> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystoneb2b.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Rep Follow-Ups

> Find accounts that need attention using dashboard widgets and account views.

<Note>
  **Who this is for:** Brand users and reps.
</Note>

Keystone surfaces accounts and orders that need follow-up through the **dashboard**, **Accounts** list, and **Reports** — so reps can prioritize outreach without a separate task list.

## Dashboard widgets

Add or enable these widgets from **Dashboard → Customize**:

| Widget                            | What it flags                                                        |
| --------------------------------- | -------------------------------------------------------------------- |
| **Order Follow-Up Required**      | Accounts that need a new order based on historical ordering patterns |
| **At-Risk Accounts**              | Accounts with declining sales or no recent activity                  |
| **Shrinking Accounts**            | Accounts whose year-to-date sales trail last year's YTD              |
| **Top Accounts Missing Bookings** | Accounts with gaps in prebook commitments over the next 6 months     |

Click any row to open the account detail page and take action.

## Accounts list

Go to **Accounts** to browse all customers assigned to you (reps) or across the brand (brand users). Sort and filter by status, rep, region, and growth indicators.

Account detail pages show order history, contacts, open orders, and invoices in one place — useful before a follow-up call.

## Reports for outreach

| Report                       | Use case                                            |
| ---------------------------- | --------------------------------------------------- |
| **Average Reorder Rate**     | See how frequently each account reorders            |
| **New Accounts**             | Welcome accounts that placed a first order recently |
| **Top Performing Accounts**  | Prioritize high-value relationships                 |
| **Account Booking Coverage** | Find accounts missing prebook commitments           |

Pin favorites on the **Reports** hub for quick access.

## Email campaigns

When campaigns are enabled, use **Campaigns** to send reorder reminders or re-engagement emails to accounts that match criteria — for example, dormant accounts or buyers past their typical reorder cadence. See [Email Campaigns](/features/email-campaigns).

## Gus

Ask **Gus** for quick lists:

> "Which accounts haven't ordered in 60 days?"

> "Show me at-risk accounts for my territory."

## Related

* [Dashboard](/features/dashboard) — customize follow-up widgets
* [Forecasts](/features/forecasts) — see who is on pace to hit monthly targets
* [Placing orders](/features/placing-orders) — place a reorder on behalf of an account