Sales & Invoicing Analytics

Visualise and understand the operational effectiveness and profitability of your sales team with the 5Y Sales & Invoicing module.

Sales & Invoicing Analytics

Make smarter decisions, increase productivity and drive growth

Our Sales & Invoicing Analytics module accelerates the rate at which sales leaders generate the insights they need to manage pipelines and forecast effectively. Quickly access standard and customised reports that help you boost sales productivity, identify your most profitable customers and exceed sales goals.

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Customer Profitability Analysis

Understand the revenue each customer generates, identify high profitability audiences and tailor marketing accordingly.

Orders by Customer

Discover trending ordering data, sort customers by order numbers and forecast future customer demand.

Sales Order Reporting

Track and review current and historical sales transactions, determine order status and improve reconciliation.

Returns Analysis

Get a holistic view of returns data, break down returns by customer and take steps to increase profitability.

Key Sales & Invoicing KPIs and Measures

  • Accrual Amount
  • Accrual Quantity
  • Commission
  • Cost of Goods Sold
  • Discounts
  • Gross Profit Margin
  • Gross Profit Margin %
  • Quantity / Volumes
  • Invoice Amount
  • Order Amount
  • Return Amount
  • Revenue
  • Revenue Growth
  • Sales Order Count
  • Sales Order Quantity
  • Tax value
30+
Key Performance Indicators
11
Reports and Dashboards
40+
Pre-Defined Calculations

Discover a faster way to generate sales and invoicing insights, guaranteed

We fast-track data maturity for organisations, delivering pre-built, high-impact analytics far quicker than in-house teams or third-party consultants. Our out-of-the-box modules enable us to deliver the vast majority of your analytics needs immediately, while still allowing you to tailor reports to your specific goals.

We’re so confident in our ability to deliver that we give every client the following guarantees**:

80%
of your BI analytics ready out of the box from day one
50%
faster implementation, freeing up your team’s time and budget
50%
reduction in data engineering costs

**The “80% analytics-ready” figure applies specifically to engineering tasks such as data ingestion, integration, and preparation. The 50% faster implementation and 50% reduction in engineering costs are based on our observed averages across typical client projects. Actual results may vary depending on project scope, data quality, and unique business requirements.

And 100+ other data connectors

Accelerate your data maturity with 5Y

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