"2026-04-16","median_quantity":5,"open_order_docs":null,"average_quantity":4,"mad_interval_days":0,"median_gross_profit":191.2498875,"average_gross_profit":152.99991,"median_interval_days":8,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":8,"expected_reorder_date":"2026-04-16","vendor_lead_time_days":null,"expected_interval_days":8,"recent_average_revenue":359.99991,"standard_deviation_days":0,"coefficient_of_variation":0,"recent_three_interval_days":8,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51378 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-3412ab771b695520754dec2671e28f179c22e92159e012a0af86bbd74f640919 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-511da45fc0934d4b00f46ddfc661b899d81f35c6006569952c0e433c14755e9b | OPP-8c47e0f374f5833cc62d18c81ffa53e5ec2f5c1dcd184914490d52475fb7a4bd | SER-c8c7634fa52392e37c52621c2185770f5cce9a02bdf98e9345a139b49e2908b5 | 4329 | Northgate Analytical Labs, LLC | Overdue Reorder | Needs Validation | 6 completed purchases over 797 days; median interval 168.0 days; expected reorder 2026-06-08; Overdue by 63 days. | {"site_key":"07658c90fb0ff70ea3902343a8c8be560325b22ecf8ff8ede7119540b4dc0216","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49864} | {"due_class":"Overdue","days_overdue":63,"last_purchase":"2026-01-05","first_purchase":"2023-10-31","interval_count":5,"median_revenue":247,"purchase_count":6,"average_revenue":247,"contact_by_date":"2026-06-07","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":29,"median_gross_profit":138,"average_gross_profit":133.98333333333332,"median_interval_days":168,"site_last_order_date":"2026-04-01","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"average_interval_days":159.4,"expected_reorder_date":"2026-06-08","vendor_lead_time_days":1,"expected_interval_days":154,"recent_average_revenue":247,"standard_deviation_days":78.79276616542917,"coefficient_of_variation":0.49430844520344525,"recent_three_interval_days":144.33333333333334,"last_meaningful_activity_date":"2026-06-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49864 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-511da45fc0934d4b00f46ddfc661b899d81f35c6006569952c0e433c14755e9b | Customer 4329 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5c4f9d99c21092ad2151d1c96a61351ef929c2f50758d4163aecb2c56b699ff6 | OPP-f6c330c1bcf265b6565eaede3d6d25154b770e3a4eb26a79d32bba35490f4efe | SER-1bdc7a03e4dc801b535523808f3e7d7b7b364ec674ef0442d7cef162b1403fcc | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 11 completed purchases over 407 days; median interval 47.5 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"1a0917814c75bc72340fadb513367c7efb88b72884b81f1f819506850529dc04","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52723} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-06-30","first_purchase":"2025-05-19","interval_count":10,"median_revenue":633.35,"purchase_count":11,"average_revenue":483.6490909090909,"contact_by_date":"2026-08-17","median_quantity":5,"open_order_docs":null,"average_quantity":3.8181818181818183,"mad_interval_days":11,"median_gross_profit":-844.8,"average_gross_profit":-645.12,"median_interval_days":47.5,"site_last_order_date":"2026-08-05","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":40.7,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":1,"expected_interval_days":49,"recent_average_revenue":422.23333333333335,"standard_deviation_days":19.596201445971897,"coefficient_of_variation":0.48147915100668054,"recent_three_interval_days":49.666666666666664,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. Current vendor lead time: 1 days. | Conflicting cost evidence produced a negative and reversed GP range. Margin is unknown until cost and pricing are validated. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-5c4f9d99c21092ad2151d1c96a61351ef929c2f50758d4163aecb2c56b699ff6 | Customer 9506 | Order 52723 | Item 11553 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-93aaba3634cef0bda34234973cbf63396911375b76ee40164acd90a2cac8589f | OPP-4f7e5e0d57151fbd79185fdee9d321dd35b47a9a7dd671fa03eb0dbcc46eea7c | SER-819a5ec21f78eb2735fd4eec3c252ab403650f239f6b0da1f71f67419883134c | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 6 completed purchases over 66 days; median interval 8.0 days; expected reorder 2026-04-19; High Risk by 113 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51422} | {"due_class":"High Risk","days_overdue":113,"last_purchase":"2026-04-12","first_purchase":"2026-02-05","interval_count":5,"median_revenue":279,"purchase_count":6,"average_revenue":321.333351475,"contact_by_date":"2026-03-20","median_quantity":4.5,"open_order_docs":null,"average_quantity":4.833333333333333,"mad_interval_days":2,"median_gross_profit":108.225,"average_gross_profit":137.908351475,"median_interval_days":8,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":13.2,"expected_reorder_date":"2026-04-19","vendor_lead_time_days":30,"expected_interval_days":7,"recent_average_revenue":227.33336961666666,"standard_deviation_days":14.042791745233567,"coefficient_of_variation":1.0638478594873915,"recent_three_interval_days":6,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51422 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-93aaba3634cef0bda34234973cbf63396911375b76ee40164acd90a2cac8589f | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-60e30c9d6365c493c3f71b9d596b182509aefeb67cc51f91182adb65638df544 | OPP-6df3ee6a6d6f8279837cbb4167a522ea4aa01975ac83ac4be9bd83c227cc3ba4 | SER-cb7725122b448cecf87328cbc50588a77682a84906306bae22b0b54207e73069 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 38 completed purchases over 1015 days; median interval 21.0 days; expected reorder 2026-07-04; Suppressed by Open Order by 37 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52491} | {"due_class":"Suppressed by Open Order","days_overdue":37,"last_purchase":"2026-06-16","first_purchase":"2023-09-05","interval_count":37,"median_revenue":13.1,"purchase_count":38,"average_revenue":12.967368421052631,"contact_by_date":"2026-07-03","median_quantity":1,"open_order_docs":[53379],"average_quantity":1,"mad_interval_days":13,"median_gross_profit":4.44,"average_gross_profit":4.366842105263158,"median_interval_days":21,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":27.43243243243243,"expected_reorder_date":"2026-07-04","vendor_lead_time_days":1,"expected_interval_days":18,"recent_average_revenue":13.42,"standard_deviation_days":16.785477421040255,"coefficient_of_variation":0.6118843985994971,"recent_three_interval_days":16,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52491 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-60e30c9d6365c493c3f71b9d596b182509aefeb67cc51f91182adb65638df544 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ed0844834f309364d2b5cb8535fa9855343ab781c1f00ca56858c9f8121280c1 | OPP-c54891d29b951a89b19dc0d7174f674f11b6723a092e07bbeae02287e71f7f4a | SER-2ccbceeeb69f3f0a602d7fd4b35906ca7d519b4a032040a7b11032fa344d887a | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 8 completed purchases over 176 days; median interval 22.0 days; expected reorder 2026-08-10; Due Soon by 0 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52950} | {"due_class":"Due Soon","days_overdue":0,"last_purchase":"2026-07-13","first_purchase":"2026-01-18","interval_count":7,"median_revenue":444.99987075,"purchase_count":8,"average_revenue":403.374961225,"contact_by_date":"2026-08-10","median_quantity":5,"open_order_docs":null,"average_quantity":4.375,"mad_interval_days":14,"median_gross_profit":95.44987075,"average_gross_profit":97.518711225,"median_interval_days":22,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":25.142857142857142,"expected_reorder_date":"2026-08-10","vendor_lead_time_days":null,"expected_interval_days":28,"recent_average_revenue":474.6666666666667,"standard_deviation_days":22.945068979547447,"coefficient_of_variation":0.9125879707774552,"recent_three_interval_days":32,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52950 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ed0844834f309364d2b5cb8535fa9855343ab781c1f00ca56858c9f8121280c1 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e620ad76bf0e10a6dd8bd765d2de15c48498ebdf79d8c96d870d8c73b9b29b54 | OPP-6dd65d6cd64f081ba2b91b7b49854ba2174f73bd4ac39a5882cbc7a65bacf944 | SER-946802e6678014b20d7498250e12d948d37007a8803cf724905c4a11925d120c | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 10 completed purchases over 935 days; median interval 99.0 days; expected reorder 2026-08-31; Due Soon in 21 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51573} | {"due_class":"Due Soon","days_overdue":-21,"last_purchase":"2026-04-20","first_purchase":"2023-09-28","interval_count":9,"median_revenue":875,"purchase_count":10,"average_revenue":875,"contact_by_date":"2026-08-31","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":57,"median_gross_profit":743,"average_gross_profit":742.69,"median_interval_days":99,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":103.88888888888889,"expected_reorder_date":"2026-08-31","vendor_lead_time_days":null,"expected_interval_days":133,"recent_average_revenue":875,"standard_deviation_days":77.76317323200688,"coefficient_of_variation":0.7485225230888363,"recent_three_interval_days":156.33333333333334,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51573 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e620ad76bf0e10a6dd8bd765d2de15c48498ebdf79d8c96d870d8c73b9b29b54 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7164a618f767fc7dc721e82bfe4dc1fca0d438dfb73fa764821d58a99ef2df3e | OPP-dd9fa88f953bad9ed70d83dd77dc4b88330db1977225e6ef60b82ba39e8146d9 | SER-d317c15736aad59476cc58e43e4c1163a5372c63c47c166942eb0d4f1c021e27 | 44961 | Alderbrook Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 4 completed purchases over 314 days; median interval 105.0 days; expected reorder 2026-06-09; High Risk by 62 days. | {"site_key":"daa1677b4690d692dcc1262c9f27694dc71190f929e1dde7f064198e9ac17a52","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50710} | {"due_class":"High Risk","days_overdue":62,"last_purchase":"2026-02-24","first_purchase":"2025-04-16","interval_count":3,"median_revenue":370.64,"purchase_count":4,"average_revenue":463.3,"contact_by_date":"2026-06-08","median_quantity":2,"open_order_docs":null,"average_quantity":2.5,"mad_interval_days":6,"median_gross_profit":-115.54,"average_gross_profit":-144.425,"median_interval_days":105,"site_last_order_date":"2026-02-24","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"average_interval_days":104.66666666666667,"expected_reorder_date":"2026-06-09","vendor_lead_time_days":1,"expected_interval_days":105,"recent_average_revenue":370.64,"standard_deviation_days":6.506407098647712,"coefficient_of_variation":0.062163125146315716,"recent_three_interval_days":104.66666666666667,"last_meaningful_activity_date":"2026-05-21"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50710 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-7164a618f767fc7dc721e82bfe4dc1fca0d438dfb73fa764821d58a99ef2df3e | Customer 44961 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ce6328d5dc5aa0de3ecc3d1a644cde76cbc32e71a21b1115a4008427ebbab518 | OPP-1e7988326812eea3c56931816fe5f7625e166b47138b061d4d34d8a42978bc22 | SER-a6227042a1aeb2694bd7eecc190a5f82e48d0829397cd0332ddce6dd1b0ad616 | 44961 | Alderbrook Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 4 completed purchases over 314 days; median interval 105.0 days; expected reorder 2026-06-09; High Risk by 62 days. | {"site_key":"daa1677b4690d692dcc1262c9f27694dc71190f929e1dde7f064198e9ac17a52","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50710} | {"due_class":"High Risk","days_overdue":62,"last_purchase":"2026-02-24","first_purchase":"2025-04-16","interval_count":3,"median_revenue":370.64,"purchase_count":4,"average_revenue":463.3,"contact_by_date":"2026-06-08","median_quantity":2,"open_order_docs":null,"average_quantity":2.5,"mad_interval_days":6,"median_gross_profit":-122.44,"average_gross_profit":-153.05,"median_interval_days":105,"site_last_order_date":"2026-02-24","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"average_interval_days":104.66666666666667,"expected_reorder_date":"2026-06-09","vendor_lead_time_days":1,"expected_interval_days":105,"recent_average_revenue":370.64,"standard_deviation_days":6.506407098647712,"coefficient_of_variation":0.062163125146315716,"recent_three_interval_days":104.66666666666667,"last_meaningful_activity_date":"2026-05-21"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50710 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ce6328d5dc5aa0de3ecc3d1a644cde76cbc32e71a21b1115a4008427ebbab518 | Customer 44961 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a60064f0beb8aa6d8b8dfc812b3f4fc109c00ebbd3d7baa59ac9518f74cc7e1a | OPP-35a47c37bed7a0107a0c232b70a98e949953f6961dcbe44f61fc5588f4e484f2 | SER-adafe9c7defec708734ab1596c1416deb7e6b702c2c3050ee870e3c661f47fa5 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 16 days; median interval 8.0 days; expected reorder 2026-04-16; High Risk by 116 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51378} | {"due_class":"High Risk","days_overdue":116,"last_purchase":"2026-04-08","first_purchase":"2026-03-23","interval_count":2,"median_revenue":310,"purchase_count":3,"average_revenue":413.3333333333333,"contact_by_date":"2026-04-16","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":0,"median_gross_profit":88.16,"average_gross_profit":117.54666666666667,"median_interval_days":8,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":8,"expected_reorder_date":"2026-04-16","vendor_lead_time_days":null,"expected_interval_days":8,"recent_average_revenue":413.3333333333333,"standard_deviation_days":0,"coefficient_of_variation":0,"recent_three_interval_days":8,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51378 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a60064f0beb8aa6d8b8dfc812b3f4fc109c00ebbd3d7baa59ac9518f74cc7e1a | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a9784c8aa908b6bc2c936a03405ce0ea6d0630ae4e73855400a9f540b455c6e3 | OPP-86b65d158ead18bf7240e49a62ac653028a2391497b5ec6af7a66c2873ec2493 | SER-b24f35038a43f5f65f6daa822100a5747aa203ec5e32e7097b5bb48ad21bf47d | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 4 completed purchases over 51 days; median interval 8.0 days; expected reorder 2026-04-13; High Risk by 119 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51231} | {"due_class":"High Risk","days_overdue":119,"last_purchase":"2026-03-31","first_purchase":"2026-02-08","interval_count":3,"median_revenue":405,"purchase_count":4,"average_revenue":390,"contact_by_date":"2026-03-14","median_quantity":5,"open_order_docs":null,"average_quantity":5,"mad_interval_days":0,"median_gross_profit":186.5,"average_gross_profit":171.5,"median_interval_days":8,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":17,"expected_reorder_date":"2026-04-13","vendor_lead_time_days":30,"expected_interval_days":13,"recent_average_revenue":425,"standard_deviation_days":15.588457268119896,"coefficient_of_variation":0.916968074595288,"recent_three_interval_days":17,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51231 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a9784c8aa908b6bc2c936a03405ce0ea6d0630ae4e73855400a9f540b455c6e3 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6f2e4acd79b3fd6b8460eb9d2e11805bb4e19890b843626b98e87b0fa34c2c53 | OPP-bcc2c44242135e5cd7148444c7540248e2452da3f715f9c27c8b5648774b6887 | SER-853d77f32da951a7e90cb496e1ac50ec91ccfa1983bd720471d777bb6d22cac4 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Suppressed by Open Order | 20 completed purchases over 1001 days; median interval 50.0 days; expected reorder 2026-07-23; Suppressed by Open Order by 18 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":[53379],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52131} | {"due_class":"Suppressed by Open Order","days_overdue":18,"last_purchase":"2026-05-26","first_purchase":"2023-08-29","interval_count":19,"median_revenue":49.17,"purchase_count":20,"average_revenue":49.7295,"contact_by_date":"2026-07-22","median_quantity":1,"open_order_docs":[53379],"average_quantity":1.05,"mad_interval_days":15,"median_gross_profit":16.63,"average_gross_profit":16.5695,"median_interval_days":50,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":52.68421052631579,"expected_reorder_date":"2026-07-23","vendor_lead_time_days":1,"expected_interval_days":58,"recent_average_revenue":49.17,"standard_deviation_days":23.732426554725468,"coefficient_of_variation":0.45046563890088304,"recent_three_interval_days":63,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52131 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6f2e4acd79b3fd6b8460eb9d2e11805bb4e19890b843626b98e87b0fa34c2c53 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-aec160f274b014085a8e6e5203781b14c68f9fd3b167cfc8d7f0e2faec5e9f6d | OPP-99ae757543ff34529386b8e1a6d14a4e3d943a76b9f4c706f8dc5aa37bcbba37 | SER-9fb263c5a8f20775c76539919ebcd537b30de8cadee635434d15c6dc23ca2453 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 4 completed purchases over 100 days; median interval 34.0 days; expected reorder 2026-07-06; High Risk by 35 days. | {"site_key":"c0f99b8fdcab572e306cd56eab07e133f1bd4e80fca3764b51f8da8e2f0be59e","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52263} | {"due_class":"High Risk","days_overdue":35,"last_purchase":"2026-06-02","first_purchase":"2026-02-22","interval_count":3,"median_revenue":250,"purchase_count":4,"average_revenue":250,"contact_by_date":"2026-07-05","median_quantity":2,"open_order_docs":null,"average_quantity":2,"mad_interval_days":16,"median_gross_profit":70.9,"average_gross_profit":70.9,"median_interval_days":34,"site_last_order_date":"2026-07-01","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":33.333333333333336,"expected_reorder_date":"2026-07-06","vendor_lead_time_days":1,"expected_interval_days":34,"recent_average_revenue":250,"standard_deviation_days":17.009801096230763,"coefficient_of_variation":0.510294032886923,"recent_three_interval_days":33.333333333333336,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52263 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-aec160f274b014085a8e6e5203781b14c68f9fd3b167cfc8d7f0e2faec5e9f6d | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5dfb0d93d2a1d165a881465893a95a06e900b3200f3902aba306bbcfae67cecb | OPP-da8279c6f4773748cabe08765f943697ad3f1ac3ab33163e76f1ca547e5b51cf | SER-caa7a5ae71fd27878ce8460ce669f515b685b4bb1bfcb43d89b8bc42a3bf810b | 44961 | Alderbrook Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 203 days; median interval 101.5 days; expected reorder 2026-02-15; High Risk by 176 days. | {"site_key":"fb87dbbf0d2b7276c023f77e0a0a1faefd5e748af68fff4550cd84698bf65881","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":48945} | {"due_class":"High Risk","days_overdue":176,"last_purchase":"2025-11-05","first_purchase":"2025-04-16","interval_count":2,"median_revenue":138.06,"purchase_count":3,"average_revenue":184.08,"contact_by_date":"2026-02-14","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":3.5,"median_gross_profit":23.01,"average_gross_profit":30.68,"median_interval_days":101.5,"site_last_order_date":"2026-02-24","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WA"},"average_interval_days":101.5,"expected_reorder_date":"2026-02-15","vendor_lead_time_days":1,"expected_interval_days":102,"recent_average_revenue":184.08,"standard_deviation_days":4.949747468305833,"coefficient_of_variation":0.04876598490941707,"recent_three_interval_days":101.5,"last_meaningful_activity_date":"2026-05-21"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 48945 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-5dfb0d93d2a1d165a881465893a95a06e900b3200f3902aba306bbcfae67cecb | Customer 44961 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dcaf625b90e05f9d767f0e8a3ca0d4903bbc3b8b3c331f785c93b6ad9158a18c | OPP-df4aa375c50be6bcf2d75c098db96f32a0bf9ef3f40e9c2ae93b9f32565ef9f7 | SER-7e7cfe189b68a9072cc00308b1ba65a542e77e29961f4a0d30767077e01a68f0 | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 8 completed purchases over 378 days; median interval 51.0 days; expected reorder 2026-08-18; Due Soon in 8 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52722} | {"due_class":"Due Soon","days_overdue":-8,"last_purchase":"2026-06-30","first_purchase":"2025-06-17","interval_count":7,"median_revenue":165.2,"purchase_count":8,"average_revenue":165.2,"contact_by_date":"2026-08-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":9,"median_gross_profit":36.965,"average_gross_profit":36.965,"median_interval_days":51,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":54,"expected_reorder_date":"2026-08-18","vendor_lead_time_days":7,"expected_interval_days":49,"recent_average_revenue":165.2,"standard_deviation_days":13.391539617733777,"coefficient_of_variation":0.24799147440247737,"recent_three_interval_days":47,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52722 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-dcaf625b90e05f9d767f0e8a3ca0d4903bbc3b8b3c331f785c93b6ad9158a18c | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c03666a6567f7b805642df4b1d91550d4c6c28a8ce1de4a474fba28c6ecec67f | OPP-520529266b99de1e12aa8e184c9c0523533d1e4257be01c58eddc7b1d02dc4f5 | SER-718908b917f2c070825d34d0e80d91b2a46d68ab5922e427842fa02fc1b76610 | 44841 | Cascade Clinical Group, Inc. | Overdue Reorder | Needs Validation | 5 completed purchases over 298 days; median interval 71.0 days; expected reorder 2026-08-23; Due Soon in 13 days. | {"site_key":"9f3b60517097195364b541cefa955b615ed49c8468c4e58376a60ea673266566","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52314} | {"due_class":"Due Soon","days_overdue":-13,"last_purchase":"2026-06-04","first_purchase":"2025-08-10","interval_count":4,"median_revenue":1480.0002,"purchase_count":5,"average_revenue":1110.00015,"contact_by_date":"2026-08-22","median_quantity":4,"open_order_docs":null,"average_quantity":3,"mad_interval_days":41.5,"median_gross_profit":675.9602,"average_gross_profit":578.38415,"median_interval_days":71,"site_last_order_date":"2026-06-04","territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"average_interval_days":74.5,"expected_reorder_date":"2026-08-23","vendor_lead_time_days":1,"expected_interval_days":80,"recent_average_revenue":1480.0002,"standard_deviation_days":55.29617226053415,"coefficient_of_variation":0.742230500141398,"recent_three_interval_days":85.33333333333333,"last_meaningful_activity_date":"2025-10-09"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-c03666a6567f7b805642df4b1d91550d4c6c28a8ce1de4a474fba28c6ecec67f | Customer 44841 | Order 52314 | Item 10368 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-aaa8dccbaf2e992bb4650ff201d1249e30bd4483f9dc9cdd7632aeff14a06b3d | OPP-c0a85ea36f942d57b4886f75e1d13078659e7276267450d6b19687b84fb565ad | SER-00e96bcce44237c59cb42f2ec50194fa73cd2ab830331f4c065dde6337b3f3f9 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Needs Validation | 4 completed purchases over 249 days; median interval 81.0 days; expected reorder 2026-03-27; High Risk by 136 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49833} | {"due_class":"High Risk","days_overdue":136,"last_purchase":"2026-01-04","first_purchase":"2025-04-30","interval_count":3,"median_revenue":153.78,"purchase_count":4,"average_revenue":153.78,"contact_by_date":"2026-03-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":9,"median_gross_profit":111.58,"average_gross_profit":111.375,"median_interval_days":81,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":83,"expected_reorder_date":"2026-03-27","vendor_lead_time_days":null,"expected_interval_days":82,"recent_average_revenue":153.78,"standard_deviation_days":12.12435565298214,"coefficient_of_variation":0.14607657413231495,"recent_three_interval_days":83,"last_meaningful_activity_date":null} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49833 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-aaa8dccbaf2e992bb4650ff201d1249e30bd4483f9dc9cdd7632aeff14a06b3d | Customer 44663 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c1db28474fbcb5a9dfbb32574b325953b5fcd49c099355743267073ade74ea0f | OPP-68a6b356e8b1e91f7d93e0ee5039dc0956f0ffa49a33f6fd972a920b1b9e08df | SER-19fe3fe8c57c498a2c017656a2d740610b1d9277c7bd6e3408b66aad6e805869 | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 8 completed purchases over 365 days; median interval 57.0 days; expected reorder 2026-08-31; Due Soon in 21 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52722} | {"due_class":"Due Soon","days_overdue":-21,"last_purchase":"2026-06-30","first_purchase":"2025-06-30","interval_count":7,"median_revenue":315,"purchase_count":8,"average_revenue":350.335,"contact_by_date":"2026-08-30","median_quantity":1,"open_order_docs":null,"average_quantity":1.125,"mad_interval_days":14,"median_gross_profit":63,"average_gross_profit":66.835,"median_interval_days":57,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":52.142857142857146,"expected_reorder_date":"2026-08-31","vendor_lead_time_days":1,"expected_interval_days":62,"recent_average_revenue":315,"standard_deviation_days":17.591935381764863,"coefficient_of_variation":0.3373795826639837,"recent_three_interval_days":66,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52722 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c1db28474fbcb5a9dfbb32574b325953b5fcd49c099355743267073ade74ea0f | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-159ac1e1a03310f5a0b3ea7e8df3d78f2c064314af5b039ba82da19b6ab965e9 | OPP-def99a12e30c5d09072e5a1b62e7b4912944047c1e69a560f32d1131e735f93b | SER-06b2a499f9dc3ecd0aab3007d06f45a7e466c5f9d9b44f7bf0213dc7da5a79e7 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Published | 5 completed purchases over 261 days; median interval 66.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52402} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-10","first_purchase":"2025-09-22","interval_count":4,"median_revenue":649,"purchase_count":5,"average_revenue":649,"contact_by_date":"2026-08-14","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":9,"median_gross_profit":195,"average_gross_profit":195,"median_interval_days":66,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":65.25,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":1,"expected_interval_days":66,"recent_average_revenue":649,"standard_deviation_days":13.098982148752373,"coefficient_of_variation":0.20075068427206702,"recent_three_interval_days":66.33333333333333,"last_meaningful_activity_date":"2026-03-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-159ac1e1a03310f5a0b3ea7e8df3d78f2c064314af5b039ba82da19b6ab965e9 | Customer 10250 | Order 52402 | Item 11441 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5e6d408f0b542a207e34ef3c07ad258515f516d68af80fd02ad505ba49bffcfc | OPP-bde98fe574d0e0b227282a02ee4ddafc65f39f596642ff15640c4b39c8adc45f | SER-aa566ff58196f262aa87e2384d43afa61c831778236a01c071b6dd8c2d7428e5 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Needs Validation | 11 completed purchases over 523 days; median interval 29.5 days; expected reorder 2026-08-24; Due Soon in 14 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53149} | {"due_class":"Due Soon","days_overdue":-14,"last_purchase":"2026-07-26","first_purchase":"2025-02-18","interval_count":10,"median_revenue":296.27,"purchase_count":11,"average_revenue":296.27,"contact_by_date":"2026-08-24","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":4,"median_gross_profit":228.42,"average_gross_profit":231.6381818181818,"median_interval_days":29.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":52.3,"expected_reorder_date":"2026-08-24","vendor_lead_time_days":null,"expected_interval_days":29,"recent_average_revenue":296.27,"standard_deviation_days":55.20275758007424,"coefficient_of_variation":1.055502056980387,"recent_three_interval_days":29,"last_meaningful_activity_date":null} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53149 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-5e6d408f0b542a207e34ef3c07ad258515f516d68af80fd02ad505ba49bffcfc | Customer 44663 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-83eb40f9ba59a597d5efb86800a15904ab2ebbaea44ea5f646fe51052b8f992b | OPP-93586c26e5329503328b309e155dd7e23691333416067de7ba595218eaa63b5d | SER-3fc44652ad0c52c67eb8aa017e80434cbce4b0f43b4f38970be65cd5cd2139ba | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 129 days; median interval 64.5 days; expected reorder 2026-09-04; Due Soon in 25 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52758} | {"due_class":"Due Soon","days_overdue":-25,"last_purchase":"2026-07-01","first_purchase":"2026-02-22","interval_count":2,"median_revenue":1200,"purchase_count":3,"average_revenue":966.6666666666666,"contact_by_date":"2026-08-05","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":15.5,"median_gross_profit":949.3,"average_gross_profit":715.9666666666667,"median_interval_days":64.5,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":64.5,"expected_reorder_date":"2026-09-04","vendor_lead_time_days":30,"expected_interval_days":65,"recent_average_revenue":966.6666666666666,"standard_deviation_days":21.920310216782973,"coefficient_of_variation":0.3398497708028368,"recent_three_interval_days":64.5,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52758 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-83eb40f9ba59a597d5efb86800a15904ab2ebbaea44ea5f646fe51052b8f992b | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-abc80fbd26bae2d8c096528850c6e461770a12e8e4a0b2d3645d7b77b5448761 | OPP-1249e12044db170db94d1cbd063865afcf0392c8698bea21af44554fd757e3b3 | SER-d86a821a952bcbfb6662468d3d2da86d4157307301c7b0f06c2407d044cfc3ac | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 4 completed purchases over 630 days; median interval 253.0 days; expected reorder 2026-07-29; Overdue by 12 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":49592} | {"due_class":"Overdue","days_overdue":12,"last_purchase":"2025-12-14","first_purchase":"2024-03-24","interval_count":3,"median_revenue":1911,"purchase_count":4,"average_revenue":1911,"contact_by_date":"2026-07-29","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":12,"median_gross_profit":517.85,"average_gross_profit":679.8375,"median_interval_days":253,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":210,"expected_reorder_date":"2026-07-29","vendor_lead_time_days":null,"expected_interval_days":227,"recent_average_revenue":1911,"standard_deviation_days":85.08231308562314,"coefficient_of_variation":0.4051538718363007,"recent_three_interval_days":210,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 49592 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-abc80fbd26bae2d8c096528850c6e461770a12e8e4a0b2d3645d7b77b5448761 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2446d81c0fcdcd04bc5b291c9f8caef76354f7cb64e1e37cdff8affdd090fc45 | OPP-c3e7fd5a65fc4382836b136dc8a3306644ae2bc3b5a26692fe2833bec0c20e84 | SER-3208d44d9962f9a6226644f1a450f3fcdc28fd445551a77074ee154f73b60407 | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 13 completed purchases over 404 days; median interval 32.5 days; expected reorder 2026-09-03; Due Soon in 24 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53138} | {"due_class":"Due Soon","days_overdue":-24,"last_purchase":"2026-07-26","first_purchase":"2025-06-17","interval_count":12,"median_revenue":107.86,"purchase_count":13,"average_revenue":103.64461538461538,"contact_by_date":"2026-08-27","median_quantity":2,"open_order_docs":null,"average_quantity":1.8461538461538463,"mad_interval_days":15,"median_gross_profit":26.96,"average_gross_profit":25.90923076923077,"median_interval_days":32.5,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":33.666666666666664,"expected_reorder_date":"2026-09-03","vendor_lead_time_days":7,"expected_interval_days":39,"recent_average_revenue":153.92,"standard_deviation_days":18.470287359743896,"coefficient_of_variation":0.5486223968240761,"recent_three_interval_days":43,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53138 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2446d81c0fcdcd04bc5b291c9f8caef76354f7cb64e1e37cdff8affdd090fc45 | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b69f53c1da6348c322c7830eee9cd2d2b9ac8a7c7572afdc4098a7775508b68a | OPP-15c9f2b0900fcf28bbc646872ef31aa8f3cdcf76c5ad0368199d256b80368a5d | SER-ce906ef9f743b35b168309d70e00018153b7d0a668cc677820278808f15aa147 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 13 completed purchases over 1027 days; median interval 68.0 days; expected reorder 2026-08-15; Due Soon in 5 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52444} | {"due_class":"Due Soon","days_overdue":-5,"last_purchase":"2026-06-14","first_purchase":"2023-08-22","interval_count":12,"median_revenue":296.27,"purchase_count":13,"average_revenue":296.27,"contact_by_date":"2026-08-15","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":13,"median_gross_profit":249.39,"average_gross_profit":241.0730769230769,"median_interval_days":68,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":85.58333333333333,"expected_reorder_date":"2026-08-15","vendor_lead_time_days":null,"expected_interval_days":62,"recent_average_revenue":296.27,"standard_deviation_days":58.00855475050576,"coefficient_of_variation":0.6778020029270391,"recent_three_interval_days":58.333333333333336,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52444 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-b69f53c1da6348c322c7830eee9cd2d2b9ac8a7c7572afdc4098a7775508b68a | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7bea7d4079aeaaabdfbd3f2f7dd7aa96f69f2f1b64277318f244ac646b28910b | OPP-61ad1a648010572ae00e92579e789cd5c71bb82430b3291c35759550c34aa655 | SER-496787aa378e3db729deae7fc10eee0284855212d5cb1fee6deb1ffdd127ac0b | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Needs Validation | 8 completed purchases over 966 days; median interval 122.0 days; expected reorder 2026-08-25; Due Soon in 15 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51337} | {"due_class":"Due Soon","days_overdue":-15,"last_purchase":"2026-04-06","first_purchase":"2023-08-14","interval_count":7,"median_revenue":214.14,"purchase_count":8,"average_revenue":214.14,"contact_by_date":"2026-08-25","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":21,"median_gross_profit":165.14,"average_gross_profit":169.28,"median_interval_days":122,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":138,"expected_reorder_date":"2026-08-25","vendor_lead_time_days":null,"expected_interval_days":141,"recent_average_revenue":214.14,"standard_deviation_days":64.48255578061404,"coefficient_of_variation":0.46726489696097123,"recent_three_interval_days":154.33333333333334,"last_meaningful_activity_date":"2025-01-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51337 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-7bea7d4079aeaaabdfbd3f2f7dd7aa96f69f2f1b64277318f244ac646b28910b | Customer 7389 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1f121bf719a0cabdcc4a088b8eb888a4b17aa933f046f052ddb1d89cf9fa95a3 | OPP-5f90cd9f7c4f474d9698ae8913cd85f024475d70b9d00f0a3c4d0cee5c0b6001 | SER-61666cab66890272798471ccc0832da274002c1c416fff4d67d6d1b05a06febc | 7389 | Bellwood Medical Group, Inc. | Overdue Reorder | Needs Validation | 4 completed purchases over 742 days; median interval 273.0 days; expected reorder 2026-05-26; Overdue by 76 days. | {"site_key":"8e58fa157a3008d7f4466dc953ea515fe2902c449f93bd62c7cef1aa4df9fc45","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":47963} | {"due_class":"Overdue","days_overdue":76,"last_purchase":"2025-09-10","first_purchase":"2023-08-30","interval_count":3,"median_revenue":521,"purchase_count":4,"average_revenue":651.25,"contact_by_date":"2026-04-26","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":86,"median_gross_profit":165.055,"average_gross_profit":215.7775,"median_interval_days":273,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":247.33333333333334,"expected_reorder_date":"2026-05-26","vendor_lead_time_days":30,"expected_interval_days":258,"recent_average_revenue":694.6666666666666,"standard_deviation_days":126.468704956338,"coefficient_of_variation":0.5113289957803423,"recent_three_interval_days":247.33333333333334,"last_meaningful_activity_date":"2025-01-02"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 47963 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-1f121bf719a0cabdcc4a088b8eb888a4b17aa933f046f052ddb1d89cf9fa95a3 | Customer 7389 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4f0ebd4f9885cbf4d14a86ee56ca7ab977ce3e5eb2399f461490a8c6a0367b0c | OPP-653c0717b5c2f78e88dd7376b72d42b9ec7370210f3d53a7e76ed441f637a918 | SER-0b632423317f472167eb42c48e61d271e2b434642ff5e5d0de5e0396124a46b9 | 10250 | Northgate Health System, PLLC | Overdue Reorder | Needs Validation | 7 completed purchases over 307 days; median interval 51.0 days; expected reorder 2026-09-05; Due Soon in 26 days. | {"site_key":"f6cf6790995cc08c6932e101012a5c18cd5dc90df178d27bd3f212e44afaba2c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52923} | {"due_class":"Due Soon","days_overdue":-26,"last_purchase":"2026-07-12","first_purchase":"2025-09-08","interval_count":6,"median_revenue":309,"purchase_count":7,"average_revenue":309,"contact_by_date":"2026-09-04","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":7.5,"median_gross_profit":57,"average_gross_profit":57,"median_interval_days":51,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":51.166666666666664,"expected_reorder_date":"2026-09-05","vendor_lead_time_days":1,"expected_interval_days":55,"recent_average_revenue":309,"standard_deviation_days":15.587388064286674,"coefficient_of_variation":0.3046395061424106,"recent_three_interval_days":58.333333333333336,"last_meaningful_activity_date":"2026-03-31"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52923 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-4f0ebd4f9885cbf4d14a86ee56ca7ab977ce3e5eb2399f461490a8c6a0367b0c | Customer 10250 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-69b5e6f620f0af35bcf23f927ca80b30aaf9c1ed64947871b14deb81f5d9d4a6 | OPP-e979ddff463cdbcccd1566745026835521279ff2bb0082e1063303eb5008fbda | SER-e3e1a66ea801d0ce70136a45d71c8ad2c209fa9911f612df0bd82fb1d595faae | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 182 days; median interval 91.0 days; expected reorder 2026-06-28; Overdue by 43 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51204} | {"due_class":"Overdue","days_overdue":43,"last_purchase":"2026-03-29","first_purchase":"2025-09-28","interval_count":2,"median_revenue":248.25,"purchase_count":3,"average_revenue":248.25,"contact_by_date":"2026-06-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":14,"median_gross_profit":82.75,"average_gross_profit":82.75,"median_interval_days":91,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":91,"expected_reorder_date":"2026-06-28","vendor_lead_time_days":1,"expected_interval_days":91,"recent_average_revenue":248.25,"standard_deviation_days":19.79898987322333,"coefficient_of_variation":0.21757131728816848,"recent_three_interval_days":91,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51204 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-69b5e6f620f0af35bcf23f927ca80b30aaf9c1ed64947871b14deb81f5d9d4a6 | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c9addcd48778b1ee99a7fb76b2efa5ad95bd581f43b29d538ccb87e8eb0ef6a6 | OPP-7600dc623b17b6c4b94951f111f8fb05aee8b292ed9ffacc2f82148d5bf43c6a | SER-4226f1321281b926921bf753bdb53faf54fc121c4378d870eee7f18a25812ec8 | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Needs Validation | 3 completed purchases over 221 days; median interval 110.5 days; expected reorder 2026-05-17; High Risk by 85 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50212} | {"due_class":"High Risk","days_overdue":85,"last_purchase":"2026-01-26","first_purchase":"2025-06-19","interval_count":2,"median_revenue":176,"purchase_count":3,"average_revenue":176,"contact_by_date":"2026-05-17","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":13.5,"median_gross_profit":91,"average_gross_profit":81.24,"median_interval_days":110.