Lost Sales & Rep Check-in: The Demand You Never Saw in Your Sales
Record the requests you could not fill and ask reps what to stock.
Lost Sales & Rep Check-in is the lost sales tracking agent in the Ai1 platform by MyZone AI: it records each request you could not fill from stock, weights it by confidence for the forecast and prepares weekly stocking questions that your team takes to reps, without messaging anyone itself.
We'll walk through what Lost Sales & Rep Check-in will do for your team. Your Ai1 team will tell you when Lost Sales & Rep Check-in is ready for your account.
Requests turned away for lack of stock are recorded, so the forecast reflects what customers wanted, not only what shipped.
Stocking calls backed by the rep
Before a part that one customer keeps ordering goes on the shelf, the rep who knows that customer is asked.
A log you can trust
Possible duplicates are flagged rather than merged, and corrections are kept as records.
Back orders kept separate
Orders you are still filling stay counted as real demand, apart from the sales you lost.
Meet your agent
Get to know Caleb
Caleb keeps a notebook of every question people ask him at the hockey rink. He logs the sales you lost because an item was out of stock and asks your reps each week whether it is worth stocking.
AI agent. Fictional persona; not a real person.
Caleb, the persona of Lost Sales & Rep Check-in
Name
Caleb D.
Role
Sales Insights Coordinator
Experience
15 years
Work history
Inside sales lead at a regional industrial supplies distributor Counter sales rep at a farm and fleet store
Personality
Asks, never pushes, reps make the call
Based in
Saskatoon, Canada
Why Caleb has a personality
AI does better work as a specific expert, so Lost Sales & Rep Check-in works as Caleb (Sales Insights Coordinator, Saskatoon, Canada). You can rename Caleb or change the personality, experience and profile settings at any time.
One entry per request: part, quantity, customer and date, from rep and counter notes
Read back
Each entry is confirmed with your team, asking only for missing details
Confidence
A vague note counts for less than a confirmed request
Forecast input
Weighted lost demand goes to the Demand Forecaster as extra input
Rep questions
Stock it for this customer: yes, no or not sure? Your team asks the rep
Back orders
Still counted as real demand, kept apart from lost sales
Capabilities
What Lost Sales & Rep Check-in does for you
Records lost sales
It turns rep and counter notes into one entry per request: part, quantity, customer and date.
Confirms what it logged
It reads each entry back to your team and asks only for the details it could not find.
Weights each entry
Entries get a confidence level, so a vague note counts for less than a confirmed request.
Feeds the forecast
Confidence-weighted lost demand is passed to the Demand Forecaster as extra input.
Prepares stocking questions
When one customer has ordered a part more than once that you do not stock near them, it drafts the question: stock it for them, yes, no or not sure?
Records the answers
It saves the answer your team brings back and rests the question for months before asking again.
How Lost Sales & Rep Check-in differs from reading your sales history alone
Sales history only shows what you shipped, so a part customers kept asking for while it was out of stock looks less popular than it is. Lost Sales & Rep Check-in records those missed requests, weights each by confidence and passes them to the forecast. When one customer keeps ordering a part, it prepares a question for the rep. It messages nobody itself and sets no stock levels; people decide.
How this differs from the Demand Forecaster: To forecast demand from your sales history, use the Demand Forecaster; Lost Sales & Rep Check-in records the demand that never reached your sales because the item was out of stock.
How it works
From your request to a finished result
It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.
Tap the diagram to enlarge it
Step 1: Reps note the request
Reps or counter staff jot down a part you could not supply, in their own words.
Step 2: It records and confirms
The note becomes a clean entry, read back to your team for confirmation.
Step 3: Weekly questions
Parts that one customer keeps ordering become stocking questions on the Inventory Lead's weekly list.
You approve
Step 4: Your team asks the rep
Your team checks with the rep and records yes, no or not sure. Any stocking change still goes through the weekly review for approval.
When to use it
Hand these situations to Lost Sales & Rep Check-in
Illustrative photo. Customers keep asking for a fitting this branch does not carry.
