REPORTS AND ANALYTICS

Centralized reporting

ERP, field and mobile operations feed from the same database — an accurate picture without waiting for month-end.

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Report: employees' shares of sales, returns and receipts, sources of debt

Report catalog

Six categories from office to field — a set of ready-made reports.

ERP reports

Sales, finance, receivables and target results — the full picture for management.

Field sales

Sales, cash and returns history, route statistics — the field's daily performance.

Tasks & checklists

Performance, visits, photo gallery, survey results, KPIs and SKU matrix in one catalog.

Inventory & work management

Asset list and movements, task list, Kanban board, project dashboard.

Warehouse/finance

Stock balances and movements, Profit and Loss report, Balance Sheet — financial reporting in one click.

Team tracking

Timeline and GPS data combine to show the team's movements throughout the day.

Sample reports

These are ready-made templates — with your data they look the same within minutes.

Product sales analysis

How much revenue each product brings in each segment — at a glance.

  • Revenue cards (gross, discount, returns, net)
  • Product ranking (by turnover)
  • Customer share (breakdown in a donut chart)
Product sales analysis report: gross sales, discount, returns, net revenue cards and product ranking

Employee performance

Compare each employee's sales, debt and returns figures on one screen.

  • Result cards (debt, net sales, total)
  • Daily trend (sales/debt/returns)
  • Employee share and sources of debt
Employee performance dashboard: debt, net sales, receipts cards and daily trend chart

Debt aging

Spot risky debt before it turns into a big problem.

  • Aging periods (1-15, 16-30, 31-45, 45+ days)
  • Healthy vs. risky ratio
  • Largest debtors
Debt aging report: debt by period, healthy vs. risky ratio and list of largest debtors

Customer performance

Identify your most valuable customers and sales trends — direct investment to the right place.

  • Performance cards (debt, net sales, receipts)
  • Transaction trend
  • Top customers and employees list
Customer performance report: debt, net sales, receipts cards, top customer and employee lists

Customer financial management

Automatically see customers over their credit limit and make blocking decisions on time.

  • Debt cards (outstanding, overdue, critical debt)
  • Risk and payment (credit limit, payment plan, deposit)
  • Blocking and limits
Customer financial management report: outstanding debt, overdue debt, critical debt cards and risk table

See the reports live

Explore the reports yourself in a ready environment during the 3-week free trial.

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