See the work · Results & Reporting
Revenue and true margin, live, without the month-end export.
Reporting is exported, formatted and emailed by hand every month. RevPhos shows revenue, margin and performance against plan, live, with saved views that you build once and the whole team reuses.
From spreadsheets and chasing to one live view.
Before
- Month-end exports, formatted by hand
- Margin worked out in a separate spreadsheet
- Everyone with a slightly different number
With RevPhos
- Revenue and realised margin, live from the ERP
- Plan against actual at the grain that matters to you
- Saved views built once and shared
- One number the whole team acts on the same day
Where it earns its keep
Three moments that matter.
Where is margin leaking?
Sort by customer, product or rep and see where margin is being given away.
The monthly review
The report builds itself. The meeting starts with decisions.
Anyone, any time
A rep sees their own results without waiting for someone to send them.
Don’t take our word for it. Click around.
The demo is a working company with today’s data. No sign-up and no sales call first.
Connects to your ERP
Your ERP records what happened. RevPhos is where it happens.
Your ERP stays the system of record. RevPhos reads it every night, with no re-keying and no month-end wait. Live in weeks, not a BI project.
How the connection works →- AcumaticaProven in production
- Sage, MYOB and other ERPsAsk us about yours
- CRM and spreadsheetsBrought into the same view
RevPhos remembers
Trend it over time.
Closed months are frozen, so last quarter's number never shifts after the fact, while the current month stays live.
Why history changes the conversation →Across the silos
Results & Reporting doesn't stop at one team.
It reads the same live data as the rest of RevPhos, so other teams see this work too.
Leaders sees Every past week
See the trend, not just today's total.
Your CRM and ERP only know the current state. RevPhos saves the pipeline every week and the order book every day, so you can see what changed, what slipped and which way you are heading.
Anyone sees Everything
One question, every department's answer.
“Which customers are buying less, and do we have their stock on order?” Ask AI answers across sales, stock, purchasing and margin at once, because it is all in one place.
Know where you are. Plot the path.
Thirty minutes on your numbers, and you'll see what RevPhos would show you.