Every transaction, order, and customer interaction is captured and structured automatically. No manual entry. No ETL delays. Data is clean, normalized, and available in real time from the moment it enters the system.
STEP 02
Intelligence Layer
Machine learning surfaces which customers are at churn risk, which are ready for upsell, which products drive the highest LTV, and which reps are underperforming -- without manual analysis or a dedicated data team.
STEP 03
Action Triggers
Automated alerts fire when a customer shows churn signals. Reactivation campaigns generate automatically. Upsell opportunities surface in the dashboard at the moment they're actionable -- not in the next monthly report.
Customer LTV segmentation across full account history
Churn prediction with 30-day advance warning signals
Automated reactivation campaign generation for dormant accounts
Upsell opportunity scoring surfaced at the moment of readiness
Rep performance analytics with comparative benchmarking
DSCSA-compliant transaction logging across all revenue events
Automated P&L generation -- no manual reconciliation required
Reference Implementation -- Justice Ophthalmics
Built and proven on the founder's own pharmaceutical distribution company. FORGE's revenue intelligence layer identified dormant customers, scored reactivation likelihood, and generated outreach campaigns automatically -- on a live production database with real transaction history. No manual list-building, no data team, no copywriting required.
Access
Included in all FORGE deployments
Revenue Intelligence is included in all FORGE deployments. It is not a separate product -- it is the operational intelligence layer built into FORGE from day one, running on the same data infrastructure as order routing, compliance, and customer management.