Flowcatch turns Xero invoices into a Monday call list

Field notes

The sample report compares each customer's recent activity with their own past ordering pattern, rather than applying one overdue threshold to everyone. It also describes raising the alert bar when the whole customer base slows, such as during a holiday or industry lull. Example entries include estimated annual value at risk and follow-up prompts; the page says the list is capped to keep it actionable.