Active insights
7
2 urgent · 3 attention · 2 opportunity
Acted on this month
11
Decisions linked · $3,840 estimated lift
Dismissed this month
4
RON learns from dismissals
Auto-watching
23
Conditions that'll surface if triggered
Mercer Events shows two churn signals at once.
Mercer has missed their last 2 weeks of standing orders AND has a 64-day-late invoice for $3,200. In the 14 catering accounts I've seen across similar SF restaurants, this combination predicts churn within 30 days ~73% of the time. Acme Catering's late invoice fits a different pattern (process issue, not relationship) — but Mercer doesn't.
At risk (annual)
$16,800
$1,400/mo × 12
Outstanding now
$3,200
64 days late
Time on customer
9 mo
Active since Jul 2025
Sunset Tuesday lunch labor is consistently over plan.
For 3 consecutive weeks, Sunset has scheduled 3 front-of-house staff during Tuesday lunch when historical volume supports 2. Tuesday lunch revenue at Sunset has only grown 4% during this period, but labor cost grew 32%. This pattern is the single biggest contributor to your 3pp labor-to-revenue overage this month.
Excess monthly cost
$480
~$5,760/yr
Incremental revenue
+$200/mo
Net negative ~$280/mo
Detected weeks
3
Apr 7, 14, 21
Northwind orders dropped 62% after a March personnel change.
Northwind shifted from a $1,920/mo standing order to ~$720/mo occasional orders starting March 14. Their previous office manager (Karen) was the contact for 7 months. Public LinkedIn shows a new office manager started March 10. New buyers default to the vendor they already know unless the incumbent reaches out — usually within the first 60 days.
Lost vs. baseline
$1,200/mo
$14,400/yr if not recovered
Window remaining
~15 days
60-day onboarding window closing
Recovery rate (peer data)
~40%
When contacted within 60d
Sunrise Tech is asking for a bigger contract.
Rachel Park (Sunrise Tech office manager) asked about adding Tuesday lunches in your Apr 17 thread. Their YoY order growth is +34% and they're a 22-month account with no late payments. Adding Tuesday matches their stated team-growth trajectory — and locks in pricing before competitors approach them.
Incremental annual
+$12,960
$1,080/mo additional
Margin on catering
~42%
$5,440/yr in profit
Customer tenure
22 mo
$0 outstanding ever
A $1 menu price increase would offset rising ingredient costs.
Cheese costs are up +12% and tomato up +6% this quarter — that's compressing your slice margin by ~3pp. Your prices haven't moved in 14 months. Comparable SF pizzerias raised slice prices 5–8% this year with 4–7% volume drops. Math: $1 increase × current slice volume = +$640/mo; expected volume drop = −$210/mo; net positive.
Net monthly impact
+$430
After expected volume drop
Ingredient drag
−3pp
On slice margin
Last price change
14 mo ago
Feb 2025
Helio Wellness renewal is in 30 days with a 6-week touch gap.
Helio's catering contract renews May 25 — that's $24,800 in annual value. Last meaningful touchpoint was 6 weeks ago, well outside the 60-day pre-renewal cadence I've seen work for accounts this size. Order quality is still strong, so this is relationship maintenance, not a save.
At risk if not renewed
$24,800
Annual value
Days to renewal
31
May 25, 2026
Last touchpoint
6 wk ago
Apr 12 thank-you
Your 27.8% margin is 5pp above Bay Area pizza-shop average.
Across 47 anonymized SF pizza-shop datasets, the 12-month-trailing average net margin is 22.7%. Acme is at 27.8% — top quartile. The differential is almost entirely catering: catering revenue is 16% of your total but contributes ~28% of profit. Operators who grow catering past 25% of revenue typically see margin expand another 2–3pp.
Your margin
27.8%
Top quartile
Peer median
22.7%
SF F&B aggregate
Catering share of profit
~28%
From 16% of revenue
Recently dismissed (4)
Show →
Saturday delivery driver hours running 12% over plan
Apr 18 · acted on
Slice volume dipped 8% week of Apr 7 (rainy week)
Apr 14 · weather, not action