Every account.
One glance.

The scoreboard for your wholesale book. Who’s growing, who’s slipping, and who hasn’t ordered in too long — on one page, every morning. The early-warning system that keeps your best accounts from quietly walking.

You can’t protect a book you can’t see.

You track square feet cut, slabs in inventory, and what every customer owes you. But your wholesale relationships — the accounts that carry your year — live in someone’s head.

The Wholesale Rock Report connects to your CRM and ERP and emails your team a simple one-page report every morning. In ten seconds you see which accounts are healthy, which are growing, and which have gone dangerously quiet.

Your whole book,
at a glance.

Every account grouped by tier — Cornerstones, Pillars, and Bricks. Open any tier to see each organization’s quotes, open deals, win/loss, and rolling change. The red is the book slipping away.

Countertop Source Wholesale Rock Report04-01-2026 – 06-25-2026 GRAND ONYX
Total Organizations251
Pipeline Value$8.51M
Deals Quoted254
Overall Close Rate28%
All Sales Reps
# Count$ Dollars
Quotes
163
Open
123
Won
12
Lost
28
Organization
Quotes
Open
Won
Lost
Close %
12 Mo Rolling
Last BID (days)
Sample Construction, Inc.
21
20 (19)
0
1
0%
-$12,875-49%
22
Placeholder Builders
20
14 (11)
6
0
35%
$48,541NA%
3
Demo Construction LLC
16
13
2
1
67%
-$255,271-47%
28
Example Contracting
14
12
0
2
0%
$60,983NA%
15
Test Contracting LLC
22
11 (3)
0
11
0%
-$91,019-100%
0
Mock Custom Homes
12
10 (8)
0
2
0%
$0NA%
2
Generic Construction
12
10
2
0
100%
$44,165NA%
10
Placeholder Custom Homes
11
8 (5)
0
3
0%
$0NA%
23
Sample Design Create
8
7
0
1
0%
$14,606NA%
93
Demo Homes (DBA Admin Svcs)
9
6 (4)
0
3
0%
$0NA%
36
Quotes
92
Open
70
Won
10
Lost
12
Organization
Quotes
Open
Won
Lost
Close %
12 Mo Rolling
Last BID (days)
Sample Cabinetry Co.
18
12 (4)
4
2
67%
$22,140NA%
8
Placeholder Millwork
14
11
0
3
0%
-$18,900-33%
41
Demo Surfaces LLC
11
9 (2)
2
0
100%
$9,512NA%
5
Example Stone Works
9
7
0
2
0%
-$6,300-22%
63
Quotes
99
Open
78
Won
9
Lost
15
Organization
Quotes
Open
Won
Lost
Close %
12 Mo Rolling
Last BID (days)
Generic Remodelers
7
6
0
1
0%
-$2,100-40%
88
Placeholder Handyman
6
4 (1)
1
1
50%
$1,840NA%
12
Demo Home Services
5
5
0
0
0%
$0NA%
34
Sample Tile & Co.
4
3
1
0
100%
$3,260NA%
6

Grouped by tier, biggest pipeline first. Open any tier to work the detail — every account in red is sliding: declining, or gone quiet too long. That’s your call list.

Manage
the Red

Red means an account is rotting — no order in too long, no contact scheduled, a relationship drifting toward a competitor. That’s the whole job: if it turns red, work it back.

No dashboards, no digging. One page, one rule, every morning — so your team spends its time in front of accounts, not buried in a spreadsheet trying to find them.

By the time you feel it, the account is already gone.

Without a scoreboard, a slipping account is invisible until the revenue is missing — and by then the builder has a new fabricator and a reason to stay there. You’re reacting to a loss instead of preventing one.

This isn’t a people problem. It’s a visibility problem. With the red in front of you every morning, you act while the relationship is still yours to keep.

10sec

to spot the account about to walk — one page, every morning, before it’s too late.

The rest of
the engine.

The scoreboard keeps the book honest. Here’s what it’s measuring.

How much of your book
is in the red?

In about 90 seconds, the Growth Score shows you what stage your shop is at and your fastest next move — starting with the visibility you don’t have yet.