Commercial dashboard
Revenue and debtors,
always up to date.
The latest figures from your finance reports, read automatically and laid out for the sales team — no spreadsheets, no re-keying.
Reports in, figures out
Drop in the revenue summary or trial balance PDF and the numbers are read automatically.
Revenue by sales exec
Month-by-month billing per executive, with year-to-date totals and trend at a glance.
Who owes what
Outstanding balances by client and age band, so the worst overdue accounts surface first.