Simplified Sales Reporting

It's the report we get asked about the most...

Every salesperson wants to know which of their customers has stopped buying. ERP's are not geared up to satisfy this simple request. But sales-i can!

Not only can you access this data in less than five clicks, but you can even automate it so that if one of your top customers stops spending, we will alert you.

Down on Spend

2 Clicks. 15 Variables. Maximum Insight.

Sales comparison provides you with a brief performance overview of your sales organization. It plots a year-on-year comparison of the sales value achieved each month/period.

Sales Comparison

Sales vs. Gaps report enables you to understand customer buying patterns over a selected period and ultimately see where some customers have stopped spending so you can take action to remedy the situation.

Sales vs Gaps report

The Variance report is perfect if you're trying to understand whether you are up or down based on key metrics. Just run the report and plot two periods of time against each other so that you can see the degree of variance between the two time periods.

Variance Report Ai

The Matrix report lets you understand the relationship between two data dimensions. For example, you can plot a list of customers and see what level they buy certain products to analyze customer behavior and its impact on product sales.

Matrix

Full Picture allows you to look at how KPIs are performing for a specific date range. KPIs that you can cut the data by are:

Sales value
Cost
Profit
Gross Profit
Average Price
Quantity
Count
Invoice Count
Average Items per Invoice

Full Picture

Benefits of Simplified Reporting

Time Saving

Simplified reporting streamlines the process of generating sales reports, reducing the time and effort required to compile and analyze data.

This allows sales teams to focus more on actual selling activities and building customer relationships.

Timely Decisions

With data presented in a clear and straightforward manner, sales managers and executives can quickly grasp the key insights and make informed decisions to optimize sales strategies and tactics.

This allows businesses to be far more responsive to a volatile market.

Enhanced Visibility

Easy-to-understand reports provide greater visibility into sales performance, trends, and opportunities.

This transparency can help identify potential issues early on, such as declining sales in a specific region or product, enabling proactive measures to be taken.

Improved Forecasting

Accurate and concise reporting allows for more reliable sales forecasting. This, in turn, enables businesses to set realistic goals and allocate resources appropriately.

Inaccurate sales forecasts can be banished forever.