If this is you…
…here's what it does
A customer asks for a part you do not carry
The request is logged so the next forecast knows the demand exists.
One customer keeps ordering a special part
A stocking question is prepared for the rep who looks after them.
A rep sends a rough note
It pulls out the part, quantity and customer and asks only for what is missing.
The same request is entered twice
It is flagged as a possible duplicate for your team to settle, not deleted.
What you get
A weekly lost-sales log with a confidence level per entry
Lost demand weighted and ready for the forecast
Stocking questions ranked for your team to take to reps
A record of the answers and when to ask again
A weekly count of back orders kept apart from lost sales
What it won't do
✕Change min/max levelsHandled by: The Inventory Lead, with your team's approval
Example: weekly lost sales log and rep check-in questions
Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.
What it was asked: What did we lose this week because we did not have it, and which parts should we ask the reps about stocking?
Example report
This week's lost sales, loggedDemand you never saw in salesThis week's stocking questions for your repsAnswers back from reps, and what goes forward
What it found: 3 findings, with the numbers
Reps and the counter logged 27 sales lost to an empty shelf this week, 412 units across 19 parts, kept apart from 46 open backorder lines.
Six single-customer parts now have stocking questions for reps, led by a digital wall timer asked for three times in five weeks, worth an estimated $1,180 in yearly margin.
Reps answered four of last week's five questions: two yes, one no and one not sure; both yes answers go to the stocking review as evidence for approval.
This is an illustrative example of the weekly log and rep check-in Lost Sales & Rep Check-in is being built to produce. It was written by hand from the agent's design for an invented company with invented parts, customers, reps and figures; no real systems or people were involved, and nothing was sent, posted, paid or changed. Run date: .
Want a weekly lost sales log like this for your own counter notes? Book a Lost Sales walkthrough.
The Inventory Lead carries the stocking questions in its weekly review.
Common questions
Frequently asked questions about Lost Sales & Rep Check-in
How do you measure sales lost to stockouts?
Sales history only shows what you shipped, so a customer who walked away when a part was out of stock leaves no trace. The usual fix is to have reps and counter staff note each request you could not fill. Lost Sales & Rep Check-in keeps that log and feeds it back into the forecast with a confidence weight.
When should a distributor start stocking a special-order part?
A useful signal is one customer ordering the same part more than once while you do not stock it near them, especially when the rep who knows that customer agrees. Lost Sales & Rep Check-in drafts that question for your team to take to the rep, records yes, no or not sure, and leaves any stocking change to the weekly review.
What is the difference between a lost sale and a back order?
A back order is a sale you are still going to fill, so it stays real demand. A lost sale is a request that walked away because the item was out of stock. Lost Sales & Rep Check-in keeps each on its own count, so the forecast sees each for what it is.
Why does lost sales tracking matter?
Your sales history only shows what you shipped, so parts that were out of stock look less popular than they are. Lost Sales & Rep Check-in records those missed requests so forecasts and stocking decisions see the real demand.
Does Lost Sales & Rep Check-in message our reps directly?
No. It prepares the stocking questions, and your team takes them to the rep and brings back the answer.
Are back orders counted as lost sales?
No. An order you are still filling stays real demand. Only requests your team logs as lost are counted as lost sales.
How often are reps asked about the same part?
Once an answer is recorded, the question rests for several months before it comes up again.
Is Lost Sales & Rep Check-in available now?
Not yet. Your Ai1 team will tell you when Lost Sales & Rep Check-in is ready for your account. You can talk to us today about the sales you lose when an item is out of stock.
About Ai1
How much does Ai1 cost?
Run it yourself on a developer plan, or let our team deploy your agents and oversee them for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing →
Do I get just Lost Sales & Rep Check-in, or the whole platform?
The whole platform. Lost Sales & Rep Check-in is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Compare plans →
We'll walk through what Lost Sales & Rep Check-in will do for your team. Your Ai1 team will tell you when Lost Sales & Rep Check-in is ready for your account.
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