Total accounts
920
all tiers
Sarah — last 3m
...
open: ...
Holly — last 3m
...
open: ...
All open orders
$437k
not yet invoiced
vs prior 3 months
-4.3%
Dec–Oct 2025
vs same period LY
-0.3%
Mar–Jan 2025
Account Rep State Last 3m invoiced ↓ Open orders Combined vs prior 3m vs same LY Trend
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Pipeline value
$0
open deals
Sarah pipeline
$0
0 deals
Holly pipeline
$0
0 deals
Avg deal size
open deals
Win rate
no closed deals
Overdue
0
need follow-up
View by rep:
PB AI Assistant 920 accounts · 2 years history · open orders loaded
PB AIHi! Your CRM has 2 years of invoiced history and live open orders loaded.

Try: "top accounts", "declining accounts", "at-risk accounts", "open orders", "how is Sarah going?" — or check the Analytics tab for the full YoY dashboard.
Live insights

KPI Report

Promo industry — 12 months ending April 2026 — 920 accounts

April 2026
PB CRM
April 2026 is a partial month (exported April 9). Trend comparisons use March vs February 2026.
Headline KPIs — 12 months
Total 12m revenue
$14.09M
903 active accounts
Q1 2026 (Jan–Mar)
$3.37M
vs Q4 2025: $3.52M
-4.3% QoQ
MoM growth (Feb→Mar)
+23.2%
$1.08M → $1.34M
At-risk accounts
71
0 sales for 2+ months
needs action
Account concentration
31.9%
top 10 accounts of total
Declining accounts MoM
40
dropped >50% Feb→Mar
Growing accounts MoM
41
grew >30% Feb→Mar
Best single month
$1.56M
July 2025
Monthly revenue trend

Total revenue by month

Revenue by tier

Rep performance
Sarah
12m revenue$8.31M
Share of total59.0%
Active accounts95 of 97
Avg / account$87.4k
Mar 2026$777.1k
Holly
12m revenue$3.48M
Share of total24.7%
Active accounts129 of 129
Avg / account$27.0k
Mar 2026$311.4k

Sarah vs Holly — monthly

Rep activity & pipeline
Sarah
Activity this month
Pipeline value (open)
Wins this month
Wins YTD 2026
Holly
Activity this month
Pipeline value (open)
Wins this month
Wins YTD 2026

Activity per rep — last 6 months

Top 10 accounts

Top 10 — $4.50M combined (31.9% of total)

#AccountRepState12m Revenue% share
#1For Keeps MerchSarahVIC$938,5306.7%
#2Good ThingsSarahVIC$851,2986.0%
#3Promotion ProductsSarahQLD$603,9154.3%
#4Payless PromotionsSarahVIC$458,4963.3%
#5HotpromosSarahVIC$329,4572.3%
#6MerchaSarahQLD$317,9732.3%
#7IVE GroupSarahNSW$305,7392.2%
#8Merch GirlsSarahVIC$262,1321.9%
#9Custom GearSarahNSW$217,7681.5%
#10Look Brilliant (Print)SarahWA$209,7131.5%

Top 10 revenue

Geographic performance

Revenue by state

State breakdown

StateRevenueAcctsShare
VIC$5.79M28241.1%
NSW$3.78M28926.8%
QLD$2.48M17417.6%
WA$949.8k766.7%
SA$678.3k464.8%
Other$167.1k111.2%
TAS$133.4k120.9%
Account health signals

▼ Declining — Feb→Mar (>50% drop)

AccountRepFebMarChange
KINGPINHolly$15,830$0-100%
Frame Promotional ProductsHolly$6,550$0-100%
Brand Aid PromotionsHolly$6,610$0-100%
LOD PromotionsHolly$3,880$0-100%
Promos AustraliaHolly$3,695$0-100%
Greatrex Marketing ServicesUnassigned$5,655$0-100%
Team Marketing AgencyUnassigned$3,950$0-100%
Dezines4U Promotional MerchandiseUnassigned$4,950$0-100%

▲ Growing — Feb→Mar (>30% growth)

AccountRepFebMarChange
The Branding BusinessSarah$1,554$16,960+992%
Concept Partners - NSWSarah$2,170$16,738+671%
JP Promotions Pty LtdHolly$1,405$7,446+430%
EdgewearUnassigned$1,088$5,531+409%
Goodgear Pty LtdHolly$1,531$7,680+402%
Merchmart Pty LtdHolly$1,465$7,038+380%
Brighter Ideas Pty LtdHolly$2,071$9,587+363%
Mazing MerchHolly$2,498$11,038+342%

⚠ At-risk — zero sales 2+ months

AccountRepPrior 4m revenueStatus
KINGPINHolly$31,4582mo silent
DPS - SydneyHolly$27,8452mo silent
IdentitechHolly$18,0142mo silent
Wines by DesignHolly$12,7122mo silent
Brands Pacific Pty LtdHolly$12,2102mo silent
CostsmartHolly$11,5442mo silent
Brand Aid PromotionsHolly$10,2132mo silent
Pipi Promotional ProductsHolly$8,6042mo silent
PB CRM — KPI ReportData: May 2025 – April 2026 (April partial)
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