New user-based and global filtering, customer intelligence dashboards, and 92%-accurate predictive churn insights help sales teams prioritize accounts and strengthen customer relationships.

GRAND RAPIDS, Mich., Sept. 22, 2026 /PRNewswire/ — Cavallo, the leader in AI-powered profit maximization for distributors, has announced improvements to its Profit Max Platform, including new capabilities designed to help sales teams simplify execution, improve account visibility, and reduce customer turnover.

“Customer retention starts with visibility,” said Mike Biwer, CEO of Cavallo. “These improvements help distributors focus on the customers that matter most, understand what’s happening within each account, and drive stronger outcomes by taking action before revenue is at risk.”

Enhanced user-based and global filtering capabilities help administrators tailor platform views by sales representative, territory, customer class or product category. By filtering out irrelevant data, sales teams can focus their daily attention strictly on their assigned accounts. These enhancements also simplify territory transitions: When account ownership changes, new sales reps automatically gain access to historical account context, ensuring seamless continuity and preserving relationship history.

An updated predictive customer retention model delivers 92% accuracy in identifying at-risk customers, helping teams spot warning signs earlier and prioritize retention efforts. Rather than simply assigning an arbitrary risk score, the platform highlights the underlying trends contributing to customer risk, enabling sales reps to understand the issue and engage customers before relationships deteriorate.

To support deeper account management, the platform also introduces an improved customer intelligence view that aggregates customer health indicators, buying trends, profitability metrics, and account performance data in a single view. Sales representatives can instantly evaluate account status, identify emerging opportunities, and prepare for customer conversations with greater confidence.

“Cavallo has transformed how we manage customer risk and churn,” said Paul Guebara, Partner, Valor Offroad. “Instead of wasting hours creating manual reports or reacting after an account leaves, Cavallo gives us instant visibility into churn risk and account health. Every week, we know exactly which customers need attention so our sales team can proactively step in and protect our revenue.”

Learn more about Cavallo’s Profit Max Platform.

About Cavallo

Cavallo is a leader in AI-driven Profit Maximization for distributors. Its platform integrates with top ERP systems to ensure flawless orders and deliver actionable insights to optimize revenue streams for distributors, manufacturers, and product-centric brands. Its real-time analytics and advanced workflows also help businesses enhance customer retention and align sales and marketing initiatives. Cavallo’s mission is to help customers to maximize profits at scale. For more information, visit https://www.cavallo.com/.

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SOURCE Cavallo