Kickstart Your Analysis
Unlock Insights
Make Data-Driven Decisions
You need more than accounting data
Accounting platforms will tell you how much revenue came in. Some will give you trends or seasonality insights – but it’s not enough to make meaningful growth decisions for your business. Revenue must be understood in terms of the things that drive it: customer base and customer attributes.
Understand the profitability of your
The most common pre-built dashboards infoFluency builds organize and analyze revenue, profitability, and customer segmentation.
infoFluency’s pre-built dashboards can help you…
Identify Revenue Drivers
Uncover Growth Opportunities
Set Sales Strategy
Reduce Customer Attrition
Optimize Marketing Spend
Improve Sales Discipline
Nurture Large Accounts
Develop Competitive Advantages
A Leveled-Up Approach to Analytics
infoFluency created a branded, professional dashboard for board reporting that not only looked great but also told the company’s story from each of its business functions, such as for Human Resources. Questions like, “How are we retaining talent?” and “How are we onboarding new staff?” were answered in a compelling, interactive format that updated in real-time as data changed.
“We pull a lot of insight out of our revenue dashboards. These charts have been SO insightful for us. Merging the customer data from our CRM with financial information from our accounting systems allowed us to see things we didn’t see before.”
“We now understand our customer base deeply and are focusing on acquiring best-fit customers from the right lead sources. We are well-equipped to capitalize on the areas of greatest growth potential and address issues that are slowing revenue growth.”
“Understanding the industries that our customers are serving and the revenue associated with each of those has been huge in terms of sales discipline, inventory and purchasing, even cashflow decisions.”
“In order to understand the profitability of various products, it is important to properly allocate costs among the different products and services.”
Are you ready to get started?
1. Discovery
Identify your business needs and data sources
2. Implementation
Pull together all data sources
3. Insight in Action
Start utilizing the insights from the tool right away
