4-Sight spots when a customer starts buying less of a product, so you can win it back before a competitor takes the account.
Take a closer look at the app. These screens use a demo company and illustrative figures.
Compare how often each customer normally orders with their latest purchase. See payment delays alongside product drift, so your team has the context for a useful conversation.
Explore 4-Sight ↗See open quotes that are taking longer than usual, compare conversion with your business average, and recognise declines that look like last year’s seasonal pattern.
Explore 4-Sight ↗Open a customer’s risk band to see the spending change, share of basket, missed reorder timing and suggested next conversation. The scoring guide explains how those signals add up.
Explore 4-Sight ↗The connection screen shows the organisation, last update and read-only access. You can disconnect, or connect another organisation from the same place.
Explore 4-Sight ↗The app’s plan screen brings customer limits, included features and billing controls together. This screenshot shows the plans in the demo account; check the app for current pricing and availability.
Explore 4-Sight ↗Select any screenshot to enlarge it. Screens shown from the demo app on 21 October 2026.
Most customer churn doesn't start with a lost account. It starts with one product. Your customer still orders. The invoices still arrive. But a competitor has quietly taken a slice of the basket.
Sales from other products make the customer look just as valuable as before.
A single product dropping out of a 40-line basket is easy to miss.
By the time it's obvious, a competitor may have become the customer's new habit.
Small recovered orders can make a surprisingly big difference to profit. Try your own numbers below.
Illustrative model assuming recovered sales earn your gross margin, with no increase in fixed costs or extra campaign costs.
Example estimates, not a guarantee or forecast. This model excludes discounts, recovery costs, taxes and changes to fixed costs. Actual uplift will vary.
The customer is still ordering. But one product appears less often, then disappears from their basket. The account stays active while part of its value slips away.
Now imagine the same £800 annual shortfall across 25 customer–product relationships. Together, that is £20,000 in revenue at risk—and £6,000 in gross profit at a 30% margin.
Find the product lines that need a conversation ↗£800 less a year from this customer–product relationship
25 × £800 annual shortfall
Illustrative arithmetic only. Not a customer result, forecast or guaranteed recovery. Figures in the chart are annual spend.
A practical way to move from invoice data to an earlier, clearer commercial action. Planned analysis covers product drift, customer contraction, purchase cadence and changes in payment behaviour. Accounting integrations are planned; this demonstration uses illustrative data.
Connect your Xero organisation in the 4-Sight app. The connection screen shows read-only access and the latest update. Sage is planned.
Identify each customer's normal product spend, mix and reorder rhythm.
Score product-level drift, customer contraction and payment patterns so meaningful changes rise above the noise.
Give the team an alert, a clear action and an executive-ready report. Phase 1 does not send offers.
See how a product relationship can move through four risk levels.
Alongside the Xero app shown above, a detailed CSV-based commercial control tower report is planned. It turns validated invoice lines into a commercial control tower: who is receiving discount without volume, which accounts are contracting, and where ad-hoc discounts are leaking margin.
Measure trailing 90-day gross spend, net spend, discount granted and weighted discount rate for every customer. Defaults flag a leakage zone below £5,000 net spend with discounts above 10%, and retention risk at £5,000 or more with discounts below 3%. Balanced and transactional accounts complete the four quadrants; spend and discount thresholds are configurable.
Compare the latest four weeks with the preceding eight-week weekly average. Highlight a critical contraction of 20% or more when the account's earlier baseline exceeds £500 per week.
Measure days since the last order. Flag wholesale contacts after 14 days overdue and mark critical dormancy after 28 days, so outreach can happen while the relationship is still recoverable.
Review every discounted Ad-Hoc invoice line from the prior seven days, with the invoice, customer, SKU, quantity, unit price, discount rate and value given away.
Where the invoice export includes due dates and payment status or payment dates, compare payment timing with each customer’s own history. Flag rising days-to-pay, more overdue invoices or a shift from on-time to late payment, so the team can review the change early.
Decision support for account review; not an automated credit decision.The planned Excel output brings the weekly picture together, including payment-pattern flags when the source file contains suitable dates and statuses. Recommended next steps include review terms, outreach or monitor.
Planned analysis, thresholds and workbook. Payment-behaviour checks depend on suitable due-date and payment-status or payment-date fields in the source export. The website demo uses illustrative data; it does not currently connect to Xero or process invoices. Phase 1 is designed for scoring, alerts and reporting only.
Built to help reduce churn for wholesalers and distributors, 4-sight is more than a churn dashboard. It is being designed to tell your team who to contact, which product to discuss and why now.
Catch the first disappearing product while the customer relationship is still active.
Spot patterns hiding across thousands of individual customer-product lines.
Where invoice due dates and payment records are available, spot customers taking longer to pay or building overdue balances compared with their usual pattern.
