See all your data on one dashboard and know the period end in advance.
In many companies management reports are prepared at month end by combining files exported from different systems into one spreadsheet. By the time the report is ready the figures are weeks old, and why the sales figure differs from the one in the ERP becomes a separate discussion. Reps in the field often never see these reports at all.
The system we build brings your data into a single model. Managers follow current figures on dashboards, and forecasts and alerts from the same data appear right on the screens your teams work on.
Data in one place
Data from sales, customer service, the ERP and the website is combined in a shared model. Definitions such as customer, product and region are mapped so they mean the same thing in every system. The data is refreshed every day, and during the day when needed.
Management dashboards
Sales, collections, stock, service and satisfaction figures are followed on role-based dashboards. The general manager sees the whole company, a regional manager their region, a team lead their team. From any figure you can drill down to the records behind it with one click; there is no waiting for month end.
Forecasts and early warnings
The period-end sales forecast comes from past sales, open opportunities and seasonality. Customers ordering less often, contracts about to end and products about to run out of stock are flagged in advance and land on the right rep’s list.
The same definitions for everyone
How indicators such as revenue, margin and active customers are calculated is defined once with your business units, and every dashboard uses the same rule. Meetings discuss what a figure means, not whether it is right.
