cpaphero® Intelligence

📊 Sales Intelligence

🧠 Insights

💬 Conversations

📦 Shipping

Revenue YTD

$0

0 invoices in 2026

Invoiced MTD

$0

0 invoices

Pending Orders

$0

0 POs to ship

Invoices YTD

0

2026

Avg Invoice

$0

last 12 months

Revenue by Month Last 6 months

Key Insights

💡 Loading insights...

Reorder Alerts

0

customers need attention

Healthy Customers

0

score 70+

Win-Back Targets

0

stopped ordering

🔔 Reorder AlertsPredicted reorders

🎯 Win-Back ListLapsed customers

💚 Customer Health ScoresBC + HubSpot combined

Customer	Health Score	Recency	Frequency	Trend	HubSpot	Last Order

Action Needed

-

high priority

Emails This Week

-

sent + received

Active

-

recent contact

Needs Attention

-

7+ days silent

🎯 Customer ActionsPriority items

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📧 Recent B2B EmailsLast 7 days

Waiting for Outlook connection...

📊 B2B Customer InsightsWith recommendations

Customer	LTV	Balance	Last Contact	Status	Recommended Action
Connect Outlook to see B2B customer insights

Active Shipments

-

in transit

Delivered Today

-

completed

Out for Delivery

-

arriving today

Exceptions

-

needs attention

📦 Outbound ShipmentsLive tracking

Customer	Order #	Tracking	Status	Ship Date	ETA	Destination
Loading shipments...

🚚 In Transit0

No shipments in transit

⚠️ Needs Attention0

No issues