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

P&L (Comparative Time Periods)

P&L (by Key Business Segments)

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

Inventory Value (Posting Period)

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

Deferred Revenue Waterfall (consolidated currency)

Deferred Revenue Waterfall (subsidiary currency)

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

Billing

Order-to-Cash: The definitive guide to a complex process

The order-to-cash (O2C or OTC for short) process is arguably the most important one in every business. Every company relies on an efficient O2C to meet business objectives. But this process can be a challenge to manage. While a simple subscription service may run smoothly, offering diverse usage-based billing options might introduce inefficiencies and manual data tasks that slow down the process. This article breaks down the complexities of order-to-cash and shows how to keep your O2C process efficient and your business thriving.

Reconcile

Finance teams’ guide to ERP bank reconciliation automation: Challenges, best practices and proven benefits

Bank reconciliation automation in ERP can simplify this process for your financial team. Follow these best practices to avoid common problems along the way.

Private equity expectations for SaaS usage-based billing

PE investors expect SaaS billing models to be scalable and predictable. Learn how CFOs can align usage-based pricing in ERP with investor expectations and valuation growth.

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