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The Orders tab on an account turns historical shipment and invoice data into an at-a-glance view of revenue, cadence, and account health. Once orders are imported, the same order data powers per-account and per-product detection in Win-Back.

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What Counts as an Order

Orders are historical facts: what shipped.

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Importing Orders

Order data is imported through the standard Import Wizard. Drop in an XLSX or CSV export from your ERP and the AI classifier recognizes it as an account_orders sheet automatically, including ERP column-name variants like ORDER, CALC TONS, SHIPPED VALUE, PTC ITEM NO, and similar.
1

Export from your ERP

Export shipment or sales-order line items at the line-item grain. Each row should include an order number, customer name, ship date, quantity/weight, and value.
2

Drop into the Import Wizard

Open Accounts → Import and upload the file. Files up to 200 MB are supported.
3

Review classification

The wizard auto-detects the sheet as Account Orders. Confirm the column mapping and start the import.
4

Wait for processing

Lines are rolled up by order number into order headers. Accounts that don’t yet exist are auto-created from the customer name (no enrichment is run on order-only imports: order data represents existing customers, not new leads).
Re-importing the same file is idempotent: every line carries a content hash, so duplicate lines are ignored on subsequent imports.

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The Orders Tab

Open any account drawer to see the new Orders tab (alongside Details, Contacts, and Notes, accounts only).

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Status Badge

A pill at the top of the tab summarizes the account’s current state: The badge is driven by Win-Back Type A detection, which uses your org’s configured inactivity gap (default 90 days) and minimum lifetime revenue (default $100K). Adjust those thresholds in Win-Back Settings to change what counts as Dormant.

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Stats Row

Three groups of headline metrics:

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Time-Range Chart

A bar chart with two dropdowns lets you switch view:
  • Metric: Revenue or Tons
  • Time range: Past month (daily bars) · 3 months · 6 months · 1 year · 2 years · 3 years (monthly bars)

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Recent Orders

A scrollable list of the most recent 200 orders by ship date: order number, ship date, line-item count, total tons, and total value.

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Inactive-Account Detection and Digest

Account-health detection and the digest email + auto-generated re-engagement sequences are both driven by the three-type Win-Back framework. The status badge on this tab reflects whether a Type A signal is currently active; the digest surfaces Type A (fully dormant), Type B (product lapse), and Type C (cherry-picking) signals together. See Win-Back for the full configuration, detection types, signal lifecycle, and draft-sequence behavior.

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Permissions and Org Boundaries

  • The digest is per-organization: only members of your org can be selected as recipients.
  • Account classification is computed per-org; you only ever see your own data.
  • Activity status applies only to accounts that have order data in Emanate. Accounts without orders show No Data.

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Next Steps

Win-Back

Four-type detection, digest email, and re-engagement drafts

Accounts Overview

Sources, custom fields, and duplicate detection

Account Contacts

Manage primary contacts that get auto-enrolled