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":110.5,"expected_reorder_date":"2026-05-17","vendor_lead_time_days":null,"expected_interval_days":111,"recent_average_revenue":176,"standard_deviation_days":19.091883092036785,"coefficient_of_variation":0.17277722255236908,"recent_three_interval_days":110.5,"last_meaningful_activity_date":null} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50212 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c9addcd48778b1ee99a7fb76b2efa5ad95bd581f43b29d538ccb87e8eb0ef6a6 | Customer 44663 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0eed1ed2177481cb8e620a37a7b721a6e311f64f7ac40a94a971c440c35ba606 | OPP-bd5e49b05f44bd8735073d4daa5e97525ac83715c88914e6971d18e0dbd818cd | SER-5f4d59fe45aa0adacaf59158d6dd917ac93db4c8b4e11aedf260b44efdae888c | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Suppressed by Open Order | 3 completed purchases over 100 days; median interval 50.0 days; expected reorder 2026-08-07; Suppressed by Open Order by 3 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":[53115],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52516} | {"due_class":"Suppressed by Open Order","days_overdue":3,"last_purchase":"2026-06-18","first_purchase":"2026-03-10","interval_count":2,"median_revenue":621.15,"purchase_count":3,"average_revenue":510.72333333333336,"contact_by_date":"2026-07-31","median_quantity":15,"open_order_docs":[53115],"average_quantity":12.333333333333334,"mad_interval_days":5,"median_gross_profit":124.2,"average_gross_profit":102.12,"median_interval_days":50,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":50,"expected_reorder_date":"2026-08-07","vendor_lead_time_days":7,"expected_interval_days":50,"recent_average_revenue":510.72333333333336,"standard_deviation_days":7.0710678118654755,"coefficient_of_variation":0.1414213562373095,"recent_three_interval_days":50,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52516 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-0eed1ed2177481cb8e620a37a7b721a6e311f64f7ac40a94a971c440c35ba606 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dbc18fd189b9e4711d5605addbc76bc4a29ca7ddfe34507fb8b2df780fb9b974 | OPP-618b7b3280ee1897c5a3bfd8bd1064cd9f3e6c45a8ca159a338d45760311bf39 | SER-4a23e8d2de229367ff81555601a5383d4638201ec285f1caaccc182db0e1dee5 | 8501 | Brightwater Health Alliance, LLC | Overdue Reorder | Needs Validation | 4 completed purchases over 242 days; median interval 109.0 days; expected reorder 2026-05-19; High Risk by 83 days. | {"site_key":"0ec925c50b4cc4146be7b8f1b5564558f0082ad388cd54f507c15f53eb8ab727","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CT","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":50568} | {"due_class":"High Risk","days_overdue":83,"last_purchase":"2026-02-16","first_purchase":"2025-06-19","interval_count":3,"median_revenue":184.83,"purchase_count":4,"average_revenue":235.6575,"contact_by_date":"2026-05-18","median_quantity":1,"open_order_docs":null,"average_quantity":1.25,"mad_interval_days":13,"median_gross_profit":52.81,"average_gross_profit":67.3325,"median_interval_days":109,"site_last_order_date":"2026-02-16","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CT"},"average_interval_days":80.66666666666667,"expected_reorder_date":"2026-05-19","vendor_lead_time_days":1,"expected_interval_days":92,"recent_average_revenue":252.6,"standard_deviation_days":60.682232435312834,"coefficient_of_variation":0.7522590797766054,"recent_three_interval_days":80.66666666666667,"last_meaningful_activity_date":"2024-02-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 50568 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-dbc18fd189b9e4711d5605addbc76bc4a29ca7ddfe34507fb8b2df780fb9b974 | Customer 8501 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2d87b178c020c3802caba753bbca364dc5a97248964819518cf099622993ddd4 | OPP-81e7b890513390b0cd0352b298208f18b9c60aabee0a20656b87795fd765291a | SER-27309c4661815aa44a50457e8be104556d128c38ac74cb56d10e8a23d5ac813d | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 24 completed purchases over 1062 days; median interval 42.0 days; expected reorder 2026-08-26; Due Soon in 16 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":53053} | {"due_class":"Due Soon","days_overdue":-16,"last_purchase":"2026-07-19","first_purchase":"2023-08-22","interval_count":23,"median_revenue":207.78,"purchase_count":24,"average_revenue":200.56542561275924,"contact_by_date":"2026-08-26","median_quantity":6,"open_order_docs":null,"average_quantity":5.791666666666667,"mad_interval_days":14,"median_gross_profit":108.78,"average_gross_profit":107.09625894609258,"median_interval_days":42,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":46.17391304347826,"expected_reorder_date":"2026-08-26","vendor_lead_time_days":null,"expected_interval_days":38,"recent_average_revenue":207.78,"standard_deviation_days":25.306578688182757,"coefficient_of_variation":0.5480709132092311,"recent_three_interval_days":35,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53053 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-2d87b178c020c3802caba753bbca364dc5a97248964819518cf099622993ddd4 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e998f0077ed74b2db7c101c7f1c919e2329de1e659e7ad645fea40769eb35897 | OPP-9e2fd8fd14d48a03a2ea0e429a46b7742866a9bb1c150f433d87a9f7dbf3ebfc | SER-a6996cb8ae688e3f8a838a7894855112c2c7e4be053046460b362c01c36e1ba7 | 6977 | Cedar Lab Services, LLC | Overdue Reorder | Needs Validation | 7 completed purchases over 924 days; median interval 161.5 days; expected reorder 2026-09-09; Due Soon in 30 days. | {"site_key":"8276835ca96d1a5c97f961c84fd2fca0038be92300615fcfc2c0cf890e0c1fc8","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51017} | {"due_class":"Due Soon","days_overdue":-30,"last_purchase":"2026-03-17","first_purchase":"2023-09-05","interval_count":6,"median_revenue":114.4,"purchase_count":7,"average_revenue":115.19714285714285,"contact_by_date":"2026-09-08","median_quantity":4,"open_order_docs":null,"average_quantity":4.142857142857143,"mad_interval_days":18.5,"median_gross_profit":38.72,"average_gross_profit":38.75142857142857,"median_interval_days":161.5,"site_last_order_date":"2026-07-28","territory_assignment":{"source_rep":"H","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":154,"expected_reorder_date":"2026-09-09","vendor_lead_time_days":1,"expected_interval_days":176,"recent_average_revenue":152.53333333333333,"standard_deviation_days":59.803009957693604,"coefficient_of_variation":0.3883312334915169,"recent_three_interval_days":186.33333333333334,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51017 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e998f0077ed74b2db7c101c7f1c919e2329de1e659e7ad645fea40769eb35897 | Customer 6977 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ace98cd08b184e9ee4cd3709329a3df36d02c54ba1b81fd025894a6a450f7902 | OPP-cab62467ddaa8d4b6318d180b0192789e788ce853e7bc84ea47fe282988ad0dc | SER-12cabf3782dabd780b513ac110d6b1319fb34131f7646091935df22d0f62aa73 | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 17 completed purchases over 1001 days; median interval 61.5 days; expected reorder 2026-09-07; Due Soon in 28 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52771} | {"due_class":"Due Soon","days_overdue":-28,"last_purchase":"2026-07-05","first_purchase":"2023-10-08","interval_count":16,"median_revenue":243.2,"purchase_count":17,"average_revenue":257.50589503016505,"contact_by_date":"2026-09-07","median_quantity":2,"open_order_docs":null,"average_quantity":2.1176470588235294,"mad_interval_days":38,"median_gross_profit":113.2,"average_gross_profit":109.50118914781211,"median_interval_days":61.5,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":62.5625,"expected_reorder_date":"2026-09-07","vendor_lead_time_days":null,"expected_interval_days":64,"recent_average_revenue":243.2,"standard_deviation_days":44.77047948518458,"coefficient_of_variation":0.71561205970325,"recent_three_interval_days":65.33333333333333,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52771 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ace98cd08b184e9ee4cd3709329a3df36d02c54ba1b81fd025894a6a450f7902 | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5da0a3279e43039e6ff81244160a701c7158fe702f904b0ec6b623307f1567ff | OPP-31eac9393c4310f087145e1f4445d02de35ba0179705d4518a05773e8964057d | SER-d4c567c636550c25961a5d336646ff9ebf27041946c66c9ddbc5ff38cb4c03ba | 9506 | Sequoia Clinical Partners, PLLC | Overdue Reorder | Needs Validation | 4 completed purchases over 304 days; median interval 87.0 days; expected reorder 2026-08-14; Due Soon in 4 days. | {"site_key":"a704c4daec4f51bc2c86b3eccb8374f391e8ca1a1ef8d6c3beef2db4a7572f13","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51910} | {"due_class":"Due Soon","days_overdue":-4,"last_purchase":"2026-05-10","first_purchase":"2025-07-10","interval_count":3,"median_revenue":264.49,"purchase_count":4,"average_revenue":268.8975,"contact_by_date":"2026-08-13","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":1,"median_gross_profit":53.49,"average_gross_profit":57.75,"median_interval_days":87,"site_last_order_date":"2026-07-26","territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"average_interval_days":101.33333333333333,"expected_reorder_date":"2026-08-14","vendor_lead_time_days":1,"expected_interval_days":96,"recent_average_revenue":264.49,"standard_deviation_days":25.69695182961071,"coefficient_of_variation":0.2535883404237899,"recent_three_interval_days":101.33333333333333,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51910 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-5da0a3279e43039e6ff81244160a701c7158fe702f904b0ec6b623307f1567ff | Customer 9506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-aa72f10198b4ab9ea9d864090eaab08a3593abd9fe432ce34bd0d33a16ecb68a | OPP-817307557d1555555d4e5f3372f0b3e70a115ea245e4a1aa9a59dff0bf34fb31 | SER-ec081605347293dc342ebc168c1ff188dba039b2fc78f0be8522ba1c0dfc124f | 2550 | Summit Analytical Labs, Inc. | Overdue Reorder | Needs Validation | 6 completed purchases over 602 days; median interval 76.0 days; expected reorder 2026-07-27; Overdue by 14 days. | {"site_key":"346179f3ea605961555ce1a48631650c1a270a8f567e1f4ec8e7c0c25842eeb6","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":51106} | {"due_class":"Overdue","days_overdue":14,"last_purchase":"2026-03-23","first_purchase":"2024-07-29","interval_count":5,"median_revenue":207,"purchase_count":6,"average_revenue":207,"contact_by_date":"2026-06-27","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":26,"median_gross_profit":148,"average_gross_profit":145.05,"median_interval_days":76,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":120.4,"expected_reorder_date":"2026-07-27","vendor_lead_time_days":30,"expected_interval_days":126,"recent_average_revenue":207,"standard_deviation_days":121.33136445289,"coefficient_of_variation":1.0077355851568937,"recent_three_interval_days":158.66666666666666,"last_meaningful_activity_date":"2024-06-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 51106 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-aa72f10198b4ab9ea9d864090eaab08a3593abd9fe432ce34bd0d33a16ecb68a | Customer 2550 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-353d6df8208aaf3acffdb2fab8f690bdb7d7196a57c1e9b924aed261b5d56c09 | OPP-cea5b243216c2b543f8ba62adf06294c4f45c0ac2ac03b9bb131ba3da3bb3dd6 | SER-2c96947ff24e58732f432df6cd62e910e373e6853d0fdf0950ce023782ffe0eb | 44663 | Copperfield Laboratory Partners, Corp. | Overdue Reorder | Needs Validation | 6 completed purchases over 409 days; median interval 67.0 days; expected reorder 2026-09-09; Due Soon in 30 days. | {"site_key":"f52dcf63ecd9f8d658e02814e49379dc8ddb50a218bcdf13b3082c9df6f14fef","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52667} | {"due_class":"Due Soon","days_overdue":-30,"last_purchase":"2026-06-28","first_purchase":"2025-05-15","interval_count":5,"median_revenue":195,"purchase_count":6,"average_revenue":195,"contact_by_date":"2026-08-10","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":27,"median_gross_profit":136.95,"average_gross_profit":136.95,"median_interval_days":67,"site_last_order_date":"2026-08-04","territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"average_interval_days":81.8,"expected_reorder_date":"2026-09-09","vendor_lead_time_days":30,"expected_interval_days":73,"recent_average_revenue":195,"standard_deviation_days":39.31539138810652,"coefficient_of_variation":0.48062825657831926,"recent_three_interval_days":77,"last_meaningful_activity_date":null} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52667 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-353d6df8208aaf3acffdb2fab8f690bdb7d7196a57c1e9b924aed261b5d56c09 | Customer 44663 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-76c07b56e7f2b20e5699d4f9beb38546e0242ea156ddfb26d9036bf0136ad613 | OPP-2c4fc0704c23447039035c631e0fe9c8dabc62c000f13aa8f09b38f0af1b60d4 | SER-7e0061a3f539b30b683921c2829784ca6fc227191589e336f2fc6f5fc6ae0bd4 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 124 days; median interval 62.0 days; expected reorder 2026-08-16; Due Soon in 6 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52465} | {"due_class":"Due Soon","days_overdue":-6,"last_purchase":"2026-06-15","first_purchase":"2026-02-11","interval_count":2,"median_revenue":190.81,"purchase_count":3,"average_revenue":205.50666666666666,"contact_by_date":"2026-08-16","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":2,"median_gross_profit":50.51,"average_gross_profit":65.20666666666666,"median_interval_days":62,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":62,"expected_reorder_date":"2026-08-16","vendor_lead_time_days":null,"expected_interval_days":62,"recent_average_revenue":205.50666666666666,"standard_deviation_days":2.8284271247461903,"coefficient_of_variation":0.045619792334615966,"recent_three_interval_days":62,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52465 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-76c07b56e7f2b20e5699d4f9beb38546e0242ea156ddfb26d9036bf0136ad613 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-202e94a7daae9f5de98704ceca2a3c4d15f8eaf1868090fa2048a078734560d6 | OPP-04fdf87a77646830eac1a19d573b05b7d903849ea4dda10a4c196620923963bb | SER-bfdbc68ff8a84c43a28d8d43df3a4dcd9616ca7b3ca987fc16a6c2ad9cb50448 | 7690 | Sequoia Health Alliance, LLC | Overdue Reorder | Needs Validation | 3 completed purchases over 126 days; median interval 63.0 days; expected reorder 2026-08-25; Due Soon in 15 days. | {"site_key":"9157e5f1221d42fe36eb8328902d6a9e68e92ec89172af7a8e4f36677557977f","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"last_order_doc_no":52623} | {"due_class":"Due Soon","days_overdue":-15,"last_purchase":"2026-06-23","first_purchase":"2026-02-17","interval_count":2,"median_revenue":125,"purchase_count":3,"average_revenue":166.66666666666666,"contact_by_date":"2026-08-25","median_quantity":1,"open_order_docs":null,"average_quantity":1.3333333333333333,"mad_interval_days":29,"median_gross_profit":36.27,"average_gross_profit":48.36,"median_interval_days":63,"site_last_order_date":"2026-07-13","territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"average_interval_days":63,"expected_reorder_date":"2026-08-25","vendor_lead_time_days":null,"expected_interval_days":63,"recent_average_revenue":166.66666666666666,"standard_deviation_days":41.012193308819754,"coefficient_of_variation":0.6509871953780914,"recent_three_interval_days":63,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52623 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-202e94a7daae9f5de98704ceca2a3c4d15f8eaf1868090fa2048a078734560d6 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-507269d91c0951445cc605ae78316effa26ba59eff534fcc8748ef1550bbbd42 | OPP-1a0ba2d9b9b30355faebd3b55d0aa18afdd017c921b0588c359d1eca4a32d0da | SER-af8dc8ee81a3adc39b677b4d1cd35e42745cb44d81e267f0e22d3e7e5651fcb7 | 16404 | Copperfield Reference Labs, Corp. | Overdue Reorder | Needs Rep Mapping | 5 completed purchases over 189 days; median interval 35.5 days; expected reorder 2026-05-09; High Risk by 93 days. | {"site_key":"34650e9336ee10deb46920c12c6506c6f7eb13d8050c5c425aa710af3c58a1cb","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":51160} | {"due_class":"High Risk","days_overdue":93,"last_purchase":"2026-03-25","first_purchase":"2025-09-17","interval_count":4,"median_revenue":3593.14,"purchase_count":5,"average_revenue":5030.396,"contact_by_date":"2026-05-09","median_quantity":2,"open_order_docs":null,"average_quantity":2.8,"mad_interval_days":1.5,"median_gross_profit":899.71,"average_gross_profit":1257.876,"median_interval_days":35.5,"site_last_order_date":"2026-03-25","territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"average_interval_days":47.25,"expected_reorder_date":"2026-05-09","vendor_lead_time_days":null,"expected_interval_days":45,"recent_average_revenue":6587.423333333333,"standard_deviation_days":25.1975527912269,"coefficient_of_variation":0.5332815405550667,"recent_three_interval_days":51,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-507269d91c0951445cc605ae78316effa26ba59eff534fcc8748ef1550bbbd42 | Customer 16404 | Order 51160 | Item 17005 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cea48c58e11c45884ad21070dd8636f5bed6fe3d78adbe57400de6df9693a586 | OPP-cd623737a8d1ed22282864a74d186bf722bc3d4e027a81523106a3988e204077 | SER-0987ae70196f00b2342afa06226a34359e2fa7f5e181056373c9a29bccf33266 | 16404 | Copperfield Reference Labs, Corp. | Overdue Reorder | Needs Rep Mapping | 6 completed purchases over 189 days; median interval 35.0 days; expected reorder 2026-05-02; High Risk by 100 days. | {"site_key":"34650e9336ee10deb46920c12c6506c6f7eb13d8050c5c425aa710af3c58a1cb","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":51160} | {"due_class":"High Risk","days_overdue":100,"last_purchase":"2026-03-25","first_purchase":"2025-09-17","interval_count":5,"median_revenue":2790.36,"purchase_count":6,"average_revenue":2687.0133333333333,"contact_by_date":"2026-05-02","median_quantity":4.5,"open_order_docs":null,"average_quantity":4.333333333333333,"mad_interval_days":2,"median_gross_profit":858.54,"average_gross_profit":923.0716666666667,"median_interval_days":35,"site_last_order_date":"2026-03-25","territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"average_interval_days":37.8,"expected_reorder_date":"2026-05-02","vendor_lead_time_days":null,"expected_interval_days":38,"recent_average_revenue":3100.4,"standard_deviation_days":19.253571097331527,"coefficient_of_variation":0.5093537327336383,"recent_three_interval_days":40,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-cea48c58e11c45884ad21070dd8636f5bed6fe3d78adbe57400de6df9693a586 | Customer 16404 | Order 51160 | Item 17098 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e493507191f2d09d92ca3d7d37734aaa575b294043f69abd893a6b0ed104b5db | OPP-9ed11cfc2efc2a6487a3216853206c2c71a18cffb2a7a81825810408f6fde691 | SER-15c2729147ccba977d6bb72de37aea6eacb7cab7710d4f4327d2ad4aa3879336 | 16404 | Copperfield Reference Labs, Corp. | Overdue Reorder | Needs Rep Mapping | 5 completed purchases over 189 days; median interval 52.0 days; expected reorder 2026-05-09; High Risk by 93 days. | {"site_key":"34650e9336ee10deb46920c12c6506c6f7eb13d8050c5c425aa710af3c58a1cb","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":51160} | {"due_class":"High Risk","days_overdue":93,"last_purchase":"2026-03-25","first_purchase":"2025-09-17","interval_count":4,"median_revenue":1324.57,"purchase_count":5,"average_revenue":2914.054,"contact_by_date":"2026-05-08","median_quantity":1,"open_order_docs":null,"average_quantity":2.2,"mad_interval_days":17,"median_gross_profit":729.37,"average_gross_profit":783.974,"median_interval_days":52,"site_last_order_date":"2026-03-25","territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"average_interval_days":47.25,"expected_reorder_date":"2026-05-09","vendor_lead_time_days":1,"expected_interval_days":45,"recent_average_revenue":3090.6633333333334,"standard_deviation_days":26.28529373369578,"coefficient_of_variation":0.5563025128824504,"recent_three_interval_days":40,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-e493507191f2d09d92ca3d7d37734aaa575b294043f69abd893a6b0ed104b5db | Customer 16404 | Order 51160 | Item 17140 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-69d9f667dc41fa1d2922f5b352fd689a9aaa9133e6890d807d69a509daee8332 | OPP-d83c226fe6971c836f34211003b4a44230110b1b7e56bfde46aa25a172f4582e | SER-601d68e0396f06a212ab5693178be30744e046bc22aae16943aa39fe4b86f3d3 | 8652 | Meridian Laboratory Partners, PLLC | Overdue Reorder | Suppressed by Open Order | 48 completed purchases over 1062 days; median interval 21.0 days; expected reorder 2026-08-16; Suppressed by Open Order in 6 days. | {"site_key":"237ec0d3ca713fa7d7d152f057380498c00ada62af90da817c127dee922f8863","open_order_docs":[53372],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":52904} | {"due_class":"Suppressed by Open Order","days_overdue":-6,"last_purchase":"2026-07-12","first_purchase":"2023-08-15","interval_count":47,"median_revenue":1935.8,"purchase_count":48,"average_revenue":2103.8635416666666,"contact_by_date":"2026-08-16","median_quantity":10,"open_order_docs":[53372],"average_quantity":11.145833333333334,"mad_interval_days":6,"median_gross_profit":440,"average_gross_profit":446.511875,"median_interval_days":21,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"average_interval_days":22.595744680851062,"expected_reorder_date":"2026-08-16","vendor_lead_time_days":null,"expected_interval_days":35,"recent_average_revenue":1452.6533333333334,"standard_deviation_days":12.073433959962216,"coefficient_of_variation":0.5343233485105688,"recent_three_interval_days":44,"last_meaningful_activity_date":"2026-07-01"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52904 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-69d9f667dc41fa1d2922f5b352fd689a9aaa9133e6890d807d69a509daee8332 | Customer 8652 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-89f6ad86fbeddeb86d7a79fc82cf5a6d4da3b8c3d82fe76cf97455750a5688fb | OPP-b959a12c8a49c88458fe962c1f0ec66de29a45881cc23e65131f98465fc46580 | SER-774b7618241cf90ec50c7de14daafd4cc87ea4aa90806641b7d276c54eec0c93 | 16404 | Copperfield Reference Labs, Corp. | Overdue Reorder | Needs Rep Mapping | 3 completed purchases over 153 days; median interval 76.5 days; expected reorder 2026-06-10; High Risk by 61 days. | {"site_key":"34650e9336ee10deb46920c12c6506c6f7eb13d8050c5c425aa710af3c58a1cb","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":51160} | {"due_class":"High Risk","days_overdue":61,"last_purchase":"2026-03-25","first_purchase":"2025-10-23","interval_count":2,"median_revenue":1757.64,"purchase_count":3,"average_revenue":2148.2266666666665,"contact_by_date":"2026-05-11","median_quantity":3,"open_order_docs":null,"average_quantity":3.6666666666666665,"mad_interval_days":43.5,"median_gross_profit":954.69,"average_gross_profit":883.8833333333333,"median_interval_days":76.5,"site_last_order_date":"2026-03-25","territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"average_interval_days":76.5,"expected_reorder_date":"2026-06-10","vendor_lead_time_days":30,"expected_interval_days":77,"recent_average_revenue":2148.2266666666665,"standard_deviation_days":61.518289963229634,"coefficient_of_variation":0.8041606531141129,"recent_three_interval_days":76.5,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-89f6ad86fbeddeb86d7a79fc82cf5a6d4da3b8c3d82fe76cf97455750a5688fb | Customer 16404 | Order 51160 | Item 5447 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8a84c5248408596ae201a78af261cb4d93a508fce69ac2005a5ebff5dde931aa | OPP-863151b0484c7711c5eb96bce6127a7440205e6985f2d706c4bcef6a45dd8984 | SER-32f56f94cbadf8b64af5ebd71eae64b5c7e8a2255c4a1834e8f5b8eaf17144d2 | 8652 | Meridian Laboratory Partners, PLLC | Overdue Reorder | Suppressed by Open Order | 48 completed purchases over 1062 days; median interval 21.0 days; expected reorder 2026-08-16; Suppressed by Open Order in 6 days. | {"site_key":"237ec0d3ca713fa7d7d152f057380498c00ada62af90da817c127dee922f8863","open_order_docs":[53372],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":52904} | {"due_class":"Suppressed by Open Order","days_overdue":-6,"last_purchase":"2026-07-12","first_purchase":"2023-08-15","interval_count":47,"median_revenue":1432,"purchase_count":48,"average_revenue":1534.8485533891874,"contact_by_date":"2026-08-16","median_quantity":8,"open_order_docs":[53372],"average_quantity":8.1875,"mad_interval_days":6,"median_gross_profit":145.6,"average_gross_profit":194.8106367225207,"median_interval_days":21,"site_last_order_date":"2026-07-12","territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"average_interval_days":22.595744680851062,"expected_reorder_date":"2026-08-16","vendor_lead_time_days":null,"expected_interval_days":35,"recent_average_revenue":1157.326854226998,"standard_deviation_days":12.01386802727886,"coefficient_of_variation":0.5316871914144129,"recent_three_interval_days":44,"last_meaningful_activity_date":"2026-07-01"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 52904 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8a84c5248408596ae201a78af261cb4d93a508fce69ac2005a5ebff5dde931aa | Customer 8652 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4ca54f1c1dcaf6cebe9582d1446f899858a6b407e5bd69724b2e65c29217d0dc | OPP-ced9e7ce66712908f7fac008f78b77e81103f171de624b8e77ed3c83f65520cc | SER-bc730dbdcbb381a393b3d5b836df2087efd406c613c02ec5bdca11a65ae911c5 | 3166 | Summit Health Partners, PLLC | Overdue Reorder | Suppressed by Open Order | 34 completed purchases over 1076 days; median interval 27.0 days; expected reorder 2026-08-28; Suppressed by Open Order in 18 days. | {"site_key":"45706635dc4b1094e477ee748275a887f7b81faa5ffb82c68f6b26aa835cd3ea","open_order_docs":[53334],"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GAUTENG","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":53170} | {"due_class":"Suppressed by Open Order","days_overdue":-18,"last_purchase":"2026-07-27","first_purchase":"2023-08-16","interval_count":33,"median_revenue":879.68,"purchase_count":34,"average_revenue":900.2064705882353,"contact_by_date":"2026-08-28","median_quantity":8,"open_order_docs":[53334],"average_quantity":8.352941176470589,"mad_interval_days":12,"median_gross_profit":251.36,"average_gross_profit":256.5414705882353,"median_interval_days":27,"site_last_order_date":"2026-07-27","territory_assignment":{"source_rep":"H","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"GAUTENG"},"average_interval_days":32.60606060606061,"expected_reorder_date":"2026-08-28","vendor_lead_time_days":null,"expected_interval_days":32,"recent_average_revenue":1073.7066666666667,"standard_deviation_days":21.482462897005366,"coefficient_of_variation":0.6588487691460753,"recent_three_interval_days":35,"last_meaningful_activity_date":"2024-03-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote none | Order 53170 | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-4ca54f1c1dcaf6cebe9582d1446f899858a6b407e5bd69724b2e65c29217d0dc | Customer 3166 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4220d6e437aea24efb83d5d6faa5d881df1200a1d00c246de3eb618c460a226f | OPP-b35981debcff937acbca818a580770ce89d846c1ba3695cb8dd6089aa33cdcea | SER-007d751795f5c77c440e9f5d3ffc084459953d0f7db798c5f0d3d6a13ffbae2e | 3280 | Bellwood Medical Center, PLLC | Overdue Reorder | Needs Validation | 3 completed purchases over 547 days; median interval 273.5 days; expected reorder 2026-08-13; Due Soon in 3 days. | {"site_key":"0e35ef0aed1642d5305e8b667afb29d72730910b71d5244c36a2fb09fa69483c","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":49057} | {"due_class":"Due Soon","days_overdue":-3,"last_purchase":"2025-11-12","first_purchase":"2024-05-14","interval_count":2,"median_revenue":4613.2,"purchase_count":3,"average_revenue":4228.766666666666,"contact_by_date":"2026-08-12","median_quantity":20,"open_order_docs":null,"average_quantity":18.333333333333332,"mad_interval_days":48.5,"median_gross_profit":1318,"average_gross_profit":1208.1666666666667,"median_interval_days":273.5,"site_last_order_date":"2025-11-12","territory_assignment":{"source_rep":"Jeremy T. Falkner","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"average_interval_days":273.5,"expected_reorder_date":"2026-08-13","vendor_lead_time_days":1,"expected_interval_days":274,"recent_average_revenue":4228.766666666666,"standard_deviation_days":68.58935777509511,"coefficient_of_variation":0.2507837578614081,"recent_three_interval_days":273.5,"last_meaningful_activity_date":"2024-06-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-4220d6e437aea24efb83d5d6faa5d881df1200a1d00c246de3eb618c460a226f | Customer 3280 | Order 49057 | Item 516 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-71a1274007ca40b4820ad1b93c9c321be04bb43367b7be7f2a69b027fa285b1a | OPP-2440d8baa7f0216067c773dd6e315596b2ccaab5a4a6b2377490e2a494e0c73e | SER-984716ea1e22c8bc2082bbe5262df947d5e2cf15feb08927c437079b17743499 | 43032 | Stonebridge Medical Partners, PLLC | Overdue Reorder | Needs Rep Mapping | 5 completed purchases over 387 days; median interval 91.0 days; expected reorder 2026-02-12; High Risk by 179 days. | {"site_key":"890da73a3e06a1f23bed7c956a448f2cab977f2a06e67d4ba70f885f64b7de14","open_order_docs":null,"source_relations":["public.sales_order","public.sales_order_line_tagged","public.item_detail","public.item_vendor","public.customer_detail","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"last_order_doc_no":48978} | {"due_class":"High Risk","days_overdue":179,"last_purchase":"2025-11-06","first_purchase":"2024-10-15","interval_count":4,"median_revenue":409.94,"purchase_count":5,"average_revenue":409.94,"contact_by_date":"2026-02-11","median_quantity":1,"open_order_docs":null,"average_quantity":1,"mad_interval_days":28,"median_gross_profit":131.46,"average_gross_profit":131.46,"median_interval_days":91,"site_last_order_date":"2025-11-06","territory_assignment":{"source_rep":"Joanna Bristow","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"average_interval_days":96.75,"expected_reorder_date":"2026-02-12","vendor_lead_time_days":1,"expected_interval_days":98,"recent_average_revenue":409.94,"standard_deviation_days":46.83570575248475,"coefficient_of_variation":0.4840899819378269,"recent_three_interval_days":102.66666666666667,"last_meaningful_activity_date":"2026-08-04"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-71a1274007ca40b4820ad1b93c9c321be04bb43367b7be7f2a69b027fa285b1a | Customer 43032 | Order 48978 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-041598262f2c9362ce44d7e6eaf7166dbf9ed63ff941d1ad1a4acfaf88539e68 | OPP-cbf63370336fe0112afb2f39c9f20a63670f1ea7bf6a7fa53c1ae3a91a2a3098 | SER-a8eab42e9d94bf6765e86bdcb32b6b8d7cc79161d4cffb2d8ddffd786fd976b3 | 8145 | Summit Health Partners, LLC | Quote Leakage | Needs Validation | High-Margin Open Quote Without Activity on quote 32065; quote age 25 days; last modified 14 days ago; quoted value $74000.00; converted line value $0.00; unconverted line value $74000.00. | {"quote_doc_no":32065,"dominant_item_id":10617,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-07-16","probability":50,"quote_state":"Open","leakage_type":"High-Margin Open Quote Without Activity","quote_status":"50%","modified_date":"2026-07-27","quote_age_days":25,"quoted_revenue":74000,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":14,"linked_order_doc_no":null,"quoted_gross_profit":16121,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"normalized_probability":0.5,"unconverted_line_value":74000,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":74000,"last_meaningful_activity_date":"2026-06-09"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 32065: 50%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-041598262f2c9362ce44d7e6eaf7166dbf9ed63ff941d1ad1a4acfaf88539e68 | Customer 8145 | Quote 32065 | Item 10617 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e80eae32fee4dc69aa212140bab3a3d926bec7d314337703222472d083f6fcd4 | OPP-9193380900be27b86b6b0075ced6d210a10d0c75a66725d60a7d74457fa4b0ea | SER-391a4cd42811333147a680a51bdfb20083e908f76cee704c08016e052d263207 | 9305 | Lakeside Diagnostics, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 28614; quote age 250 days; last modified 249 days ago; quoted value $56323.00; converted line value $0.00; unconverted line value $56323.00. | {"quote_doc_no":28614,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-12-03","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-12-04","quote_age_days":250,"quoted_revenue":56323,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":249,"linked_order_doc_no":null,"quoted_gross_profit":25192.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"normalized_probability":0.05,"unconverted_line_value":56323,"last_customer_order_date":null,"repeated_quote_count_12m":5,"maximum_recoverable_value":56323,"last_meaningful_activity_date":"2026-02-23"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28614: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-e80eae32fee4dc69aa212140bab3a3d926bec7d314337703222472d083f6fcd4 | Customer 9305 | Quote 28614 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-634d32c147d5de44ac95fe13508d544f415a739eddf4782486826869d3c3f44d | OPP-457d81516f732b19aa5736fbb42e65e4ff9008eb2fee90393648cca428cf5cef | SER-b0700b1b2afd3ca1fe410209b3d4d5a2c666d3482b4149239531429c95bdc03d | 53298 | Ashcroft Laboratory Partners, PLLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 29506; quote age 175 days; last modified 157 days ago; quoted value $27391.37; converted line value $17516.92; unconverted line value $9874.45. | {"quote_doc_no":29506,"dominant_item_id":14436,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":50896} | {"revision":1,"is_closed":true,"quote_date":"2026-02-16","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-03-06","quote_age_days":175,"quoted_revenue":27391.37016903781,"conversion_ratio":0.639505066446091,"gp_cost_coverage":1,"quote_line_count":104,"days_since_modified":157,"linked_order_doc_no":50896,"quoted_gross_profit":3382.290169037811,"converted_line_value":17516.92,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"normalized_probability":1,"unconverted_line_value":9874.450169037811,"last_customer_order_date":"2026-07-26","repeated_quote_count_12m":11,"maximum_recoverable_value":9874.450169037811,"last_meaningful_activity_date":"2026-08-04"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29506: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — trouble reagents | 2026-03-02 — f. Customer record is active. | Terminal quote guard: quote 29506 is Closed Won / Won and is linked to order 50896. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 2 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — trouble reagents | 2026-03-02 — f. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-634d32c147d5de44ac95fe13508d544f415a739eddf4782486826869d3c3f44d | Customer 53298 | Quote 29506 | Order 50896 | Item 14436 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a8b67386dbf7d85d2dbd0c23b35a897638e7786994738f7f3f4198bfbdee641d | OPP-de9d11795d96e2c41c9dff9eb1a578fb23e82b29a20b1dffee346a09e368ccd7 | SER-35a3137196b63006280b9cd3f8e3b42f2a986329ac12599cdfc72055d9b43553 | 535 | Cedar Laboratory Partners, Corp. | Quote Leakage | Published | Stale Open Quote on quote 29547; quote age 174 days; last modified 173 days ago; quoted value $257009.05; converted line value $0.00; unconverted line value $257009.05. | {"quote_doc_no":29547,"dominant_item_id":14438,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-02-17","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-02-18","quote_age_days":174,"quoted_revenue":257009.052189125,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":173,"linked_order_doc_no":null,"quoted_gross_profit":33469.052189125,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"normalized_probability":0.05,"unconverted_line_value":257009.052189125,"last_customer_order_date":null,"repeated_quote_count_12m":2,"maximum_recoverable_value":257009.052189125,"last_meaningful_activity_date":"2026-02-17"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29547: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-17. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-17 — Ulyana opp | 2024-01-11 — centrifuge quote | 2026-02-17 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-02-17. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-17 — Ulyana opp | 2024-01-11 — centrifuge quote | 2026-02-17 — f. | Open quote: Yes; Open order: No | Item active: true | Vendor: MYCO Consignment | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-a8b67386dbf7d85d2dbd0c23b35a897638e7786994738f7f3f4198bfbdee641d | Customer 535 | Quote 29547 | Item 14438 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b6b334aa6379b1777b66d8fe9514d5bc45752e2adb960794975474ee318f4f9f | OPP-b4e39246b1b633db583a571f7a20e6c286c10704bc4bdb952568865339ecbf2d | SER-9fb4fc323ff51a0bc1c4fe1b5959ea21af7cec6e51b074d8d2ea11578e267291 | 44635 | Summit Clinical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 27124; quote age 357 days; last modified 341 days ago; quoted value $36550.00; converted line value $0.00; unconverted line value $36550.00. | {"quote_doc_no":27124,"dominant_item_id":15527,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-08-18","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-09-03","quote_age_days":357,"quoted_revenue":36550,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":341,"linked_order_doc_no":null,"quoted_gross_profit":12193.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"normalized_probability":0.05,"unconverted_line_value":36550,"last_customer_order_date":"2026-07-12","repeated_quote_count_12m":13,"maximum_recoverable_value":36550,"last_meaningful_activity_date":"2026-06-02"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27124: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-02. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-02 — f | 2025-02-19 — Service | 2025-02-12 — Intro. Website reviewed: https://www.blockscientific.com/. Customer record is active. Target item is inactive; publication requires explicit validation. | Inactive Beckman AU480-R item 15527; verify actual unit availability. | Activity review: all 5 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-02. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-02 — f | 2025-02-19 — Service | 2025-02-12 — Intro. | Open quote: Yes; Open order: No | Item active: false | Item note: Beckman AU480-R Olympus-AU480 Chemistry Analyzer, Refurbished $28,000.00 Water System - Olympus AU 400 AQUA SOLUTIONS RODI-T2 TYPE 2 REAGENT GRADE 4-5 LPM DI SYSTEM WITH BUILT-IN 10-LPH RO PRETREAT AND 42-L TANK - NEW WITH 2 YEAR WARRANTY $5,973.00 Vendordirect Water System Shipping $450 Inst On Site Installation of Water System $750 Power-Back-Up-Powervar Power back-up, Refurbished with New Batteries $3,850 Inst On-Site Installation of Analyzer $3,850 Train On-Site operator training $1,000 Service Contract Olympus AU480 Service Contract - One year warranty covering all parts, One preventative maintenance visits, Unlimited emergency service calls, and unlimited technical phone assistance. Consumable items such as electrodes, probes, etc, are not included under contract. Terms and conditions apply. $13,500 Ship 1.5x the weight (Au480) $1,389 Validation Estimated until quoted. Must purchase validation material $5,000 BE SURE TO INCLUDE REAGENTS SEPARATELY! | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-b6b334aa6379b1777b66d8fe9514d5bc45752e2adb960794975474ee318f4f9f | Customer 44635 | Quote 27124 | Item 15527 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c4959c33f4dbfe0615df48c58453fc51dbd70a5bfcb27692317d40022ef3fa45 | OPP-0dbdea9c217b07d31ea6fad34d053db9119425a4193ac6da577e4a3e3cb70981 | SER-bd666edb4437e1513ccb3b78bfb210517d3e51a857d5aca95e1742212b341cb3 | 800 | Riverside Medical Associates, LLC | Quote Leakage | Published | Stale Open Quote on quote 26146; quote age 427 days; last modified 426 days ago; quoted value $29914.58; converted line value $0.00; unconverted line value $29914.58. | {"quote_doc_no":26146,"dominant_item_id":14436,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":4,"is_closed":false,"quote_date":"2025-06-09","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-06-10","quote_age_days":427,"quoted_revenue":29914.57994863814,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":30,"days_since_modified":426,"linked_order_doc_no":null,"quoted_gross_profit":8454.43994863814,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"normalized_probability":0.05,"unconverted_line_value":29914.57994863814,"last_customer_order_date":"2026-07-05","repeated_quote_count_12m":8,"maximum_recoverable_value":29914.57994863814,"last_meaningful_activity_date":"2026-05-07"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 26146: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-30 — Email back to Courtney | 2025-04-30 — Update on reagent issue | 2025-04-30 — Email from Courtney. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c4959c33f4dbfe0615df48c58453fc51dbd70a5bfcb27692317d40022ef3fa45 | Customer 800 | Quote 26146 | Item 14436 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a978ad47400cb02c85e93cb2a54fee27f98828960ce37b1c5cb66678e30a2ac3 | OPP-67a0978572257cdaf9fc9fdfe860a2d4ae76e063e68ba9c818b28db1c09eedf9 | SER-f558995e439f2bc3166341752f93adefd0424092f5aad34aab9399790150ef35 | 49317 | Alderbrook Medical Associates, LLC | Quote Leakage | Published | Repeated Unconverted Quote on quote 31048; quote age 82 days; last modified 18 days ago; quoted value $52067.55; converted line value $0.00; unconverted line value $52067.55. | {"quote_doc_no":31048,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-05-20","probability":25,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"25%","modified_date":"2026-07-23","quote_age_days":82,"quoted_revenue":52067.55,"conversion_ratio":0,"gp_cost_coverage":0.8888888888888888,"quote_line_count":9,"days_since_modified":18,"linked_order_doc_no":null,"quoted_gross_profit":20337.05,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"AK"},"normalized_probability":0.25,"unconverted_line_value":52067.55,"last_customer_order_date":"2025-09-08","repeated_quote_count_12m":3,"maximum_recoverable_value":52067.55,"last_meaningful_activity_date":"2026-07-23"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31048: 25%/Open. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-23. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-14 — AU480 | 2026-07-07 — AU480 | 2026-07-06 — AU480. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-23. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-14 — AU480 | 2026-07-07 — AU480 | 2026-07-06 — AU480. