Relevant insights to plan and run your business

Generate a variety of reports to get an accurate view of performance, visualize trends and make accurate projections for future income and spending.

• Easily monitor KPI dashboards and track sales and other metrics per location, per sales person or per team
• Simplify inventory planning with reports that let you see inventory on hand and what’s been reserved for pending orders
• Forecast ordering needs with Steersman’s replenishment report. Generate PO’s with current inventory levels, past sales/consumption, and other insights all in one place
• Access aged receivable balance report to view overdue payments and make treasury forecasts
• Drill into a comprehensive array of accounting reports - including P&L, general ledgers, tax audit reports, and many more - all with appropriate formatting
• Configure your balance sheet to automatically report current year earnings at any time
• Create a variety of executive summary reports as well as sharable custom dashboards
• And more!