Features · Reports

Figures that show you the cases behind them

How are sales going, where is margin falling, what is stuck in the warehouse? Workspace analyses the work your team does in the system every day. For every signal, you see the values that triggered it, and one click takes you to the area where your team clears up the cause.

Included in: Workspace · Shopcloud

Workspace · Revenue and orders

What the cockpit does for you

The situation at a glance

In the cockpit, signals from sales, retail, warehouse and purchasing come together as traffic lights, with red signals first.

Every figure with its source

All key figures come from quotations, orders, stock movements and purchase orders in the same system. If a source is missing, the cockpit says so openly.

Spot anomalies early

Shop-Puls shows basket, order and payment as near-real-time signals. You can compare any period with the previous one.

Signals become tasks

Whatever needs doing gets a responsible person and a due date. When the data improves, the signal disappears by itself.

Your weekly round with the cockpit

Step 01

You open the cockpit and see the situation as traffic lights, with red signals first.

Step 02

A recommendation shows the area affected, the values that triggered it and measures you can review or delegate.

Step 03

Whatever needs doing gets a responsible person and a due date.

Step 04

When the data improves, the signal disappears by itself.

What you analyse

The situation at a glance

In the cockpit, signals from sales, retail, warehouse and purchasing come together, each as a traffic light: no issues, follow up or decide.

Sales

Four reports show pipeline and opportunities, forecast and targets, deal quality with win rate, cycle time and loss reasons, and team performance. You can narrow them down to one person or one team.

Revenue and margin

Revenue, cost of goods, contribution margin and margin per period. If a purchase price rises later, the margin on past sales stays as it was.

Shop-Puls

Basket, order and payment in your online shop as near-real-time signals, for the last 24 or 48 hours if you wish.

Fulfilment

Payments, order processing, returns and the delivery of your documents as reports covering the last 30 days or a period of your choice.

Website and campaigns

Page views, campaign clicks and orders generated by a promotion. With campaign costs stored, you see cost per click, cost per conversion and the return on your advertising.

Gaps in product data

A dedicated report shows which products still need details before they are published to a channel.

Comparison with the past

You can compare any period with the previous period or the same period last year.

Reports in detail

Shop-Puls and retail reports

Your online shop in near real time, plus revenue, margin, payments and returns over any period.

View Shop-Puls

Pipeline and forecast

Weighted pipeline, forecast alongside actual revenue and four sales reports for your team.

View sales reports

Warehouse and purchasing

Stock turnover, low and slow-moving stock and your suppliers’ delivery reliability.

View warehouse key figures

Marketing, newsletter and chat

Campaign returns, delivery of your newsletters and response times in customer chat.

View marketing reports

Figures you can trust

Every key figure comes from the data your team works with: quotations, orders, stock movements and purchase orders in the same system. If a source such as your accounting is not yet connected, the cockpit says so openly and does not estimate a figure.

For the website and campaigns, Workspace stores no IP addresses and no browser fingerprints. It assigns orders to a promotion via the basket, without any visitor profile.

Works together with

Sales and customers

Pipeline, forecast and targets flow from daily sales work straight into the reports.

View sales and customers

Shopcloud

Your online shop feeds orders, payments and campaign success into the same reports.

View Shopcloud

Custom development

If a role needs its own key figure dashboard, we build it on your data in Workspace.

View development

Frequently asked questions

Where do the figures come from?

From daily work in Workspace: sales, retail, warehouse, purchasing and your online shop share one data set. Nobody has to export or reconcile anything.

Can I compare periods?

Yes. You can compare every report with the previous period or the same period last year.

Does the cockpit also show liquidity?

Yes, as soon as accounting, bank data and open items are connected. We clarify the connection with you.

Can we get our own key figure views?

Yes. For a role that needs just a few figures and warning signals, we build a dedicated dashboard on your data in Workspace.

What does it cost?

We give you the price in an offer, because it depends on the scope, such as the areas used and the storage. We will publish fixed prices once they are set.

Your most important figures at a glance

Tell us the key figures you want to see every Monday. In a demo, we show you where they are in Workspace and which cases lie behind them.