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-a978ad47400cb02c85e93cb2a54fee27f98828960ce37b1c5cb66678e30a2ac3 | Customer 49317 | Quote 31048 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-84291b584e4b45300e509e7eccb1ed210f9be9e4f59c7103d9fa30155aee82a1 | OPP-e6c6d08316dc49e7a74f1f4ffbcb2eddb2ba49988a9d15d483bf82a1b8441024 | SER-c4e91135780229523dc981fc2091fdeefd2c2e74dd3cedfdb71c85de16d13fa8 | 7976 | Ironwood Lab Services, Corp. | Quote Leakage | Published | Stale Open Quote on quote 25370; quote age 495 days; last modified 425 days ago; quoted value $68445.68; converted line value $0.00; unconverted line value $68445.68. | {"quote_doc_no":25370,"dominant_item_id":14098,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2025-04-02","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-06-11","quote_age_days":495,"quoted_revenue":68445.68,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":14,"days_since_modified":425,"linked_order_doc_no":null,"quoted_gross_profit":17366.63,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0.05,"unconverted_line_value":68445.68,"last_customer_order_date":"2024-11-11","repeated_quote_count_12m":2,"maximum_recoverable_value":68445.68,"last_meaningful_activity_date":"2025-09-09"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 25370: Processing/Open. Default vendor lead time: 7 days. Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-09. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-02-02 — hdl cal update | 2025-09-09 — f | 2025-05-06 — distributor ask. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-09. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-02-02 — hdl cal update | 2025-09-09 — f | 2025-05-06 — distributor ask. | Open quote: Yes; Open order: No | Item active: true | Vendor: McKesson Medical Surgical | Lead time: 7 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-84291b584e4b45300e509e7eccb1ed210f9be9e4f59c7103d9fa30155aee82a1 | Customer 7976 | Quote 25370 | Item 14098 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b8f2a4c8bed4d27ccc4a727286b33e62788a6a44058812c3a61c99e8c16185bb | OPP-890ec71123745d2d1961b46056827b7fc2c96cee17dd80612f6f6813213026eb | SER-a3f17026bf2286385943fdd6d667747ae5bd1364dfdb0e50741db04122af1490 | 8457 | Sequoia Physician Group, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 26865; quote age 378 days; last modified 335 days ago; quoted value $77000.00; converted line value $0.00; unconverted line value $77000.00. | {"quote_doc_no":26865,"dominant_item_id":13377,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-07-28","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-09-09","quote_age_days":378,"quoted_revenue":77000,"conversion_ratio":0,"gp_cost_coverage":0.75,"quote_line_count":8,"days_since_modified":335,"linked_order_doc_no":null,"quoted_gross_profit":35625,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"normalized_probability":0.05,"unconverted_line_value":77000,"last_customer_order_date":"2026-03-25","repeated_quote_count_12m":9,"maximum_recoverable_value":77000,"last_meaningful_activity_date":"2026-03-30"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 26865: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-b8f2a4c8bed4d27ccc4a727286b33e62788a6a44058812c3a61c99e8c16185bb | Customer 8457 | Quote 26865 | Item 13377 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7c89c2c05276719425472276ef1f01be6dbc81dbcd3fb01fe81a6afecc23f117 | OPP-636c2a2b3854aeb58fce49cbae98277756a8bddc484c8aef855a2a4747c27410 | SER-be53aa44673f3b272f46957bc7a6f79a53e8e6bfb44f32374bc02ab36cb33812 | 9966 | Summit Medical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 26939; quote age 372 days; last modified 371 days ago; quoted value $40150.00; converted line value $0.00; unconverted line value $40150.00. | {"quote_doc_no":26939,"dominant_item_id":15527,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-08-03","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-08-04","quote_age_days":372,"quoted_revenue":40150,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":371,"linked_order_doc_no":null,"quoted_gross_profit":18293.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"normalized_probability":0.05,"unconverted_line_value":40150,"last_customer_order_date":"2024-10-14","repeated_quote_count_12m":0,"maximum_recoverable_value":40150,"last_meaningful_activity_date":"2026-01-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 26939: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-07. 20 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-02-14 — Service Call | 2024-09-03 — Update | 2024-09-03 — UPDATED PRICE COMPARE. Customer record is active. Target item is inactive; publication requires explicit validation. | Inactive Beckman AU480-R item 15527; verify actual unit availability. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-07. 20 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-02-14 — Service Call | 2024-09-03 — Update | 2024-09-03 — UPDATED PRICE COMPARE. | Open quote: Yes; Open order: No | Item active: false | Item note: Beckman AU480-R Olympus-AU480 Chemistry Analyzer, Refurbished $28,000.00 Water System - Olympus AU 400 AQUA SOLUTIONS RODI-T2 TYPE 2 REAGENT GRADE 4-5 LPM DI SYSTEM WITH BUILT-IN 10-LPH RO PRETREAT AND 42-L TANK - NEW WITH 2 YEAR WARRANTY $5,973.00 Vendordirect Water System Shipping $450 Inst On Site Installation of Water System $750 Power-Back-Up-Powervar Power back-up, Refurbished with New Batteries $3,850 Inst On-Site Installation of Analyzer $3,850 Train On-Site operator training $1,000 Service Contract Olympus AU480 Service Contract - One year warranty covering all parts, One preventative maintenance visits, Unlimited emergency service calls, and unlimited technical phone assistance. Consumable items such as electrodes, probes, etc, are not included under contract. Terms and conditions apply. $13,500 Ship 1.5x the weight (Au480) $1,389 Validation Estimated until quoted. Must purchase validation material $5,000 BE SURE TO INCLUDE REAGENTS SEPARATELY! | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7c89c2c05276719425472276ef1f01be6dbc81dbcd3fb01fe81a6afecc23f117 | Customer 9966 | Quote 26939 | Item 15527 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-54f89cc507f838990d8e8f2c66d5cc5f8ba28fc1e47dd3ac1828f97c39034c2a | OPP-ebcd05162d1c8684b77c2d9dfab034be8a9bf76f424b3bfce796fdb7584f7ae6 | SER-66c92fd516785e2818681dea8b4963239eb92ed901fa21fb689b688d54961cd9 | 5778 | Silverline Diagnostic Labs, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 24805; quote age 539 days; last modified 538 days ago; quoted value $27956.25; converted line value $0.00; unconverted line value $27956.25. | {"quote_doc_no":24805,"dominant_item_id":10846,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2025-02-17","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-02-18","quote_age_days":539,"quoted_revenue":27956.25,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":38,"days_since_modified":538,"linked_order_doc_no":null,"quoted_gross_profit":4541.25,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0.05,"unconverted_line_value":27956.25,"last_customer_order_date":"2026-06-16","repeated_quote_count_12m":13,"maximum_recoverable_value":27956.25,"last_meaningful_activity_date":"2026-05-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 24805: Processing/Open. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-54f89cc507f838990d8e8f2c66d5cc5f8ba28fc1e47dd3ac1828f97c39034c2a | Customer 5778 | Quote 24805 | Item 10846 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7b9f9416b68ea33479b708e070ea84187bdb4ae66e2c714b3825a63104167694 | OPP-7c0798794419eb1a29c94468fb7ca0a1f79c147a042ec9089600aa39ad83d78e | SER-02ad732f326372f8be4a71f250c21b68178102a6c2a77b1f55f0212f7aceea7f | 8441 | Foothill Medical Group, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 26901; quote age 376 days; last modified 371 days ago; quoted value $82450.00; converted line value $0.00; unconverted line value $82450.00. | {"quote_doc_no":26901,"dominant_item_id":10617,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-07-30","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-08-04","quote_age_days":376,"quoted_revenue":82450,"conversion_ratio":0,"gp_cost_coverage":0.8,"quote_line_count":5,"days_since_modified":371,"linked_order_doc_no":null,"quoted_gross_profit":49807.14286,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0.05,"unconverted_line_value":82450,"last_customer_order_date":null,"repeated_quote_count_12m":0,"maximum_recoverable_value":82450,"last_meaningful_activity_date":null} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 26901: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7b9f9416b68ea33479b708e070ea84187bdb4ae66e2c714b3825a63104167694 | Customer 8441 | Quote 26901 | Item 10617 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c5f329a6c206ec94cd7768107ec6fdf03c290a32b3c4ffbe39242959a351e9b0 | OPP-f72ad815a710bb2ee99a302e5e6ca2748c8636afeec401e22912f87a9e02b714 | SER-85be55d71246613ef97d0e42c07272d8eb3b3b552aac2d5d45e7f9b23073dc88 | 8457 | Sequoia Physician Group, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 27202; quote age 354 days; last modified 349 days ago; quoted value $52200.00; converted line value $0.00; unconverted line value $52200.00. | {"quote_doc_no":27202,"dominant_item_id":6962,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-08-21","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-08-26","quote_age_days":354,"quoted_revenue":52200,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":6,"days_since_modified":349,"linked_order_doc_no":null,"quoted_gross_profit":42075,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TN"},"normalized_probability":0,"unconverted_line_value":52200,"last_customer_order_date":"2026-03-25","repeated_quote_count_12m":9,"maximum_recoverable_value":52200,"last_meaningful_activity_date":"2026-03-30"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27202: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Item appears inactive; validate replacement or supersession before quoting. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-c5f329a6c206ec94cd7768107ec6fdf03c290a32b3c4ffbe39242959a351e9b0 | Customer 8457 | Quote 27202 | Item 6962 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8ea46246306f929396da19c3558bef53efb7e2f6d14536be12052f1d03d771f1 | OPP-eb6cb236776d1483b7c99e7dfdd5adf453b4e89122136b6a0d6592ccff84a08b | SER-aab345e414ca93b7f3dadc3312592c7d70f0ab743dad8ea26ad5fa577dc42afe | 8145 | Summit Health Partners, LLC | Quote Leakage | Needs Validation | Repeated Unconverted Quote on quote 31952; quote age 29 days; last modified 27 days ago; quoted value $110349.00; converted line value $0.00; unconverted line value $110349.00. | {"quote_doc_no":31952,"dominant_item_id":17704,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-07-12","probability":25,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"25%","modified_date":"2026-07-14","quote_age_days":29,"quoted_revenue":110349,"conversion_ratio":0,"gp_cost_coverage":0.75,"quote_line_count":8,"days_since_modified":27,"linked_order_doc_no":null,"quoted_gross_profit":-6477,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"normalized_probability":0.25,"unconverted_line_value":110349,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":110349,"last_meaningful_activity_date":"2026-06-09"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31952: 25%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-8ea46246306f929396da19c3558bef53efb7e2f6d14536be12052f1d03d771f1 | Customer 8145 | Quote 31952 | Item 17704 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-22ca9eef4a4a6a611d25500337246c6f9223ad607d8096c332472b355416e028 | OPP-27947dabc1939d4947769c4191fd8dfc871fe5702062ac141e757662bc91678e | SER-51aa19cea4adf2402707f61b5e545a2e8c32afcbaf0aa6a272c34de10a8fdbb8 | 7777 | Sequoia Health System, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 31814; quote age 36 days; last modified 35 days ago; quoted value $23814.00; converted line value $0.00; unconverted line value $23814.00. | {"quote_doc_no":31814,"dominant_item_id":13498,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"ON","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-07-05","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-07-06","quote_age_days":36,"quoted_revenue":23814,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":35,"linked_order_doc_no":null,"quoted_gross_profit":5564.2,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"ON"},"normalized_probability":0.05,"unconverted_line_value":23814,"last_customer_order_date":"2026-06-23","repeated_quote_count_12m":17,"maximum_recoverable_value":23814,"last_meaningful_activity_date":"2026-05-08"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31814: Processing/Open. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-22ca9eef4a4a6a611d25500337246c6f9223ad607d8096c332472b355416e028 | Customer 7777 | Quote 31814 | Item 13498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4d479f85b4dd5de102d25f08df4b958fa53886d2f6a59774dd81ea4e0a54b52d | OPP-86d75ba084dc818df148b99ff0b1e19f56976ef0e2aae76dccf56a8852660089 | SER-0d67db6ba31cb99c49b2749892f80a52f820fdf142b45666768583858b9da51e | 53594 | Sequoia Medical Partners, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29058; quote age 209 days; last modified 207 days ago; quoted value $6930.63; converted line value $0.00; unconverted line value $6930.63. | {"quote_doc_no":29058,"dominant_item_id":11567,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-01-13","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-01-15","quote_age_days":209,"quoted_revenue":6930.627619047619,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":41,"days_since_modified":207,"linked_order_doc_no":null,"quoted_gross_profit":1893.9976190476195,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"normalized_probability":0.05,"unconverted_line_value":6930.627619047619,"last_customer_order_date":"2026-07-12","repeated_quote_count_12m":8,"maximum_recoverable_value":6930.627619047619,"last_meaningful_activity_date":"2026-05-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29058: Processing/Open. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-4d479f85b4dd5de102d25f08df4b958fa53886d2f6a59774dd81ea4e0a54b52d | Customer 53594 | Quote 29058 | Item 11567 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-83708aad99c534002fc2ffcaa1425aa7305e669e720fb541b88ccb3608ac76c3 | OPP-d9ddb9974d5cb51b92a9fd2b707b9ac0b9e14ff693abd3965ff292ca45c1935f | SER-67c7c12e846aa5a0321e42da9d4560cf4593be6a528683eaa0de71641b579736 | 9768 | Summit Health Collective, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29873; quote age 147 days; last modified 146 days ago; quoted value $15702.81; converted line value $0.00; unconverted line value $15702.81. | {"quote_doc_no":29873,"dominant_item_id":11537,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-16","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-17","quote_age_days":147,"quoted_revenue":15702.811666666663,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":88,"days_since_modified":146,"linked_order_doc_no":null,"quoted_gross_profit":2174.4116666666623,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"normalized_probability":0.05,"unconverted_line_value":15702.811666666663,"last_customer_order_date":"2026-06-23","repeated_quote_count_12m":9,"maximum_recoverable_value":15702.811666666663,"last_meaningful_activity_date":"2025-05-15"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29873: Processing/Open. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-83708aad99c534002fc2ffcaa1425aa7305e669e720fb541b88ccb3608ac76c3 | Customer 9768 | Quote 29873 | Item 11537 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7c161c4e512f07c37c18f57e8e7cd3f00d1e6b0df6ab2b4e75ab8eb147705305 | OPP-72676a0657ad417be4cf9e9d6fbc337095e7db82ee5b45c4f6738de29cd6334a | SER-0d2649d306e75a8d3001d69f5f6e58278e5a4ebbef63cb9d67a982644f481bb6 | 47700 | Summit Medical Partners, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 28245; quote age 279 days; last modified 277 days ago; quoted value $8289.08; converted line value $0.00; unconverted line value $8289.08. | {"quote_doc_no":28245,"dominant_item_id":11433,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"VA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-11-04","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-11-06","quote_age_days":279,"quoted_revenue":8289.081877510042,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":50,"days_since_modified":277,"linked_order_doc_no":null,"quoted_gross_profit":1058.431877510041,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"VA"},"normalized_probability":0.05,"unconverted_line_value":8289.081877510042,"last_customer_order_date":"2026-06-08","repeated_quote_count_12m":19,"maximum_recoverable_value":8289.081877510042,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28245: Processing/Open. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7c161c4e512f07c37c18f57e8e7cd3f00d1e6b0df6ab2b4e75ab8eb147705305 | Customer 47700 | Quote 28245 | Item 11433 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-afd074bf840870d3d75c7a6701b2b4e11461470a3cade9ccedd904ce6cb81db3 | OPP-6e551a7748a259927df5b2f081f7ab0b89aa25efeb4a6bc5b7cb8cfbca9abc70 | SER-24754555f69bd3a9572fd518e324c874970ae512e05aa6b1abb7d9336aa1f50d | 8673 | Elmhurst Analytical Labs, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 25183; quote age 510 days; last modified 507 days ago; quoted value $31420.00; converted line value $0.00; unconverted line value $31420.00. | {"quote_doc_no":25183,"dominant_item_id":15789,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NC","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-03-18","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-03-21","quote_age_days":510,"quoted_revenue":31420,"conversion_ratio":0,"gp_cost_coverage":0.3333333333333333,"quote_line_count":3,"days_since_modified":507,"linked_order_doc_no":null,"quoted_gross_profit":3640,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NC"},"normalized_probability":0.05,"unconverted_line_value":31420,"last_customer_order_date":"2025-02-09","repeated_quote_count_12m":1,"maximum_recoverable_value":31420,"last_meaningful_activity_date":"2025-07-21"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 25183: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-afd074bf840870d3d75c7a6701b2b4e11461470a3cade9ccedd904ce6cb81db3 | Customer 8673 | Quote 25183 | Item 15789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cec4d7014a1911139bf7133432936fb0dd55ccd3cc5fc056cf3b3cb507d45f2c | OPP-2dffcfac2dab5cb02221a4dac0fc12e5c5d135485dbbee879ed52026693e26ca | SER-d4b077a5146ef9eec9691c1437a98f5dcb9d872d11c7b7acfdd0822308886be6 | 7815 | Silverline Pathology Associates, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 25446; quote age 489 days; last modified 488 days ago; quoted value $29150.00; converted line value $0.00; unconverted line value $29150.00. | {"quote_doc_no":25446,"dominant_item_id":12017,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"DHAKA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-04-08","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-04-09","quote_age_days":489,"quoted_revenue":29150,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":488,"linked_order_doc_no":null,"quoted_gross_profit":27250,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"DHAKA"},"normalized_probability":0.05,"unconverted_line_value":29150,"last_customer_order_date":null,"repeated_quote_count_12m":0,"maximum_recoverable_value":29150,"last_meaningful_activity_date":"2025-06-13"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 25446: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-cec4d7014a1911139bf7133432936fb0dd55ccd3cc5fc056cf3b3cb507d45f2c | Customer 7815 | Quote 25446 | Item 12017 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-726ea0cc198baf71e01d17b193c16bf42549ae63b0d94ed3d0c40bc4da0bc29c | OPP-695aa6d171a33667de746e71a4eba592a554ddbb14be3506e02bcd64da9ba443 | SER-486c838d5ef979c938bc1e8efbe01c358df8b6b92fc18e8afdfd49d9195d5a77 | 42719 | Bellwood Lab Services, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 22549; quote age 726 days; last modified 725 days ago; quoted value $31024.00; converted line value $0.00; unconverted line value $31024.00. | {"quote_doc_no":22549,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2024-08-14","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2024-08-15","quote_age_days":726,"quoted_revenue":31024,"conversion_ratio":0,"gp_cost_coverage":0.7142857142857143,"quote_line_count":7,"days_since_modified":725,"linked_order_doc_no":null,"quoted_gross_profit":8774,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0.05,"unconverted_line_value":31024,"last_customer_order_date":null,"repeated_quote_count_12m":0,"maximum_recoverable_value":31024,"last_meaningful_activity_date":"2024-11-07"} | Classification: Unknown (Low). Customer active: false. No material CRM note was found in customer_detail. Quote context reviewed for quote 22549: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-726ea0cc198baf71e01d17b193c16bf42549ae63b0d94ed3d0c40bc4da0bc29c | Customer 42719 | Quote 22549 | Item 1653 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-df6bb0e8d8bafaa13116edf1dbbfb65fcbecdc6c27fb6526d9d764fcf860c7e3 | OPP-f576e6aff778578852f47e4ff69eef612ea252b70a714da7b83aa506f2813b8f | SER-038de47e754310d926af155057aa95b6cccca1c17eb554052ec63728328b03f5 | 9403 | Summit Health System, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 29109; quote age 204 days; last modified 124 days ago; quoted value $27300.00; converted line value $0.00; unconverted line value $27300.00. | {"quote_doc_no":29109,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"KY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-01-18","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-04-08","quote_age_days":204,"quoted_revenue":27300,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":5,"days_since_modified":124,"linked_order_doc_no":null,"quoted_gross_profit":7307.43,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"KY"},"normalized_probability":0,"unconverted_line_value":27300,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":27300,"last_meaningful_activity_date":"2026-04-08"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29109: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-df6bb0e8d8bafaa13116edf1dbbfb65fcbecdc6c27fb6526d9d764fcf860c7e3 | Customer 9403 | Quote 29109 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8cf266ddb7801d3fc8957fa2cdb7dd57b92fc993361c6bb0fc49375139ebd217 | OPP-1c518435e348fb3795a9523bbe2ed9138a46fed8d6b0f0373e301adc174458d6 | SER-c824bb0c352331a82cf049fd0f6462bfd704458eb9061a72c65097bde394457f | 9289 | Brightwater Health System, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 29712; quote age 159 days; last modified 157 days ago; quoted value $11186.00; converted line value $0.00; unconverted line value $11186.00. | {"quote_doc_no":29712,"dominant_item_id":15795,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MD","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-04","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-06","quote_age_days":159,"quoted_revenue":11186,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":2,"days_since_modified":157,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Derek Callahan","territory_rep":"Derek Callahan","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MD"},"normalized_probability":0.05,"unconverted_line_value":11186,"last_customer_order_date":"2024-10-16","repeated_quote_count_12m":1,"maximum_recoverable_value":11186,"last_meaningful_activity_date":"2026-01-07"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29712 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8cf266ddb7801d3fc8957fa2cdb7dd57b92fc993361c6bb0fc49375139ebd217 | Customer 9289 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-931d61e7626f20f5a4aefbdd8e2e104af86ab0dbac7c285ba25cd668e76d62dc | OPP-006f3488e181da9d9315e96cd6ea589164ed10aa649c89c88b2a5adf2ede1b4d | SER-d014189f54bc64e9d5e9df13fb7cec277746c21ef7d3f53d472fdcc6453e68b2 | 9363 | Copperfield Diagnostics, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 26324; quote age 420 days; last modified 419 days ago; quoted value $52922.00; converted line value $0.00; unconverted line value $52922.00. | {"quote_doc_no":26324,"dominant_item_id":15527,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-06-16","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-06-17","quote_age_days":420,"quoted_revenue":52922,"conversion_ratio":0,"gp_cost_coverage":0.8333333333333334,"quote_line_count":6,"days_since_modified":419,"linked_order_doc_no":null,"quoted_gross_profit":27565.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":0.05,"unconverted_line_value":52922,"last_customer_order_date":"2026-08-03","repeated_quote_count_12m":60,"maximum_recoverable_value":52922,"last_meaningful_activity_date":"2026-05-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 26324: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. Customer record is active. Target item is inactive; publication requires explicit validation. | Inactive Beckman AU480-R item 15527; verify actual unit availability. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-07. 10 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-18 — Approved by Jennifer | 2025-06-17 — service | 2025-06-16 — service. | Open quote: Yes; Open order: No | Item active: false | Item note: Beckman AU480-R Olympus-AU480 Chemistry Analyzer, Refurbished $28,000.00 Water System - Olympus AU 400 AQUA SOLUTIONS RODI-T2 TYPE 2 REAGENT GRADE 4-5 LPM DI SYSTEM WITH BUILT-IN 10-LPH RO PRETREAT AND 42-L TANK - NEW WITH 2 YEAR WARRANTY $5,973.00 Vendordirect Water System Shipping $450 Inst On Site Installation of Water System $750 Power-Back-Up-Powervar Power back-up, Refurbished with New Batteries $3,850 Inst On-Site Installation of Analyzer $3,850 Train On-Site operator training $1,000 Service Contract Olympus AU480 Service Contract - One year warranty covering all parts, One preventative maintenance visits, Unlimited emergency service calls, and unlimited technical phone assistance. Consumable items such as electrodes, probes, etc, are not included under contract. Terms and conditions apply. $13,500 Ship 1.5x the weight (Au480) $1,389 Validation Estimated until quoted. Must purchase validation material $5,000 BE SURE TO INCLUDE REAGENTS SEPARATELY! | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-931d61e7626f20f5a4aefbdd8e2e104af86ab0dbac7c285ba25cd668e76d62dc | Customer 9363 | Quote 26324 | Item 15527 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9c0c7707d2f4ffa771bb60e369923eb0b95d2a058a9ea271860f452b4351bef9 | OPP-51cef32be1f97f67bd0ba1266966e266eedd17e9500c566e858bdc3830a48707 | SER-514b8da58c0e44ac5237fbfda722dd8c012dfc65cb4134ae5ab8eaed972d4c2e | 45145 | Meridian Laboratory Partners, Inc. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 28336; quote age 236 days; last modified 235 days ago; quoted value $31700.00; converted line value $19200.00; unconverted line value $12500.00. | {"quote_doc_no":28336,"dominant_item_id":14406,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":49790} | {"revision":6,"is_closed":true,"quote_date":"2025-12-17","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2025-12-18","quote_age_days":236,"quoted_revenue":31700,"conversion_ratio":0.6056782334384858,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":235,"linked_order_doc_no":49790,"quoted_gross_profit":7184.5,"converted_line_value":19200,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"normalized_probability":1,"unconverted_line_value":12500,"last_customer_order_date":null,"repeated_quote_count_12m":5,"maximum_recoverable_value":12500,"last_meaningful_activity_date":"2026-05-08"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28336: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-08. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-19 — Quote | 2025-12-18 — Quote | 2026-05-08 — follow up. Customer record is active. | Terminal quote guard: quote 28336 is Closed Won / Won and is linked to order 49790. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 13 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-08. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-19 — Quote | 2025-12-18 — Quote | 2026-05-08 — follow up. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-9c0c7707d2f4ffa771bb60e369923eb0b95d2a058a9ea271860f452b4351bef9 | Customer 45145 | Quote 28336 | Order 49790 | Item 14406 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4f85a6bc5b3ae01088351f88b1937b455752affe93e862ef7766e33bf5a220ad | OPP-8ed26a323c6fad044e1c2768731f4aa632053bfe24261134aafd33d2247e6947 | SER-966c6db719bb1168b1ce2371786aff0320877b24bfeaaaf4497dd3b7428e7f8c | 46937 | Wrenfield Diagnostic Labs, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 26492; quote age 406 days; last modified 355 days ago; quoted value $59600.36; converted line value $0.00; unconverted line value $59600.36. | {"quote_doc_no":26492,"dominant_item_id":5086,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"WI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-06-30","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-08-20","quote_age_days":406,"quoted_revenue":59600.36,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":31,"days_since_modified":355,"linked_order_doc_no":null,"quoted_gross_profit":35755.43,"converted_line_value":0,"territory_assignment":{"source_rep":"Sasha Reinholt","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"WI"},"normalized_probability":0.05,"unconverted_line_value":59600.36,"last_customer_order_date":"2025-08-19","repeated_quote_count_12m":0,"maximum_recoverable_value":59600.36,"last_meaningful_activity_date":"2026-07-08"} | Classification: Unknown (Medium). Customer active: false. No material CRM note was found in customer_detail. Quote context reviewed for quote 26492: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-4f85a6bc5b3ae01088351f88b1937b455752affe93e862ef7766e33bf5a220ad | Customer 46937 | Quote 26492 | Item 5086 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0dd4f5efe0c1abeb1dae2a889e9bf8c2bc7843f867a7779555ab73d8b8ea73d5 | OPP-26ed94b7734cc9a82124642a9f0b4f4f398a71f7564f935fc3fa39378c533d63 | SER-935fa0a011d51f14199af07380318e93cef1a45af99126285b1678173c50b0d8 | 7833 | Cascade Diagnostic Group, Corp. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 27537; quote age 328 days; last modified 327 days ago; quoted value $29500.00; converted line value $10000.00; unconverted line value $19500.00. | {"quote_doc_no":27537,"dominant_item_id":14227,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":48060} | {"revision":1,"is_closed":true,"quote_date":"2025-09-16","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2025-09-17","quote_age_days":328,"quoted_revenue":29500,"conversion_ratio":0.3389830508474576,"gp_cost_coverage":0.75,"quote_line_count":4,"days_since_modified":327,"linked_order_doc_no":48060,"quoted_gross_profit":26500,"converted_line_value":10000,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MI"},"normalized_probability":1,"unconverted_line_value":19500,"last_customer_order_date":"2025-03-03","repeated_quote_count_12m":14,"maximum_recoverable_value":19500,"last_meaningful_activity_date":"2026-05-21"} | Classification: Reseller (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27537: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 55 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — AU480 IL Cancer Horiba | 2026-05-21 — DXC700AU Fred Horiba | 2026-04-23 — DXC700au Tom relink. Customer record is active. | Terminal quote guard: quote 27537 is Closed Won / Won and is linked to order 48060. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 55 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — AU480 IL Cancer Horiba | 2026-05-21 — DXC700AU Fred Horiba | 2026-04-23 — DXC700au Tom relink. | Open quote: No; Open order: No | Item active: true | Vendor: Mid-Florida Hematology and Oncology | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-0dd4f5efe0c1abeb1dae2a889e9bf8c2bc7843f867a7779555ab73d8b8ea73d5 | Customer 7833 | Quote 27537 | Order 48060 | Item 14227 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8b77acb43c2c5ea26362074469ee6211b93a10d3f2dd86facb9ed28b8eaa33ec | OPP-7fb53f4afc63324ae91894598dcb322347c9e4de447cf77caadc8105957a2481 | SER-d6f24cd759f2530a77f073aee0b9ad9786f7297b08307092ae3b5ff3d2ab8cbb | 41400 | Whitmore Laboratory Partners, PLLC | Quote Leakage | Published | Repeated Unconverted Quote on quote 32394; quote age 7 days; last modified 6 days ago; quoted value $50673.00; converted line value $0.00; unconverted line value $50673.00. | {"quote_doc_no":32394,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":3,"is_closed":false,"quote_date":"2026-08-03","probability":25,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"25%","modified_date":"2026-08-04","quote_age_days":7,"quoted_revenue":50673,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":6,"linked_order_doc_no":null,"quoted_gross_profit":15442.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0.25,"unconverted_line_value":50673,"last_customer_order_date":"2026-07-09","repeated_quote_count_12m":27,"maximum_recoverable_value":50673,"last_meaningful_activity_date":"2026-08-05"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 32394: 25%/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-08-04 — Quote. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 41 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-08-04 — Quote. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-8b77acb43c2c5ea26362074469ee6211b93a10d3f2dd86facb9ed28b8eaa33ec | Customer 41400 | Quote 32394 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f9afc68ed46b1e62a0c8af07d6e3533cbb8a3735916b8a7e98b1151d96da7c95 | OPP-6671b2615d140845e4926e0e9d167596143897f3e2d6e552e69e8a60c0e76b2f | SER-629097e51b6ad096753e1807bfeb54a584f26a14bc3ef460bd79177b87aeafca | 10031 | Meridian Medical Center, Corp. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 30359; quote age 119 days; last modified 117 days ago; quoted value $15522.44; converted line value $9014.23; unconverted line value $6508.21. | {"quote_doc_no":30359,"dominant_item_id":13160,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":51465} | {"revision":1,"is_closed":true,"quote_date":"2026-04-13","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-04-15","quote_age_days":119,"quoted_revenue":15522.438478366666,"conversion_ratio":0.5807227611754624,"gp_cost_coverage":1,"quote_line_count":24,"days_since_modified":117,"linked_order_doc_no":51465,"quoted_gross_profit":1406.0584783666673,"converted_line_value":9014.233333333334,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":1,"unconverted_line_value":6508.205145033334,"last_customer_order_date":"2026-06-09","repeated_quote_count_12m":12,"maximum_recoverable_value":6508.205145033334,"last_meaningful_activity_date":"2026-04-02"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30359: Closed Won/Won. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-02. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — 3rd Indiko Plus | 2024-05-23 — Dongle - need for new one and old one | 2024-05-22 — Dongle - need for new one and old one. Customer record is active. Current vendor lead time: 1 days. | Terminal quote guard: quote 30359 is Closed Won / Won and is linked to order 51465. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-02. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — 3rd Indiko Plus | 2024-05-23 — Dongle - need for new one and old one | 2024-05-22 — Dongle - need for new one and old one. | Open quote: No; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f9afc68ed46b1e62a0c8af07d6e3533cbb8a3735916b8a7e98b1151d96da7c95 | Customer 10031 | Quote 30359 | Order 51465 | Item 13160 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cb0965307e24ee22e98a0d7e467754aaac125424fe346e8e758351d5f9729219 | OPP-af25af49aadb5cc85ced8c1033d58219ed72dfbb0be1ccce49f33aae2ccd732b | SER-b34a7f9cf3c869bf68051b7a93a7df34bb3eece4c88a691219e3173311ad05e7 | 8950 | Maple Health Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29874; quote age 147 days; last modified 146 days ago; quoted value $18150.00; converted line value $0.00; unconverted line value $18150.00. | {"quote_doc_no":29874,"dominant_item_id":12671,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-16","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-17","quote_age_days":147,"quoted_revenue":18150,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":146,"linked_order_doc_no":null,"quoted_gross_profit":14650,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MN"},"normalized_probability":0.05,"unconverted_line_value":18150,"last_customer_order_date":"2026-07-16","repeated_quote_count_12m":12,"maximum_recoverable_value":18150,"last_meaningful_activity_date":"2026-05-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29874: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-cb0965307e24ee22e98a0d7e467754aaac125424fe346e8e758351d5f9729219 | Customer 8950 | Quote 29874 | Item 12671 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3d2a6aef51e8ceada3478910be269362603614f1bc1f7c1c12dccdca76faee39 | OPP-f71fb99ceb28f3de9ecffeb594ec1f7fcf811e3f01f4d4e5ecb143c5bf35aad1 | SER-e06ac48d769cdbd27376c985fa698e9f79f189b907630f4e8cecf575e896637d | 8228 | Maple Physician Group, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29688; quote age 161 days; last modified 160 days ago; quoted value $37600.00; converted line value $0.00; unconverted line value $37600.00. | {"quote_doc_no":29688,"dominant_item_id":11345,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-02","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-03","quote_age_days":161,"quoted_revenue":37600,"conversion_ratio":0,"gp_cost_coverage":0.8,"quote_line_count":5,"days_since_modified":160,"linked_order_doc_no":null,"quoted_gross_profit":18458.3325,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":0.05,"unconverted_line_value":37600,"last_customer_order_date":"2026-07-15","repeated_quote_count_12m":6,"maximum_recoverable_value":37600,"last_meaningful_activity_date":"2025-07-02"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29688: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-3d2a6aef51e8ceada3478910be269362603614f1bc1f7c1c12dccdca76faee39 | Customer 8228 | Quote 29688 | Item 11345 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-30e7ac357d9f01b0ef45901d65d588cb79e0ff41b1546bd7c94e189ec4f5ccba | OPP-49bbf31aa98ea03c76b08ab93b87d7edc87608cb655121ef997612ac1c1a1847 | SER-af771eb7f4ca4156a9cb77593b47228ade1169d79bdac30c239b3c9a1122dc20 | 8159 | Cedar Reference Labs, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 27615; quote age 321 days; last modified 320 days ago; quoted value $20370.00; converted line value $0.00; unconverted line value $20370.00. | {"quote_doc_no":27615,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-09-23","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-09-24","quote_age_days":321,"quoted_revenue":20370,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":320,"linked_order_doc_no":null,"quoted_gross_profit":12037,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IN"},"normalized_probability":0.05,"unconverted_line_value":20370,"last_customer_order_date":"2026-07-22","repeated_quote_count_12m":15,"maximum_recoverable_value":20370,"last_meaningful_activity_date":"2025-05-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27615: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-30e7ac357d9f01b0ef45901d65d588cb79e0ff41b1546bd7c94e189ec4f5ccba | Customer 8159 | Quote 27615 | Item 1653 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2f6c82234da25ac5dd666c6edfd96f358ace44cf19157b630f9d7bec93d381a1 | OPP-72648c8627c4e4438adce5590d30611824a741b51c1eb9c26a5f0a61a8746618 | SER-91debee2155336f0ab1399dfb4511ce7307922e336fd0b056cd079b3fdc9f26f | 9018 | Harbor Medical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29787; quote age 152 days; last modified 151 days ago; quoted value $34300.00; converted line value $0.00; unconverted line value $34300.00. | {"quote_doc_no":29787,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-11","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-12","quote_age_days":152,"quoted_revenue":34300,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":151,"linked_order_doc_no":null,"quoted_gross_profit":3169.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":0.05,"unconverted_line_value":34300,"last_customer_order_date":"2026-06-04","repeated_quote_count_12m":5,"maximum_recoverable_value":34300,"last_meaningful_activity_date":"2026-03-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29787: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-2f6c82234da25ac5dd666c6edfd96f358ace44cf19157b630f9d7bec93d381a1 | Customer 9018 | Quote 29787 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-96bdc2ac81be1254f9cb43306a10dcf17276d6643986c14824bcb9892ab6c1d1 | OPP-df970806b82bcdf961b84143126a5d838c34eb8deee322790a96fef28b1d960d | SER-76c0e8e9e4707a7454bd2178893a3bc9b77e5816459bb544c62a1a255ba92f96 | 47492 | Crestview Pathology Labs, LLC | Quote Leakage | Published | Stale Open Quote on quote 30454; quote age 116 days; last modified 115 days ago; quoted value $140000.00; converted line value $0.00; unconverted line value $140000.00. | {"quote_doc_no":30454,"dominant_item_id":12342,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-04-16","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-17","quote_age_days":116,"quoted_revenue":140000,"conversion_ratio":0,"gp_cost_coverage":0.6,"quote_line_count":5,"days_since_modified":115,"linked_order_doc_no":null,"quoted_gross_profit":76575,"converted_line_value":0,"territory_assignment":{"source_rep":"Nathan Oyelaran","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":0.05,"unconverted_line_value":140000,"last_customer_order_date":"2026-01-20","repeated_quote_count_12m":3,"maximum_recoverable_value":140000,"last_meaningful_activity_date":"2026-04-30"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30454: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-30. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-30 — Outreach Email | 2025-09-12 — Access II, PSA and Start Up Quote | 2025-07-28 — Access II Quote and Service Options. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-30. