Namık Akman
← Back to projects

Account & Portfolio Prioritization

Upload a sales export and the engine finds whitespace — products a customer's peers buy but they don't — and gives each account manager a ranked, explained action list. Your data never leaves your browser — all processing is local; nothing is uploaded anywhere.

Download sample CSV

Required columns: AccountManager, Customer, Product, Sales. Optional (sharpen results): Segment, Region, ProductGroup, Margin%. One row per Customer × Product × Account Manager.

How the whitespace engine works
  1. Peer groups. Each customer is grouped with comparable peers — same Segment if provided, plus a similar revenue band — so you compare like with like.
  2. Adoption. For every product, the engine measures how many of a customer's peers buy it. It only counts as an opportunity when a clear majority of peers (≥40%) buy it but this customer buys little or none.
  3. Benchmark & opportunity. Expected spend is the peer median for that product, scaled to the customer's size. The estimated opportunity is that benchmark minus what they buy today; small/noise gaps are filtered out.
  4. Margin weighting. If a Margin% column is present, opportunities are ranked by margin value, not just revenue.
  5. Every recommendation is explained in plain language (the "Why" column) — auditable, not a black box.

Estimates are a prioritisation aid, not a forecast. All processing runs in your browser — your data is never uploaded or stored.