Executive analytics

Operators who want one screen across CRM, Sales, Inventory, and Accounting — not a separate BI tool.

Live demoThe only Forecasting & Analytics template in this catalog

Totals come from SQL aggregates, not a dump of every invoice into memory. You get a six-month revenue trend, a three-month linear projection, weighted pipeline, A/R aging, and stockout risk from recent sales velocity.

Revenue trend and projection
Weighted pipeline
A/R aging
Win rate and funnel
Stockout risk

Open live demo

What to click

Read the executive overview KPIs
Open Revenue & Cash for aging and cash summary
Check Inventory analytics for days-of-stock risk

What we change after you buy

Budgets vs actuals if you plan a year out
Demand curves that match your seasonality
Saved forecast scenarios, not only a linear fit

Need a different vertical? We customize a copy — we do not keep empty “coming soon” cards in the catalog.