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-30 — Outreach Email | 2025-09-12 — Access II, PSA and Start Up Quote | 2025-07-28 — Access II Quote and Service Options. | Open quote: Yes; Open order: No | Item active: true | Item note: Service Contract $11,500.00 | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-96bdc2ac81be1254f9cb43306a10dcf17276d6643986c14824bcb9892ab6c1d1 | Customer 47492 | Quote 30454 | Item 12342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-14f271402a8c056520d44d5d8a04907c0e1efd379a757a94ee8c186eab658936 | OPP-3f471dc4d1f3dc06fa4c4d0b96ca70aadac3c3dc742943c7452211efa9a84633 | SER-26a6f03a1688ebba3def11c653c4d3e9e843b165de7dffc6a8e33f3dcba0eb4d | 9818 | Maple Health Collective, LLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 27251; quote age 349 days; last modified 347 days ago; quoted value $9750.00; converted line value $1000.00; unconverted line value $8750.00. | {"quote_doc_no":27251,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":47742} | {"revision":1,"is_closed":true,"quote_date":"2025-08-26","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2025-08-28","quote_age_days":349,"quoted_revenue":9750,"conversion_ratio":0.10256410256410256,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":347,"linked_order_doc_no":47742,"quoted_gross_profit":3560,"converted_line_value":1000,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NE"},"normalized_probability":1,"unconverted_line_value":8750,"last_customer_order_date":"2026-01-18","repeated_quote_count_12m":31,"maximum_recoverable_value":8750,"last_meaningful_activity_date":"2026-01-27"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27251: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. Customer record is active. | Terminal quote guard: quote 27251 is Closed Won / Won and is linked to order 47742. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-14f271402a8c056520d44d5d8a04907c0e1efd379a757a94ee8c186eab658936 | Customer 9818 | Quote 27251 | Order 47742 | Item 1653 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0c9a8dc7789455fe4c971a50ef5444575097f512c5981ba0290058b6b3736e1d | OPP-a9ad3cd6bf892693b11f9c1bd1b57c63c1347e9f2a7a7cc7b832fa6d083add61 | SER-75a7dd0a2a663593acf9c17d046cb0f22b872eb9ff712668ce8fbc76929b9f48 | 7833 | Cascade Diagnostic Group, Corp. | Quote Leakage | Published | Repeated Unconverted Quote on quote 30932; quote age 90 days; last modified 14 days ago; quoted value $62899.33; converted line value $0.00; unconverted line value $62899.33. | {"quote_doc_no":30932,"dominant_item_id":15737,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-12","probability":50,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"50%","modified_date":"2026-07-27","quote_age_days":90,"quoted_revenue":62899.33,"conversion_ratio":0,"gp_cost_coverage":0.5,"quote_line_count":2,"days_since_modified":14,"linked_order_doc_no":null,"quoted_gross_profit":30000,"converted_line_value":0,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0.5,"unconverted_line_value":62899.33,"last_customer_order_date":"2025-03-03","repeated_quote_count_12m":14,"maximum_recoverable_value":62899.33,"last_meaningful_activity_date":"2026-05-21"} | Classification: Reseller (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30932: 50%/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 55 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — AU480 IL Cancer Horiba | 2026-05-21 — DXC700AU Fred Horiba | 2026-04-23 — DXC700au Tom relink. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-21. 55 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-21 — AU480 IL Cancer Horiba | 2026-05-21 — DXC700AU Fred Horiba | 2026-04-23 — DXC700au Tom relink. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-0c9a8dc7789455fe4c971a50ef5444575097f512c5981ba0290058b6b3736e1d | Customer 7833 | Quote 30932 | Item 15737 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-010c2f8a14a6e826286cbbf0530748fbd901f3d113c5d5e2984d0c2e0fe23622 | OPP-858126d571f4a09a0d79474a4c765ea2dfe399f5ac67f2088a1a7ea952fd76c9 | SER-4e46dbcd0b1e8bfd2df7d2923bec565b0636bf403d84b874d748f609a7c91d12 | 41320 | Brightwater Pathology Labs, LLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 28132; quote age 287 days; last modified 224 days ago; quoted value $63995.74; converted line value $0.00; unconverted line value $63995.74. | {"quote_doc_no":28132,"dominant_item_id":4259,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"ASHANTI","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-27","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-12-29","quote_age_days":287,"quoted_revenue":63995.74053818,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":48,"days_since_modified":224,"linked_order_doc_no":null,"quoted_gross_profit":43073.23053818,"converted_line_value":0,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"ASHANTI"},"normalized_probability":0,"unconverted_line_value":63995.74053818,"last_customer_order_date":"2026-01-21","repeated_quote_count_12m":5,"maximum_recoverable_value":63995.74053818,"last_meaningful_activity_date":"2026-08-05"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28132: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 12 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Follow-up | 2026-06-26 — Outreach | 2026-04-08 — Follow-up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 12 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Follow-up | 2026-06-26 — Outreach | 2026-04-08 — Follow-up. | Open quote: No; Open order: No | Item active: true | Vendor: Diagnostic s.r.l. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-010c2f8a14a6e826286cbbf0530748fbd901f3d113c5d5e2984d0c2e0fe23622 | Customer 41320 | Quote 28132 | Item 4259 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1f6844e1d814c8cf22af0d1f540e28a97d473036cd9c98b2e128c6ca13f534b3 | OPP-9b19939d60876b42d93d50659ad1142635ea825cedb9e024b28f48e048fdaf14 | SER-9710ecae35bc7184552046ffc59aa75a6c86ad55a7526ba762fe21dd134b457a | 9818 | Maple Health Collective, LLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 27695; quote age 315 days; last modified 14 days ago; quoted value $135000.00; converted line value $0.00; unconverted line value $135000.00. | {"quote_doc_no":27695,"dominant_item_id":14451,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-09-29","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-07-27","quote_age_days":315,"quoted_revenue":135000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":14,"linked_order_doc_no":null,"quoted_gross_profit":21988,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NE"},"normalized_probability":0,"unconverted_line_value":135000,"last_customer_order_date":"2026-01-18","repeated_quote_count_12m":31,"maximum_recoverable_value":135000,"last_meaningful_activity_date":"2026-01-27"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27695: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. | Open quote: No; Open order: No | Item active: true | Vendor: Empire City Laboratories Inc. | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-1f6844e1d814c8cf22af0d1f540e28a97d473036cd9c98b2e128c6ca13f534b3 | Customer 9818 | Quote 27695 | Item 14451 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-68f5fc9c5dee463697e3464108c71251b6e7a00890fb9c32bfab6a94c6b0296b | OPP-0a7b0a458d2d001e3a8681f28e80fedd55e6117ad0554d60ed32dfa5375d6f99 | SER-52db32c9e08bc8541b95c85cd1cb94befae2792e8da9055b1225663be8032be2 | 41506 | Elmhurst Analytical Labs, PLLC | Quote Leakage | Needs Validation | Repeated Unconverted Quote on quote 31938; quote age 29 days; last modified 27 days ago; quoted value $79500.01; converted line value $0.00; unconverted line value $79500.01. | {"quote_doc_no":31938,"dominant_item_id":14235,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":3,"is_closed":false,"quote_date":"2026-07-12","probability":25,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"25%","modified_date":"2026-07-14","quote_age_days":29,"quoted_revenue":79500.008,"conversion_ratio":0,"gp_cost_coverage":0.5,"quote_line_count":4,"days_since_modified":27,"linked_order_doc_no":null,"quoted_gross_profit":8895.008,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0.25,"unconverted_line_value":79500.008,"last_customer_order_date":"2025-10-07","repeated_quote_count_12m":4,"maximum_recoverable_value":79500.008,"last_meaningful_activity_date":"2026-08-05"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31938: 25%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-68f5fc9c5dee463697e3464108c71251b6e7a00890fb9c32bfab6a94c6b0296b | Customer 41506 | Quote 31938 | Item 14235 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6df81b21b8e5fc3b8dbe5195f4e9d65d0c99884226d1814caa98c68c784e63ab | OPP-5b857383dde47c27ba9164674a75c5b0248a18a6ad0e57bd2bf8c78442ff5ff5 | SER-517adc2d4e7b494c5b8e57c1de1b36313f0c029c69985047ba4e7d561c9b74fb | 9818 | Maple Health Collective, LLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 27698; quote age 315 days; last modified 154 days ago; quoted value $50000.00; converted line value $0.00; unconverted line value $50000.00. | {"quote_doc_no":27698,"dominant_item_id":14536,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-09-29","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-03-09","quote_age_days":315,"quoted_revenue":50000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":154,"linked_order_doc_no":null,"quoted_gross_profit":33000,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NE"},"normalized_probability":0,"unconverted_line_value":50000,"last_customer_order_date":"2026-01-18","repeated_quote_count_12m":31,"maximum_recoverable_value":50000,"last_meaningful_activity_date":"2026-01-27"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27698: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-27. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Atellica CI | 2025-08-18 — update | 2025-08-04 — Service. | Open quote: No; Open order: No | Item active: true | Vendor: MYCO Consignment | Item note: Hold until Sept 2024- SFS/Orion Lab CH 930 - S/N : CM01391 DOM : 8/26/19 IM 1300 – S/N : IRM005531930 DOM : 8/14/19 2 UPS | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-6df81b21b8e5fc3b8dbe5195f4e9d65d0c99884226d1814caa98c68c784e63ab | Customer 9818 | Quote 27698 | Item 14536 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b666254f0b7e99fc2790e995a256c111a8bcfcf1b36f0a2d5dab7781de458e36 | OPP-5d7ebc90a7fd75579b5c10c208934da87392739c8f21721c2f45ac1bad5029f6 | SER-9f41f26600d5037139565778e7ce81a43551c05d04c272c2f135beae54094481 | 43919 | Elmhurst Clinical Labs, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28363; quote age 272 days; last modified 243 days ago; quoted value $165210.00; converted line value $0.00; unconverted line value $165210.00. | {"quote_doc_no":28363,"dominant_item_id":10667,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LAVENTILLE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-11-11","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-12-10","quote_age_days":272,"quoted_revenue":165210,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":243,"linked_order_doc_no":null,"quoted_gross_profit":61462.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"LAVENTILLE"},"normalized_probability":0,"unconverted_line_value":165210,"last_customer_order_date":"2025-10-15","repeated_quote_count_12m":2,"maximum_recoverable_value":165210,"last_meaningful_activity_date":"2026-03-04"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28363: Closed Lost/Lost. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-b666254f0b7e99fc2790e995a256c111a8bcfcf1b36f0a2d5dab7781de458e36 | Customer 43919 | Quote 28363 | Item 10667 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dc05ae4dbda0727dac59475260a074f4fd9a4b47c123cc41d484287c35fb9db2 | OPP-53c3f7a7863597f80290f1a3a34355be10fcdc5d72d2c26a4439dbe375e4fa0f | SER-847c7412276d13581c897dd24f168591fa8cd493788e33f7cf8bdab911fdfab5 | 7676 | Elmhurst Health Alliance, LLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28668; quote age 246 days; last modified 66 days ago; quoted value $54670.00; converted line value $0.00; unconverted line value $54670.00. | {"quote_doc_no":28668,"dominant_item_id":15076,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-12-07","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-05","quote_age_days":246,"quoted_revenue":54670,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":8630,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0,"unconverted_line_value":54670,"last_customer_order_date":"2026-07-12","repeated_quote_count_12m":14,"maximum_recoverable_value":54670,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28668: Closed Lost/Lost. Default vendor lead time: 7 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-dc05ae4dbda0727dac59475260a074f4fd9a4b47c123cc41d484287c35fb9db2 | Customer 7676 | Quote 28668 | Item 15076 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6e90fcaa5da9c71b026d6cff127ff696f10b11fe401ec595ca8e38c5f7b0b56c | OPP-61994262e67a93c33f5c7cd1a3f360e48486485506914e03573f7949681ca92e | SER-c4b444a88f9eb27548195570b9b0a291120b5410e41d4a66d83030f1da39b7ad | 35691 | Northgate Clinical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30257; quote age 125 days; last modified 124 days ago; quoted value $10572.04; converted line value $0.00; unconverted line value $10572.04. | {"quote_doc_no":30257,"dominant_item_id":11362,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-04-07","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-08","quote_age_days":125,"quoted_revenue":10572.039411764707,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":36,"days_since_modified":124,"linked_order_doc_no":null,"quoted_gross_profit":3264.089411764706,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0.05,"unconverted_line_value":10572.039411764707,"last_customer_order_date":"2026-04-28","repeated_quote_count_12m":13,"maximum_recoverable_value":10572.039411764707,"last_meaningful_activity_date":"2025-07-25"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 30257 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-6e90fcaa5da9c71b026d6cff127ff696f10b11fe401ec595ca8e38c5f7b0b56c | Customer 35691 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-76dd5e77797ca402c1ca1530f9a994207d56f3d29103f28a5ba1eeeb1a789eea | OPP-b12c46070df5d2f5f0f610e1899caf99910e02a021d5c16739fbdc8e558f4911 | SER-a6bdc871763bbfc143cb7793153fb3e084823c321adccc3e8c08b0812b22cdf5 | 41770 | Lakeside Clinical Group, Inc. | Quote Leakage | Published | Stale Open Quote on quote 30145; quote age 132 days; last modified 131 days ago; quoted value $30250.00; converted line value $0.00; unconverted line value $30250.00. | {"quote_doc_no":30145,"dominant_item_id":12675,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-31","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-01","quote_age_days":132,"quoted_revenue":30250,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":131,"linked_order_doc_no":null,"quoted_gross_profit":25750,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0.05,"unconverted_line_value":30250,"last_customer_order_date":"2026-08-02","repeated_quote_count_12m":38,"maximum_recoverable_value":30250,"last_meaningful_activity_date":"2025-11-03"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 30145: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-03. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-27 — Diamond diag | 2025-11-03 — Update | 2025-09-02 — Order conf 2. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-76dd5e77797ca402c1ca1530f9a994207d56f3d29103f28a5ba1eeeb1a789eea | Customer 41770 | Quote 30145 | Item 12675 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a15cc1bb558fd22c73ae33d290392046270bdc7fd91eed70ce7344895a954da6 | OPP-c42a6baeb471ef2f5849bb4d5fd2aae7ecc41bc9e4a80e1b5c0b78dca89c802f | SER-1517030899c517ed1c10025d992cd2627f37cd88a2054aefbd40e81ff731b548 | 52751 | Fairmont Health Alliance, LLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28762; quote age 242 days; last modified 210 days ago; quoted value $52663.07; converted line value $0.00; unconverted line value $52663.07. | {"quote_doc_no":28762,"dominant_item_id":15575,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NB","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-12-11","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-12","quote_age_days":242,"quoted_revenue":52663.07,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":210,"linked_order_doc_no":null,"quoted_gross_profit":12153.02,"converted_line_value":0,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"NB"},"normalized_probability":0,"unconverted_line_value":52663.07,"last_customer_order_date":null,"repeated_quote_count_12m":7,"maximum_recoverable_value":52663.07,"last_meaningful_activity_date":"2026-06-26"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28762: Closed Lost/Lost. Default vendor lead time: 7 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-a15cc1bb558fd22c73ae33d290392046270bdc7fd91eed70ce7344895a954da6 | Customer 52751 | Quote 28762 | Item 15575 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-443297f198cfbe4e13c3a27f19d8a681881a3e72a76cb9e44447dec4980bf904 | OPP-2a6fbf3030be567426d2b967de4f476406bcb1ec3f994f284b1a53306a3e5f49 | SER-2ff1dbeb80f043100671d5b22440794e14ef91c6f557cf4488c3fb252f3b33a0 | 41633 | Bellwood Laboratory Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30785; quote age 97 days; last modified 96 days ago; quoted value $10218.41; converted line value $0.00; unconverted line value $10218.41. | {"quote_doc_no":30785,"dominant_item_id":12162,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-05","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-06","quote_age_days":97,"quoted_revenue":10218.41,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":52,"days_since_modified":96,"linked_order_doc_no":null,"quoted_gross_profit":2963.58,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0.05,"unconverted_line_value":10218.41,"last_customer_order_date":"2026-08-04","repeated_quote_count_12m":13,"maximum_recoverable_value":10218.41,"last_meaningful_activity_date":"2025-06-18"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 30785 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-443297f198cfbe4e13c3a27f19d8a681881a3e72a76cb9e44447dec4980bf904 | Customer 41633 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a639b2c711976f86f170c1a5a138ddb7146230858d097ddfc64e696f4dbdf991 | OPP-670458d4168bd8814f6d466b6231b74541745e6aa258e898d45117518f88707b | SER-7178caed3b78002377e628a41b373a45ae59fb9b60657c5fe2330d6c5198e724 | 884 | Stonebridge Medical Partners, LLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 28669; quote age 246 days; last modified 214 days ago; quoted value $42800.00; converted line value $0.00; unconverted line value $42800.00. | {"quote_doc_no":28669,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2025-12-07","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-08","quote_age_days":246,"quoted_revenue":42800,"conversion_ratio":0,"gp_cost_coverage":0.8,"quote_line_count":10,"days_since_modified":214,"linked_order_doc_no":null,"quoted_gross_profit":7884.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OH"},"normalized_probability":0,"unconverted_line_value":42800,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":42800,"last_meaningful_activity_date":"2026-06-26"} | Classification: Hospital / Health System (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28669: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-26. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-26 — Outreach | 2026-03-17 — Outreach - E-mail | 2026-01-08 — Follow-up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-26. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-26 — Outreach | 2026-03-17 — Outreach - E-mail | 2026-01-08 — Follow-up. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a639b2c711976f86f170c1a5a138ddb7146230858d097ddfc64e696f4dbdf991 | Customer 884 | Quote 28669 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e3a1c45ba01c96aaf167dbe990b306c3f5669520fc23ce3fa5c66e0796a8eb1f | OPP-bc059208f28779356de58f3ba7af9b446fb87bfd818cbbd0a6a9edb4cc6c346b | SER-6c28934296317bbff8e7e4bc797d317b6310c91d6b123d5d4a8dae5cb535ab90 | 5465 | Fairmont Health System, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 31112; quote age 76 days; last modified 75 days ago; quoted value $5104.42; converted line value $0.00; unconverted line value $5104.42. | {"quote_doc_no":31112,"dominant_item_id":2626,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NE","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-26","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-27","quote_age_days":76,"quoted_revenue":5104.42,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":20,"days_since_modified":75,"linked_order_doc_no":null,"quoted_gross_profit":1335.48,"converted_line_value":0,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NE"},"normalized_probability":0.05,"unconverted_line_value":5104.42,"last_customer_order_date":"2026-07-28","repeated_quote_count_12m":16,"maximum_recoverable_value":5104.42,"last_meaningful_activity_date":"2026-04-08"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 31112 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e3a1c45ba01c96aaf167dbe990b306c3f5669520fc23ce3fa5c66e0796a8eb1f | Customer 5465 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-236bb8470bc55c96d69893261c2d12385d3c66f59fa3d6cd83fab35900ecba04 | OPP-c670fdc148acdb23be62ce4f2c77e6bd51382d99cf61015dd0b7f54da375df7d | SER-2b32d024729bdbf3d1a2203744dd8105dd242d95c99ba2078cc483586d8e247c | 8168 | Foothill Lab Services, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 31217; quote age 70 days; last modified 69 days ago; quoted value $6000.00; converted line value $0.00; unconverted line value $6000.00. | {"quote_doc_no":31217,"dominant_item_id":1688,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-06-01","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-02","quote_age_days":70,"quoted_revenue":6000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":69,"linked_order_doc_no":null,"quoted_gross_profit":1710,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":0.05,"unconverted_line_value":6000,"last_customer_order_date":"2026-07-19","repeated_quote_count_12m":5,"maximum_recoverable_value":6000,"last_meaningful_activity_date":"2025-05-13"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 31217: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-236bb8470bc55c96d69893261c2d12385d3c66f59fa3d6cd83fab35900ecba04 | Customer 8168 | Quote 31217 | Item 1688 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c5b500c148c6c5711b644d4db2ac906dd3d2161328e169bd80ef066e3a0c9334 | OPP-50f9bafe445e0c4bc055c08161454f5a9f5d3fdb5f16a9409ea94179c93d89a0 | SER-266217a60125712b4ae44b4e376988dc2df42588c96624ceb3d8f8edc950ef0e | 49420 | Bellwood Clinical Group, LLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 28033; quote age 293 days; last modified 258 days ago; quoted value $27000.00; converted line value $0.00; unconverted line value $27000.00. | {"quote_doc_no":28033,"dominant_item_id":14601,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2025-10-21","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-11-25","quote_age_days":293,"quoted_revenue":27000,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":3,"days_since_modified":258,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IL"},"normalized_probability":0,"unconverted_line_value":27000,"last_customer_order_date":"2025-10-22","repeated_quote_count_12m":11,"maximum_recoverable_value":27000,"last_meaningful_activity_date":"2026-07-13"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28033: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-13. 21 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-13 — Immulite 2000 Reagents | 2026-07-08 — Immulite 2000 Reagents | 2025-12-30 — DPC-IMMULITE-2000-R. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-13. 21 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-13 — Immulite 2000 Reagents | 2026-07-08 — Immulite 2000 Reagents | 2025-12-30 — DPC-IMMULITE-2000-R. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-c5b500c148c6c5711b644d4db2ac906dd3d2161328e169bd80ef066e3a0c9334 | Customer 49420 | Quote 28033 | Item 14601 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-191307c051fbe23cbe16dbc24a1c531915f491cb2682a0f2cf422d69f7a42091 | OPP-634cf79c2073db4073952f4f3c422da5fd99a94b6f44e71d0bcf5c48e48317ad | SER-613b7a534566bfb6e56a5e806a91494ff2e51d6ed56433fd077eaa4db537f418 | 9915 | Elmhurst Medical Associates, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 31349; quote age 63 days; last modified 62 days ago; quoted value $7090.00; converted line value $0.00; unconverted line value $7090.00. | {"quote_doc_no":31349,"dominant_item_id":1688,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"IA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-06-08","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-09","quote_age_days":63,"quoted_revenue":7090,"conversion_ratio":0,"gp_cost_coverage":0.5,"quote_line_count":2,"days_since_modified":62,"linked_order_doc_no":null,"quoted_gross_profit":3250,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"IA"},"normalized_probability":0.05,"unconverted_line_value":7090,"last_customer_order_date":"2026-07-12","repeated_quote_count_12m":2,"maximum_recoverable_value":7090,"last_meaningful_activity_date":null} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 31349 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-191307c051fbe23cbe16dbc24a1c531915f491cb2682a0f2cf422d69f7a42091 | Customer 9915 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-38de06bd5c4f49f5dd555ed5ab7ea2e97a1008b830b66901f7821a4734fe56d6 | OPP-56471e557600a269741d28c7ca394f4a19d212fa2929f28e232af5436cd542d8 | SER-0bb6017c52582a18860dce043b26cb7daee68a2b6e9eff9891b55424966afa4f | 26531 | Cedar Pathology Associates, Corp. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 27904; quote age 301 days; last modified 283 days ago; quoted value $31089.86; converted line value $0.00; unconverted line value $31089.86. | {"quote_doc_no":27904,"dominant_item_id":17133,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-13","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-10-31","quote_age_days":301,"quoted_revenue":31089.86,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":9,"days_since_modified":283,"linked_order_doc_no":null,"quoted_gross_profit":418.45,"converted_line_value":0,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MN"},"normalized_probability":0,"unconverted_line_value":31089.86,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":31089.86,"last_meaningful_activity_date":"2026-06-26"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27904: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-38de06bd5c4f49f5dd555ed5ab7ea2e97a1008b830b66901f7821a4734fe56d6 | Customer 26531 | Quote 27904 | Item 17133 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-86e672ece2d51e0abc073ad767852cbf186b129ff5969d7217fc8fb8ee4d10a7 | OPP-32bf19e9726a9379521dad1101d40659864b427c8a98747eb00111c9dc814e90 | SER-9bdac15bc6d0d5ef90bba107a46355f8695c1fdd6442b353c70617141e52ef74 | 6703 | Alderbrook Clinical Labs, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28003; quote age 294 days; last modified 217 days ago; quoted value $28175.00; converted line value $0.00; unconverted line value $28175.00. | {"quote_doc_no":28003,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OH","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-20","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-05","quote_age_days":294,"quoted_revenue":28175,"conversion_ratio":0,"gp_cost_coverage":0.7142857142857143,"quote_line_count":7,"days_since_modified":217,"linked_order_doc_no":null,"quoted_gross_profit":6625,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Priya Sandoval","territory_rep":"Priya Sandoval","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OH"},"normalized_probability":0,"unconverted_line_value":28175,"last_customer_order_date":null,"repeated_quote_count_12m":2,"maximum_recoverable_value":28175,"last_meaningful_activity_date":"2026-05-22"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28003: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Margin unknown; verify cost before quoting. | Candidate CAND-86e672ece2d51e0abc073ad767852cbf186b129ff5969d7217fc8fb8ee4d10a7 | Customer 6703 | Quote 28003 | Item 1653 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dee00143e05c94a8cefe3a07025918e3f93dd033d8b85b69dc6ea6b2dc237d79 | OPP-b174e62156080501496798be15f31b84bae298a9c4ba9e2644ac28750a0fe589 | SER-b221d43602d7c6628f09b7755ca73b37ee73f95236048b47d3822de935b35ab2 | 7639 | Cascade Care Partners, Corp. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 31105; quote age 76 days; last modified 70 days ago; quoted value $162773.16; converted line value $106634.99; unconverted line value $56138.17. | {"quote_doc_no":31105,"dominant_item_id":10610,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GRANDCAYMAN","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":52414} | {"revision":2,"is_closed":true,"quote_date":"2026-05-26","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-06-01","quote_age_days":76,"quoted_revenue":162773.16165364,"conversion_ratio":0.6551140790530647,"gp_cost_coverage":1,"quote_line_count":148,"days_since_modified":70,"linked_order_doc_no":52414,"quoted_gross_profit":34855.06165364,"converted_line_value":106634.98989128,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"GRANDCAYMAN"},"normalized_probability":1,"unconverted_line_value":56138.17176236,"last_customer_order_date":"2026-07-14","repeated_quote_count_12m":7,"maximum_recoverable_value":56138.17176236,"last_meaningful_activity_date":"2026-07-31"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31105: Closed Won/Won. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-31 — follow up | 2026-07-23 — follow up | 2026-07-13 — Quote. Customer record is active. Current vendor lead time: 30 days. | Terminal quote guard: quote 31105 is Closed Won / Won and is linked to order 52414. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 11 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-31 — follow up | 2026-07-23 — follow up | 2026-07-13 — Quote. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Lead time: 30 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-dee00143e05c94a8cefe3a07025918e3f93dd033d8b85b69dc6ea6b2dc237d79 | Customer 7639 | Quote 31105 | Order 52414 | Item 10610 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-52c8e6d21635208e4169dcb6e92bd48a7ec52a0529267ccad31b77db06086812 | OPP-20e043c00d9d7ea55c28b5d5ba5acb7b97fdd2210aafded0fb12d3205487477e | SER-e972d708cb020054949eaa351c67d53af49861970cfbcbedd8e409f5652bccfc | 43064 | Wrenfield Care Partners, Inc. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 29184; quote age 200 days; last modified 192 days ago; quoted value $51198.50; converted line value $4393.50; unconverted line value $46805.00. | {"quote_doc_no":29184,"dominant_item_id":17133,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":50323} | {"revision":1,"is_closed":true,"quote_date":"2026-01-22","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-01-30","quote_age_days":200,"quoted_revenue":51198.5,"conversion_ratio":0.08581306092951942,"gp_cost_coverage":1,"quote_line_count":3,"days_since_modified":192,"linked_order_doc_no":50323,"quoted_gross_profit":8890.93,"converted_line_value":4393.5,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":1,"unconverted_line_value":46805,"last_customer_order_date":"2026-07-29","repeated_quote_count_12m":4,"maximum_recoverable_value":46805,"last_meaningful_activity_date":"2026-01-23"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29184: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-23. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-17 — forwarded to Jake, Lee, and Nick | 2025-05-12 — update | 2024-09-17 — Update. Website reviewed: http://blockscientific.com. Customer record is active. | Terminal quote guard: quote 29184 is Closed Won / Won and is linked to order 50323. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-23. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-17 — forwarded to Jake, Lee, and Nick | 2025-05-12 — update | 2024-09-17 — Update. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-52c8e6d21635208e4169dcb6e92bd48a7ec52a0529267ccad31b77db06086812 | Customer 43064 | Quote 29184 | Order 50323 | Item 17133 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-618a82decfdfdb3f49aa3edfe7ef37dc8ee36ecd12b16f905f15c75bd3f30f45 | OPP-771f27c571db56f59c5b8c330f50e992e7743641b3ba8fbb4090d425124e5263 | SER-f7c31ac64431d7e7cd61c6a3c13c1e9cf0a9a024b2cffc4c346eb9d396f0efff | 52229 | Alderbrook Pathology Labs, PLLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 31547; quote age 54 days; last modified 13 days ago; quoted value $43600.00; converted line value $20600.00; unconverted line value $23000.00. | {"quote_doc_no":31547,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":52598} | {"revision":1,"is_closed":true,"quote_date":"2026-06-17","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-07-28","quote_age_days":54,"quoted_revenue":43600.00035,"conversion_ratio":0.4724770684548859,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":13,"linked_order_doc_no":52598,"quoted_gross_profit":12469.50035,"converted_line_value":20600.00035,"territory_assignment":{"source_rep":"Priya Sandoval","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"normalized_probability":1,"unconverted_line_value":23000,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":23000,"last_meaningful_activity_date":"2026-08-04"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31547: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — Follow-up | 2026-07-20 — Follow-up | 2026-07-07 — Follow up. Customer record is active. | Terminal quote guard: quote 31547 is Closed Won / Won and is linked to order 52598. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — Follow-up | 2026-07-20 — Follow-up | 2026-07-07 — Follow up. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-618a82decfdfdb3f49aa3edfe7ef37dc8ee36ecd12b16f905f15c75bd3f30f45 | Customer 52229 | Quote 31547 | Order 52598 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ff84fdf1b1a732cbad50244d73f23a84806b5d0f2df662163f6bf1f95105a36c | OPP-76881b50da95e77eb4f8f665a89bb19ac331e40e89e65e303d1631888e7d9865 | SER-5e2cbb3220db1fe29a86724e3468392d4ac0aad907ea26e1d54ab0a3ea09bced | 41400 | Whitmore Laboratory Partners, PLLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 31404; quote age 61 days; last modified 41 days ago; quoted value $31700.00; converted line value $18200.00; unconverted line value $13500.00. | {"quote_doc_no":31404,"dominant_item_id":14406,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CO","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":52706} | {"revision":2,"is_closed":true,"quote_date":"2026-06-10","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-06-30","quote_age_days":61,"quoted_revenue":31700,"conversion_ratio":0.5741324921135647,"gp_cost_coverage":0.8333333333333334,"quote_line_count":6,"days_since_modified":41,"linked_order_doc_no":52706,"quoted_gross_profit":7975,"converted_line_value":18200,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CO"},"normalized_probability":1,"unconverted_line_value":13500,"last_customer_order_date":"2026-07-09","repeated_quote_count_12m":27,"maximum_recoverable_value":13500,"last_meaningful_activity_date":"2026-08-05"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 31404: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 40 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. Customer record is active. | Terminal quote guard: quote 31404 is Closed Won / Won and is linked to order 52706. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 40 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-ff84fdf1b1a732cbad50244d73f23a84806b5d0f2df662163f6bf1f95105a36c | Customer 41400 | Quote 31404 | Order 52706 | Item 14406 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-74bffb36113b22e6e2525c7c20668d46e0c11c0258d3aa2b9a1c12a1bd5af765 | OPP-a7147d7d5e6af1e093e3ea63ace66075b0af77cbb68166fdce994faeb569345b | SER-3ee06288d6fa03c39dcc3a29ac71e7df49f3e427b1450b9612363f4a4693e65d | 41412 | Maple Medical Partners, PLLC | Quote Leakage | Needs Validation | High-Margin Open Quote Without Activity on quote 32001; quote age 27 days; last modified 26 days ago; quoted value $120500.00; converted line value $0.00; unconverted line value $120500.00. | {"quote_doc_no":32001,"dominant_item_id":14429,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-07-14","probability":25,"quote_state":"Open","leakage_type":"High-Margin Open Quote Without Activity","quote_status":"25%","modified_date":"2026-07-15","quote_age_days":27,"quoted_revenue":120500,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":26,"linked_order_doc_no":null,"quoted_gross_profit":85500,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"normalized_probability":0.25,"unconverted_line_value":120500,"last_customer_order_date":"2026-07-27","repeated_quote_count_12m":26,"maximum_recoverable_value":120500,"last_meaningful_activity_date":"2026-06-08"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 32001: 25%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-74bffb36113b22e6e2525c7c20668d46e0c11c0258d3aa2b9a1c12a1bd5af765 | Customer 41412 | Quote 32001 | Item 14429 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-762beda8f6564f57eeb90333fd940302953510a24dc254836e3d782e090a200e | OPP-697dee6835d313a2a8ba4cbf76a5c736a648b6a07f60497a59b94d1b03220731 | SER-a224f129c310f0cf2d8356710bae868c2b00cba8e80eed41ed5cd08258b5045a | 5533 | Crestview Health Alliance, LLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 29171; quote age 64 days; last modified 3 days ago; quoted value $150000.00; converted line value $75000.00; unconverted line value $75000.00. | {"quote_doc_no":29171,"dominant_item_id":17704,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":53389} | {"revision":1,"is_closed":true,"quote_date":"2026-06-07","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-08-07","quote_age_days":64,"quoted_revenue":150000,"conversion_ratio":0.5,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":3,"linked_order_doc_no":53389,"quoted_gross_profit":3660,"converted_line_value":75000,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":1,"unconverted_line_value":75000,"last_customer_order_date":"2024-10-16","repeated_quote_count_12m":2,"maximum_recoverable_value":75000,"last_meaningful_activity_date":"2026-07-20"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29171: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-20 — AU5810 | 2026-07-10 — AU5810 | 2024-06-11 — atellica. Customer record is active. | Terminal quote guard: quote 29171 is Closed Won / Won and is linked to order 53389. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 14 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-20 — AU5810 | 2026-07-10 — AU5810 | 2024-06-11 — atellica. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-762beda8f6564f57eeb90333fd940302953510a24dc254836e3d782e090a200e | Customer 5533 | Quote 29171 | Order 53389 | Item 17704 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4ba56f9aeb01c3fa6215b45ae2571b14b24a0683bce991be18e682d00401cc83 | OPP-48940f0fca14f9b452a7ce6213c7f21ffe5e7f1a4c9dd020c3d6484ce36e685a | SER-d69601bd7c29deabd93dc5ffea7b1afda1adc69ec748494fee6df59aaba694b8 | 44814 | Foothill Medical Group, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 25094; quote age 517 days; last modified 465 days ago; quoted value $58788.35; converted line value $0.00; unconverted line value $58788.35. | {"quote_doc_no":25094,"dominant_item_id":10464,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-03-11","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-05-02","quote_age_days":517,"quoted_revenue":58788.35,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":18,"days_since_modified":465,"linked_order_doc_no":null,"quoted_gross_profit":25201.95,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":58788.35,"last_customer_order_date":"2025-06-25","repeated_quote_count_12m":3,"maximum_recoverable_value":58788.35,"last_meaningful_activity_date":"2026-02-24"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 25094: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-4ba56f9aeb01c3fa6215b45ae2571b14b24a0683bce991be18e682d00401cc83 | Customer 44814 | Quote 25094 | Item 10464 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ab42266163ced34fba60b6d4241fee7eaac012e18090e0e2b3e59c1bdefb259c | OPP-341cded25f05984b1c6c76b059c3b1bd49fc7e406bf7fff3849f9d08a65a9fdf | SER-da2e04eb353ea2bc7c53592f941866e3543e022f99c23e45faaad989f626ace9 | 10119 | Harbor Health System, LLC | Quote Leakage | Published | Stale Open Quote on quote 29841; quote age 148 days; last modified 147 days ago; quoted value $100680.34; converted line value $0.00; unconverted line value $100680.34. | {"quote_doc_no":29841,"dominant_item_id":12703,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-15","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-16","quote_age_days":148,"quoted_revenue":100680.3434064,"conversion_ratio":0,"gp_cost_coverage":0.8333333333333334,"quote_line_count":6,"days_since_modified":147,"linked_order_doc_no":null,"quoted_gross_profit":37142.1234064,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":100680.3434064,"last_customer_order_date":"2025-09-24","repeated_quote_count_12m":8,"maximum_recoverable_value":100680.3434064,"last_meaningful_activity_date":"2026-08-07"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29841: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 34 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-31 — follow up | 2026-07-29 — quartlery order | 2026-01-30 — LC/MS needs. