ERP analytics & reporting–powered by CRM Analytics

Make everyone a genius

Bring greater certainty to your business with predictive analytics and flexible reporting. Drill down into the details that matter, spot trends faster, and make better decisions that accelerate business growth.

Manage financials and accounting on the same platform as everything else

11 reasons to connect your ERP and CRM on the Salesforce platform

ERP analytics software

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CFO dashboard

Data that drives certainty and success

Get both global and detailed views across your revenue, spend, collections, AP/AR, and profitability. Access an instant, global view of financials to make timely, informed decisions.


Predictive, actionable insights

Leverage the predictive power of CRM Analytics across your General Ledger and Balance sheet. Get the data you need to predict future revenues, collections, cash flow, and other business outcomes.

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Scorecards & metrics

Metrics that matter

Get instant access to critical scorecards and metrics to easily assess business health. User-defined alerts will notify you when thresholds and conditions are met on any metric.


Powerful, real-time reporting

Search tens of millions of rows of accounting transactions, including details and context. Eliminate the need to update processes and run cumbersome calculations and balances.

Customer engagement

Consolidated customer metrics

View customer revenue and profitability across projects, products, services, and subscriptions. Gain a real-time understanding of customer lifetime value along with comprehensive insights you can act on.


Access from anywhere

Get relevant, contextual reporting, and analytics at your fingertips. Make business-critical decisions anytime, anywhere.

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