Revenue Leakage Audit for Wholesalers
Identify slipping customers, declining product lines and hidden lost sales using your own ERP data, before they turn into a bigger revenue problem.
If customers are buying less, accounts are drifting, or ranges are quietly losing momentum, the Revenue Leakage Audit shows you where it is happening and where to focus first.
Most businesses think sales are fine until the missed revenue is already obvious. This audit shows whether customers, product, categories or brands are already slipping in your business.
What you get
A clear answer on whether revenue is quietly leaking in your business - and where
The specific customers, product lines, brands or categories that are slipping
A live walkthrough of the findings so you can see exactly what the data shows
A written report with the key issues and the best starting points for recovery
One month of access to Sales Pulse to explore the data yourself
One price, no surprises, fixed-fee engagement of $7,500
What is revenue leakage?
Revenue leakage is the sales you do not notice disappearing until it is already affecting the business.
It often shows up as:
Existing customers quietly reducing spend
Product lines or brands losing traction without anyone spotting it early
Reps focusing on the visible wins while smaller losses accumulate underneath
Accounts drifting to competitors one SKU, category, or order cycle at a time
Most businesses do not have a clean way to see this early. They only notice once revenue is already down.
What the Revenue Leakage Audit does
The Revenue Leakage Audit is a fixed-scope engagement designed to answer one question:
Is revenue quietly leaking in your business, and if so, where?
Using your existing sales data, we identify patterns that usually stay hidden in standard reporting, then walk you through the findings and the biggest recovery opportunities.
This is not a generic sales workshop.
It is a practical, data-backed review of where existing revenue may already be slipping through the cracks.
Recent client results
Here are two examples of what can happen when revenue leakage is identified early and acted on quickly.
One client recovered $32k in 30 days after the Audit exposed slipping accounts that had gone unnoticed.
Another achieved a 24% lift within six weeks by acting on hidden sales decline before it became a bigger revenue problem.
Who it is for
The Revenue Leakage Audit is best suited to wholesalers and distributors with repeat customer purchasing, multiple products or categories and enough sales history to identify change over time.
The audit is designed for wholesalers and distributors who:
Have a sales team or account managers
Manage repeat customer purchasing over time
Sell across multiple products, brands or categories
Suspect there may be hidden drop-off in customer buying behaviour
Want evidence before committing to a larger recovery initiative
What we look for
Depending on your data, the audit can uncover issues such as:
Customers buying less than usual
Lost momentum in particular product lines, brands or categories
Uneven follow-through across reps or territories
Accounts at risk of losing shelf space or share of wallet
Patterns that suggest revenue is slipping before anyone is acting on it
How it works
Data access
1
We obtain the sales data needed for the audit.
Identify the leakage
2
We analyse the data to identify where revenue appears to be leaking across customers, products, brands, categories, or other relevant dimensions.
Review the findings
3
We walk you through the results in an online meeting so you can see exactly where the issues are showing up.
Written report
4
You receive a written report summarising the findings, the likely causes and the best starting points for recovery.
One month access to Sales Pulse
5
You get one month of access to Sales Pulse so you can explore the findings in the platform and see the patterns for yourself.
What happens after the audit?
At the end of the Revenue Leakage Audit, one of three things is usually true:
1. There is no meaningful issue
Good. You now have clarity, and we will tell you that directly.
2. There is a clear revenue recovery opportunity
You can use the findings as a starting point for action internally, or engage us for a more structured recovery process.
3. There is a strong case for the Lost Sales Recovery Sprint
If the audit reveals material leakage and you want help turning those findings into action, the next step is the Lost Sales Recovery Sprint.
The Lost Sales Recovery Sprint is a focused 90-day engagement that helps your managers and sales team recover leaking revenue through a structured playbook, accountability rhythm and hands-on guidance.
Why start with an audit?
Because most businesses do not need more opinions. They need evidence.
The Revenue Leakage Audit gives you a clear, data-backed view of whether there is a problem worth solving before you commit to a broader recovery program.
It is the fastest way to move from:
“I think sales are fine”
to“Here is exactly where revenue is slipping”
FAQs
Is this a demo?
No. This is a fixed-fee paid engagement ($7,500) using your own sales data to identify where revenue may already be leaking.
Is this a software setup project?
No. The audit uses Sales Pulse as part of the process, but the purpose is to quantify revenue leakage and give you a clear recovery starting point.
What if there is no issue?
That is a valid outcome. The purpose of the audit is to establish whether there is a meaningful problem and where it is.
What happens after the month of access ends?
If you want ongoing visibility and monitoring, we can discuss continuing with Sales Pulse. If you need a structured recovery process first, the Lost Sales Recovery Sprint may be the better next step.
Book a Revenue Leakage Audit
If you want to know whether customers, product lines or accounts are quietly slipping in your business, the Revenue Leakage Audit is the clearest place to start.
Book a conversation to see whether the Revenue Leakage Audit is a fit for your business.