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 34 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-31 — follow up | 2026-07-29 — quartlery order | 2026-01-30 — LC/MS needs. | Open quote: Yes; Open order: No | Item active: true | Vendor: Fisher HealthCare | Item note: Pricing per quote 6216-1035-57, exp 12/2/2026 | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-ab42266163ced34fba60b6d4241fee7eaac012e18090e0e2b3e59c1bdefb259c | Customer 10119 | Quote 29841 | Item 12703 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-233f3b19a418fe50316f2bb08c86bd93e7a202899fac97d1752dab712dac7fe2 | OPP-1da01892ae67bb2883a18fede5127f73f714e5e8f166d55e4c7280a9414ba949 | SER-13ceb01897969ee548c1b3acf31e81cf317f36bcf26a3c577f11b3d8e0f6654c | 47319 | Northgate Health Collective, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 26738; quote age 389 days; last modified 388 days ago; quoted value $49261.00; converted line value $0.00; unconverted line value $49261.00. | {"quote_doc_no":26738,"dominant_item_id":15527,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-07-17","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-07-18","quote_age_days":389,"quoted_revenue":49261,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":388,"linked_order_doc_no":null,"quoted_gross_profit":26521,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"normalized_probability":0.05,"unconverted_line_value":49261,"last_customer_order_date":null,"repeated_quote_count_12m":0,"maximum_recoverable_value":49261,"last_meaningful_activity_date":"2026-08-07"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 26738: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Item appears inactive; validate replacement or supersession before quoting. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-233f3b19a418fe50316f2bb08c86bd93e7a202899fac97d1752dab712dac7fe2 | Customer 47319 | Quote 26738 | Item 15527 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-35d968b261dcf677a401da10508dce397bb7f63bd1615376415758339d9b355b | OPP-e766e896833efefe999149d2a0577e09c2147a821625edce5645aa9b758f916d | SER-158f25a2a32afa3e0e44c8ad920f4e1ff0915816e21b2e4de7ac967947415b0e | 10156 | Copperfield Lab Services, Corp. | Quote Leakage | Suppressed by Counter-Evidence | Stale Open Quote on quote 27812; quote age 307 days; last modified 306 days ago; quoted value $18831.00; converted line value $0.00; unconverted line value $18831.00. | {"quote_doc_no":27812,"dominant_item_id":5239,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-10-07","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-10-08","quote_age_days":307,"quoted_revenue":18830.998257449406,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":13,"days_since_modified":306,"linked_order_doc_no":null,"quoted_gross_profit":13441.998257449406,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"normalized_probability":0.05,"unconverted_line_value":18830.998257449406,"last_customer_order_date":"2026-07-30","repeated_quote_count_12m":13,"maximum_recoverable_value":18830.998257449406,"last_meaningful_activity_date":"2026-07-01"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27812: Processing/Open. Default vendor lead time: 30 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-20 — f | 2024-03-27 — Reagents | 2024-02-21 — History Import. Customer record is active. Current vendor lead time: 30 days. | All 13 lines on quote 27812 were subsequently purchased; recomputed coverage is 100% and uncovered value is $0. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-08-20 — f | 2024-03-27 — Reagents | 2024-02-21 — History Import. | Open quote: Yes; Open order: No | Item active: true | Vendor: Cempa Tibbi Cihazlar Elektronik - V | Lead time: 30 days | Active primary buyer selected; prior contact was explicitly marked Do Not Contact. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-35d968b261dcf677a401da10508dce397bb7f63bd1615376415758339d9b355b | Customer 10156 | Quote 27812 | Item 5239 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-62c0062d45264ec3f1b91f667543c01f5afaf6500cf53050696c12810451d46a | OPP-14e48d63d9280d7609dfb1ac26b7707e612e7a6597b9428b6cc2ce42e8b98d67 | SER-808d45c493cf69e2dd935d53ed98258404eb9ecd23811e373fdd1fc4c3870541 | 56832 | Alderbrook Physician Group, PLLC | Quote Leakage | Published | Stale Open Quote on quote 30594; quote age 109 days; last modified 105 days ago; quoted value $38350.00; converted line value $0.00; unconverted line value $38350.00. | {"quote_doc_no":30594,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-04-23","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-27","quote_age_days":109,"quoted_revenue":38350,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":105,"linked_order_doc_no":null,"quoted_gross_profit":11225,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":38350,"last_customer_order_date":"2026-08-06","repeated_quote_count_12m":7,"maximum_recoverable_value":38350,"last_meaningful_activity_date":"2026-07-21"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30594: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-21. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-17 — Reagent needs | 2026-05-21 — Reagent needs | 2026-05-18 — Reagent needs. Website reviewed: https://www.blockscientific.com/roche-cobas-c311. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-21. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-17 — Reagent needs | 2026-05-21 — Reagent needs | 2026-05-18 — Reagent needs. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-62c0062d45264ec3f1b91f667543c01f5afaf6500cf53050696c12810451d46a | Customer 56832 | Quote 30594 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6d32cff03bf37a06872b9070dd762f4941839e5fe2289970679ca5a0b1d12c56 | OPP-ccdef656afc048eeda2007477906d5625d4ab2496a04e0bbae335170547c631b | SER-347718fd7fa09e7661c42b35254abb84fef5bb25747a343949139018c8beee32 | 56305 | Cedar Medical Group, Inc. | Quote Leakage | Needs Validation | Repeated Unconverted Quote on quote 31526; quote age 43 days; last modified 26 days ago; quoted value $19048.17; converted line value $0.00; unconverted line value $19048.17. | {"quote_doc_no":31526,"dominant_item_id":13383,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":7,"is_closed":false,"quote_date":"2026-06-28","probability":50,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"50%","modified_date":"2026-07-15","quote_age_days":43,"quoted_revenue":19048.16950736,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":40,"days_since_modified":26,"linked_order_doc_no":null,"quoted_gross_profit":8244.04950736,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"normalized_probability":0.5,"unconverted_line_value":19048.16950736,"last_customer_order_date":"2026-07-07","repeated_quote_count_12m":15,"maximum_recoverable_value":19048.16950736,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31526: 50%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-6d32cff03bf37a06872b9070dd762f4941839e5fe2289970679ca5a0b1d12c56 | Customer 56305 | Quote 31526 | Item 13383 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7a031c99cc88a1d5cceb10aef288244e4cdd3f363f7725bf69b69b756e35f9ec | OPP-c85c228f3662b49a3f80d71e39b7c9ee9f9629477e8179f71b12f4246e2294f0 | SER-3c6d81a2f8d9ac2238e8b7d20b79f112148d4e3b72f4953192254fc889b91e2d | 43803 | Maple Pathology Labs, LLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 28399; quote age 270 days; last modified 265 days ago; quoted value $15377.95; converted line value $9782.72; unconverted line value $5595.23. | {"quote_doc_no":28399,"dominant_item_id":17155,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":49147} | {"revision":1,"is_closed":true,"quote_date":"2025-11-13","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2025-11-18","quote_age_days":270,"quoted_revenue":15377.95,"conversion_ratio":0.6361524130329466,"gp_cost_coverage":1,"quote_line_count":53,"days_since_modified":265,"linked_order_doc_no":49147,"quoted_gross_profit":-6006.84,"converted_line_value":9782.72,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":1,"unconverted_line_value":5595.23,"last_customer_order_date":"2026-04-05","repeated_quote_count_12m":22,"maximum_recoverable_value":5595.23,"last_meaningful_activity_date":"2026-07-20"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28399: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 40 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. Customer record is active. | Terminal quote guard: quote 28399 is Closed Won / Won and is linked to order 49147. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-20. 40 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-19 — Reagent needs | 2026-06-19 — Roche reagents | 2026-03-13 — Phlebotomy products. | Open quote: No; Open order: No | Item active: true | Vendor: Roche Diagnostics Systems | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-7a031c99cc88a1d5cceb10aef288244e4cdd3f363f7725bf69b69b756e35f9ec | Customer 43803 | Quote 28399 | Order 49147 | Item 17155 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b1aab8ac64b02b7159ce8358abe96053a545867a8a1c1b0d36d5ffa563d5d690 | OPP-081bac56b6982400cc0e97015c828b3216768122cfd05f3ba0dd2d3bbf391ccb | SER-f45c815af87c0cbe58d00ac4cb6bd1f7894cf129a1d23a79d67ac87a1952c309 | 34169 | Lakeside Medical Center, Inc. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 30064; quote age 138 days; last modified 124 days ago; quoted value $28000.00; converted line value $14400.00; unconverted line value $13600.00. | {"quote_doc_no":30064,"dominant_item_id":17410,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":51387} | {"revision":2,"is_closed":true,"quote_date":"2026-03-25","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-04-08","quote_age_days":138,"quoted_revenue":28000,"conversion_ratio":0.5142857142857142,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":124,"linked_order_doc_no":51387,"quoted_gross_profit":27800,"converted_line_value":14400,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":1,"unconverted_line_value":13600,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":13600,"last_meaningful_activity_date":"2026-07-01"} | Classification: Reseller (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30064: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 32 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-01 — ABI 7500 Fast | 2026-06-17 — aperio AT2 cables | 2026-05-08 — aperio pick up date?. Website reviewed: https://www.andbio.com. Customer record is active. | Terminal quote guard: quote 30064 is Closed Won / Won and is linked to order 51387. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-01. 32 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-01 — ABI 7500 Fast | 2026-06-17 — aperio AT2 cables | 2026-05-08 — aperio pick up date?. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-b1aab8ac64b02b7159ce8358abe96053a545867a8a1c1b0d36d5ffa563d5d690 | Customer 34169 | Quote 30064 | Order 51387 | Item 17410 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-78d1e59bf071079537c2f9c7f40b3f699c987cbcfaf88c2e7a06bcda1ef93d35 | OPP-c18b04311a4caa5849aeb56e1e6f92f7f72d71de8efb1ce94cf56c3f4c01acae | SER-738c1db80bfd4eaf555e29c7d812dc2e784eaaa64a28f5105ce64e6272e21bc0 | 56788 | Highmark Physician Group, LLC | Quote Leakage | Published | Stale Open Quote on quote 30379; quote age 119 days; last modified 118 days ago; quoted value $22000.00; converted line value $0.00; unconverted line value $22000.00. | {"quote_doc_no":30379,"dominant_item_id":13590,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-04-13","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-14","quote_age_days":119,"quoted_revenue":22000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":118,"linked_order_doc_no":null,"quoted_gross_profit":6560,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":22000,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":22000,"last_meaningful_activity_date":"2026-07-15"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30379: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-15. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-09 — Piccolo Xpress | 2026-07-08 — Piccolo Xpress | 2026-06-11 — Piccolo Xpress. Website reviewed: https://www.blockscientific.com/abaxis-piccolo-xpress. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-15. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-09 — Piccolo Xpress | 2026-07-08 — Piccolo Xpress | 2026-06-11 — Piccolo Xpress. | Open quote: Yes; Open order: No | Item active: true | Vendor: Henry Schein - Vendor | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-78d1e59bf071079537c2f9c7f40b3f699c987cbcfaf88c2e7a06bcda1ef93d35 | Customer 56788 | Quote 30379 | Item 13590 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8d9fd59f0397dc26f56841314ad4db4f05288bc6ba6b6daf7df01c21fa9c30cc | OPP-50159ce9fc3f470bb068f83d7af1708820521146514e8ef6d49e3e9edb6a763e | SER-eb0d01d743a7ed688953d015dce4a8cbbb949b1506c9fbe27e55e283740cfb5b | 41412 | Maple Medical Partners, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 31279; quote age 68 days; last modified 67 days ago; quoted value $31500.00; converted line value $0.00; unconverted line value $31500.00. | {"quote_doc_no":31279,"dominant_item_id":17127,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-06-03","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-04","quote_age_days":68,"quoted_revenue":31499.996684211,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":67,"linked_order_doc_no":null,"quoted_gross_profit":2999.996684211,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"normalized_probability":0.05,"unconverted_line_value":31499.996684211,"last_customer_order_date":"2026-07-27","repeated_quote_count_12m":26,"maximum_recoverable_value":31499.996684211,"last_meaningful_activity_date":"2026-06-08"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31279: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-8d9fd59f0397dc26f56841314ad4db4f05288bc6ba6b6daf7df01c21fa9c30cc | Customer 41412 | Quote 31279 | Item 17127 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a2755d1e5750ea303295d16a4034f245ee75fe491687bb7aa775334c23725b73 | OPP-89bd5536828de721c0d2e45f5538e17b45b32103c29be74cc71d68f4d595e0b7 | SER-70d74991bfc31f797caebf91f9262b62c45849f97def41315df52623478648b1 | 9912 | Wrenfield Diagnostic Group, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 23721; quote age 637 days; last modified 636 days ago; quoted value $40800.00; converted line value $0.00; unconverted line value $40800.00. | {"quote_doc_no":23721,"dominant_item_id":13377,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2024-11-11","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2024-11-12","quote_age_days":637,"quoted_revenue":40800,"conversion_ratio":0,"gp_cost_coverage":0.75,"quote_line_count":4,"days_since_modified":636,"linked_order_doc_no":null,"quoted_gross_profit":22365,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"TX"},"normalized_probability":0.05,"unconverted_line_value":40800,"last_customer_order_date":"2026-07-23","repeated_quote_count_12m":14,"maximum_recoverable_value":40800,"last_meaningful_activity_date":"2025-05-29"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 23721: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-a2755d1e5750ea303295d16a4034f245ee75fe491687bb7aa775334c23725b73 | Customer 9912 | Quote 23721 | Item 13377 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a436994390641dfd7027903158ad3862e7556c07bdba857cbe31703b64b7327e | OPP-436f0b294c489754fb4f6e5f9041160ce53bd0abaeb01bd20ae9c241cad298ad | SER-eb4a226c4fd83ffe3075a0f892f09c818e8fb04d2dab091b5ec4f6dbd46285bd | 47703 | Foothill Medical Center, Corp. | Quote Leakage | Published | Stale Open Quote on quote 27106; quote age 358 days; last modified 357 days ago; quoted value $18500.00; converted line value $0.00; unconverted line value $18500.00. | {"quote_doc_no":27106,"dominant_item_id":15789,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-08-17","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-08-18","quote_age_days":358,"quoted_revenue":18500,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":2,"days_since_modified":357,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":18500,"last_customer_order_date":"2026-04-26","repeated_quote_count_12m":10,"maximum_recoverable_value":18500,"last_meaningful_activity_date":"2026-08-04"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27106: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 20 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — follow up | 2026-07-07 — AU480 | 2025-10-23 — AU480. Website reviewed: http://laboratoryas.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-04. 20 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-04 — follow up | 2026-07-07 — AU480 | 2025-10-23 — AU480. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-a436994390641dfd7027903158ad3862e7556c07bdba857cbe31703b64b7327e | Customer 47703 | Quote 27106 | Item 15789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-28d25464b47ad6c2c0f33e1a1405149439a1403b62e029dce94bb152e2ac5fcd | OPP-c55f5817d7c7c676bbedc4278ab41cfa11d5bd4ef6ad9a9e28a74b4d5ac1ff68 | SER-12b7e9ff9e90848e3889deb05a6bf5764e64e764b99ce73e7995358fbe3b20c5 | 7409 | Brightwater Medical Partners, PLLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 27318; quote age 342 days; last modified 131 days ago; quoted value $250291.07; converted line value $0.00; unconverted line value $250291.07. | {"quote_doc_no":27318,"dominant_item_id":14429,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OK","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-09-02","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-04-01","quote_age_days":342,"quoted_revenue":250291.07,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":131,"linked_order_doc_no":null,"quoted_gross_profit":-1040,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"OK"},"normalized_probability":0,"unconverted_line_value":250291.07,"last_customer_order_date":"2026-08-03","repeated_quote_count_12m":5,"maximum_recoverable_value":250291.07,"last_meaningful_activity_date":"2026-08-05"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27318: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 45 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — Service Contract Renewal or One-Time PM | 2026-07-28 — follow up | 2026-07-28 — Elite Pain & Health On Site Visit Notes. | Open quote: No; Open order: No | Item active: true | Vendor: Axis Clinicals | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-28d25464b47ad6c2c0f33e1a1405149439a1403b62e029dce94bb152e2ac5fcd | Customer 7409 | Quote 27318 | Item 14429 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a2809dda2ebedf7ed63c52d12a8abe3db2fb9c23fb71b9a43bf9077d0435bbb3 | OPP-e92c7b32a3d8c19158360eee30a52d6133f3a7ca7139d8c74425e6c83c2216d2 | SER-8a3f2e66d742e4a160d6e4837d2f4747092efcf506465623e84a69899303a56c | 9212 | Harbor Health Collective, LLC | Quote Leakage | Needs Validation | Repeated Unconverted Quote on quote 31784; quote age 40 days; last modified 18 days ago; quoted value $15605.42; converted line value $0.00; unconverted line value $15605.42. | {"quote_doc_no":31784,"dominant_item_id":14096,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CO","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":3,"is_closed":false,"quote_date":"2026-07-01","probability":0.05,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"Processing","modified_date":"2026-07-23","quote_age_days":40,"quoted_revenue":15605.424,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":64,"days_since_modified":18,"linked_order_doc_no":null,"quoted_gross_profit":6728.274,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CO"},"normalized_probability":0.05,"unconverted_line_value":15605.424,"last_customer_order_date":"2026-07-26","repeated_quote_count_12m":10,"maximum_recoverable_value":15605.424,"last_meaningful_activity_date":"2026-08-05"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31784: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-a2809dda2ebedf7ed63c52d12a8abe3db2fb9c23fb71b9a43bf9077d0435bbb3 | Customer 9212 | Quote 31784 | Item 14096 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-058f961d1e83ede6d53ba2e6d62df0c87bb0b706b5da9b4f1c5cb2293f7e7f73 | OPP-2028bbb67e2bf174908a42ee0053bf6d61aea59cd97f9092cf483e50e63f930f | SER-755cc711d86949c22c6627daf7dd254e305a5df17b992abbcaa458b928e93e20 | 8532 | Crestview Medical Associates, LLC | Quote Leakage | Published | Stale Open Quote on quote 28031; quote age 293 days; last modified 292 days ago; quoted value $22500.00; converted line value $0.00; unconverted line value $22500.00. | {"quote_doc_no":28031,"dominant_item_id":15789,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-10-21","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-10-22","quote_age_days":293,"quoted_revenue":22500,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":2,"days_since_modified":292,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":22500,"last_customer_order_date":"2025-12-04","repeated_quote_count_12m":3,"maximum_recoverable_value":22500,"last_meaningful_activity_date":"2026-04-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28031: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-21 — Service Update | 2025-05-14 — F | 2025-05-13 — F. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-058f961d1e83ede6d53ba2e6d62df0c87bb0b706b5da9b4f1c5cb2293f7e7f73 | Customer 8532 | Quote 28031 | Item 15789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-89806a41dc042794ad71d97a961f03c0d7be94b48c7fcb21dd4c0de8c3f7aaef | OPP-79e3651957f17dcf3cda3de3bf80f8134523edea1c6796f21da232fec8580282 | SER-0624eadae137d360e1ac54670f0f7a66bd6fc0c85a84301ffe27b1ed56ae68c8 | 1330 | Silverline Medical Group, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 27876; quote age 305 days; last modified 67 days ago; quoted value $9981.84; converted line value $0.00; unconverted line value $9981.84. | {"quote_doc_no":27876,"dominant_item_id":13200,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2025-10-09","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-04","quote_age_days":305,"quoted_revenue":9981.83973642,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":43,"days_since_modified":67,"linked_order_doc_no":null,"quoted_gross_profit":4158.57973642,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":9981.83973642,"last_customer_order_date":"2026-08-02","repeated_quote_count_12m":15,"maximum_recoverable_value":9981.83973642,"last_meaningful_activity_date":"2026-08-05"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27876: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-89806a41dc042794ad71d97a961f03c0d7be94b48c7fcb21dd4c0de8c3f7aaef | Customer 1330 | Quote 27876 | Item 13200 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-85d6a88726ceb7bd08cdd3a5a14bb62cc5937da1a623fa73c7f2f0c54d729c01 | OPP-99028803e19eaea824117e678e98fab11dcd58176fdfbb8c6015eeaabb552789 | SER-ff2b7f33b243df9e33a5474be6082783abc66952535810b76b3b7e02a95c4da0 | 48112 | Alderbrook Medical Associates, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 27235; quote age 350 days; last modified 332 days ago; quoted value $42310.88; converted line value $0.00; unconverted line value $42310.88. | {"quote_doc_no":27235,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2025-08-25","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-09-12","quote_age_days":350,"quoted_revenue":42310.875,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":332,"linked_order_doc_no":null,"quoted_gross_profit":12204.375,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":42310.875,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":42310.875,"last_meaningful_activity_date":"2026-05-04"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27235: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-85d6a88726ceb7bd08cdd3a5a14bb62cc5937da1a623fa73c7f2f0c54d729c01 | Customer 48112 | Quote 27235 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ffaf7c8ab62c842d9f98321969ad91ea01be4564fa004b91a03538c5aecfccc0 | OPP-92b52d00d04a7d428b36cf0128f15694bdafac79b5020f912468d9d25d9ca7d0 | SER-f7478e89040de8d8733b107310417b1e014ca6175df85b09908bd12599bf5f03 | 9376 | Cedar Lab Services, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 29604; quote age 168 days; last modified 67 days ago; quoted value $5850.00; converted line value $0.00; unconverted line value $5850.00. | {"quote_doc_no":29604,"dominant_item_id":14218,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-02-23","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2026-06-04","quote_age_days":168,"quoted_revenue":5850,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":9,"days_since_modified":67,"linked_order_doc_no":null,"quoted_gross_profit":1105.75,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.25,"unconverted_line_value":5850,"last_customer_order_date":"2026-07-27","repeated_quote_count_12m":41,"maximum_recoverable_value":5850,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29604 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-ffaf7c8ab62c842d9f98321969ad91ea01be4564fa004b91a03538c5aecfccc0 | Customer 9376 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-549eea6c62670c9fcc6938390229783823d9463c9fbce83dcebd35c6dc20e025 | OPP-1cec3561d1b5fe2fdda86d7ff4d2211e10c5a60f2b8c807ff650d5faace1ada0 | SER-2a7a47de166bc5c92a606bb66c29d0c5c98bb43e0d081c00d11e9a9af478e9af | 10126 | Highmark Clinical Labs, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 27984; quote age 295 days; last modified 67 days ago; quoted value $6919.65; converted line value $0.00; unconverted line value $6919.65. | {"quote_doc_no":27984,"dominant_item_id":12713,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-10-19","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2026-06-04","quote_age_days":295,"quoted_revenue":6919.65,"conversion_ratio":0,"gp_cost_coverage":0.9285714285714286,"quote_line_count":14,"days_since_modified":67,"linked_order_doc_no":null,"quoted_gross_profit":2817.28,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.25,"unconverted_line_value":6919.65,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":6919.65,"last_meaningful_activity_date":"2026-05-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 27984 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-549eea6c62670c9fcc6938390229783823d9463c9fbce83dcebd35c6dc20e025 | Customer 10126 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6368bfe06f622e1f011872e7a7072dda8bab0f24e543918e1f0a80e516d3dec8 | OPP-f8bbd6a4118e5a2e74d28d638e7e7e10dc01c9ea600eb56c1ac68f4361ba8f5d | SER-88da6ab64fb3aca4345d79ed230c4ceef9c80f22e88c9d3b09c71f89ac6c2940 | 57339 | Silverline Diagnostic Group, Corp. | Quote Leakage | Needs Validation | Repeated Unconverted Quote on quote 31252; quote age 69 days; last modified 4 days ago; quoted value $33225.00; converted line value $0.00; unconverted line value $33225.00. | {"quote_doc_no":31252,"dominant_item_id":12342,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-06-02","probability":0.05,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"Processing","modified_date":"2026-08-06","quote_age_days":69,"quoted_revenue":33225,"conversion_ratio":0,"gp_cost_coverage":0.7142857142857143,"quote_line_count":7,"days_since_modified":4,"linked_order_doc_no":null,"quoted_gross_profit":7375,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":33225,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":33225,"last_meaningful_activity_date":"2026-08-06"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 31252: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-6368bfe06f622e1f011872e7a7072dda8bab0f24e543918e1f0a80e516d3dec8 | Customer 57339 | Quote 31252 | Item 12342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d1ecb960fad99767f0e354b637d0ba59fa8f4f05b8e9e3d384deae261c3022d3 | OPP-8067d861dca4fbd4fc3fdb47fb90cc8d5cef6532d9b79f8394084d26bce4a91b | SER-5b3aebad56a623803c8b16970ee4ddbe5df1982e467d691d3492a1886e1b3cf6 | 8126 | Cedar Care Partners, Inc. | Quote Leakage | Published | Stale Open Quote on quote 28803; quote age 238 days; last modified 237 days ago; quoted value $13750.00; converted line value $0.00; unconverted line value $13750.00. | {"quote_doc_no":28803,"dominant_item_id":13219,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-12-15","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-12-16","quote_age_days":238,"quoted_revenue":13750,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":237,"linked_order_doc_no":null,"quoted_gross_profit":13350.01,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":13750,"last_customer_order_date":"2025-07-02","repeated_quote_count_12m":2,"maximum_recoverable_value":13750,"last_meaningful_activity_date":"2025-05-06"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28803: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 15 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-06. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-10-23 — Email | 2024-10-09 — Depot Service | 2023-01-12 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 15 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-05-06. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-10-23 — Email | 2024-10-09 — Depot Service | 2023-01-12 — History Import. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-d1ecb960fad99767f0e354b637d0ba59fa8f4f05b8e9e3d384deae261c3022d3 | Customer 8126 | Quote 28803 | Item 13219 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-de6e73a5cbbb30e57f9f854cd89e7b390a2664bb6924583cf109f68f51bb2fe5 | OPP-d654e7c51f5263faf4aff3bebc0a9bc7a7ac6cb46950814619e7ebf22a1502d3 | SER-8d03bdd59bbf2da8deab5c19ac7e8a4e556e08035d64fc85dc143212227216ed | 7605 | Northgate Clinical Labs, LLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28244; quote age 279 days; last modified 208 days ago; quoted value $36850.00; converted line value $0.00; unconverted line value $36850.00. | {"quote_doc_no":28244,"dominant_item_id":13377,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-11-04","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-14","quote_age_days":279,"quoted_revenue":36850,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":208,"linked_order_doc_no":null,"quoted_gross_profit":14475,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":36850,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":36850,"last_meaningful_activity_date":"2026-01-14"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28244: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-de6e73a5cbbb30e57f9f854cd89e7b390a2664bb6924583cf109f68f51bb2fe5 | Customer 7605 | Quote 28244 | Item 13377 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-383b7c8aa3c0ecde914bb9a3eaa2c7d65962fcb309ef5a7bda91091c82d60c61 | OPP-77841e61f33bb40a9fd74bd7a811525ee05efeb8f0a600c08dfb7adb5f7a8278 | SER-9252082cb6e09f70b0d2d2fa920c08e95621ca5d9f7d3f31a861a2ee9b3220d7 | 21153 | Brightwater Health Partners, Corp. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 29264; quote age 194 days; last modified 66 days ago; quoted value $37725.00; converted line value $0.00; unconverted line value $37725.00. | {"quote_doc_no":29264,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"ON","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Valid Current-Roster Source Rep Fallback"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2026-01-28","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-05","quote_age_days":194,"quoted_revenue":37725,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":6594.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Valid Current-Roster Source Rep Fallback","territory_conflict":false,"normalized_state_code":"ON"},"normalized_probability":0,"unconverted_line_value":37725,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":37725,"last_meaningful_activity_date":"2026-04-13"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29264: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-383b7c8aa3c0ecde914bb9a3eaa2c7d65962fcb309ef5a7bda91091c82d60c61 | Customer 21153 | Quote 29264 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fd947f7bd33fe893ad2a2cfe6fd15a96ff73c19158c6c42442773837e3a9bb14 | OPP-aecabb096371b788ca96a5276294b78a4346036a5cd75f239bf5de3b3b1e172b | SER-7f720479947345c4b7452b724832a5558f876988067fd34e94118bd6e207abc6 | 47123 | Wrenfield Pathology Associates, LLC | Quote Leakage | Published | Repeated Unconverted Quote on quote 30127; quote age 133 days; last modified 87 days ago; quoted value $16200.62; converted line value $0.00; unconverted line value $16200.62. | {"quote_doc_no":30127,"dominant_item_id":14436,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-03-30","probability":0,"quote_state":"Lost","leakage_type":"Repeated Unconverted Quote","quote_status":"Closed Lost","modified_date":"2026-05-15","quote_age_days":133,"quoted_revenue":16200.62,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":35,"days_since_modified":87,"linked_order_doc_no":null,"quoted_gross_profit":915.11,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":16200.62,"last_customer_order_date":"2026-07-23","repeated_quote_count_12m":9,"maximum_recoverable_value":16200.62,"last_meaningful_activity_date":"2026-07-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30127: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — follow up | 2026-07-24 — follow up | 2026-07-23 — Access Reagent Quote. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-31. 26 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-29 — follow up | 2026-07-24 — follow up | 2026-07-23 — Access Reagent Quote. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-fd947f7bd33fe893ad2a2cfe6fd15a96ff73c19158c6c42442773837e3a9bb14 | Customer 47123 | Quote 30127 | Item 14436 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c23389e40b575bfbda58ae4137e0f085e3f994019a4c5d20e6966a41494a1b83 | OPP-72ec188c891c0a4c01059ebac266baf3b2371ce8b6dff30fac8c1338a140d1cb | SER-baa0c1bbd95e0e1c6d76d0e1723e54025076ded610fd7d11270dcb3f88cda122 | 6750 | Brightwater Medical Associates, LLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 30539; quote age 111 days; last modified 59 days ago; quoted value $30125.84; converted line value $0.00; unconverted line value $30125.84. | {"quote_doc_no":30539,"dominant_item_id":15033,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-04-21","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-12","quote_age_days":111,"quoted_revenue":30125.84,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":59,"linked_order_doc_no":null,"quoted_gross_profit":8964.53,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":30125.84,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":30125.84,"last_meaningful_activity_date":"2026-04-22"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30539: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-c23389e40b575bfbda58ae4137e0f085e3f994019a4c5d20e6966a41494a1b83 | Customer 6750 | Quote 30539 | Item 15033 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bbae577acc4982c9bb336a544f5e7fe47149c0029afd8e78c5715de450a6d700 | OPP-29a6db716b9b7ed038303b6ddbdfe7b88e58318e6155daa2fe57014c67f3ff34 | SER-7f0e1d01db4041e6b8711352682b21091db148b1e85e4fc149895a9adbc59f28 | 9465 | Brightwater Physician Group, PLLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 27551; quote age 327 days; last modified 66 days ago; quoted value $26647.04; converted line value $0.00; unconverted line value $26647.04. | {"quote_doc_no":27551,"dominant_item_id":15574,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":4,"is_closed":true,"quote_date":"2025-09-17","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-05","quote_age_days":327,"quoted_revenue":26647.04,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":3,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":5952.02,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"normalized_probability":0,"unconverted_line_value":26647.04,"last_customer_order_date":"2024-04-03","repeated_quote_count_12m":1,"maximum_recoverable_value":26647.04,"last_meaningful_activity_date":"2026-03-26"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27551: Closed Lost/Lost. Default vendor lead time: 7 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-26. 42 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-26 — Quote | 2025-09-19 — Quote | 2025-09-19 — Quote. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-26. 42 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-26 — Quote | 2025-09-19 — Quote | 2025-09-19 — Quote. | Open quote: No; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Lead time: 7 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-bbae577acc4982c9bb336a544f5e7fe47149c0029afd8e78c5715de450a6d700 | Customer 9465 | Quote 27551 | Item 15574 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e148c505cd1504c8cdb0c4c85fc45f3fac71090f2725b9d7db9b5a444c738d0d | OPP-3b0724f73118ffd56a3fc694695537c34c975beef04c5a8b8baab7cfaf17dc60 | SER-c98cf5877351b767fac4e2eaddeb1b5d5aae7c093b638acd98401c8854511e48 | 56165 | Bellwood Reference Labs, Inc. | Quote Leakage | Suppressed by Counter-Evidence | High-Value Lost Quote Recovery on quote 29905; quote age 146 days; last modified 118 days ago; quoted value $26660.67; converted line value $0.00; unconverted line value $26660.67. | {"quote_doc_no":29905,"dominant_item_id":17344,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-03-17","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-04-14","quote_age_days":146,"quoted_revenue":26660.67,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":118,"linked_order_doc_no":null,"quoted_gross_profit":6365.18286,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":26660.67,"last_customer_order_date":"2026-05-04","repeated_quote_count_12m":2,"maximum_recoverable_value":26660.67,"last_meaningful_activity_date":"2026-08-06"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29905: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-06 — follow up | 2026-07-23 — Piccolo Xpress | 2026-05-04 — Piccolo Xpress. Customer record is active. Target item is inactive; publication requires explicit validation. | Item 17344 / 02R60-01-N is inactive; the item note says Block cannot get or sell it because of a distribution restriction. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-06. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-06 — follow up | 2026-07-23 — Piccolo Xpress | 2026-05-04 — Piccolo Xpress. | Open quote: No; Open order: No | Item active: false | Vendor: Henry Schein - Vendor | Item note: We cannot get or sell this item, distribution restriction | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-e148c505cd1504c8cdb0c4c85fc45f3fac71090f2725b9d7db9b5a444c738d0d | Customer 56165 | Quote 29905 | Item 17344 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f49c9fc8211558f1a68207836705964d6aa32d6cd144e8056dde5fb8ecc1ad58 | OPP-b7304d76979d6130493445cd457dbcd81c28cde32b22cd9de513f26a4a0b526e | SER-a2a0cae8effa208b7ae28b3303444f3e9d2372e7af4064d29b5e6c3e059b1005 | 45332 | Silverline Care Partners, Corp. | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 26314; quote age 363 days; last modified 133 days ago; quoted value $27128.57; converted line value $0.00; unconverted line value $27128.57. | {"quote_doc_no":26314,"dominant_item_id":12714,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-08-12","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-03-30","quote_age_days":363,"quoted_revenue":27128.57,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":133,"linked_order_doc_no":null,"quoted_gross_profit":6685.21,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":27128.57,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":27128.57,"last_meaningful_activity_date":"2026-01-29"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 26314: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-29. 16 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-29 — Reagent needs | 2025-12-09 — LC/MS needs | 2025-10-21 — LC/MS needs. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-01-29. 16 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-29 — Reagent needs | 2025-12-09 — LC/MS needs | 2025-10-21 — LC/MS needs. | Open quote: No; Open order: No | Item active: true | Vendor: Fisher HealthCare | Item note: Pricing per quote 6216-1035-57, exp 12/2/2026 | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-f49c9fc8211558f1a68207836705964d6aa32d6cd144e8056dde5fb8ecc1ad58 | Customer 45332 | Quote 26314 | Item 12714 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-406dbee284771cbd73de84a53fb50b719effdf4f5ef2754dc7a64104f4794a65 | OPP-8949a72c79adac90962fd0fc6da058a80058aa750d8aa1cc076917826b4bc248 | SER-4a57dff70e6b7b6ab7dcb3b9b17b480756d22e6f0b1d468f07ddeba1b2704f0e | 14093 | Cascade Medical Center, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 27158; quote age 356 days; last modified 355 days ago; quoted value $9000.00; converted line value $0.00; unconverted line value $9000.00. | {"quote_doc_no":27158,"dominant_item_id":15788,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-08-19","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-08-20","quote_age_days":356,"quoted_revenue":9000,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":1,"days_since_modified":355,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":9000,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":9000,"last_meaningful_activity_date":"2026-01-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 27158 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-406dbee284771cbd73de84a53fb50b719effdf4f5ef2754dc7a64104f4794a65 | Customer 14093 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-05d4fce29de484db2bba40fbfea560dcc2963f3d66bde97f08481b3f7e3a2d42 | OPP-1174588a3af856938507ec2265c7987f46fa709b6c6afd0a687fcbb784041a40 | SER-e5d389aa9e80ba9662cd4f3efb58119a62ecdc1b95381af3e5e7ae2933806ddc | 39506 | Bellwood Care Partners, Inc. