Reports & BI

The number behind the decision, with the path back to the invoice that produced it.

See the system with my own data

Management report comparing March with April by customer: revenue before and after, change, new customers and who grew or shrank the most. — A real system screen, with sample data. The screens are in Portuguese today.Scroll sideways to see the whole screen.

Two periods side by side. A real system screen, with sample data. The screens are in Portuguese today. Scroll sideways to see the whole screen.

How it usually works

The answer takes two days and arrives out of date

Every Monday someone exports three lists and spends the morning cross-checking spreadsheets.

Nobody knows which order went out below cost until closing, when the money is already gone.

With the module

The report comes from the same data the operation uses

The dashboard opens already answering
The rankings say who drove the number
The comparison shows the movement
Profitability closes the loop

What you can look at

For the day

Dashboard by profile: administrator, salesperson, purchasing or support
Calendar with each day’s sales and the running total against the target
Customer map by status: active, inactive for a year, no sales
Plain-language readings drawn from your own numbers, not generic tips

For the week

Rankings by customer, item, salesperson, group and month
Detailed revenue invoice by invoice, with the installments of each one
Margin per order, flagging the ones below the minimum
ABC curve that saves minimum and maximum and turns into a purchase

For the month

Comparison of two periods with change by range
Profitability by product, with gain, profit and markup
Income statement, month by month
Spreadsheet and PDF export on practically every screen

Talks to Sales, Finance, Inventory, Targets, and CRM.

Which question takes your company two days to answer?

See the system with my own data

A reply by email within one business day, from a person on our sales team — not a bot.

FAQ

Type your question and press Enter: the answer opens right below, in the list.

Why does the same number show up differently in two places?

Because they measure different things: one covers the period you filtered, the other the whole month. The system tells you which is which — the target, for example, is always for the whole month.

Will the salesperson see the whole company’s revenue?

No. In every report they see only their own accounts, and they can’t open any finance screen. The restriction is applied at the source of the query, not on the screen.

Do I need a separate BI tool?

For what most companies ask, no: the reports come ready-made, with everyday filters and export. And the data is the same as the operation’s, with no refresh window.

Can I show this in a meeting?

Yes — the sales dashboard has a presentation mode, with saved views, so you can project it without opening ten screens in front of everyone.

Does the report include what’s on the screen or everything?

The spreadsheet brings every record in the filter; the PDF comes out with what’s visible, which is what you want for printing. On some screens you choose between the two.

Can I build a report my own way?

A fully free-form report, put together by the user, doesn’t exist today. What exists are ready-made reports with broad filters — and when something recurring is missing, we build it.

See all questions