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Sellsy

Connect Sellsy and extract your invoicing and customer data and keep track of your business development and growth.

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ClicData + Sellsy

Get data from Sellsy in minutes with our connector

Connect and unify data from any source

Instantly connect all your Sellsy data to 250+ applications, systems, databases, or files, on-premise or in the cloud. Clean, transform, and forecast your data for a single source of truth.

Customize & automate your reporting

Go beyond Sellsy analytics to visualize any KPI in custom and fully interactive dashboards, or pixel-perfect reports. Automate data updates, alerts, and publication to focus on what matters.

Share insights that drive business impact

Power decision-making at all times with fresh, reliable, and accessible data. Automatically send dashboards & reports to your teams, clients, and stakeholders, so everyone’s aligned.

How to connect Sellsy to ClicData?

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  • 1 Set up your connection
    Simply create a connection between your system and ClicData in just a few clicks.
  • 2 Get the structured data you need
    Select which data table you want to pull and ClicData will pre-format and load it for you.
  • 3 Transform, visualize, and share your data
    Clean, merge, and filter your data. Visualize it in custom dashboards or reports, and share it with your teams, clients, or stakeholders.

What benefits can you get?

  • Combine your sales and financial metrics in a single place
  • Monitor your sales team’s productivity and conversions in their pipelines
  • Identify your most profitable clients
  • Track your customers journey from acquisition to renewal by combining your marketing and Sellsy data

What can you measure?

  • Customer Acquisition Cost
  • Gross Margin
  • Profit by Account
  • Total Invoiced by Account
  • Churn Rate and Value
  • Avg Time to Close

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FAQ

ClicData offers you more flexibility for your reporting needs, in multiple ways:

  • store historical data to perform YoY analysis and comparisons over time
  • clean, transform, calculate, forecast, and enrich your data with 250+ sources
  • build custom metrics and visualizations that answer key business questions