Retention Summary
Retention Summary gives you an overview of your total PODs broken down by status and product line.POD statuses
| Status | Definition |
|---|---|
| New | A point of distribution created within the selected time period |
| Existing | An active POD with no status change — not at risk, not lost, and not new |
| At-Risk | A POD where the time since the last order is greater than 1 standard deviation above average |
| Recovered | A POD that was previously lost but has since received a new order |
| Lost | A POD where the time since the last order is greater than 2 standard deviations above average — effectively a void |
How at-risk and lost statuses are calculated
Crisp at Dot uses standard deviation to measure whether a point of distribution is ordering on its normal schedule. Each SKU-customer combination has an average time between orders based on its historical ordering pattern.- At-Risk — The time since the last order is greater than 1 standard deviation above average. More time than normal has passed since this customer last placed an order for this SKU.
- Lost — The time since the last order is greater than 2 standard deviations above average. The POD is considered lost and is effectively a void.
Summary visualization
The dashboard displays your total POD count for the selected time period, then breaks it down by product line showing the count of new, existing, at-risk, recovered, and lost PODs in each.Retention Detail
Retention Detail is the most actionable view in Crisp at Dot. It provides a row for every SKU-customer combination with the data you need to prioritize recovery efforts.Table columns
| Column | Description |
|---|---|
| Receiving Customer | The Dot customer receiving the shipment |
| Customer Key | Dot’s internal customer identifier |
| Customer Province | State where the customer is located |
| Ship-to City | City where the customer is located |
| Product | The specific SKU |
| POD Average Days Between Sales | The average number of days between orders for this SKU at this customer |
| POD Latest Status | Current status: New, Existing, At-Risk, Recovered, or Lost |
| Sales Amount | Total sales dollars for this SKU-customer combination over the selected time period |
| Days Since Last Order | Number of days since the last shipment to this customer |
How to use it
- Filter to lost PODs. Add the POD Latest Status filter and select Lost to see all your current voids.
- Sort by sales impact. Sort the Sales Amount column in descending order to surface the voids with the greatest revenue impact.
- Investigate. For your top-priority voids, check whether there’s sufficient inventory at the relevant DC (see Inventory Product Detail), whether the customer has stopped ordering entirely or just this SKU, and whether a pricing or service-level issue is driving the loss.
- Export and share. Export the filtered list of priority voids to share with your sales team, broker, or Dot BDM for follow-up.
Why retention analysis matters
Recovering lost PODs has a compounding effect across your Crisp at Dot dashboards:- Performance Insights — Recovered PODs increase your sales dollars, volume, and velocity.
- Inventory Flow Analysis — Recovered demand helps optimize weeks of supply and reduces overstock at DCs.
- Distribution Analysis — Recovered PODs improve your category penetration and customer count.
Tips
- Create a bookmark for your “Lost PODs, sorted by sales impact” view so you can check it regularly.
- Use filter groups to separate voids by region or product line and assign them to the appropriate sales rep.
- Monitor at-risk PODs weekly. Catching a POD while it’s at-risk — before it becomes lost — is much easier than recovering a void.