Your solution to data-driven growth
Know your numbers in 30 seconds.
Live sales dashboards for retail and B2B. Am I making money today? Who is hitting target? What orders are still unfulfilled? Answered at a glance.
Built for ERPLY
Every sale is already in ERPLY. Seeing how today is going shouldn't take an export.
ERPLY records every sale, order, quote and customer. Its reports show you rows. To answer a simple question like "are we on target this week?" someone has to export, filter and total it by hand.
SalesInsights reads the same data and turns it into a few clear numbers your team can read from across the room.
Put the numbers where the team can see them.
An app gets opened when someone remembers. A screen on the wall gets read all day. We supply a small display device that plugs into any TV, set it up, and keep the dashboard running on it.
- Every minute
- New sales and orders from ERPLY, all day
- Any TV with HDMI
- On the shop floor, in the warehouse or in the office
- Nothing to install
- We set it up and keep it running
Give everyone the same target, and let them watch it move.
Targets update as each sale goes through ERPLY. When the bar crosses the line, the whole floor sees it at the same moment. The day's number stops being something the manager checks at close and becomes something the team works on together.
- Daily, weekly and monthly targets
- For the business, each store, each channel or each person
- Red, green and blue show under, on and ahead at a glance
Choose from the widget library, or ask for one we haven't built.
Every dashboard starts with a conversation about what your team needs to see. We pick from widgets already running in stores today, and build new ones when your business asks a question none of them answer.
- Sales vs targetEach day's sales against the line
- Orders placedValue and count by rep or channel
- Unfulfilled ordersWhat's still waiting, oldest first
- Order turnaroundHow long orders take to invoice
- Sales trendThis period against the last
- Sales by locationStores, channels or customer groups
- Team targetsEach person against their own target
- Work in progressJobs by stage and value
- Sales year to dateRunning total against last year
- Gross profitMargin from cost of goods
- Banner tickerMilestones scrolling across the screen
- Something else?Tell us the question and we'll build the widget that answers it.Get in touch
ERPLY spreads your numbers across reports. Some aren't in any of them.
Sales are in one report, orders in another, staff figures in a third. Totals across your own groupings, trends over time and profit after cost of goods aren't in any of them. SalesInsights brings it all onto one screen, and works out the numbers ERPLY doesn't.
No two ERPLY accounts are set up the same, so we match the dashboard to how yours works, however unusual, until its numbers agree with ERPLY.
Your sales data stays private, and stays in Australia.
We connect to ERPLY the way you'd give a bookkeeper read-only access: we see what the dashboard needs, and we can't change anything.
- Read-only access to ERPLY
- SalesInsights uses a read-only ERPLY account. It can't change a price, a stock level or an order.
- Held in Australia
- Your data is stored on Amazon Web Services in Sydney.
- Every login checked
- Each login belongs to one business, and the dashboard checks it on every request for data.
- The right screen for each role
- Retail staff and the B2B team can sign in to different dashboards, each showing only what they need.
From first call to a live screen.
Once your dashboard design is agreed, most businesses are live within two to three weeks.
- We talk through your business
What your team needs to see, and how your ERPLY account is set up.
- We connect and match
A read-only connection to ERPLY, checked against your own reports until the numbers agree.
- We build your dashboard
Widgets chosen with you, plus anything new your business needs.
- The screen goes up
We set up the display device on your TV, and the dashboard runs from then on.
See it with your own ERPLY data.
Get in touch and we'll show you what SalesInsights would look like for your business.
Book a demoor call 0431 224 818