The daily call list
RevLogic ranks every wholesale account by who is overdue to reorder, so your sales team opens Shopify to a prioritized call list instead of a customer search box.
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The short version
- RevLogic turns your Shopify order history into a ranked call list of the accounts most likely to be slipping away, in the order worth working.
- Ranking is based on each account's own reorder rhythm, not a fixed 30/60/90-day rule, so a monthly buyer and a quarterly buyer are both judged fairly.
- Three sort modes (Most overdue, Highest value, and Biggest impact) let a sales team work the same list by urgency, by account size, or by revenue at risk.
- Everything happens inside the Shopify admin. There's no CSV to export, no second login, and your data never goes to a separate CRM.
The problem with a customer list
Shopify’s customer list is a directory. It answers “what did this account buy?” once you already know which account you care about. It doesn’t answer the question a wholesale sales team starts every morning with: who should I call today?
That question is hard because there is no single right answer sitting in the data. A customer who last ordered 40 days ago might be perfectly healthy or three weeks late, depending entirely on how often they normally buy. Working it out by hand means opening accounts one at a time and doing mental arithmetic. Most teams don’t bother, and end up calling the same handful of favorites.
What RevLogic builds instead
RevLogic reads your synced order history and computes a profile for every customer: how often they buy, how much they spend, what they buy, and when they are next due. Those profiles are ranked into a call list: the accounts worth a phone call right now, in order.
The list lives on the Dashboard, which is the screen a sales team is meant to live in. Selecting an account opens a full customer card beside the list: recent orders, revenue trend, purchase cycle, what they buy, what they have stopped buying, and the actions to take next.
Ranked against each customer’s own rhythm
The core measure is days overdue, meaning how far past their expected reorder date an account has slipped. The expected date is their last order plus their own average order cycle.
A fixed rule like “flag anyone who hasn’t bought in 60 days” is wrong in both directions at once: it lets a weekly buyer go five weeks cold without a word, and it nags a seasonal account that is behaving exactly as it always has. Per-customer cycles fix both.
Three ways to sort the same list
| Sort mode | Ranks by | Use it when |
|---|---|---|
| Most overdue | Days past the expected reorder date | You’re working the list end to end and want the most urgent first |
| Highest value | Lifetime revenue | You want your largest accounts covered no matter what |
| Biggest impact | Days overdue and revenue at stake, combined | You have an hour and want the calls that protect the most revenue |
Biggest impact is the mode most teams settle on. A 90-day-overdue account that spends $400 a year and a 20-day-overdue account that spends $80,000 a year are both “overdue,” and only one of them is worth interrupting your morning for.
Snooze, don’t delete
Every account on the list can be snoozed for seven days. Use it after you’ve called someone, or when an account is legitimately paused. The customer keeps their profile and timeline, since the snooze only affects whether they appear in the queue. They come back when the week is up if they’re still overdue.
The morning briefing
The RevLogic home page is a daily briefing built for the first two minutes of the day: how many accounts are overdue, how many have lapsed far enough to be winback candidates, what tasks are due, and a direct link into the call list. It’s short on purpose. The work happens on the Dashboard, and home just tells your sales team what kind of day it’s going to be.
Where the list ends
Every row on the call list ends in an action:
- Call it. Log the outcome on the customer’s timeline without leaving the screen.
- Quote it. Build a quote that becomes a Shopify draft order from the customer card, with their purchase history beside the cart.
- Schedule it. Set a follow-up task with a due date, and it appears in the tasks inbox on the right day.
That’s the whole loop, and none of it leaves the Shopify admin.
Frequently asked questions
- How does RevLogic decide who goes at the top of the call list?
- RevLogic calculates each customer's average order cycle (the mean number of days between their orders) and adds it to their last order date to get an expected reorder date. Customers past that date are overdue, and by default the list is sorted by how many days overdue they are. Because the cycle is per customer, an account that normally buys every 30 days is flagged after 30 days, while a quarterly buyer isn't flagged until their own 90-day rhythm lapses.
- What is the difference between the three sort modes?
- Most overdue sorts by days past the expected reorder date, which is the default and the most urgent view. Highest value sorts by lifetime revenue, so the largest accounts come first regardless of timing. Biggest impact combines how overdue an account is with how much revenue is at stake, so the most valuable at-risk accounts rise to the top. It's the best single mode when calling time is limited.
- Can I hide a customer I have already dealt with?
- Yes. Snoozing an account removes it from the call list for seven days. Nothing is deleted. The customer keeps their profile, history, and timeline, and returns to the list when the snooze expires if they're still overdue.
- Does the call list update automatically?
- Yes. New orders arrive by webhook and RevLogic recomputes the affected customer, so an account that just reordered drops off the list without anyone pressing refresh. Time-sensitive fields like days overdue are recalculated every time the list is read, so the ranking is current even between full rebuilds.
- Do I need Shopify Plus to use the call list?
- No. RevLogic works on every Shopify plan. It reads the order history your store already has, so nothing about the call list depends on Plus, on native B2B, or on how your storefront is configured.