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28242; quote age 280 days; last modified 276 days ago; quoted value $29000.00; converted line value $0.00; unconverted line value $29000.00. | {"quote_doc_no":28242,"dominant_item_id":14451,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-11-03","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-11-07","quote_age_days":280,"quoted_revenue":29000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":276,"linked_order_doc_no":null,"quoted_gross_profit":25460,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":29000,"last_customer_order_date":"2026-03-02","repeated_quote_count_12m":6,"maximum_recoverable_value":29000,"last_meaningful_activity_date":"2026-01-27"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 28242 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-05d4fce29de484db2bba40fbfea560dcc2963f3d66bde97f08481b3f7e3a2d42 | Customer 39506 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-56e6eec30ea9c0cd3e38d4c3ca94443cfbff927da18c49457e1e7458d78ed1f7 | OPP-e4be3887988a98ac4cfe96c6a2358fa731800f1fc987e40cc51a6799646997e9 | SER-0b10bcda6bead979b960ecfab0a90f3dd60b4e078727648fffa32951776034a6 | 40839 | Highmark Clinical Partners, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29762; quote age 154 days; last modified 31 days ago; quoted value $12781.35; converted line value $0.00; unconverted line value $12781.35. | {"quote_doc_no":29762,"dominant_item_id":4130,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-09","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-07-10","quote_age_days":154,"quoted_revenue":12781.35,"conversion_ratio":0,"gp_cost_coverage":0.95,"quote_line_count":20,"days_since_modified":31,"linked_order_doc_no":null,"quoted_gross_profit":-4043.65,"converted_line_value":0,"territory_assignment":{"source_rep":"Renee Castellano","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0.05,"unconverted_line_value":12781.35,"last_customer_order_date":null,"repeated_quote_count_12m":974,"maximum_recoverable_value":12781.35,"last_meaningful_activity_date":"2026-08-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29762 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-56e6eec30ea9c0cd3e38d4c3ca94443cfbff927da18c49457e1e7458d78ed1f7 | Customer 40839 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-92facf103e47784b10ba635757e30ae5177f97f2f3998dbce7de53f4d552f13d | OPP-a18f076334f646cc8d1929449a3f95bd03744a2a86eb313d4b75d061f076fdce | SER-3c15289afea5b6a7f5b663a86528f240090db627e31c91c75710bb1f4b00f971 | 10574 | Silverline Lab Services, Corp. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 29548; quote age 174 days; last modified 145 days ago; quoted value $27000.00; converted line value $0.00; unconverted line value $27000.00. | {"quote_doc_no":29548,"dominant_item_id":14665,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2026-02-17","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-03-18","quote_age_days":174,"quoted_revenue":27000,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":145,"linked_order_doc_no":null,"quoted_gross_profit":-25983.44,"converted_line_value":0,"territory_assignment":{"source_rep":"Joanna Bristow","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":27000,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":27000,"last_meaningful_activity_date":"2026-08-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29548 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-92facf103e47784b10ba635757e30ae5177f97f2f3998dbce7de53f4d552f13d | Customer 10574 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-15cabf17d9336665a8a6c0a759dd25bb69054075b6362a86fb56f718345c0c5a | OPP-1360631cf495f60f34ac6c5a4a1de6a7158b33ca87151d7eeb72d4cfe7a5fbe3 | SER-b96960f25358b11b85abf4b6274b6281cb5844f2421d4aaaa405aa4943c0f65c | 33576 | Alderbrook Analytical Labs, LLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28582; quote age 252 days; last modified 207 days ago; quoted value $28780.00; converted line value $0.00; unconverted line value $28780.00. | {"quote_doc_no":28582,"dominant_item_id":14526,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":3,"is_closed":true,"quote_date":"2025-12-01","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-15","quote_age_days":252,"quoted_revenue":28780,"conversion_ratio":0,"gp_cost_coverage":0.5,"quote_line_count":2,"days_since_modified":207,"linked_order_doc_no":null,"quoted_gross_profit":26000,"converted_line_value":0,"territory_assignment":{"source_rep":"Joanna Bristow","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":28780,"last_customer_order_date":"2024-01-16","repeated_quote_count_12m":1,"maximum_recoverable_value":28780,"last_meaningful_activity_date":"2026-06-10"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 28582 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-15cabf17d9336665a8a6c0a759dd25bb69054075b6362a86fb56f718345c0c5a | Customer 33576 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3932abde312e69d4c75f2a354003e7ed90085e6f1debcc048f93e78c91fe9dd5 | OPP-f844641cbd3274fd4a9e5e1ae1ebd34ab71ee9af1ef2d0dcf2bc70d752fa0411 | SER-e30027833ab914d6ad251aa87c1cf148d85075833c4bb15bdbfa45f67eab401c | 1022 | Ashcroft Diagnostic Labs, Inc. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 27974; quote age 298 days; last modified 245 days ago; quoted value $65000.00; converted line value $0.00; unconverted line value $65000.00. | {"quote_doc_no":27974,"dominant_item_id":14816,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"TX","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-16","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-12-08","quote_age_days":298,"quoted_revenue":65000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":245,"linked_order_doc_no":null,"quoted_gross_profit":59960,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"TX"},"normalized_probability":0,"unconverted_line_value":65000,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":65000,"last_meaningful_activity_date":"2025-10-17"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27974: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Margin unknown; verify cost before quoting. | Candidate CAND-3932abde312e69d4c75f2a354003e7ed90085e6f1debcc048f93e78c91fe9dd5 | Customer 1022 | Quote 27974 | Item 14816 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c93a5d2e04a1451ffd2300636f7fef2a27c3e549d432f350b1dfcac6e5719874 | OPP-747eddb5bf16918c9ded8094004a4183c7a7ef1b80b04426a59be3400c27a9bf | SER-171a59f81bbe7f213877a3c19e12ae5e580a81213ac37cfcb53c01dcfb78f05c | 10237 | Whitmore Lab Services, Corp. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 31439; quote age 60 days; last modified 18 days ago; quoted value $25875.00; converted line value $0.00; unconverted line value $25875.00. | {"quote_doc_no":31439,"dominant_item_id":1182,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-06-11","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-07-23","quote_age_days":60,"quoted_revenue":25875.00125,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":18,"linked_order_doc_no":null,"quoted_gross_profit":15745.71555,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Marcus Feldman","territory_rep":"Marcus Feldman","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"CA"},"normalized_probability":0,"unconverted_line_value":25875.00125,"last_customer_order_date":"2024-02-18","repeated_quote_count_12m":3,"maximum_recoverable_value":25875.00125,"last_meaningful_activity_date":"2026-06-15"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 31439 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-c93a5d2e04a1451ffd2300636f7fef2a27c3e549d432f350b1dfcac6e5719874 | Customer 10237 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-be648d52d0ca3394367b42a78db42a096249f91c174e16b20b92c024db77e0e5 | OPP-fb41fc8f22662f7831dd10e693d35b1e610dd42a61498ec5e93779bc6f1f022d | SER-444f597971996fe1c4a59331c838721bb8fca3f16bc08d805b69368999990e24 | 44984 | Foothill Diagnostic Labs, Inc. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 29031; quote age 210 days; last modified 53 days ago; quoted value $20050.00; converted line value $8050.00; unconverted line value $12000.00. | {"quote_doc_no":29031,"dominant_item_id":14406,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":52521} | {"revision":1,"is_closed":true,"quote_date":"2026-01-12","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-06-18","quote_age_days":210,"quoted_revenue":20050,"conversion_ratio":0.4014962593516209,"gp_cost_coverage":1,"quote_line_count":5,"days_since_modified":53,"linked_order_doc_no":52521,"quoted_gross_profit":4210,"converted_line_value":8050,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"normalized_probability":1,"unconverted_line_value":12000,"last_customer_order_date":null,"repeated_quote_count_12m":5,"maximum_recoverable_value":12000,"last_meaningful_activity_date":"2026-03-19"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29031: Closed Won/Won. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Terminal quote guard: quote 29031 is Closed Won / Won and is linked to order 52521. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-be648d52d0ca3394367b42a78db42a096249f91c174e16b20b92c024db77e0e5 | Customer 44984 | Quote 29031 | Order 52521 | Item 14406 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-92ff28f3fbf20fde6ddd1dc41fec261674521439e7f6e5a3b242c1eee5ed424a | OPP-7d17dc1b94454afb0c0ff0313da88ab9a8358474a647c6aaba5fc5427e1bfa82 | SER-da11ecdb2315818fcc07b480919e3a3961cf338fbc9ae492d3a4fb43e7b24eea | 282 | Alderbrook Health Collective, LLC | Quote Leakage | Published | Stale Open Quote on quote 25104; quote age 517 days; last modified 516 days ago; quoted value $46400.00; converted line value $0.00; unconverted line value $46400.00. | {"quote_doc_no":25104,"dominant_item_id":13377,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-03-11","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-03-12","quote_age_days":517,"quoted_revenue":46400,"conversion_ratio":0,"gp_cost_coverage":0.8333333333333334,"quote_line_count":6,"days_since_modified":516,"linked_order_doc_no":null,"quoted_gross_profit":22025,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"normalized_probability":0.05,"unconverted_line_value":46400,"last_customer_order_date":"2026-02-26","repeated_quote_count_12m":23,"maximum_recoverable_value":46400,"last_meaningful_activity_date":"2025-09-03"} | Classification: Reseller (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 25104: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-03. 36 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-03 — f | 2025-06-10 — Canada request | 2025-05-21 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-03. 36 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-09-03 — f | 2025-06-10 — Canada request | 2025-05-21 — Update. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-92ff28f3fbf20fde6ddd1dc41fec261674521439e7f6e5a3b242c1eee5ed424a | Customer 282 | Quote 25104 | Item 13377 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7d064a2e8f800e09c209f387ef414d990a11ccd44e59c806999061056b84e05f | OPP-72dd78158a6daabc526e8b5de6ca89cdc7cb20fee4cf0883394b62fb89979726 | SER-a6369329f0f23f3abb73e0c688c816eb42707315493bea2d939ce230b088ca6c | 53536 | Elmhurst Medical Partners, PLLC | Quote Leakage | Published | Stale Open Quote on quote 29081; quote age 207 days; last modified 66 days ago; quoted value $55453.72; converted line value $0.00; unconverted line value $55453.72. | {"quote_doc_no":29081,"dominant_item_id":13228,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":4,"is_closed":false,"quote_date":"2026-01-15","probability":75,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"75%","modified_date":"2026-06-05","quote_age_days":207,"quoted_revenue":55453.722305326184,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":122,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":27020.08230532618,"converted_line_value":0,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"LA"},"normalized_probability":0.75,"unconverted_line_value":55453.722305326184,"last_customer_order_date":"2026-04-09","repeated_quote_count_12m":6,"maximum_recoverable_value":55453.722305326184,"last_meaningful_activity_date":"2026-07-06"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29081: 75%/Open. Default vendor lead time: 7 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-06. 21 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-06 — Analyzer Install Dates | 2026-06-22 — Sysmex Analyzers | 2026-04-28 — Clinitek Status, Hematology, A1C, Vitek. Website reviewed: https://www.blockscientific.com/beckman-coulter-olympus-au480-chemistry-analyzer. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-06. 21 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-06 — Analyzer Install Dates | 2026-06-22 — Sysmex Analyzers | 2026-04-28 — Clinitek Status, Hematology, A1C, Vitek. | Open quote: Yes; Open order: No | Item active: true | Vendor: McKesson Medical Surgical | Lead time: 7 days | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7d064a2e8f800e09c209f387ef414d990a11ccd44e59c806999061056b84e05f | Customer 53536 | Quote 29081 | Item 13228 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5bc46bca548398c3894e2fedeaa379e31c15c1e98efd254cec59bcf565664733 | OPP-94ca5929ab80c84a73887210c74c1df022ea3cfbd5aea33dec6fdea08cdc1fd4 | SER-19ba664c919bd5f26e6a8249ec534915492076ac43ea82a57ffd438b3909c760 | 41687 | Fairmont Analytical Labs, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 23364; quote age 664 days; last modified 662 days ago; quoted value $48621.83; converted line value $0.00; unconverted line value $48621.83. | {"quote_doc_no":23364,"dominant_item_id":7085,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2024-10-15","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2024-10-17","quote_age_days":664,"quoted_revenue":48621.83,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":142,"days_since_modified":662,"linked_order_doc_no":null,"quoted_gross_profit":25629.73,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":48621.83,"last_customer_order_date":"2025-02-24","repeated_quote_count_12m":0,"maximum_recoverable_value":48621.83,"last_meaningful_activity_date":"2026-08-07"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 23364: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-5bc46bca548398c3894e2fedeaa379e31c15c1e98efd254cec59bcf565664733 | Customer 41687 | Quote 23364 | Item 7085 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9f498fc4dc791b941fa6d0265e19508956b764d55a312e2b09e9a0bceaa6e372 | OPP-ff0269217583e139aabbc7e8c3339bba90d908fb19d8dba105020a1fa2c89e1b | SER-ec3cb302fad43b6cf61e2faa6f21bd879d567b91a758e3566d7f78a8ba6b9403 | 9666 | Lakeside Laboratory Partners, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 22536; quote age 727 days; last modified 630 days ago; quoted value $165284.00; converted line value $0.00; unconverted line value $165284.00. | {"quote_doc_no":22536,"dominant_item_id":12316,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2024-08-13","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2024-11-18","quote_age_days":727,"quoted_revenue":165284,"conversion_ratio":0,"gp_cost_coverage":0.7142857142857143,"quote_line_count":14,"days_since_modified":630,"linked_order_doc_no":null,"quoted_gross_profit":43412.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":165284,"last_customer_order_date":"2024-12-01","repeated_quote_count_12m":8,"maximum_recoverable_value":165284,"last_meaningful_activity_date":"2026-03-30"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 22536: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Item appears inactive; validate replacement or supersession before quoting. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-9f498fc4dc791b941fa6d0265e19508956b764d55a312e2b09e9a0bceaa6e372 | Customer 9666 | Quote 22536 | Item 12316 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f2af7f0e791cb4375a08f17a1c97fe0a1d0ed0591a5fe2709e532163c1fdf202 | OPP-1ed28d2f109a3030b3b08af4012bdd8bfaeba802ce10db1c8f022ed07f7f818c | SER-779cd2b21a49a5c9e0ecaeb01efc66845b3d47b31ab45b9a47d7fd7f73f0dd61 | 9122 | Summit Clinical Labs, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 23373; quote age 210 days; last modified 209 days ago; quoted value $36802.16; converted line value $0.00; unconverted line value $36802.16. | {"quote_doc_no":23373,"dominant_item_id":14438,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":6,"is_closed":false,"quote_date":"2026-01-12","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-01-13","quote_age_days":210,"quoted_revenue":36802.1625,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":14,"days_since_modified":209,"linked_order_doc_no":null,"quoted_gross_profit":6320.4325,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":36802.1625,"last_customer_order_date":"2026-03-23","repeated_quote_count_12m":14,"maximum_recoverable_value":36802.1625,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 23373: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-f2af7f0e791cb4375a08f17a1c97fe0a1d0ed0591a5fe2709e532163c1fdf202 | Customer 9122 | Quote 23373 | Item 14438 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d9197e26bc5af7575a5daf8507d687d1f3ca25989bfd9a73614143492b141337 | OPP-776c969683f59ce90739e33655ade24eeaca6ca707f6ed38d6c8f25a127e59de | SER-83d9e00f8105204ef4d7d5377a3f68d91f5fb87b3512503f90e390bb5538d2ce | 52676 | Stonebridge Clinical Labs, LLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 28547; quote age 256 days; last modified 245 days ago; quoted value $9066.45; converted line value $1566.45; unconverted line value $7500.00. | {"quote_doc_no":28547,"dominant_item_id":1182,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":49497} | {"revision":8,"is_closed":true,"quote_date":"2025-11-27","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2025-12-08","quote_age_days":256,"quoted_revenue":9066.449743943136,"conversion_ratio":0.1727743260243191,"gp_cost_coverage":0.8,"quote_line_count":5,"days_since_modified":245,"linked_order_doc_no":49497,"quoted_gross_profit":5552.112603943136,"converted_line_value":1566.449743943136,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"normalized_probability":1,"unconverted_line_value":7500,"last_customer_order_date":"2025-12-07","repeated_quote_count_12m":1,"maximum_recoverable_value":7500,"last_meaningful_activity_date":"2025-12-05"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28547: Closed Won/Won. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Terminal quote guard: quote 28547 is Closed Won / Won and is linked to order 49497. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-d9197e26bc5af7575a5daf8507d687d1f3ca25989bfd9a73614143492b141337 | Customer 52676 | Quote 28547 | Order 49497 | Item 1182 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-cc8d89aa7c461efa18d3ee41e852193b2c6e456582530ec501b61ea608d1a285 | OPP-f725046ec0ff531219d6f0da94815bd58871b49e962a3baca543c18c4581fbeb | SER-74f791c2656e83297c714a4b933fa77bc82dc4abe51ac0a5af0d13fd9979f714 | 9097 | Meridian Medical Center, LLC | Quote Leakage | Published | Stale Open Quote on quote 29669; quote age 162 days; last modified 161 days ago; quoted value $20000.00; converted line value $0.00; unconverted line value $20000.00. | {"quote_doc_no":29669,"dominant_item_id":10617,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-01","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-02","quote_age_days":162,"quoted_revenue":20000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":161,"linked_order_doc_no":null,"quoted_gross_profit":10000,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":20000,"last_customer_order_date":"2026-07-20","repeated_quote_count_12m":16,"maximum_recoverable_value":20000,"last_meaningful_activity_date":"2025-10-07"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29669: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-07. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-10 — new | 2024-09-04 — no money | 2024-05-10 — Update. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-cc8d89aa7c461efa18d3ee41e852193b2c6e456582530ec501b61ea608d1a285 | Customer 9097 | Quote 29669 | Item 10617 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f1083fa4bba9c255ad2c6220e811f1b149564c8fd5178fdcdbcc0784ff0fea27 | OPP-99ddc96bfae63da24e313b4c995a8c2a9615f18f3a3ecaf0cbc41dc76cf2e4ec | SER-043f0e8c877ae7218a9e086b6c35dbf0c4c5da1e832e057f30844d3b5be425c5 | 8805 | Bridgeport Medical Center, Inc. | Quote Leakage | Published | Stale Open Quote on quote 26740; quote age 389 days; last modified 388 days ago; quoted value $33300.00; converted line value $0.00; unconverted line value $33300.00. | {"quote_doc_no":26740,"dominant_item_id":10617,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-07-17","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-07-18","quote_age_days":389,"quoted_revenue":33300,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":7,"days_since_modified":388,"linked_order_doc_no":null,"quoted_gross_profit":10060,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":33300,"last_customer_order_date":null,"repeated_quote_count_12m":0,"maximum_recoverable_value":33300,"last_meaningful_activity_date":"2024-03-05"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 26740: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-03-05. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-03-05 — UPdate | 2024-02-07 — approved | 2024-02-02 — hematek. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2024-03-05. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-03-05 — UPdate | 2024-02-07 — approved | 2024-02-02 — hematek. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-f1083fa4bba9c255ad2c6220e811f1b149564c8fd5178fdcdbcc0784ff0fea27 | Customer 8805 | Quote 26740 | Item 10617 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-0acd738092a410cd503183841c71b93455af5a68b1af58599905569b4cb5b094 | OPP-8a0eac11c4854c2a768aba979caeef41f6432d518155984bcf83449faa2e6af8 | SER-c1099328dd03ef470817ed05bfc797873d92b1ea4b0c06c06c199b8d5902597d | 41213 | Silverline Clinical Group, PLLC | Quote Leakage | Published | Stale Open Quote on quote 29615; quote age 168 days; last modified 165 days ago; quoted value $56034.93; converted line value $0.00; unconverted line value $56034.93. | {"quote_doc_no":29615,"dominant_item_id":15789,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"GA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-02-23","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-02-26","quote_age_days":168,"quoted_revenue":56034.93,"conversion_ratio":0,"gp_cost_coverage":0.6,"quote_line_count":15,"days_since_modified":165,"linked_order_doc_no":null,"quoted_gross_profit":1849.38,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"GA"},"normalized_probability":0.05,"unconverted_line_value":56034.93,"last_customer_order_date":"2026-08-04","repeated_quote_count_12m":21,"maximum_recoverable_value":56034.93,"last_meaningful_activity_date":"2025-11-06"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29615: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-17 — Broadcast Response | 2024-05-22 — Broadcast Response | 2024-04-05 — Web Lead. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 18 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-11-06. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-06-17 — Broadcast Response | 2024-05-22 — Broadcast Response | 2024-04-05 — Web Lead. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-0acd738092a410cd503183841c71b93455af5a68b1af58599905569b4cb5b094 | Customer 41213 | Quote 29615 | Item 15789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-ad9f507ec9745d09a015dbf307e000e0c5e1676b4c2be41c99e71f7c5c0b4b43 | OPP-ac3b9cff5ef566c2ea8d34bbf55bdc0bb91a510a6429409d91ab65c9df9c976b | SER-097114cd6baac34ac26f85fb49c95e78deadc891102f92caa9496525762dd0dc | 45298 | Sequoia Health Collective, PLLC | Quote Leakage | Published | Stale Open Quote on quote 29219; quote age 196 days; last modified 87 days ago; quoted value $69592.00; converted line value $0.00; unconverted line value $69592.00. | {"quote_doc_no":29219,"dominant_item_id":13422,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-01-26","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2026-05-15","quote_age_days":196,"quoted_revenue":69592,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":87,"linked_order_doc_no":null,"quoted_gross_profit":59550,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.25,"unconverted_line_value":69592,"last_customer_order_date":"2024-08-19","repeated_quote_count_12m":6,"maximum_recoverable_value":69592,"last_meaningful_activity_date":"2026-06-15"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29219: 25%/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-15. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-15 — f | 2025-02-06 — update | 2024-01-30 — Delivery. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-15. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-15 — f | 2025-02-06 — update | 2024-01-30 — Delivery. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-ad9f507ec9745d09a015dbf307e000e0c5e1676b4c2be41c99e71f7c5c0b4b43 | Customer 45298 | Quote 29219 | Item 13422 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6678c4a04052bfad9597ff3af54186995531a6a136385bb82ad2b39738222e1f | OPP-390c1abbb63c863750e2ac2562d68ff6b07b19c2306af5750a3a9b9e77df1820 | SER-aaf70b18e5626990dcbacd5501648f6a58cc99a939a6d6de9656c5b6c842f05b | 41977 | Harbor Clinical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30957; quote age 88 days; last modified 87 days ago; quoted value $15345.00; converted line value $0.00; unconverted line value $15345.00. | {"quote_doc_no":30957,"dominant_item_id":4099,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-14","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-15","quote_age_days":88,"quoted_revenue":15345,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":3,"days_since_modified":87,"linked_order_doc_no":null,"quoted_gross_profit":10360,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":15345,"last_customer_order_date":"2026-05-12","repeated_quote_count_12m":15,"maximum_recoverable_value":15345,"last_meaningful_activity_date":"2025-06-13"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30957: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-6678c4a04052bfad9597ff3af54186995531a6a136385bb82ad2b39738222e1f | Customer 41977 | Quote 30957 | Item 4099 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-16358fd63eece706e303831f0131ae05f2679207d05595c374f19e1a8ce7ec64 | OPP-5b7c851bb69a742f4452af1d77904217099afa4474716ead956fd704f29710fb | SER-dc580dd2628fe6144933268265900096328d09b8e91cf7ad47209df3b124d010 | 9380 | Northgate Health System, Inc. | Quote Leakage | Published | Stale Open Quote on quote 25464; quote age 488 days; last modified 487 days ago; quoted value $42000.00; converted line value $0.00; unconverted line value $42000.00. | {"quote_doc_no":25464,"dominant_item_id":15789,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NV","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-04-09","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-04-10","quote_age_days":488,"quoted_revenue":42000,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":4,"days_since_modified":487,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NV"},"normalized_probability":0.05,"unconverted_line_value":42000,"last_customer_order_date":"2025-04-29","repeated_quote_count_12m":1,"maximum_recoverable_value":42000,"last_meaningful_activity_date":"2026-07-13"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 25464: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-13. 22 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-12 — t | 2026-01-23 — update | 2026-01-14 — leanne called. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-13. 22 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-02-12 — t | 2026-01-23 — update | 2026-01-14 — leanne called. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-16358fd63eece706e303831f0131ae05f2679207d05595c374f19e1a8ce7ec64 | Customer 9380 | Quote 25464 | Item 15789 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f0f05c2621a9e2146a91e3f3e56cc0af963ca43600a2c22a947d6567ac7278ac | OPP-800916022621b7ea35aa7e80486c3a0147f1a8717a7920fb4e2edc38ca7c5b6c | SER-0307445696fae138ebb434f248a57c4c179e967ba98883ce56ceadacfcb64a6d | 28789 | Summit Health System, LLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 27929; quote age 300 days; last modified 195 days ago; quoted value $47518.00; converted line value $0.00; unconverted line value $47518.00. | {"quote_doc_no":27929,"dominant_item_id":14302,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NV","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-14","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-27","quote_age_days":300,"quoted_revenue":47518,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":195,"linked_order_doc_no":null,"quoted_gross_profit":33278,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NV"},"normalized_probability":0,"unconverted_line_value":47518,"last_customer_order_date":"2024-04-23","repeated_quote_count_12m":2,"maximum_recoverable_value":47518,"last_meaningful_activity_date":"2026-08-03"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27929: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-f0f05c2621a9e2146a91e3f3e56cc0af963ca43600a2c22a947d6567ac7278ac | Customer 28789 | Quote 27929 | Item 14302 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-65741dbeb34f4d2187967617277756893c661ef81161b7e0593e9cc72e0b5abc | OPP-35cda172e6113714b268803ec97893f691b2008fcc5961c6b243a433b9fcd930 | SER-5f67e6483a37f22d7cfd41fb01a7eb0c621190605bec90e9e833dda810f0d54c | 3208 | Wrenfield Care Partners, PLLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 29191; quote age 200 days; last modified 46 days ago; quoted value $269096.00; converted line value $0.00; unconverted line value $269096.00. | {"quote_doc_no":29191,"dominant_item_id":15649,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-01-22","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-25","quote_age_days":200,"quoted_revenue":269096,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":46,"linked_order_doc_no":null,"quoted_gross_profit":25756,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"normalized_probability":0,"unconverted_line_value":269096,"last_customer_order_date":null,"repeated_quote_count_12m":4,"maximum_recoverable_value":269096,"last_meaningful_activity_date":"2026-05-01"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29191: Closed Lost/Lost. Default vendor lead time: 10 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-01. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-01 — Sysmex XN1000 | 2026-02-19 — Iris Pete Steven | 2026-02-19 — Iris Pete Steven. Customer record is active. Current vendor lead time: 10 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-01. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-01 — Sysmex XN1000 | 2026-02-19 — Iris Pete Steven | 2026-02-19 — Iris Pete Steven. | Open quote: No; Open order: No | Item active: true | Vendor: Sysmex - Vendor | Lead time: 10 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-65741dbeb34f4d2187967617277756893c661ef81161b7e0593e9cc72e0b5abc | Customer 3208 | Quote 29191 | Item 15649 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-fc6061a121030cd95957c3d47d4946e407629c5a66336fd83b669f8bd7e78065 | OPP-4210ac346caf30d0c7c3e9e9459b282e3bcedc6ca878a7b1fbb7f12a04eb4f00 | SER-bec611cefe130c853c90b8b39b343250b1f0cbbfced76a3983dd3aacddb84812 | 3208 | Wrenfield Care Partners, PLLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 29228; quote age 196 days; last modified 46 days ago; quoted value $615268.00; converted line value $0.00; unconverted line value $615268.00. | {"quote_doc_no":29228,"dominant_item_id":15660,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-01-26","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-25","quote_age_days":196,"quoted_revenue":615268,"conversion_ratio":0,"gp_cost_coverage":0.8,"quote_line_count":5,"days_since_modified":46,"linked_order_doc_no":null,"quoted_gross_profit":45896.21,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"normalized_probability":0,"unconverted_line_value":615268,"last_customer_order_date":null,"repeated_quote_count_12m":4,"maximum_recoverable_value":615268,"last_meaningful_activity_date":"2026-05-01"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29228: Closed Lost/Lost. Default vendor lead time: 10 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-01. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-01 — Sysmex XN1000 | 2026-02-19 — Iris Pete Steven | 2026-02-19 — Iris Pete Steven. Customer record is active. Current vendor lead time: 10 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-01. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-01 — Sysmex XN1000 | 2026-02-19 — Iris Pete Steven | 2026-02-19 — Iris Pete Steven. | Open quote: No; Open order: No | Item active: true | Vendor: Sysmex - Vendor | Lead time: 10 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-fc6061a121030cd95957c3d47d4946e407629c5a66336fd83b669f8bd7e78065 | Customer 3208 | Quote 29228 | Item 15660 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-7927abe101597fee4e0e3c940a7e14682b4577946affea5b97e30bae5d6e9687 | OPP-4ecf999b922210984d9a47a4898ba09ec7fb48cd5d31fba859d1523fbeedfc78 | SER-294e0370410eb8450485e3cea373881810ef2b59334cf5b71566a891fc69d5ab | 10321 | Whitmore Diagnostic Labs, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30786; quote age 97 days; last modified 96 days ago; quoted value $6550.00; converted line value $0.00; unconverted line value $6550.00. | {"quote_doc_no":30786,"dominant_item_id":12163,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NV","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-05","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2026-05-06","quote_age_days":97,"quoted_revenue":6550,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":35,"days_since_modified":96,"linked_order_doc_no":null,"quoted_gross_profit":1596.6,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NV"},"normalized_probability":0.25,"unconverted_line_value":6550,"last_customer_order_date":"2026-07-16","repeated_quote_count_12m":9,"maximum_recoverable_value":6550,"last_meaningful_activity_date":"2026-07-16"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30786: 25%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-7927abe101597fee4e0e3c940a7e14682b4577946affea5b97e30bae5d6e9687 | Customer 10321 | Quote 30786 | Item 12163 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-4f5590f7e66de2251e1bbbfa4d430292a178fc48cdfac76a422637d8da55dcd6 | OPP-a3033d6756638956a1de162723dae31ef65299ae7dec0df4f935a02f76f12755 | SER-dde3fd0396e03d54d743152a9b3e737cc520107f1d7a8353be35fc0dd9dc81b5 | 31364 | Ironwood Laboratory Partners, Corp. | Quote Leakage | Published | Repeated Unconverted Quote on quote 29482; quote age 179 days; last modified 159 days ago; quoted value $22000.00; converted line value $0.00; unconverted line value $22000.00. | {"quote_doc_no":29482,"dominant_item_id":4270,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2026-02-12","probability":0,"quote_state":"Lost","leakage_type":"Repeated Unconverted Quote","quote_status":"Closed Lost","modified_date":"2026-03-04","quote_age_days":179,"quoted_revenue":22000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":159,"linked_order_doc_no":null,"quoted_gross_profit":7750,"converted_line_value":0,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0,"unconverted_line_value":22000,"last_customer_order_date":"2026-07-05","repeated_quote_count_12m":15,"maximum_recoverable_value":22000,"last_meaningful_activity_date":"2026-06-30"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29482: Closed Lost/Lost. Default vendor lead time: 0 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 31 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-30 — XP300 Beku | 2026-05-28 — Micros 60 Beku | 2026-05-26 — DXH520 Beku. Customer record is active. Current vendor lead time: 0 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 31 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-30 — XP300 Beku | 2026-05-28 — Micros 60 Beku | 2026-05-26 — DXH520 Beku. | Open quote: No; Open order: No | Item active: true | Vendor: Awareness Technology, Inc. | Lead time: 0 days | Item note: Installation and Training are Required with purchase of the instrument*** Cannot sell to us unless we have a ChemWell 2910 trained FSE. Per Rafael, "In order to sell this product you must be trained to support your customers."*** | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-4f5590f7e66de2251e1bbbfa4d430292a178fc48cdfac76a422637d8da55dcd6 | Customer 31364 | Quote 29482 | Item 4270 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c3fc9edf764683bab7805ed77b6e530aee74ad6baaff7844a8de56c9aa791bf4 | OPP-c53b97a1f16867d6f5b1482c38e8c09748e9499c9b998ee6c5c80165c17c5dac | SER-268f366e8e7a9b7b2730fc920663805bffcc7fb937cc8be90e79d3067dc428e2 | 9695 | Ironwood Medical Center, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 24338; quote age 575 days; last modified 574 days ago; quoted value $42000.00; converted line value $0.00; unconverted line value $42000.00. | {"quote_doc_no":24338,"dominant_item_id":14586,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-01-12","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-01-13","quote_age_days":575,"quoted_revenue":42000,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":4,"days_since_modified":574,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":42000,"last_customer_order_date":"2025-09-03","repeated_quote_count_12m":2,"maximum_recoverable_value":42000,"last_meaningful_activity_date":"2025-11-19"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 24338: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c3fc9edf764683bab7805ed77b6e530aee74ad6baaff7844a8de56c9aa791bf4 | Customer 9695 | Quote 24338 | Item 14586 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-89fdf6033bb521b8f0ecc3f4eef97b088e4576771cbc2cb15cd721b43951d942 | OPP-5c33391e8f44e453c2b920af25832d186003bfbe6246510de533909231fc5207 | SER-d664ea43fe1a707268ef6f35a33fa2e983b5a5bb4ac4d4e1fa094b64eea2d8a4 | 11691 | Highmark Health Alliance, PLLC | Quote Leakage | Published | Stale Open Quote on quote 29350; quote age 187 days; last modified 186 days ago; quoted value $8325.00; converted line value $0.00; unconverted line value $8325.00. | {"quote_doc_no":29350,"dominant_item_id":14226,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"UT","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-02-04","probability":50,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"50%","modified_date":"2026-02-05","quote_age_days":187,"quoted_revenue":8325,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":186,"linked_order_doc_no":null,"quoted_gross_profit":7675,"converted_line_value":0,"territory_assignment":{"source_rep":"Melissa Andrade","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"UT"},"normalized_probability":0.5,"unconverted_line_value":8325,"last_customer_order_date":null,"repeated_quote_count_12m":4,"maximum_recoverable_value":8325,"last_meaningful_activity_date":"2026-08-03"} | Classification: Hospital / Health System (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29350: 50%/Open. Vendor lead time unavailable or not relevant. Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-03. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-03 — Outreach | 2026-02-05 — quote- | 2026-02-05 — quote-. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 17 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-03. 8 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-03 — Outreach | 2026-02-05 — quote- | 2026-02-05 — quote-. | Open quote: Yes; Open order: No | Item active: true | The only active named contact has no direct phone or email and no usable backup. