Financial Performance Tracking
Enhance the delivery of your financial recommendations by helping your customers track their financial performance with interactive reports.
Why Financial Advisors come to us?
- Need to improve the quality of their analytics delivery format: easy to read and interactive
- Looking for an innovative software to improve their image in pre-sales meetings
- Need to propose an easy to implement reporting method to their customers
Deliver insightful KPIs to your customers from any data source
Your Customers’ Data
- Banks
- Invoicing systems
- ERPs
- Excels
- CRMs
Your insights
- Generated review against target
- ROI scenarios upon revenue forecasts
- Impacts analysis
- Cashflow trajectory
Customer Story: Scrubbed
Scrubbed helps mid-size and Enterprise organization consolidating corporate data from marketing, sales, finance, operations and help them improve business efficiency with better data analytics.
Main reason they chose ClicData:
Ease of use, interactive and customizable visualizations, extensive data integration and ETL tools.
Where is your data sitting?
Channel performance for better financial performance tracking
Key Financial Controlling Indicators
With this dashboard, provide CEOs with a complete overview of the financial performance of their company and showcase your expertise with real time gap analysis on revenue projections, expenditure structure and cashflow trajectory.