Dashboards and reports
See margin at a glance, then drill to the ledger.
Charts above every report, saved dashboards for any dimension, and export to Excel.
- Bridges from revenue to contribution, and of what changed between two months.
- Trend lines, whale curves, and the most and least profitable customers, products or relationships.
- Dashboards for any dimension, with the charts you choose. Pick the month when you open one.
- Click any bar to see the results behind it, then trace each one back to the ledger.
- Export any report, grid or dashboard to Excel, with real numbers and formats.
- Everyone sees only the data they are entitled to, on every chart and export.
Revenue2,756,000
Cost to serve2,000,000
Contribution756,000
Relationships20
From revenue to contribution
TotalIncreaseDecrease