Planned invoice analysis will make use of existing sales records, reducing the need for manual spreadsheet work.
Phase 1 scores, alerts and reports. Any CouponBank offers or campaign automation belong to a later phase and require approval.
Prioritise the customers, products and conversations that need attention.
Planned safeguards for low-volume products, irregular orders and your own stockouts.
Track recovered product revenue and model its contribution to profit.
Central Café still spends £4,000 every two months. Nothing looks wrong — until you look at their oat milk. This is how to spot customers buying from competitors: watch product spend and reorder habits while the total account still looks healthy.
Orders have fallen from £800 to £100. Their usual ten-day reorder has stretched to thirty. Another supplier may be winning that product, even though the account looks healthy.
In our example, 4-sight flags the change with a high SKU Drift score. A rep gets a clear prompt, while a relevant win-back offer can be prepared.
Notify account manager“Check oat milk purchasing at Central Café.”
PlannedPrepare product-level offerCouponBank win-back campaign, subject to approval.
PlannedEverything you need to know about product-level customer churn, SKU drift and the 4-sight early-access release.
See my potential savings ↗Yes, this is planned. Your accountant will be able to complete highlighted Excel inputs, add assumptions and generate a matching Word report. They can add their advice and approve the final version. Monthly, three-monthly, six-monthly and annual reporting is planned; report generation is not active in this website demo.
SKU drift happens when an active customer gradually reduces or stops buying individual products from you, even though they keep placing other orders. It can be an early warning of customer churn.
The planned analysis compares recent and historic invoice lines product by product, looking for falling spend, a shrinking basket share and overdue repeat orders. These signals are intended to combine into a product-level drift score.
The planned commercial analysis can flag customers who are taking longer to pay, building overdue invoices or paying later than their own usual pattern. This depends on the invoice export containing suitable due-date and payment-status or payment-date fields. The output is an alert for the team to review, not an automatic credit decision.
The planned first release analyses a detailed Xero invoice CSV using a standalone command-line tool. It validates required columns, supports DD/MM/YYYY and YYYY-MM-DD dates, standardises discount rates, calculates gross, discount and net values, and excludes draft, submitted and voided lines. The 4-Sight app now includes a Xero connection screen, shown in the product tour. Open app.4-sight.com to connect; this marketing website does not process your accounting data. Sage remains planned.
With a 30% gross margin and 5% net margin, recovering revenue equal to 1% of annual turnover could increase annual operating profit by approximately 6%, assuming the incremental revenue earns the stated gross margin and fixed costs remain unchanged.
The planned scoring model can filter low-volume products, irregular purchase patterns and supplier stockouts to help sales teams focus on commercially meaningful changes.
Phase 1 is a churn detector: it scores, alerts and reports. It does not send outbound offers. A CouponBank win-back connection may be considered in a later phase, with business approval.
It checks the invoice columns, normalises supported date and discount formats, excludes draft, submitted and voided records, and calculates gross spend, discount value and net spend. The analysis date and commercial thresholds can be set for a reporting run.
The planned workbook includes an executive dashboard with summary cards, quadrant counts and a spend-versus-discount chart; a customer control tower with classifications, contraction, days since last order and action items; a seven-day Ad-Hoc discount log; and clean raw data with calculated line values.
Wholesalers, distributors, food and drink suppliers, trade counters and manufacturers with repeat trade customers and itemised sales invoice histories.
Turn financial evidence into advice your clients can act on. We’re planning branded, editable report packs that give your firm room to add its judgement, recommendations and a paid advisory service.
See estimated VAT on sales less reclaimable purchase VAT, with adjustments for the supported VAT scheme. Compare the liability with funds reserved and spot a shortfall early.
Estimates depend on complete records, your VAT scheme and accountant review. VAT filing is outside this feature.
Receive an editable Excel workbook and matching Word report. Complete highlighted inputs, add missing costs and assumptions, then generate an updated report for your review.
Monthly, three-monthly, six-monthly and annual packs, aligned to each client’s reporting periods.
Explore the effect of staff changes using total employer costs, sales assumptions and contribution margin. See the extra sales needed to cover a hire and separate ongoing savings from one-off costs.
Start with confirmed totals and manual inputs. Direct payroll connections are a later phase.
Compare suitable business metrics with sourced sector benchmarks, alongside public competitor prices and positioning. Add your interpretation before sharing advice.
Source dates and comparison limits will be shown. Private competitor sales, payroll and profit are not assumed available.
A portfolio digest will help you prioritise clients needing attention, with secure links to separate report packs. Your logo, your commentary and your approval before client delivery.
Partner registration and referral tracking are available now. These financial dashboards, editable report packs and benchmarking tools are planned and are not active in this website demo.
Connect your accounting data to discover where your business could save.
Connect your Xero organisation in the 4-Sight app.
See my potential savings ↗Prefer to talk it through first?
Request a demo ↗
