Reporting solutions for every industry and role
Over 200+ customizable reports
Supply chain
Demand forecast, inventory stock and turns, product-level profitability, available to promise/sell, and more.
Software
SaaS metrics, churn prediction, sales and support management, pre-built integration with Salesforce, and more.
Service
Utilization forecasting, Gantt charts, project and customer profitability, and more.
Nonprofit
Financial reporting, expense analysis, budget vs. actual, cash flow actionable insights, and more.
Provide significant and actionable business insight on day one
Financial Overview
Revenue Waterfall
Volume Analysis
Revenue Analysis
COGS Analysis
Gross Margin Analysis
Customer Profitability
Customer Analysis
Item Profitability
Item Analysis
Class Analysis
Subsidiary Analysis
Sales Rep Analysis
Territory Analysis
Key Influencers/Drivers
Ask Questions
P&L
Balance Sheet
Accounts Payable Performance
AP DPO Scenario Planning
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P&L (Comparative Time Periods)
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P&L (by Key Business Segments)
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P&L (by Subsidiary)
Accounts Receivable Performance
AR DSO Scenario Planning
Budget/Forecast vs. Actual
Google AdWords and Analytics Analysis
Daily Sales Flash Report
KPI Scorecard
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Inventory Value (Posting Period)
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Inventory Quantity (Transaction Date)
Average Supply Chain Cycle Time in Days
Cash to Cash Cycle Time
Inventory Key Ratios
Inventory to Sales Ratio
Supply Chain Management Costs
% Purchase/Sales Orders On Time
Purchase/Sales Order Cycle Times
Amount Purchased
Units Purchased
Cost/Unit Purchased
Open Purchase Orders
Open Sales Orders
Units By Location
Item Analysis
Vendor Analysis
Projected Future Ending Inventory
SaaS Financial Overview
SaaS Operational Overview
SaaS Unit Economics Table
KPI Trends
Industry Benchmark Performance
Rule of 40
MRR Analysis
Revenue by GL Account Group
Revenue by Item
Revenue by Customer
Revenue by Class
Cohort Waterfall
Churn by Cohort Year
Churn by Cohort Quarter
Revenue Forecasting
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Deferred Revenue Waterfall (consolidated currency)
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Deferred Revenue Waterfall (subsidiary currency)
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Key Influencers (Artificial Intelligence)
Sales and Marketing Expense Detail
Customer Growth Table
Seller Central - Buy Box %
Seller Central - Customer Orders and Shipments
Seller Central - FInancial Detail Breakdown
Seller Central - Inv Aging WOH and Sell Through
Seller Central - Inventory Balance and Inv To Sales
Seller Central - Inventory Ledger Bridge
Seller Central - Item Deep Dive
Seller Central - Key Metrics Overview
Seller Central - Search Query Performance
Seller Central - Inventory Metrics By Item
Vendor Central - Advertising Item Deep Dive
Vendor Central - Advertising KPIs
Vendor Central - Forecasting A to E
Vendor Central - Forecasting Detail
Vendor Central - Inventory Balance and Inv To Sales
Vendor Central - Inventory Metrics By Item
Vendor Central - Item Deep Dive
Vendor Central - Key Metrics Overview
Vendor Central - Open Purchase Orders
Vendor Central - Organic vs Ad Revenue
Vendor Central - Product Dashboard
Vendor Central - Purchase Order History
Vendor Central - Search Term and Impression Rank
ARPA - Avg Revenue per Account by Category
ARPA Rollforward by Category
Charge Amount Dashboard
Charge Amount Period over Period
Charge Forecast Matrix
Charge ID ARR
Charge ID MRR Chart
Charge ID MRR Item
Charge ID MRR MOM Chart
Charge Item Forecast Chart
Charge Status Forecast Chart
Customer Retention _ Churn Chart
Customer Retention _ Churn Statistics
MRR _ ARR Balances _ Customer Counts
MRR by Category
MRR by Customer _ Category
MRR Change Amount by Category
MRR Customers by Category
MRR Revenue Recognition Plan Item
MRR Revenue Recognition Plan
MRR Rollforward by Customer
Prepaid Quantity
Prepaid Subscription Amount
Revenue $ Retention _ Churn Chart
Revenue $ Retention _ Churn Statistics
Revenue Recognition Plan - Customer
Revenue Recognition Plan - Item
Rollforward ARR, Customer Counts _ ARPA
Usage Data Quantity Chart
Usage Data Quantity Dashboard
Usage Data Quantity Period over Period
Usage Data Quantity Statistics
Account Activity
Cohort Probability Analysis
Cohort Snapshot
Forecast Outlook Details Tool
Forecast Outlook Summary Tool
Latest Opportunities Created and Closed
Leads Created And Converted
Opportunities Lost
Opportunities Pending
Opportunities Won
Opportunity Snapshot Details
Opportunity Snapshot
Opportunity To GL
Product Details
Quote-Quote History
Report Customizer
Sales Goals
Stage History And Product Details
Stage Probability Analysis
News & thought leadership
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