For sales managers
Performance by salesperson, region, and customer, with payment follow-ups and contract renewals handled before they slip.
Book DemoWhat changes for you
Sales, collections, credit, and contracts on the same data, by salesperson and by customer.
Target, revenue, DSO, and overdue exposure per person, so a strong month that is not being collected shows up as well.
Regular customers whose orders have stopped or slowed, found by how often they usually buy.
Follow-ups before and after the due date, timed to each customer's habits, and a promise to pay chased on the day it falls.
Each customer's payment behaviour, DSO, and exposure read before a new order or better terms are agreed.
Active contracts with their billing milestones and renewal dates, flagged while there is still time to talk.
Sales by product, region, and customer against last year, so a gap is found where it starts.
A signed contract is read for its billing plan, and each milestone or period is invoiced from it, in line with ASC 606.
A customer PO is read, checked against items, prices, and terms, approved, and turned into a sales order.
Partial, combined, and advance payments allocated to the right invoices, so every customer balance is right the same day.
Every open sales order checked against stock on hand, with short lines flagged and orders that can now be completed ready to close.
Each answer shows who it is about and what is already being done.
Every invoice is followed up on its own schedule. Only the accounts that need a conversation come to you.
June
Invoices, orders, and receipts read
Past due or close to it
Paid after an automatic reminder
Need a conversation, and they are yours
