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

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?

sage logo svgoracle database logoquickbooks logoxero-logoexcel logoFreshbooks Logosalesforce logo

Channel performance for better financial performance tracking

key financial controlling indicators dashboard

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.