Account WorkbenchCustomer potential, performance, and territory opportunity
Texas, Nashville, and Southwest OSR + South Central KAM prototypeAccount export: October 9, 2026

REP AND OPEN TERRITORY VIEW

Where should this rep spend time?

Use Fit, Quality, relationship economics, and territory signals to focus the next action.

Market
Rep type
Representative or territory

BOOK FINANCIAL OVERVIEW

Current book economics

EBIT based on 27 accounts with Profit Model data
Gen Rent revenue$9.2M$9,202,457 T12M
Trench revenue$92.6K$92,645 T12M
Combined revenue$9.3M$9,295,102 customer total
Average revenue per account$290.5KCombined T12M ÷ 32 assigned accounts
Combined Net EBIT4.1%Combined relationship economics
Total assigned accounts32
Fully scored2063% coverage
Profitability available2784% of view
Missing complete score12still visible below

Bob Meeker's key account distribution

Click any fully scored account to open its Fit and Quality card.

ICP: Protect & Grow Fix & Develop Maintain Limit
020406080100020406080100MAINTAIN EFFICIENTLYLow Fit / High QualityICP: PROTECT & GROWHigh Fit / High QualityLIMIT EFFORTLow Fit / Low QualityFIX & DEVELOPHigh Fit / Low QualityFIT SCORE →QUALITY SCORE →
Bubble size = T12M revenue$10K$100K$500K+
20 fully scored accounts appear on the chart.

FULL ACCOUNT LIST

Bob Meeker's Key Accounts book

Every assigned account stays visible. Missing score coverage is labeled in the Fit and Quality columns.

Source coverage: Assigned books and revenue use the October 9 active-account export for 90 OSRs and 15 KAMs. Fit percentiles were recalculated across that export. Quality uses the 3 - Glenn Profit Model rows and compares customers within revenue bands. Territory opportunities use the earlier ZIP map, with October revenue refreshed where AS400 IDs match. Open territory books use the October 14 occupancy report, August 27 ZIP map, October 9 active-account revenue, and 3 - Glenn profitability rows. 24 of 77 vacant numbered territories have mapped active accounts in this source. 29 assigned accounts still need an AS400 ID.