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-89fdf6033bb521b8f0ecc3f4eef97b088e4576771cbc2cb15cd721b43951d942 | Customer 11691 | Quote 29350 | Item 14226 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d8320bcb26deb9a68314cdc88278c79cbe4e694ade161d06716644522a3fbfa5 | OPP-5755fb84e322082f4b4aa50876be06d570cfb5278aece6b42b23557536841ce7 | SER-189197ff3195873a27ecf5a73dd94f2dab8c4ad6b09a8188482d4a8cf095572e | 57074 | Whitmore Lab Services, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29197; quote age 200 days; last modified 67 days ago; quoted value $7548.07; converted line value $0.00; unconverted line value $7548.07. | {"quote_doc_no":29197,"dominant_item_id":1182,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-01-22","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2026-06-04","quote_age_days":200,"quoted_revenue":7548.07,"conversion_ratio":0,"gp_cost_coverage":0.8888888888888888,"quote_line_count":9,"days_since_modified":67,"linked_order_doc_no":null,"quoted_gross_profit":1557.66286,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"normalized_probability":0.25,"unconverted_line_value":7548.07,"last_customer_order_date":"2026-07-19","repeated_quote_count_12m":7,"maximum_recoverable_value":7548.07,"last_meaningful_activity_date":"2026-06-26"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29197 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d8320bcb26deb9a68314cdc88278c79cbe4e694ade161d06716644522a3fbfa5 | Customer 57074 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a5ffcde47a662a543defdc9417e11b05be0574cb51d972672dc6d74a5fdc56a9 | OPP-a987837a47fd75a70526b560e6949332d67a5b71cd8a9a30a0db139d6ff80ac3 | SER-238a13aa4f3780fbe25f4e209e8c4f5869f1ba58a5fad83180e24ea9a00536e4 | 8651 | Riverside Health Collective, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30907; quote age 91 days; last modified 90 days ago; quoted value $11530.13; converted line value $0.00; unconverted line value $11530.13. | {"quote_doc_no":30907,"dominant_item_id":11586,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-11","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-12","quote_age_days":91,"quoted_revenue":11530.134444444444,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":53,"days_since_modified":90,"linked_order_doc_no":null,"quoted_gross_profit":2543.624444444444,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":11530.134444444444,"last_customer_order_date":"2026-08-03","repeated_quote_count_12m":32,"maximum_recoverable_value":11530.134444444444,"last_meaningful_activity_date":"2025-08-20"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 30907 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-a5ffcde47a662a543defdc9417e11b05be0574cb51d972672dc6d74a5fdc56a9 | Customer 8651 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e0c275930a8650af3a2fd06391cfb0aff7a1b49834c8553cd75744b19d87421a | OPP-6f86ca24da89c8657e86f1fa395575164e52bb1e8e77ecedf8f1b3877680cc51 | SER-9b8b32f18cbc535bb71564e9d672ffaf6151d2ec52fd644dcc8423ed7a5b2640 | 41477 | Cascade Medical Center, Inc. | Quote Leakage | Needs Validation | Repeated Unconverted Quote on quote 32051; quote age 26 days; last modified 24 days ago; quoted value $14296.64; converted line value $0.00; unconverted line value $14296.64. | {"quote_doc_no":32051,"dominant_item_id":11537,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-07-15","probability":0.05,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"Processing","modified_date":"2026-07-17","quote_age_days":26,"quoted_revenue":14296.639872222222,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":97,"days_since_modified":24,"linked_order_doc_no":null,"quoted_gross_profit":2641.5408722222214,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"normalized_probability":0.05,"unconverted_line_value":14296.639872222222,"last_customer_order_date":"2026-07-27","repeated_quote_count_12m":5,"maximum_recoverable_value":14296.639872222222,"last_meaningful_activity_date":"2026-04-30"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 32051: Processing/Open. Default vendor lead time: 1 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-e0c275930a8650af3a2fd06391cfb0aff7a1b49834c8553cd75744b19d87421a | Customer 41477 | Quote 32051 | Item 11537 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-429117bed345b4721cebfee57f833f8e1db4e3955285eff7f1a1ba29388c24ff | OPP-fb98677d49a6d127368d69858962f54079d2334eb7033aef4950e9afb4be4539 | SER-c0438fc22f799b2f3abb522ca6076477766d7a003a883981809120c3830467e3 | 44268 | Brightwater Medical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 27659; quote age 319 days; last modified 318 days ago; quoted value $9177.00; converted line value $0.00; unconverted line value $9177.00. | {"quote_doc_no":27659,"dominant_item_id":11346,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-09-25","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-09-26","quote_age_days":319,"quoted_revenue":9177,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":318,"linked_order_doc_no":null,"quoted_gross_profit":1377,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"FL"},"normalized_probability":0.05,"unconverted_line_value":9177,"last_customer_order_date":null,"repeated_quote_count_12m":2,"maximum_recoverable_value":9177,"last_meaningful_activity_date":"2026-05-08"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 27659 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-429117bed345b4721cebfee57f833f8e1db4e3955285eff7f1a1ba29388c24ff | Customer 44268 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-dea3f8ed80de5bf3d10f90ca68f2e60cf6b1b7c0198429502bd4bbb06dcaf6b6 | OPP-d0dc4c6943011fa4e2c44b0daa1831c6811d2c6df36897f268b93ffd1cd9d887 | SER-aeedd2591f3353c108da9948c678243490711ee6f15e966895661c66beed081c | 3208 | Wrenfield Care Partners, PLLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 29258; quote age 194 days; last modified 67 days ago; quoted value $91171.00; converted line value $0.00; unconverted line value $91171.00. | {"quote_doc_no":29258,"dominant_item_id":15642,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"AZ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-01-28","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-04","quote_age_days":194,"quoted_revenue":91171,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":5,"days_since_modified":67,"linked_order_doc_no":null,"quoted_gross_profit":8107.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"AZ"},"normalized_probability":0,"unconverted_line_value":91171,"last_customer_order_date":null,"repeated_quote_count_12m":4,"maximum_recoverable_value":91171,"last_meaningful_activity_date":"2026-05-01"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29258: Closed Lost/Lost. Default vendor lead time: 10 days. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-01. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-01 — Sysmex XN1000 | 2026-02-19 — Iris Pete Steven | 2026-02-19 — Iris Pete Steven. Customer record is active. Current vendor lead time: 10 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-01. 6 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-01 — Sysmex XN1000 | 2026-02-19 — Iris Pete Steven | 2026-02-19 — Iris Pete Steven. | Open quote: No; Open order: No | Item active: true | Vendor: Sysmex - Vendor | Lead time: 10 days | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-dea3f8ed80de5bf3d10f90ca68f2e60cf6b1b7c0198429502bd4bbb06dcaf6b6 | Customer 3208 | Quote 29258 | Item 15642 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8e122048efe57cb67c3a0e83714082cfaf943197bcf8351d4f747bcc48e77ef5 | OPP-aa4564fe366bca0ccf9d32517a4e42d4971fd5aa1a2617570bb9e62201e7ad45 | SER-c6fba1879307745d3628e50b64a413c254d2b83bb201dd53aaf4e8a8be7a48d5 | 56661 | Alderbrook Health Partners, PLLC | Quote Leakage | Published | Repeated Unconverted Quote on quote 30439; quote age 117 days; last modified 66 days ago; quoted value $24452.89; converted line value $0.00; unconverted line value $24452.89. | {"quote_doc_no":30439,"dominant_item_id":12162,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-04-15","probability":0,"quote_state":"Lost","leakage_type":"Repeated Unconverted Quote","quote_status":"Closed Lost","modified_date":"2026-06-05","quote_age_days":117,"quoted_revenue":24452.89328246395,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":88,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":8402.693282463948,"converted_line_value":0,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"normalized_probability":0,"unconverted_line_value":24452.89328246395,"last_customer_order_date":"2026-07-23","repeated_quote_count_12m":15,"maximum_recoverable_value":24452.89328246395,"last_meaningful_activity_date":"2026-04-08"} | Classification: Hospital / Health System (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 30439: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-08. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-08 — Quote # 30271. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-08. 1 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-08 — Quote # 30271. | Open quote: No; Open order: No | Item active: true | Vendor: Dependable Lab Supply | Item note: Lenco Can no Longer get 7/30/2021 Jeremy Linder- | No suitable active contact found; enrich contact before outreach. | No specific objection found in targeted context review. | Candidate CAND-8e122048efe57cb67c3a0e83714082cfaf943197bcf8351d4f747bcc48e77ef5 | Customer 56661 | Quote 30439 | Item 12162 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-e630635f2c884e4f72183306ddc549bf91f97b4f85edf507ca77298df5c6a3ed | OPP-e03d4eddf0a2c6b8f0be4fa2e03da2edd7b492dc73caec26c8126f587f65c4cb | SER-a0b3495ee5874c33d31ced82de19c8154b8dbda6d4155b64d34ebd6af0ca0ca5 | 41006 | Bridgeport Care Partners, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 30346; quote age 120 days; last modified 119 days ago; quoted value $6376.53; converted line value $0.00; unconverted line value $6376.53. | {"quote_doc_no":30346,"dominant_item_id":17134,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-04-12","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Ready for Review","modified_date":"2026-04-13","quote_age_days":120,"quoted_revenue":6376.53,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":18,"days_since_modified":119,"linked_order_doc_no":null,"quoted_gross_profit":-228.6,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"LA"},"normalized_probability":0.05,"unconverted_line_value":6376.53,"last_customer_order_date":"2026-07-26","repeated_quote_count_12m":10,"maximum_recoverable_value":6376.53,"last_meaningful_activity_date":"2026-02-19"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 30346 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-e630635f2c884e4f72183306ddc549bf91f97b4f85edf507ca77298df5c6a3ed | Customer 41006 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-61cec998c63d3b09669998c4dc85a2b8e8a69f99ce7f3b1e607ac3265d43f39f | OPP-412deaeed6c796283c3b56260dbd879c602223f8e928b80c1284b91ab5824d1a | SER-ce449a006ea92fec564994e0fbde3eb34ab5ce84672cca5eb1787cec4d9fa7de | 55981 | Sequoia Health Collective, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30942; quote age 89 days; last modified 60 days ago; quoted value $6111.42; converted line value $0.00; unconverted line value $6111.42. | {"quote_doc_no":30942,"dominant_item_id":10920,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"LA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-13","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Ready for Review","modified_date":"2026-06-11","quote_age_days":89,"quoted_revenue":6111.416964686332,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":31,"days_since_modified":60,"linked_order_doc_no":null,"quoted_gross_profit":3526.246964686332,"converted_line_value":0,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"LA"},"normalized_probability":0.05,"unconverted_line_value":6111.416964686332,"last_customer_order_date":"2026-08-06","repeated_quote_count_12m":23,"maximum_recoverable_value":6111.416964686332,"last_meaningful_activity_date":"2026-07-31"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 30942 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-61cec998c63d3b09669998c4dc85a2b8e8a69f99ce7f3b1e607ac3265d43f39f | Customer 55981 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d36ceca32f47cdc19ec95b9bf6cb1d79a8343bffbdb9881d20fee653bf2168b8 | OPP-0fce06184e06144d9f70ee714f559aa02fc62d7a433b96eabd7a7449b63072b9 | SER-45dadd06084c913c94cae6e1a1f21d319fb81722ada7b19d43a82417be4bedf3 | 43074 | Elmhurst Clinical Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 31459; quote age 57 days; last modified 55 days ago; quoted value $9500.00; converted line value $0.00; unconverted line value $9500.00. | {"quote_doc_no":31459,"dominant_item_id":14053,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"UT","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-06-14","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2026-06-16","quote_age_days":57,"quoted_revenue":9500,"conversion_ratio":0,"gp_cost_coverage":0.5,"quote_line_count":2,"days_since_modified":55,"linked_order_doc_no":null,"quoted_gross_profit":-1040,"converted_line_value":0,"territory_assignment":{"source_rep":"Lee Prescott","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"UT"},"normalized_probability":0.25,"unconverted_line_value":9500,"last_customer_order_date":"2025-10-01","repeated_quote_count_12m":2,"maximum_recoverable_value":9500,"last_meaningful_activity_date":"2026-08-03"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 31459 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-d36ceca32f47cdc19ec95b9bf6cb1d79a8343bffbdb9881d20fee653bf2168b8 | Customer 43074 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a48e88703756fa6ae8d97454ba54798b646ed5dc7632cad9eefddb9dbac6f723 | OPP-2a5f2b630869038d06d62bfa88c2b89bd512be669d0ef6489bbd68fa15fa6540 | SER-caaef7f22d00706b0ca618c3c603c3dbed7880c6767d329fd80b338d3f5e35f2 | 54318 | Foothill Pathology Associates, Corp. | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 29467; quote age 179 days; last modified 66 days ago; quoted value $29118.00; converted line value $0.00; unconverted line value $29118.00. | {"quote_doc_no":29467,"dominant_item_id":14406,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"FL","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-02-12","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-05","quote_age_days":179,"quoted_revenue":29118,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":20710,"converted_line_value":0,"territory_assignment":{"source_rep":"Owen Whitfield","assigned_rep":"Owen Whitfield","territory_rep":"Owen Whitfield","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"FL"},"normalized_probability":0,"unconverted_line_value":29118,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":29118,"last_meaningful_activity_date":"2026-04-27"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29467: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-27. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-27 — Horiba Pentra C400 | 2026-02-25 — Horiba Pentra400C or Indiko Plus Drug screens | 2026-02-16 — Indiko Plus Analyzer and service. Website reviewed: https://www.myco-instrumentation.com/abbott-i-stat-1. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 6 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-04-27. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-04-27 — Horiba Pentra C400 | 2026-02-25 — Horiba Pentra400C or Indiko Plus Drug screens | 2026-02-16 — Indiko Plus Analyzer and service. | Open quote: No; Open order: No | Item active: true | No suitable active contact found; enrich contact before outreach. | Margin unknown; verify cost before quoting. | Candidate CAND-a48e88703756fa6ae8d97454ba54798b646ed5dc7632cad9eefddb9dbac6f723 | Customer 54318 | Quote 29467 | Item 14406 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-81333c233e6fadf989f6c35f5143d733806f049ec00412339c2559c8ff32700b | OPP-da876817be8697be06ebf9d6c20983f5310ba5c9828f01b7edbcad1c5b68d2db | SER-c9bb9ef95f8274ad41ddea1aab10b46b2659bcd3bad88369ffc097d87d196864 | 8352 | Sequoia Medical Partners, LLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 28086; quote age 291 days; last modified 273 days ago; quoted value $48250.00; converted line value $20250.00; unconverted line value $28000.00. | {"quote_doc_no":28086,"dominant_item_id":15527,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":48998} | {"revision":4,"is_closed":true,"quote_date":"2025-10-23","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2025-11-10","quote_age_days":291,"quoted_revenue":48250,"conversion_ratio":0.41968911917098445,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":273,"linked_order_doc_no":48998,"quoted_gross_profit":24644.5,"converted_line_value":20250,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"normalized_probability":1,"unconverted_line_value":28000,"last_customer_order_date":null,"repeated_quote_count_12m":11,"maximum_recoverable_value":28000,"last_meaningful_activity_date":"2026-06-30"} | Classification: Service Company (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28086: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Leftover AU 480-New in the box | 2025-10-27 — AU480-New In the Box. | 2025-10-24 — Call lead. Customer record is active. Target item is inactive; publication requires explicit validation. | Terminal quote guard: quote 28086 is Closed Won / Won and is linked to order 48998. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 9 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-30. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-27 — Leftover AU 480-New in the box | 2025-10-27 — AU480-New In the Box. | 2025-10-24 — Call lead. | Open quote: No; Open order: No | Item active: false | Item note: Beckman AU480-R Olympus-AU480 Chemistry Analyzer, Refurbished $28,000.00 Water System - Olympus AU 400 AQUA SOLUTIONS RODI-T2 TYPE 2 REAGENT GRADE 4-5 LPM DI SYSTEM WITH BUILT-IN 10-LPH RO PRETREAT AND 42-L TANK - NEW WITH 2 YEAR WARRANTY $5,973.00 Vendordirect Water System Shipping $450 Inst On Site Installation of Water System $750 Power-Back-Up-Powervar Power back-up, Refurbished with New Batteries $3,850 Inst On-Site Installation of Analyzer $3,850 Train On-Site operator training $1,000 Service Contract Olympus AU480 Service Contract - One year warranty covering all parts, One preventative maintenance visits, Unlimited emergency service calls, and unlimited technical phone assistance. Consumable items such as electrodes, probes, etc, are not included under contract. Terms and conditions apply. $13,500 Ship 1.5x the weight (Au480) $1,389 Validation Estimated until quoted. Must purchase validation material $5,000 BE SURE TO INCLUDE REAGENTS SEPARATELY! | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-81333c233e6fadf989f6c35f5143d733806f049ec00412339c2559c8ff32700b | Customer 8352 | Quote 28086 | Order 48998 | Item 15527 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d7b0501f07e269ea691c4d8c46e8950b9dfcc445058098e9963f2a7538f961b9 | OPP-224dc6aaec5f335e00d3d0663816c6b1e182f24981522e2142763dcb6fd81557 | SER-cee7fc424f1fe65cd7182b801ba0f89ebf5952e79023e151d31f63c2cdf8b5de | 52764 | Stonebridge Health Partners, PLLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 28589; quote age 218 days; last modified 217 days ago; quoted value $34463.20; converted line value $27840.08; unconverted line value $6623.12. | {"quote_doc_no":28589,"dominant_item_id":1182,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":49878} | {"revision":5,"is_closed":true,"quote_date":"2026-01-04","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-01-05","quote_age_days":218,"quoted_revenue":34463.2,"conversion_ratio":0.8078205157965598,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":217,"linked_order_doc_no":49878,"quoted_gross_profit":20724.23716,"converted_line_value":27840.08,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"normalized_probability":1,"unconverted_line_value":6623.12,"last_customer_order_date":"2026-02-11","repeated_quote_count_12m":7,"maximum_recoverable_value":6623.12,"last_meaningful_activity_date":"2026-07-22"} | Classification: Reseller (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28589: Closed Won/Won. Vendor lead time unavailable or not relevant. Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-22. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-22 — f. Customer record is active. | Terminal quote guard: quote 28589 is Closed Won / Won and is linked to order 49878. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | Activity review: all 1 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-22. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-22 — f. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-d7b0501f07e269ea691c4d8c46e8950b9dfcc445058098e9963f2a7538f961b9 | Customer 52764 | Quote 28589 | Order 49878 | Item 1182 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-851f2a6e7565075351877f16bbadec6569115def517691ba23415a5a416be8db | OPP-5f79654958b35b803038f1e545474f80ce5676d9e1935f2d2d5115f36a1484c8 | SER-1c7da58a5a0b625cfc0e358adf38907c2f6702db9e550c4d70c509fedbcf36e8 | 8023 | Meridian Care Partners, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 29700; quote age 160 days; last modified 159 days ago; quoted value $28753.93; converted line value $0.00; unconverted line value $28753.93. | {"quote_doc_no":29700,"dominant_item_id":2116,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-03","probability":50,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"50%","modified_date":"2026-03-04","quote_age_days":160,"quoted_revenue":28753.93,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":159,"linked_order_doc_no":null,"quoted_gross_profit":17668.49,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"PA"},"normalized_probability":0.5,"unconverted_line_value":28753.93,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":28753.93,"last_meaningful_activity_date":"2025-07-21"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29700: 50%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-851f2a6e7565075351877f16bbadec6569115def517691ba23415a5a416be8db | Customer 8023 | Quote 29700 | Item 2116 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-5289b2abfa9ee8cd82670fcd4a9b127d00cf7503bac92cd269b49518d1dc9f68 | OPP-94cb2dd6ebf6389929e6201fcb0a1aa0a78b80703a79ae21212f9ee386b11e58 | SER-2bdfdbc9a3020a0e01cfb4a7be123af5661e103431100e46d85993746aae33eb | 4581 | Fairmont Health Alliance, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 28667; quote age 246 days; last modified 245 days ago; quoted value $42400.00; converted line value $0.00; unconverted line value $42400.00. | {"quote_doc_no":28667,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-12-07","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-12-08","quote_age_days":246,"quoted_revenue":42400,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":245,"linked_order_doc_no":null,"quoted_gross_profit":11269.5,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":42400,"last_customer_order_date":"2026-05-17","repeated_quote_count_12m":10,"maximum_recoverable_value":42400,"last_meaningful_activity_date":"2025-07-11"} | Classification: Unknown (Low). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28667: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-5289b2abfa9ee8cd82670fcd4a9b127d00cf7503bac92cd269b49518d1dc9f68 | Customer 4581 | Quote 28667 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b1db111a1d148674e630fd4cb636979f923dd139115a369ed86ac2f4f76ff69c | OPP-7b138427383be65b6be9b605f1736dff3370960f53143e79820b47f92bfa7e85 | SER-f6e60631a4f53c70337350a8d674cd87a5da5f3118acd648700f2e9b3da110b2 | 10240 | Ironwood Diagnostic Group, Corp. | Quote Leakage | Published | Stale Open Quote on quote 28006; quote age 294 days; last modified 284 days ago; quoted value $35899.00; converted line value $0.00; unconverted line value $35899.00. | {"quote_doc_no":28006,"dominant_item_id":11345,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-10-20","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-10-30","quote_age_days":294,"quoted_revenue":35899,"conversion_ratio":0,"gp_cost_coverage":0.8571428571428571,"quote_line_count":7,"days_since_modified":284,"linked_order_doc_no":null,"quoted_gross_profit":13857.3325,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":35899,"last_customer_order_date":"2026-03-09","repeated_quote_count_12m":12,"maximum_recoverable_value":35899,"last_meaningful_activity_date":"2025-12-16"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28006: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 15 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-16. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-16 — f | 2025-05-08 — meeting | 2025-01-02 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 15 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-16. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-16 — f | 2025-05-08 — meeting | 2025-01-02 — f. | Open quote: Yes; Open order: No | Item active: true | Item note: Service Contract $11,500.00 | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-b1db111a1d148674e630fd4cb636979f923dd139115a369ed86ac2f4f76ff69c | Customer 10240 | Quote 28006 | Item 11345 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2d45e5f3e224790cd9377556d0828d7cf6ad56000b99a6ee2566ff0d147bc4e7 | OPP-83276cca0f74b7e2accf085ba87d0817992db9bfb176dc7bab6c658256661e29 | SER-355ac7cfe2126960f33435f60499b3339c32b88d1fe367b173111f9816542450 | 56009 | Alderbrook Health Alliance, PLLC | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 29811; quote age 152 days; last modified 133 days ago; quoted value $9473.00; converted line value $1875.00; unconverted line value $7598.00. | {"quote_doc_no":29811,"dominant_item_id":1182,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":51191} | {"revision":1,"is_closed":true,"quote_date":"2026-03-11","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-03-30","quote_age_days":152,"quoted_revenue":9473,"conversion_ratio":0.19793096168056581,"gp_cost_coverage":0.8,"quote_line_count":5,"days_since_modified":133,"linked_order_doc_no":51191,"quoted_gross_profit":6022.89286,"converted_line_value":1875,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NY"},"normalized_probability":1,"unconverted_line_value":7598,"last_customer_order_date":"2026-06-16","repeated_quote_count_12m":2,"maximum_recoverable_value":7598,"last_meaningful_activity_date":null} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29811: Closed Won/Won. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Terminal quote guard: quote 29811 is Closed Won / Won and is linked to order 51191. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Account type or site should be validated before normal outreach. | Candidate CAND-2d45e5f3e224790cd9377556d0828d7cf6ad56000b99a6ee2566ff0d147bc4e7 | Customer 56009 | Quote 29811 | Order 51191 | Item 1182 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c373cc8bd843558bb9b88033bfd8eafa687c39f38ce871678ed3f195b657fa53 | OPP-e96c70d251a24dda28d19ec4bdc25b8aaa9283fa3f467d58266a1f4d2c37207e | SER-2692ac5b7f7e2e84438906dc4b38f0139244adf5258b999a8f2131ba3f34dab3 | 7879 | Whitmore Laboratory Partners, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 25365; quote age 495 days; last modified 494 days ago; quoted value $37236.01; converted line value $0.00; unconverted line value $37236.01. | {"quote_doc_no":25365,"dominant_item_id":14098,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-04-02","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-04-03","quote_age_days":495,"quoted_revenue":37236.0077094796,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":3,"days_since_modified":494,"linked_order_doc_no":null,"quoted_gross_profit":4706.5577094796,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":37236.0077094796,"last_customer_order_date":"2026-07-23","repeated_quote_count_12m":19,"maximum_recoverable_value":37236.0077094796,"last_meaningful_activity_date":"2026-04-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 25365: Processing/Open. Default vendor lead time: 7 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-c373cc8bd843558bb9b88033bfd8eafa687c39f38ce871678ed3f195b657fa53 | Customer 7879 | Quote 25365 | Item 14098 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-6f5c590e43d112df2ecee77def2fa174e571b390bad76fb5cf4b263ed52c838f | OPP-19e7543735e8d9e7d139f01fe0be47240d041e131bbb9e021fabbbe2ceefd712 | SER-60456419486a1e14ae5020a0db85daaf1c79b687d974528feb66570e920c7b6f | 8342 | Silverline Clinical Group, Inc. | Quote Leakage | Published | Stale Open Quote on quote 24195; quote age 592 days; last modified 591 days ago; quoted value $25000.00; converted line value $0.00; unconverted line value $25000.00. | {"quote_doc_no":24195,"dominant_item_id":12342,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2024-12-26","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2024-12-27","quote_age_days":592,"quoted_revenue":25000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":5,"days_since_modified":591,"linked_order_doc_no":null,"quoted_gross_profit":8775,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":25000,"last_customer_order_date":"2026-07-30","repeated_quote_count_12m":69,"maximum_recoverable_value":25000,"last_meaningful_activity_date":"2026-03-19"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 24195: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-19. 3 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-05-06 — Order | 2022-04-14 — History Import | 2021-02-08 — History Import. | Open quote: Yes; Open order: No | Item active: true | Item note: Service Contract $11,500.00 | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-6f5c590e43d112df2ecee77def2fa174e571b390bad76fb5cf4b263ed52c838f | Customer 8342 | Quote 24195 | Item 12342 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-014f5e60af0e1f0e7de3a03ff6ee81d8a998c489a1f745e8edf1e03934b88937 | OPP-7c765152154290e915d48e6adb950e7c0aa729fc9eee4574dd5a76cebbc3c2ed | SER-6360f20d596344fb0382e4e7d3ed018a364162f9926f601e27aa12458f93350e | 19329 | Brightwater Medical Associates, Corp. | Quote Leakage | Published | Stale Open Quote on quote 30245; quote age 126 days; last modified 125 days ago; quoted value $37500.00; converted line value $0.00; unconverted line value $37500.00. | {"quote_doc_no":30245,"dominant_item_id":13377,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-04-06","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-07","quote_age_days":126,"quoted_revenue":37500,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":125,"linked_order_doc_no":null,"quoted_gross_profit":30745,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":37500,"last_customer_order_date":null,"repeated_quote_count_12m":1,"maximum_recoverable_value":37500,"last_meaningful_activity_date":"2026-07-16"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30245: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-16. 23 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-16 — Outreach Email | 2025-07-30 — Service, Validation, Coag Analyzer etc. | 2025-07-23 — Quick Check-In: Coag Analyzer, Service & Validation. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-07-16. 23 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-07-16 — Outreach Email | 2025-07-30 — Service, Validation, Coag Analyzer etc. | 2025-07-23 — Quick Check-In: Coag Analyzer, Service & Validation. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-014f5e60af0e1f0e7de3a03ff6ee81d8a998c489a1f745e8edf1e03934b88937 | Customer 19329 | Quote 30245 | Item 13377 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-32ecebc454f68578150d0f1ba2ef9d9397e7cfbf9f7375d9ac9b10187b931ee2 | OPP-d413274c03e09b9cf9f7adc7a56e2fe43ff98a77756f6e7140666aabf8a86271 | SER-42553be7824a9c6ff2c9332f59409658997d10adc9876c22dcd7f85c57429cae | 8271 | Harbor Health Alliance, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 29237; quote age 167 days; last modified 166 days ago; quoted value $29478.02; converted line value $0.00; unconverted line value $29478.02. | {"quote_doc_no":29237,"dominant_item_id":12162,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":4,"is_closed":false,"quote_date":"2026-02-24","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-02-25","quote_age_days":167,"quoted_revenue":29478.02,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":102,"days_since_modified":166,"linked_order_doc_no":null,"quoted_gross_profit":12085.54,"converted_line_value":0,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":29478.02,"last_customer_order_date":"2026-08-04","repeated_quote_count_12m":4,"maximum_recoverable_value":29478.02,"last_meaningful_activity_date":"2025-06-18"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29237: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-32ecebc454f68578150d0f1ba2ef9d9397e7cfbf9f7375d9ac9b10187b931ee2 | Customer 8271 | Quote 29237 | Item 12162 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-bafc65675953b3afeada49b5e745143a77efd7a7c8289607e14abec9ddd97533 | OPP-a261253b08346fbad8789efc5f11d0041c142cfe2e53cd518fc6ce036b5e2e1a | SER-8634da3b8694d7aed474f0d7c95d0fcb37ada9de70c9dae0c778a233ad5b4f71 | 43973 | Crestview Health Partners, PLLC | Quote Leakage | Published | Stale Open Quote on quote 26304; quote age 421 days; last modified 420 days ago; quoted value $35000.00; converted line value $0.00; unconverted line value $35000.00. | {"quote_doc_no":26304,"dominant_item_id":10617,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CT","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-06-15","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-06-16","quote_age_days":421,"quoted_revenue":35000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":420,"linked_order_doc_no":null,"quoted_gross_profit":25000,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"CT"},"normalized_probability":0.05,"unconverted_line_value":35000,"last_customer_order_date":"2024-12-25","repeated_quote_count_12m":0,"maximum_recoverable_value":35000,"last_meaningful_activity_date":"2025-04-25"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 26304: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-04-25. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-25 — Cobas 501 | 2024-12-10 — AU 480 Purchase | 2024-10-04 — follow up. Website reviewed: http://blockscientific.com. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-04-25. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-04-25 — Cobas 501 | 2024-12-10 — AU 480 Purchase | 2024-10-04 — follow up. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-bafc65675953b3afeada49b5e745143a77efd7a7c8289607e14abec9ddd97533 | Customer 43973 | Quote 26304 | Item 10617 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-aea389dea17c8327b30fce83704256e01157ca81c0f252246539625bd89534e3 | OPP-5457e8cff703495f072ad9c8efbe36b4da58ba5e383ad753db42563a7e3b6e62 | SER-82523a042f0c32d76598eb1046a53fd7c1ef116b145f6714cf09c488358e03d1 | 7973 | Elmhurst Health System, PLLC | Quote Leakage | Published | Stale Open Quote on quote 27377; quote age 337 days; last modified 336 days ago; quoted value $19722.00; converted line value $0.00; unconverted line value $19722.00. | {"quote_doc_no":27377,"dominant_item_id":1688,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-09-07","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-09-08","quote_age_days":337,"quoted_revenue":19722,"conversion_ratio":0,"gp_cost_coverage":0.8,"quote_line_count":5,"days_since_modified":336,"linked_order_doc_no":null,"quoted_gross_profit":8225,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":19722,"last_customer_order_date":"2026-07-08","repeated_quote_count_12m":8,"maximum_recoverable_value":19722,"last_meaningful_activity_date":"2025-09-08"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27377: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-08. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-30 — FU on details | 2024-08-06 — update | 2023-09-19 — access. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2025-09-08. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-09-30 — FU on details | 2024-08-06 — update | 2023-09-19 — access. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-aea389dea17c8327b30fce83704256e01157ca81c0f252246539625bd89534e3 | Customer 7973 | Quote 27377 | Item 1688 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-a4dc0c4316e0e7898cb68346e3cfde7ebc4588da49453de01182ba30f97d3e9d | OPP-a65102f2b51e3d307edb8ba33dae82e37c70298f5efa79907efc37630566be44 | SER-b08e5eab855c67f67b7373c115b4828e02012428fe4e21c091d129b65c5323d2 | 10221 | Summit Analytical Labs, LLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 29769; quote age 153 days; last modified 63 days ago; quoted value $106399.97; converted line value $0.00; unconverted line value $106399.97. | {"quote_doc_no":29769,"dominant_item_id":17133,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-03-10","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-08","quote_age_days":153,"quoted_revenue":106399.9734,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":63,"linked_order_doc_no":null,"quoted_gross_profit":25559.9734,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"MA"},"normalized_probability":0,"unconverted_line_value":106399.9734,"last_customer_order_date":"2026-02-03","repeated_quote_count_12m":14,"maximum_recoverable_value":106399.9734,"last_meaningful_activity_date":"2026-06-01"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29769: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-01. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-14 — I-Stat Quote | 2026-01-08 — I-Stat Quote | 2025-11-18 — i-STAT Software Link. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-01. 24 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-01-14 — I-Stat Quote | 2026-01-08 — I-Stat Quote | 2025-11-18 — i-STAT Software Link. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-a4dc0c4316e0e7898cb68346e3cfde7ebc4588da49453de01182ba30f97d3e9d | Customer 10221 | Quote 29769 | Item 17133 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-2cd520069d5cb7316433854c1d7b4118c82b05ffb0f8023a1c817ea4095f07b6 | OPP-f93ea455c0c9c99dad04fa85ba6d98331ad70bf2ce0402d952e40ec47a3388a0 | SER-2fc61fa399019088b7f4ab1460f1494c7af0ca440674aa0c7ca195b16f48dfe3 | 4329 | Northgate Analytical Labs, LLC | Quote Leakage | Published | Stale Open Quote on quote 26315; quote age 420 days; last modified 403 days ago; quoted value $49768.00; converted line value $0.00; unconverted line value $49768.00. | {"quote_doc_no":26315,"dominant_item_id":14503,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-06-16","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-07-03","quote_age_days":420,"quoted_revenue":49768,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":403,"linked_order_doc_no":null,"quoted_gross_profit":11793,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"PA"},"normalized_probability":0.05,"unconverted_line_value":49768,"last_customer_order_date":"2026-05-27","repeated_quote_count_12m":2,"maximum_recoverable_value":49768,"last_meaningful_activity_date":"2026-06-03"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 26315: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-03. 19 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-03 — Outreach Email | 2025-07-23 — i-STAT Quote | 2025-07-22 — RapidPoint-500 Purchase Order. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-06-03. 19 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-06-03 — Outreach Email | 2025-07-23 — i-STAT Quote | 2025-07-22 — RapidPoint-500 Purchase Order. | Open quote: Yes; Open order: No | Item active: true | Vendor: ICON Development Solutions | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-2cd520069d5cb7316433854c1d7b4118c82b05ffb0f8023a1c817ea4095f07b6 | Customer 4329 | Quote 26315 | Item 14503 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-192d439006217f8a81079e1dada6ab9f9acfb4c18223570a5658d02cfee54509 | OPP-4b8a9311efdc0916e6cc180c4dbcfc7bc20e922d08de01325e6362b5f8cfb6fd | SER-312e2c6a88bb700426fb93ba8ddba6ae2ed6c328c530df90a84481b41c3b6b54 | 41400 | Whitmore Laboratory Partners, PLLC | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 29154; quote age 202 days; last modified 66 days ago; quoted value $63400.00; converted line value $0.00; unconverted line value $63400.00. | {"quote_doc_no":29154,"dominant_item_id":14406,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-01-20","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-06-05","quote_age_days":202,"quoted_revenue":63400,"conversion_ratio":0,"gp_cost_coverage":0.8333333333333334,"quote_line_count":6,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":15950,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"normalized_probability":0,"unconverted_line_value":63400,"last_customer_order_date":"2026-07-09","repeated_quote_count_12m":27,"maximum_recoverable_value":63400,"last_meaningful_activity_date":"2026-08-05"} | Classification: Reseller (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29154: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 39 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-08-05. 39 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-08-05 — follow up | 2026-08-04 — follow up | 2026-07-30 — follow up. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-192d439006217f8a81079e1dada6ab9f9acfb4c18223570a5658d02cfee54509 | Customer 41400 | Quote 29154 | Item 14406 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-78492e3dc059a4cbb863e7eb733c974932bb26c08087edec3739136254d5909b | OPP-5141fed715b92c1bccaebd73f44ff632d064240fa4df7c45399002366249fdfc | SER-23659bfe4f4a30b66a7d2282331a5d5b45d17159f003308bee4daaae44b87843 | 9506 | Sequoia Clinical Partners, PLLC | Quote Leakage | Published | Stale Open Quote on quote 30041; quote age 138 days; last modified 133 days ago; quoted value $43342.25; converted line value $0.00; unconverted line value $43342.25. | {"quote_doc_no":30041,"dominant_item_id":17133,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-03-25","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-30","quote_age_days":138,"quoted_revenue":43342.25,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":1,"days_since_modified":133,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"normalized_probability":0.05,"unconverted_line_value":43342.25,"last_customer_order_date":"2026-08-05","repeated_quote_count_12m":68,"maximum_recoverable_value":43342.25,"last_meaningful_activity_date":"2026-05-06"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 30041: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 35 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-06-23 — f | 2025-06-18 — au point reagents | 2025-06-09 — f. