From transaction to decision
Quotations, orders, invoices, receipts and recoveries feed achievement, pace and exposure calculations without a manual consolidation step.
Sales tracking
Sales tracking that answers where the month actually stands
Salforce AI keeps a running picture of achievement against approved commitments, by person, territory, customer, product and channel — updated as orders and payments happen.
Slice it the way you manage
The same data is viewable by hierarchy level, territory, product group, customer segment and period, with saved views for recurring reviews.
Multi-currency and historical accuracy
Transactions keep their own currency and the exchange rate used, so base-currency comparisons stay accurate over time.
Frequently asked questions
Can we export for board reporting?
Yes. Report views can be exported, and a daily briefing summarises movement automatically.
Are figures real time?
Transactional views update as records are saved; scan-based signals refresh on their scheduled run.