Accessing sales analytics data from Unleashed Software

In this case, we worked with a business that was used Unleashed Inventory to manage their wholesale business, but they needed also to calculate commissions for their sales agents, and to do a bit more of an analysis around their sales based on geography or product type. They also wanted to analyze their sales, including data from before they started using Unleashed when they were using another system.

What we did for them is we built an online dashboard, that takes regularly all the information from Unleashed, and also has in the back of it all the historical information from before they started using Unleashed. It allows them to analyze their data, run graphs and reports. It also calculates commissions for their sales agents, and it even allows the sales agents to come in and see how they’re tracking along with their sales for their KPI’s.

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Xero Projects vs Workflow Max – what’s missing?

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Getting insights into your WorkflowMax data