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-78492e3dc059a4cbb863e7eb733c974932bb26c08087edec3739136254d5909b | Customer 9506 | Quote 30041 | Item 17133 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-afa2ae43c7098b97609bbf0167e57d359e9a50637c1d6a976dcaca325fffe591 | OPP-d32381f339e0cc5a6ff92edc027072cbb51acf965cfda9276b8b6dc679ee000c | SER-4ab684cf4cc462d2513c9e6758ac2725054dc7c4639ab6beb5e7edf2d9071530 | 52352 | Meridian Reference Labs, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 29115; quote age 204 days; last modified 203 days ago; quoted value $11597.51; converted line value $0.00; unconverted line value $11597.51. | {"quote_doc_no":29115,"dominant_item_id":13761,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-01-18","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-01-19","quote_age_days":204,"quoted_revenue":11597.51,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":22,"days_since_modified":203,"linked_order_doc_no":null,"quoted_gross_profit":3999.2,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":11597.51,"last_customer_order_date":"2026-02-15","repeated_quote_count_12m":4,"maximum_recoverable_value":11597.51,"last_meaningful_activity_date":"2025-11-17"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29115 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-afa2ae43c7098b97609bbf0167e57d359e9a50637c1d6a976dcaca325fffe591 | Customer 52352 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-197b83f583df4623a0991a24956edd6dfe1cd85dfd58342dcb0a7da6c5c84358 | OPP-9a41a7293258ba89f127ce6d3ec2e729956012420eaaefba15bbb750cb1c4450 | SER-a59c283d950e31e1f82ced5eaa3604cfe72b1b8ea562d32df2aceacfde4ded8a | 8324 | Meridian Reference Labs, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 28912; quote age 218 days; last modified 217 days ago; quoted value $30250.00; converted line value $0.00; unconverted line value $30250.00. | {"quote_doc_no":28912,"dominant_item_id":10716,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-01-04","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Ready for Review","modified_date":"2026-01-05","quote_age_days":218,"quoted_revenue":30250,"conversion_ratio":0,"gp_cost_coverage":0.75,"quote_line_count":4,"days_since_modified":217,"linked_order_doc_no":null,"quoted_gross_profit":7025,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":30250,"last_customer_order_date":"2026-06-10","repeated_quote_count_12m":6,"maximum_recoverable_value":30250,"last_meaningful_activity_date":"2025-05-06"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28912: Ready for Review/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-197b83f583df4623a0991a24956edd6dfe1cd85dfd58342dcb0a7da6c5c84358 | Customer 8324 | Quote 28912 | Item 10716 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8990cd05af4c8db5c1dba7944986b6e60440de311aa65735c1641b887b1f18a7 | OPP-2495c9b23dc73fcc393c5bd0dfe7528578e01c5db3d07c3a61e3bd4cbc766ea7 | SER-a3c9eef83e6783a20427f602439dcd5e7e87ddc88f6c71da0266c07425b8c8e7 | 10240 | Ironwood Diagnostic Group, Corp. | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 28802; quote age 238 days; last modified 109 days ago; quoted value $74500.00; converted line value $0.00; unconverted line value $74500.00. | {"quote_doc_no":28802,"dominant_item_id":14491,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-12-15","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-04-23","quote_age_days":238,"quoted_revenue":74500,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":109,"linked_order_doc_no":null,"quoted_gross_profit":10448,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0,"unconverted_line_value":74500,"last_customer_order_date":"2026-03-09","repeated_quote_count_12m":12,"maximum_recoverable_value":74500,"last_meaningful_activity_date":"2025-12-16"} | Classification: Research Institution Operating Instruments (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28802: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 15 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-16. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-16 — f | 2025-05-08 — meeting | 2025-01-02 — f. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 15 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-12-16. 5 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-12-16 — f | 2025-05-08 — meeting | 2025-01-02 — f. | Open quote: No; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-8990cd05af4c8db5c1dba7944986b6e60440de311aa65735c1641b887b1f18a7 | Customer 10240 | Quote 28802 | Item 14491 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f14336234476f2510a4041845ee8e7a8837d2f791d0dce3f368817fa0e44ca8b | OPP-1b35c25f0a6bf48630754f2a9aa092c2de40e4a771344f4fc90187cf3f3e5933 | SER-bb68cbd758af8663431bf42bc0fcb86fbc01b9660815c15c66520edf6f08532e | 10250 | Northgate Health System, PLLC | Quote Leakage | Published | Stale Open Quote on quote 30906; quote age 91 days; last modified 90 days ago; quoted value $13452.39; converted line value $0.00; unconverted line value $13452.39. | {"quote_doc_no":30906,"dominant_item_id":11442,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-11","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-12","quote_age_days":91,"quoted_revenue":13452.390394519254,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":57,"days_since_modified":90,"linked_order_doc_no":null,"quoted_gross_profit":2903.4203945192535,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":13452.390394519254,"last_customer_order_date":"2026-07-27","repeated_quote_count_12m":35,"maximum_recoverable_value":13452.390394519254,"last_meaningful_activity_date":"2026-03-31"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30906: Processing/Open. Default vendor lead time: 1 days. Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 3 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-31. 0 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-31 — f | 2024-11-06 — glove | 2024-06-13 — Payment. | Open quote: Yes; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-f14336234476f2510a4041845ee8e7a8837d2f791d0dce3f368817fa0e44ca8b | Customer 10250 | Quote 30906 | Item 11442 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-36aed8d0c2d49bd60a3756edf1f11e1fe7afed6d4547b791a17a5d771eb353c1 | OPP-3f191eb5f7791ae8783ca7fdfab02496c757286a6d67ad1aacc5bc4bfb06d065 | SER-ee1275afca7c82e39cae6d2d521e312a50f5c194bdea7a96ee1bbf942f2696fb | 42652 | Silverline Clinical Group, Corp. | Quote Leakage | Published | Stale Open Quote on quote 29302; quote age 189 days; last modified 158 days ago; quoted value $26000.00; converted line value $0.00; unconverted line value $26000.00. | {"quote_doc_no":29302,"dominant_item_id":15854,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"MA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-02-02","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-03-05","quote_age_days":189,"quoted_revenue":26000,"conversion_ratio":0,"gp_cost_coverage":0.5,"quote_line_count":2,"days_since_modified":158,"linked_order_doc_no":null,"quoted_gross_profit":4500,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"MA"},"normalized_probability":0.05,"unconverted_line_value":26000,"last_customer_order_date":"2026-03-19","repeated_quote_count_12m":4,"maximum_recoverable_value":26000,"last_meaningful_activity_date":"2025-10-21"} | Classification: End-User Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 29302: Processing/Open. Default vendor lead time: 7 days. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-21. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-08-21 — update | 2024-08-08 — Profile | 2025-10-21 — f. Website reviewed: https://www.blockscientific.com/. Customer record is active. Current vendor lead time: 7 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-21. 2 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2024-08-21 — update | 2024-08-08 — Profile | 2025-10-21 — f. | Open quote: Yes; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Lead time: 7 days | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-36aed8d0c2d49bd60a3756edf1f11e1fe7afed6d4547b791a17a5d771eb353c1 | Customer 42652 | Quote 29302 | Item 15854 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-d91c92e4d9eeaf3f75db7727d5ce3f2d7f3e092e064e0284ef0cb4cad29874fc | OPP-82bac0710ceb9f9c96422a6a3efdc44c39420e0eec207d17dbc06979268944e2 | SER-bce6ee52796f40b84df6b0eda615b730a77531ae684663bc8515c1ac084596b7 | 6977 | Cedar Lab Services, LLC | Quote Leakage | Published | Stale Open Quote on quote 30878; quote age 92 days; last modified 91 days ago; quoted value $16715.00; converted line value $0.00; unconverted line value $16715.00. | {"quote_doc_no":30878,"dominant_item_id":13762,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-05-10","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-11","quote_age_days":92,"quoted_revenue":16715,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":18,"days_since_modified":91,"linked_order_doc_no":null,"quoted_gross_profit":4245.59,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":16715,"last_customer_order_date":"2026-07-28","repeated_quote_count_12m":4,"maximum_recoverable_value":16715,"last_meaningful_activity_date":"2026-05-06"} | Classification: Physician-Office Laboratory (High). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 30878: Processing/Open. Default vendor lead time: 1 days. Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. Customer record is active. Current vendor lead time: 1 days. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: 20 most recent deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-06. 14 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-01-14 — DNA | 2024-02-21 — Block Scientific Order Confirmation 38690 - PO 01003759 | 2024-02-14 — Block Scientific Order Confirmation 38622 - PO 01003743. | Open quote: Yes; Open order: No | Item active: true | Vendor: Thermo Fisher Sci - MicroGenics | Lead time: 1 days | Source email punctuation was normalized; rep should verify the address before use. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-d91c92e4d9eeaf3f75db7727d5ce3f2d7f3e092e064e0284ef0cb4cad29874fc | Customer 6977 | Quote 30878 | Item 13762 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3eca0e3d31d9f8fb3dedf7d99211b52d99feb368eef118a60198625eab2d1e06 | OPP-0b5401dbcd506f1e64dc8bbae2128b705c1a3254fa490e75ea5cb51c3cac9c71 | SER-96df83a96db2be4e7eafe63ef02bbe9a04e5ee177b06a3215b60770517061c16 | 5175 | Summit Health System, Inc. | Quote Leakage | Needs Validation | Stale Open Quote on quote 31041; quote age 82 days; last modified 81 days ago; quoted value $9984.53; converted line value $0.00; unconverted line value $9984.53. | {"quote_doc_no":31041,"dominant_item_id":14436,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-05-20","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-05-21","quote_age_days":82,"quoted_revenue":9984.525,"conversion_ratio":0,"gp_cost_coverage":0.875,"quote_line_count":8,"days_since_modified":81,"linked_order_doc_no":null,"quoted_gross_profit":1996.905,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":9984.525,"last_customer_order_date":"2026-06-30","repeated_quote_count_12m":5,"maximum_recoverable_value":9984.525,"last_meaningful_activity_date":"2026-05-22"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 31041 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-3eca0e3d31d9f8fb3dedf7d99211b52d99feb368eef118a60198625eab2d1e06 | Customer 5175 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-097246218893257e2669dce1cf5d482fb4f8091bbf506b1eaae7d1f86e21160a | OPP-45fb424343809ab3dfe30f0fb91e0f23c7a771c734c90f977a33646c024ddd41 | SER-f55b6820b3ee3dfa108850a7116893f2bc7f244b393cdf1709abd1b27731302f | 8970 | Summit Analytical Labs, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 27716; quote age 314 days; last modified 313 days ago; quoted value $9101.78; converted line value $0.00; unconverted line value $9101.78. | {"quote_doc_no":27716,"dominant_item_id":12034,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2025-09-30","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2025-10-01","quote_age_days":314,"quoted_revenue":9101.78,"conversion_ratio":0,"gp_cost_coverage":0.96875,"quote_line_count":32,"days_since_modified":313,"linked_order_doc_no":null,"quoted_gross_profit":4663.35,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":9101.78,"last_customer_order_date":"2024-10-07","repeated_quote_count_12m":2,"maximum_recoverable_value":9101.78,"last_meaningful_activity_date":"2025-10-10"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 27716: Processing/Open. Default vendor lead time: 30 days. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-097246218893257e2669dce1cf5d482fb4f8091bbf506b1eaae7d1f86e21160a | Customer 8970 | Quote 27716 | Item 12034 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-b6a04c1a3ae031259621fdd0a7fb152293058bf6d770e575b413f70aa806e905 | OPP-2767a7687c1257490b2af165ccd6f39bbae2c002102d2f359efe843c0f158ea3 | SER-614e384b1284493b218f4c9cdc15f16ad3c56b2dbdfe1c38dbcc7b45e11457ad | 7334 | Wrenfield Pathology Associates, Corp. | Quote Leakage | Published | Stale Open Quote on quote 23162; quote age 678 days; last modified 62 days ago; quoted value $88995.00; converted line value $0.00; unconverted line value $88995.00. | {"quote_doc_no":23162,"dominant_item_id":15033,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":3,"is_closed":false,"quote_date":"2024-10-01","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-09","quote_age_days":678,"quoted_revenue":88995,"conversion_ratio":0,"gp_cost_coverage":0.7777777777777778,"quote_line_count":9,"days_since_modified":62,"linked_order_doc_no":null,"quoted_gross_profit":42590,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":88995,"last_customer_order_date":null,"repeated_quote_count_12m":2,"maximum_recoverable_value":88995,"last_meaningful_activity_date":"2025-10-13"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 23162: Processing/Open. Vendor lead time unavailable or not relevant. Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-13. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-13 — Laboratory Analyzers | 2025-10-13 — Outreach-Call | 2025-04-11 — Lab Analyzer Package. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 12 available deduplicated meaningful CRM/email logs were reviewed; latest 2025-10-13. 9 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2025-10-13 — Laboratory Analyzers | 2025-10-13 — Outreach-Call | 2025-04-11 — Lab Analyzer Package. | Open quote: Yes; Open order: No | Item active: true | Vendor: HORIBA Instruments Incorporated | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-b6a04c1a3ae031259621fdd0a7fb152293058bf6d770e575b413f70aa806e905 | Customer 7334 | Quote 23162 | Item 15033 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f45e0292f9e3dc133c45b85d3c2a6c328992abb1544baec9682f8ae10e8deec5 | OPP-e78f6143479deaf978dcf2a55b9e8c464100cdb7889b042b01ebfb1b11807bbc | SER-338018faaf2b7d34f7c20f5c106c993aef641c27a7f40e563ce977299156f8d5 | 32871 | Bridgeport Medical Group, Corp. | Quote Leakage | Published | Stale Open Quote on quote 28591; quote age 252 days; last modified 251 days ago; quoted value $11025.00; converted line value $0.00; unconverted line value $11025.00. | {"quote_doc_no":28591,"dominant_item_id":14226,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2025-12-01","probability":25,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"25%","modified_date":"2025-12-02","quote_age_days":252,"quoted_revenue":11025,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":251,"linked_order_doc_no":null,"quoted_gross_profit":10375,"converted_line_value":0,"territory_assignment":{"source_rep":"Melissa Andrade","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.25,"unconverted_line_value":11025,"last_customer_order_date":null,"repeated_quote_count_12m":2,"maximum_recoverable_value":11025,"last_meaningful_activity_date":"2026-03-13"} | Classification: Hospital / Health System (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28591: 25%/Open. Vendor lead time unavailable or not relevant. Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-13. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-13 — quote- | 2025-12-02 — quote- | 2025-09-05 — Sysmex End of Lease. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | Activity review: all 8 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-03-13. 4 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-03-13 — quote- | 2025-12-02 — quote- | 2025-09-05 — Sysmex End of Lease. | Open quote: Yes; Open order: No | Item active: true | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-f45e0292f9e3dc133c45b85d3c2a6c328992abb1544baec9682f8ae10e8deec5 | Customer 32871 | Quote 28591 | Item 14226 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-96ac0589fbb7642e50fe3872de2dd57740259781f0c539d8069aae979135a31e | OPP-0e5f66c129ac6bd00ab865c3df8fccad96cdd5ed472f13ccced1b086410eb37d | SER-3560912d36b6c046c716c9fbad3cd331e4bd650806fe2053563badbfe7c7c6e9 | 6153 | Bellwood Medical Center, Inc. | Quote Leakage | Published | High-Value Lost Quote Recovery on quote 28133; quote age 287 days; last modified 262 days ago; quoted value $35684.60; converted line value $0.00; unconverted line value $35684.60. | {"quote_doc_no":28133,"dominant_item_id":4637,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-27","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-11-21","quote_age_days":287,"quoted_revenue":35684.6,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":86,"days_since_modified":262,"linked_order_doc_no":null,"quoted_gross_profit":18559.8,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"normalized_probability":0,"unconverted_line_value":35684.6,"last_customer_order_date":null,"repeated_quote_count_12m":2,"maximum_recoverable_value":35684.6,"last_meaningful_activity_date":"2026-05-29"} | Classification: Service Company (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 28133: Closed Lost/Lost. Vendor lead time unavailable or not relevant. Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-29. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-29 — Outreach Email | 2026-05-29 — Outreach Email | 2025-11-18 — Immulite 2000 Reagent Quote. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | Activity review: all 11 available deduplicated meaningful CRM/email logs were reviewed; latest 2026-05-29. 7 logs matched the SKU, product, platform, quote, or relevant commercial/technical terms. Examples: 2026-05-29 — Outreach Email | 2026-05-29 — Outreach Email | 2025-11-18 — Immulite 2000 Reagent Quote. | Open quote: No; Open order: No | Item active: true | Vendor: Binars DiaPlus SIA | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-96ac0589fbb7642e50fe3872de2dd57740259781f0c539d8069aae979135a31e | Customer 6153 | Quote 28133 | Item 4637 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-66613b3829aa1f9f9b6671103f596971bc9945137e616066d22143dd6bacc412 | OPP-29f45a4da2ff54319107274a85d998b869628253e90af87f7ebd1f0c1fdd8bb7 | SER-66bb0f482345403aeb0cfbcbece83ce84ad0e9a118098cb47c52e3046609dc0f | 48042 | Alderbrook Analytical Labs, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 27103; quote age 361 days; last modified 285 days ago; quoted value $215000.00; converted line value $0.00; unconverted line value $215000.00. | {"quote_doc_no":27103,"dominant_item_id":15074,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":3,"is_closed":true,"quote_date":"2025-08-14","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-10-29","quote_age_days":361,"quoted_revenue":215000,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":285,"linked_order_doc_no":null,"quoted_gross_profit":81460,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"normalized_probability":0,"unconverted_line_value":215000,"last_customer_order_date":null,"repeated_quote_count_12m":7,"maximum_recoverable_value":215000,"last_meaningful_activity_date":"2026-02-04"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27103: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-66613b3829aa1f9f9b6671103f596971bc9945137e616066d22143dd6bacc412 | Customer 48042 | Quote 27103 | Item 15074 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-126b435f9d02bcbc5a9f103f36e05ff8bd2f2f7f5e07f664cfdc38eb42b8f418 | OPP-eed3ebcc5794aab4e75dd2bae05d55ec46c01d14489168e3b37b28bab15e33f0 | SER-38739006d98d69f127c82aaa40179cdfe9e01f3f308e9f819726c8d305b832e4 | 10185 | Ashcroft Laboratory Partners, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 24062; quote age 609 days; last modified 608 days ago; quoted value $25300.00; converted line value $0.00; unconverted line value $25300.00. | {"quote_doc_no":24062,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"OR","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2024-12-09","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2024-12-10","quote_age_days":609,"quoted_revenue":25300,"conversion_ratio":0,"gp_cost_coverage":0.7142857142857143,"quote_line_count":7,"days_since_modified":608,"linked_order_doc_no":null,"quoted_gross_profit":3825,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"OR"},"normalized_probability":0.05,"unconverted_line_value":25300,"last_customer_order_date":"2025-03-20","repeated_quote_count_12m":0,"maximum_recoverable_value":25300,"last_meaningful_activity_date":"2025-05-12"} | Classification: Unknown (Low). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 24062: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-126b435f9d02bcbc5a9f103f36e05ff8bd2f2f7f5e07f664cfdc38eb42b8f418 | Customer 10185 | Quote 24062 | Item 1653 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-96987923501f4ef4dce77ea0888d99f64faefdbe8fef1c2762db5ec16bdf8e49 | OPP-7c3b94a57241cfb7e7449cbcb6b33c773572baa3403dc1f457b9c35d301903f8 | SER-10ff26d4bbd852f11e37f1ff072dd7da92afbfc6a19ff8b463df882e7d2afbc2 | 10326 | Crestview Health Collective, PLLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 30452; quote age 116 days; last modified 115 days ago; quoted value $5000.00; converted line value $0.00; unconverted line value $5000.00. | {"quote_doc_no":30452,"dominant_item_id":1688,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"PA","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-04-16","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-04-17","quote_age_days":116,"quoted_revenue":5000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":1,"days_since_modified":115,"linked_order_doc_no":null,"quoted_gross_profit":1750,"converted_line_value":0,"territory_assignment":{"source_rep":"Derek Callahan","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"PA"},"normalized_probability":0.05,"unconverted_line_value":5000,"last_customer_order_date":"2026-08-03","repeated_quote_count_12m":16,"maximum_recoverable_value":5000,"last_meaningful_activity_date":"2025-09-25"} | Classification: Unknown (Medium). Customer active: true. CRM notes reviewed; verify exact note details before outreach. Quote context reviewed for quote 30452: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-96987923501f4ef4dce77ea0888d99f64faefdbe8fef1c2762db5ec16bdf8e49 | Customer 10326 | Quote 30452 | Item 1688 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8ec273ceb442301020fbf5d53a71ac9f5321df8a822d5690d1b37e13d8ed19a4 | OPP-1c60e6fff3ad3ccaa47003ea12b209f6465e84a9cead87f0babcb26bbe24b8f6 | SER-7b6188c0607a7aad845913d70292c46b402dd12211180cf32cdc08469678fd5b | 7690 | Sequoia Health Alliance, LLC | Quote Leakage | Needs Validation | Stale Open Quote on quote 31299; quote age 67 days; last modified 66 days ago; quoted value $8500.00; converted line value $0.00; unconverted line value $8500.00. | {"quote_doc_no":31299,"dominant_item_id":14053,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":false,"quote_date":"2026-06-04","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-05","quote_age_days":67,"quoted_revenue":8500,"conversion_ratio":0,"gp_cost_coverage":0,"quote_line_count":1,"days_since_modified":66,"linked_order_doc_no":null,"quoted_gross_profit":null,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0.05,"unconverted_line_value":8500,"last_customer_order_date":"2026-07-13","repeated_quote_count_12m":49,"maximum_recoverable_value":8500,"last_meaningful_activity_date":"2026-08-06"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 31299 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-8ec273ceb442301020fbf5d53a71ac9f5321df8a822d5690d1b37e13d8ed19a4 | Customer 7690 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-9962c321c205ab5d97649959601df295e00bda9d96b54144d84fa29ada165a4a | OPP-5cf6f911eab5aa1fc888507ac4d59a3ce20defacaf11bd7fe097a2820e574114 | SER-454ccccb76399b97b40f3ebbb22ed3d1e2f89332e5f80071644aecb15403c4b2 | 5592 | Bridgeport Diagnostics, Corp. | Quote Leakage | Needs Validation | Stale Open Quote on quote 28949; quote age 48 days; last modified 47 days ago; quoted value $22300.00; converted line value $0.00; unconverted line value $22300.00. | {"quote_doc_no":28949,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":4,"is_closed":false,"quote_date":"2026-06-23","probability":0.05,"quote_state":"Open","leakage_type":"Stale Open Quote","quote_status":"Processing","modified_date":"2026-06-24","quote_age_days":48,"quoted_revenue":22300,"conversion_ratio":0,"gp_cost_coverage":0.6,"quote_line_count":5,"days_since_modified":47,"linked_order_doc_no":null,"quoted_gross_profit":5175,"converted_line_value":0,"territory_assignment":{"source_rep":"Steve Marchetti","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NY"},"normalized_probability":0.05,"unconverted_line_value":22300,"last_customer_order_date":"2026-08-04","repeated_quote_count_12m":1,"maximum_recoverable_value":22300,"last_meaningful_activity_date":"2025-02-27"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 28949: Processing/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-9962c321c205ab5d97649959601df295e00bda9d96b54144d84fa29ada165a4a | Customer 5592 | Quote 28949 | Item 1653 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-c44967287116ebaeca00645b28aab40f3fc87b28eedbc8abbc14b231b1816d3d | OPP-f3feac27c81fcb3797650f81af8c66ebc1975fa831a6721dcb39ea4d3bf6f158 | SER-480201b006c7d3b0d29e9e5142a44b9f83ff4f3aa638da39cf9bf7931214e518 | 48042 | Alderbrook Analytical Labs, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 29514; quote age 175 days; last modified 154 days ago; quoted value $62700.00; converted line value $0.00; unconverted line value $62700.00. | {"quote_doc_no":29514,"dominant_item_id":14451,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-02-16","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-03-09","quote_age_days":175,"quoted_revenue":62700,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":4,"days_since_modified":154,"linked_order_doc_no":null,"quoted_gross_profit":54160,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NJ"},"normalized_probability":0,"unconverted_line_value":62700,"last_customer_order_date":null,"repeated_quote_count_12m":7,"maximum_recoverable_value":62700,"last_meaningful_activity_date":"2026-02-04"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 29514: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-c44967287116ebaeca00645b28aab40f3fc87b28eedbc8abbc14b231b1816d3d | Customer 48042 | Quote 29514 | Item 14451 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-26eb733d175d2bedc3399e08a588a771b6bba12a6870e776ec73b257b1a17532 | OPP-cd3b71af1999da3c8217060be3eb81bcffe52c1618e3557d4bc733a439729c0b | SER-5bbe1d128379d0b729d8fd74374786e99d084e0913c516bcf99971736b6dfc19 | 7235 | Cedar Reference Labs, Corp. | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 29430; quote age 181 days; last modified 144 days ago; quoted value $27425.00; converted line value $0.00; unconverted line value $27425.00. | {"quote_doc_no":29430,"dominant_item_id":1653,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NJ","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":2,"is_closed":true,"quote_date":"2026-02-10","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-03-19","quote_age_days":181,"quoted_revenue":27425,"conversion_ratio":0,"gp_cost_coverage":0.7142857142857143,"quote_line_count":7,"days_since_modified":144,"linked_order_doc_no":null,"quoted_gross_profit":5875,"converted_line_value":0,"territory_assignment":{"source_rep":"Marcus Feldman","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":true,"normalized_state_code":"NJ"},"normalized_probability":0,"unconverted_line_value":27425,"last_customer_order_date":"2026-03-24","repeated_quote_count_12m":5,"maximum_recoverable_value":27425,"last_meaningful_activity_date":"2026-07-17"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 29430 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-26eb733d175d2bedc3399e08a588a771b6bba12a6870e776ec73b257b1a17532 | Customer 7235 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-54beb4e9e464e65f035d4f26892f43b9ef3d48f86bf63fac1a2d60ca022a767d | OPP-2e954fe839bd809d5acbb0f854619c55ac1fee38f362b1949fc4509cb3db6e28 | SER-fa6656a12c98539db1883b4efdb31291d4cf4c1c99a73fcf1f74a4d83dd55b8b | 143 | Brightwater Health System, PLLC | Quote Leakage | Needs Validation | High-Value Lost Quote Recovery on quote 28936; quote age 217 days; last modified 192 days ago; quoted value $26780.00; converted line value $0.00; unconverted line value $26780.00. | {"quote_doc_no":28936,"dominant_item_id":5067,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"NY","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Authoritative State Territory"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-01-05","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2026-01-30","quote_age_days":217,"quoted_revenue":26780,"conversion_ratio":0,"gp_cost_coverage":0.6666666666666666,"quote_line_count":3,"days_since_modified":192,"linked_order_doc_no":null,"quoted_gross_profit":140,"converted_line_value":0,"territory_assignment":{"source_rep":"Raymond Sutter","assigned_rep":"Raymond Sutter","territory_rep":"Raymond Sutter","roster_revision":"rev. Aug 2026","assignment_basis":"Authoritative State Territory","territory_conflict":false,"normalized_state_code":"NY"},"normalized_probability":0,"unconverted_line_value":26780,"last_customer_order_date":null,"repeated_quote_count_12m":4,"maximum_recoverable_value":26780,"last_meaningful_activity_date":"2026-07-24"} | Context review not completed; route to Needs Validation. | Counter-evidence review not completed; no main-tab publication. | Targeted activity packet not completed; no main-tab publication. | Quote 28936 | Order none | — | Contact selection requires validation. | No specific objection was verified; use discovery questions to validate timing, inventory, price, dating, and availability. | Candidate CAND-54beb4e9e464e65f035d4f26892f43b9ef3d48f86bf63fac1a2d60ca022a767d | Customer 143 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8d451506e14efdb7c82ec24cf936fafd3f356f8a3e8b7a4e7bb668d9e699e617 | OPP-e1d1fb401eaa2e9dd4a8e8b7a119c8920bddaf2d57a96cb1c3d3a7654a97e2fa | SER-a92b23feed1991c5882758a4eba7be6e9647bcfec4e8a9cad4ea08de31b3b30e | 6622 | Alderbrook Clinical Partners, LLC | Quote Leakage | Needs Rep Mapping | Repeated Unconverted Quote on quote 32153; quote age 20 days; last modified 4 days ago; quoted value $71500.00; converted line value $0.00; unconverted line value $71500.00. | {"quote_doc_no":32153,"dominant_item_id":14266,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"linked_order_doc_no":null} | {"revision":2,"is_closed":false,"quote_date":"2026-07-21","probability":75,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"75%","modified_date":"2026-08-06","quote_age_days":20,"quoted_revenue":71500,"conversion_ratio":0,"gp_cost_coverage":0.75,"quote_line_count":4,"days_since_modified":4,"linked_order_doc_no":null,"quoted_gross_profit":57700,"converted_line_value":0,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0.75,"unconverted_line_value":71500,"last_customer_order_date":null,"repeated_quote_count_12m":6,"maximum_recoverable_value":71500,"last_meaningful_activity_date":"2026-07-22"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 32153: 75%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | No suitable active contact found; enrich contact before outreach. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-8d451506e14efdb7c82ec24cf936fafd3f356f8a3e8b7a4e7bb668d9e699e617 | Customer 6622 | Quote 32153 | Item 14266 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-8051b3cf06e8c63419c308805e2f80b56d1952099404c6b65bb59c431fcc6f1d | OPP-342f2d493bb1e367c0ebfcaf40d7df1764a5e3afad0ffdab365df69d4aab4c0f | SER-2a6ecc397774a783eec386251868111bb04d0dd9aca1866b73c36e20958bc747 | 27471 | Copperfield Diagnostics, Corp. | Quote Leakage | Suppressed by Counter-Evidence | Partial Line Conversion on quote 30795; quote age 97 days; last modified 95 days ago; quoted value $12250.00; converted line value $5250.00; unconverted line value $7000.00. | {"quote_doc_no":30795,"dominant_item_id":14278,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"linked_order_doc_no":51854} | {"revision":1,"is_closed":true,"quote_date":"2026-05-05","probability":100,"quote_state":"Won","leakage_type":"Partial Line Conversion","quote_status":"Closed Won","modified_date":"2026-05-07","quote_age_days":97,"quoted_revenue":12250,"conversion_ratio":0.42857142857142855,"gp_cost_coverage":0.75,"quote_line_count":4,"days_since_modified":95,"linked_order_doc_no":51854,"quoted_gross_profit":8775,"converted_line_value":5250,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"normalized_probability":1,"unconverted_line_value":7000,"last_customer_order_date":null,"repeated_quote_count_12m":21,"maximum_recoverable_value":7000,"last_meaningful_activity_date":"2026-05-29"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30795: Closed Won/Won. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Terminal quote guard: quote 30795 is Closed Won / Won and is linked to order 51854. The episode is already converted and is not a quote follow-up opportunity. Quote/order linkage and document-level reconciliation override exact item-ID mismatches or generic-to-specific SKU substitutions. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-8051b3cf06e8c63419c308805e2f80b56d1952099404c6b65bb59c431fcc6f1d | Customer 27471 | Quote 30795 | Order 51854 | Item 14278 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-644de97ca9cf0588806efb862e1200467cfbfba700ff7af0fc24f47a506fee8f | OPP-40474c09e94f1aa7154623d3143f469a2c06a6caed22466e2f82b424b37bc7b4 | SER-fc8e24bada8fe1bc8593c2ef247b19248ff34fc1b99448314cdc0d877de56484 | 16404 | Copperfield Reference Labs, Corp. | Quote Leakage | Needs Rep Mapping | High-Value Lost Quote Recovery on quote 27634; quote age 321 days; last modified 314 days ago; quoted value $25944.51; converted line value $0.00; unconverted line value $25944.51. | {"quote_doc_no":27634,"dominant_item_id":17145,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":"CP","source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"linked_order_doc_no":null} | {"revision":3,"is_closed":true,"quote_date":"2025-09-23","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-09-30","quote_age_days":321,"quoted_revenue":25944.51,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":5,"days_since_modified":314,"linked_order_doc_no":null,"quoted_gross_profit":12780.03,"converted_line_value":0,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":"CP"},"normalized_probability":0,"unconverted_line_value":25944.51,"last_customer_order_date":"2026-07-08","repeated_quote_count_12m":15,"maximum_recoverable_value":25944.51,"last_meaningful_activity_date":"2026-07-27"} | Classification: End-User Laboratory (High). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27634: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | No specific objection found in targeted context review. | Candidate CAND-644de97ca9cf0588806efb862e1200467cfbfba700ff7af0fc24f47a506fee8f | Customer 16404 | Quote 27634 | Item 17145 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-f1f7aaab9d8eab3ac35cfd4eb3b1dd80a40dbea34437f194f63f0aabbd243379 | OPP-82f16eced561e40f7b8071c7f855595b4f39b98eff86e8dadc3a5b8a6a1c06c1 | SER-32adda41c158051406d40217fc9ce0b728b06889538ad9893a4ec723a11dc30a | 35921 | Brightwater Health Collective, LLC | Quote Leakage | Needs Rep Mapping | Repeated Unconverted Quote on quote 30375; quote age 119 days; last modified 34 days ago; quoted value $22030.00; converted line value $0.00; unconverted line value $22030.00. | {"quote_doc_no":30375,"dominant_item_id":14527,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2026-04-13","probability":0,"quote_state":"Lost","leakage_type":"Repeated Unconverted Quote","quote_status":"Closed Lost","modified_date":"2026-07-07","quote_age_days":119,"quoted_revenue":22030,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":34,"linked_order_doc_no":null,"quoted_gross_profit":12193.12,"converted_line_value":0,"territory_assignment":{"source_rep":"Trevor Ashby","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0,"unconverted_line_value":22030,"last_customer_order_date":null,"repeated_quote_count_12m":8,"maximum_recoverable_value":22030,"last_meaningful_activity_date":"2026-06-12"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 30375: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Account type or site should be validated before normal outreach. | Candidate CAND-f1f7aaab9d8eab3ac35cfd4eb3b1dd80a40dbea34437f194f63f0aabbd243379 | Customer 35921 | Quote 30375 | Item 14527 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-3e0d36943797d49a11a1d8b67206f05a05c1a8c36ab09291579846f073e6e8dd | OPP-e1ee31f44d1fcec03336be24f3caf1a3be9ff7187870bed20da81a5b0ab7491c | SER-7983f43bbb2b34dbf23b73072d44e4ab6bcaafd7d30b51ef944b6c75e90b0be3 | 34339 | Elmhurst Health System, Inc. | Quote Leakage | Needs Rep Mapping | Repeated Unconverted Quote on quote 32187; quote age 19 days; last modified 14 days ago; quoted value $13223.00; converted line value $0.00; unconverted line value $13223.00. | {"quote_doc_no":32187,"dominant_item_id":14498,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"linked_order_doc_no":null} | {"revision":3,"is_closed":false,"quote_date":"2026-07-22","probability":50,"quote_state":"Open","leakage_type":"Repeated Unconverted Quote","quote_status":"50%","modified_date":"2026-07-27","quote_age_days":19,"quoted_revenue":13223,"conversion_ratio":0,"gp_cost_coverage":0.75,"quote_line_count":8,"days_since_modified":14,"linked_order_doc_no":null,"quoted_gross_profit":4750,"converted_line_value":0,"territory_assignment":{"source_rep":"Joanna Bristow","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0.5,"unconverted_line_value":13223,"last_customer_order_date":null,"repeated_quote_count_12m":14,"maximum_recoverable_value":13223,"last_meaningful_activity_date":"2026-07-27"} | Classification: Service Company (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 32187: 50%/Open. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. An open quote exists; use quote follow-up or verify the quote is still active. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. An open quote exists and is treated as the quote-follow-up action, subject to line/order coverage. | No relevant email or CRM log was found. | Open quote: Yes; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Open quote exists; confirm whether it is still active before creating a new quote. | Candidate CAND-3e0d36943797d49a11a1d8b67206f05a05c1a8c36ab09291579846f073e6e8dd | Customer 34339 | Quote 32187 | Item 14498 |
| 234b565c-29e5-43bb-9356-74dd911ab649 | CAND-1768d494c29610923ade6badb26541b4ad284c4261520e2a371cb95e9688df7b | OPP-c84c8939dbd68269ee25fa228e527c56be0bc6c44882ee2296be5b3c8275143b | SER-a150e1d6d9efe5665ed6929049323969d0a83edcb0841d87082b73166f63a7c6 | 7331 | Highmark Analytical Labs, PLLC | Quote Leakage | Needs Rep Mapping | High-Value Lost Quote Recovery on quote 27835; quote age 306 days; last modified 248 days ago; quoted value $35000.00; converted line value $0.00; unconverted line value $35000.00. | {"quote_doc_no":27835,"dominant_item_id":14451,"source_relations":["public.quote","public.quote_line","public.sales_order","public.sales_order_line","public.activity","public.contact_detail"],"territory_roster":{"file_hash":"a8f8205bc6b537d712337abb9555151f9199dc02a4f84ba0f4058c5a8e831c51","state_code":null,"source_file":"LAS Territory Mapping – State by Rep (rev. Aug 2026).xlsx","assignment_basis":"Unassigned / Needs Mapping"},"linked_order_doc_no":null} | {"revision":1,"is_closed":true,"quote_date":"2025-10-08","probability":0,"quote_state":"Lost","leakage_type":"High-Value Lost Quote Recovery","quote_status":"Closed Lost","modified_date":"2025-12-05","quote_age_days":306,"quoted_revenue":35000,"conversion_ratio":0,"gp_cost_coverage":1,"quote_line_count":2,"days_since_modified":248,"linked_order_doc_no":null,"quoted_gross_profit":31381.56,"converted_line_value":0,"territory_assignment":{"source_rep":"Colin Pruitt","assigned_rep":"Unassigned / Needs Mapping","territory_rep":null,"roster_revision":"rev. Aug 2026","assignment_basis":"Unassigned / Needs Mapping","territory_conflict":false,"normalized_state_code":null},"normalized_probability":0,"unconverted_line_value":35000,"last_customer_order_date":null,"repeated_quote_count_12m":3,"maximum_recoverable_value":35000,"last_meaningful_activity_date":"2026-08-04"} | Classification: Unknown (Medium). Customer active: true. No material CRM note was found in customer_detail. Quote context reviewed for quote 27835: Closed Lost/Lost. Vendor lead time unavailable or not relevant. No relevant email or CRM log was found. Customer record is active. | Checked candidate suppression state, approved/processing order flag, open-quote flag, customer active status, item active status, vendor lead-time availability, and territory/source-rep mapping. No disqualifying approved or processing order was found in the candidate signal. No active quote conflict was identified by the candidate signal. Current Pass 2 recheck: customer/site, territory assignment, account classification, open-order flag, quote/order linkage, item status, contact status, and source-snapshot change window were checked. No relevant open order flag remains. No active replacement quote flag was found. | No relevant email or CRM log was found. | Open quote: No; Open order: No | — | Selected by active status, relevant title/primary/contact data, and available phone/email. | Margin unknown; verify cost before quoting. | Candidate CAND-1768d494c29610923ade6badb26541b4ad284c4261520e2a371cb95e9688df7b | Customer 7331 | Quote 27835 | Item 14451 |