The platform · See the work
Know where you stand. Every day, not at month end.
Revenue already booked, true margin, customer and supplier performance, and plain-language answers to any question. The numbers leaders need, live, without waiting for someone to build a report.
For owners, executives, finance and the board.
The numbers that tell you where you stand.
Across the silos
Where this team sees the rest of the business.
Every part of RevPhos reads the same live data, so the work in one team is visible to the next.
Executives sees Pipeline and the order book
See what is coming, and what is sold but not yet delivered.
The open pipeline sits beside the order book: deals still being won next to orders already won and waiting to ship. Together they show next quarter's revenue, and how much new business you still need.
See it in the demo →Finance sees Sales and purchasing
A cash forecast nobody has to build.
Receivables, the order book and every open purchase order land in the week they will hit the bank. When sales books a big order or purchasing raises a big PO, the forecast moves on its own.
See it in the demo →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.
See it in the demo →RevPhos remembers
Your CRM shows today. RevPhos remembers every day.
Your CRM and ERP overwrite yesterday every time something changes, so “what did the pipeline look like last month?” has no answer. RevPhos saves a copy as it goes, so you can see the trend, not just the total.
EVERY WEEK
The pipeline, as it stood
A full copy of the pipeline every week. See what moved, slipped, stalled, arrived or disappeared, and whether the pipeline is growing.
EVERY DAY
The order book, as it stood
The order book saved daily. Pick any past day and see exactly what was booked, so a slipped or cancelled order never just vanishes.
EVERY FORECAST
The cash outlook, version by version
Every cash forecast is kept, so you can see how the outlook moved from one week to the next, and why.
EVERY CALL
Each forecast against what closed
Each rep's forecast is saved and scored against what actually closed. Over time you learn whose number to trust.
Built for you
Your dashboards, your definitions.
Every view here can be shaped to how you run: your measures, your charts, a view for each role, and the monthly pack exported straight to PowerPoint.
How we build dashboards to suit →Start with the one that hurts most.
Thirty minutes on your numbers, and you'll see what RevPhos would show you.