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REVENUE INTELLIGENCE

Revenue Intelligence Platform

Real-time P&L, customer lifetime value, churn prediction, and upsell signals — without a data team. Built into FORGE.

$122,994
YTD revenue tracked
1,829
Active customers
$30.15M
Lifetime revenue
processed
Real-time
Dashboard
refresh

// HOW IT WORKS

Intelligence that acts, not just reports

STEP 01
Data Ingestion

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.

// CAPABILITIES

What the platform covers

Real-time revenue dashboard — daily, weekly, monthly, YTD views
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
// CASE STUDY — JUSTICE OPHTHALMICS

FORGE identified 108 dormant Justice Ophthalmics customers representing $443K in historical lifetime revenue. Reactivation emails were generated automatically — no manual list-building, no copywriting required. The intelligence layer flagged the opportunity; the action layer executed it.

// 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.

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