Three perspectives
Sales, operational finance, and leadership look at different numbers on different cadences. Separate views and KPI definitions reduce chaos and disputes over “one version of the truth”—without a single dashboard for everyone.
Capabilities · reports
Business reporting — sales, settlements, finance
Instead of one overloaded dashboard, we build reports for each audience: sales, operational finance, and leadership see their numbers—on the same auditable data layer.
Three areas
Choose reporting for your department
Sales, billing and finance — separate views and KPIs on a shared data layer.
Sales reports
Sales reports
Conversions, pipeline, forecast, and views for sales managers — from CRM and integrations, not manual exports.…
Details
Settlement reports
Settlement reports
Payment gateway alignment, PSP fees, settlement cycles, and correction trails — reports for operational financ…
Details
Financial reports
Financial reports
P&L views, operational cash flow, budget variances, and audit trail — for CFO and leadership on consistent dat…
DetailsShared data layer
Refresh schedules, permissions, and alerts are designed once; we align SQL models and data quality with the analytics team—so metrics like revenue or margin mean the same thing company-wide and hold up in audit.
Where we start
One “must have” report for one audience (e.g. pipeline for the sales manager), demo on live data, feedback, then expansion of the metrics dictionary. We avoid months of specification with no visible value.
Related areas
Sales, settlement, and financial reports are developed as separate pages—shared architecture, different views. The data layer and integrations are described under SQL and API.
Related areas
Not sure where to start? We will define the first KPI iteration together. info@tensorfrog.it
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