17 pages
Revenue
How much we sold, of what, to whom, at what margin, compared with last year.
Margins · Customers · Agents · Budget · Italy/Export
Product sheet · version 1.0
Architrave
Before, 90% of the time went into pulling out the numbers and 10% into deciding. Now all of that time can go into deciding.
01 · Three reports, one truth
Each report answers one kind of question
All three read the same archive: two people never again walk into a meeting with two different totals.
8 pages
Orders
What is in the order book, when we will deliver, where we are running late.
By confirmation · By shipment · Weekly
7 pages
Progress
Where we stand against budget, month by month and cumulative from January.
Revenue vs budget · Sales plan
02 · What changes in the business
By six in the morning the numbers are ready, identical for everyone, on any device
Today, without Architrave
- Every meeting starts by wondering which total is the right one.
- Reports are put together by hand, by someone, when they have time.
- Margin by customer is discovered at year end, when nothing can be done about it.
- Sales reps call head office to find out how their customers are doing.
With Architrave
- One single archive: the same number on everyone's screen.
- The numbers refresh themselves every night, with nobody working on them.
- Margins, lost customers and budget variances are there every morning.
- Every sales rep opens their own customers' data on their phone.
03 · How concentrated we are
Pareto analysis tells you how many customers make 80% of revenue
A question rarely asked and well worth asking often. One click on a slice or a bar filters the whole page; a second click puts everything back.
Euros and quantities stay separate: revenue up with quantities down means higher prices on less product. The traffic-light thresholds live in a file the company updates whenever it likes.
- 14%
- of customers make 80% of revenue — illustrative figure, recalculated on your own archives
- 3
- margin bands, with thresholds set by the company: 22% can be excellent on one line and insufficient on another
04 · Honest comparisons, in your pocket
Are we getting there?
Revenue and budget side by side: the month on its own and the year-to-date from January, which is the number that counts at year end. Future days are excluded — in September revenue is compared with the budget up to September.
The budget is spread over working days: holidays and shutdowns don't count, so August isn't a disaster just because the plant was closed. Variance always carries both colour and sign: it reads in black and white too.
05 · Revenue against budget
The year-to-date, not just the month
Half an hour of demo, on your own numbers.
Bring an extract from your ERP: we will show you your own pages, not a catalogue of examples.