Customer Reorder Due

What it is

Customers with at least two purchases who are due for the next one. The benchmark is the median gap of all customers at the same purchase number — the step from second to third is not the step from first to second. First-time buyers are deliberately not here: before a second purchase there is no rhythm to measure. Filter needs_action = true for the working list. needs_action means the customer is due and nobody has contacted them yet — the outreach columns (outreach_status, outreach_at, outreach_note, outreach_channel) show right in the row whether and how a customer was already approached. The outreach log itself is written by the retention agent.

How it gets data

Computed view — derived automatically from Orders and Customers, joined with the agent’s outreach log. Read-only; no ingest endpoint.

Fields

Field	Label	Type	Writable	Description
`needs_action`	Needs action	boolean	read-only	Due for reorder and not yet contacted — the working-list filter
`customer_email`	Customer	email	read-only	Customer email
`reorder_status`	Status	status	read-only	Reorder state (due / overdue / on-track)
`overdue_days`	Overdue (d)	number	read-only	Days past the expected reorder date
`orders_so_far`	Orders	number	read-only	Purchases so far
`next_purchase_no`	Next purchase	number	read-only	Which purchase number is due next
`last_order_date`	Last order	date	read-only	Date of the most recent order
`due_from`	Due from	date	read-only	When the next purchase became due
`median_gap_days`	Typical gap (d)	number	read-only	Median gap of all customers at the same purchase number
`gap_observations`	Based on	number	read-only	How many gap observations back the benchmark
`days_since_last_order`	Days since	number	read-only	Days since the last order
`outreach_status`	Outreach	status	read-only	Whether/how outreach happened
`outreach_at`	Contacted	datetime	read-only	When the customer was contacted
`outreach_note`	Note	text	read-only	Outreach note
`outreach_channel`	Channel	text	read-only	Outreach channel (e.g. email)
`calculated_at`	—	datetime	API only	When the view was computed (not a registered app column, but returned by queries)

All columns are read-only. The view also carries tenant_id / workspace_id for tenant isolation — filtered automatically, never selected.

Query it

{
  "method": "tools/call",
  "params": {
    "name": "data_query",
    "arguments": {
      "view_slug": "v_customer_reorder_due",
      "filters": { "needs_action": true },
      "select_fields": ["customer_email", "orders_so_far", "overdue_days", "last_order_date"],
      "sort_by": "overdue_days",
      "limit": 50
    }
  }
}

Getting Started

Resources

Sales & Commerce

Procurement

Marketing & Outreach

Governance

What it is

How it gets data

Fields

Query it

​What it is

​How it gets data

​Fields

​Query it

What it is

How it gets data

Fields

Query it