Customer Accountability Report

Account health based on items at risk, presumed lost, and explicitly marked lost

Metrics last computed 2 months ago. Recompute now

Critical Accounts
1
Loss rate ≥25% or items marked lost
Warning Accounts
7
Items at risk (60–90 days out)
Good Accounts
2
No outstanding issues
Total Cost Exposure
$53,133.50
Across all customers
Account Health by Customer
10 customers with tracked items · sorted by risk
Customer Total Items Currently Out At Risk
60–90d
Presumed Lost
90d+
Marked Lost Loss Rate Cost Exposure Health
072 Shoreline Realty
customerB@example.com
118 0 118 100.0% Critical
110 Surf or Sound
customerB@example.com
152,611 15,087 1,437 926 10,101 7.2% $28,626.50 Warning
008 Carolina Design
customerB@example.com
140,693 12,495 728 927 7,292 5.8% $23,240.00 Warning
001 Moneysworth Virginia
customerA@example.com
7,755 7 2 43 992 13.3% $542.50 Warning
1221 - TEST CUSTOMER
test@mworth.com
1,406 0 1 35 53 6.3% $290.50 Warning
018 First Flight
customerB@example.com
389 0 51 13.1% $178.50 Warning
006 MoneysworthKitty
customerB@example.com
845 0 1 23 2.8% $3.50 Warning
Williamsburg
customerB@example.com
1,315 1 36 2.7% $126.00 Warning
Moneysworth Distribution
customerA@example.com
52,919 52,302 37 0.1% $126.00 Good
- MLS INTERNAL -
admin@mworth.com
185,432 1 0.0% Good
Health scoring: Critical loss rate ≥25%, OR ≥5 presumed lost (90d+), OR any marked lost  ·  Warning loss rate ≥10%, OR any at-risk items (60–90d)  ·  Good loss rate <10%, no items past 60 days  ·  Cached 1 hour. Force refresh