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

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
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**:
**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.