Sales Insights Pro
Revenue intelligence, customer CRM and sales commission, in one connected workspace.
Sales Insights Pro turns raw revenue exports into a live picture of how the business is really performing: trends, concentration, retention, segments and performance against target, all explained in plain English. It links every figure to a customer profile and sales pipeline, and carries the numbers through to a full commission engine, from revenue attribution and plan rules to monthly runs, statements and payroll handover.
What it does
Key features
The capabilities that matter — and the reason they were built this way.
One-Click Revenue Import
Drop in any XLSX or CSV revenue export, matrix or long format, preview it before anything is saved, and match every account to its customer profile.
Revenue Intelligence
Monthly and daily trends, Pareto concentration, retention cohorts, segment analysis and performance against targets, so you know exactly where revenue comes from.
Insights, Next Steps & Actions
Plain-English observations on what changed and why, turned into suggested next steps and tracked actions assigned to the right person.
Pipeline & Customer Master
Track deals on a board and keep every customer's contacts, activity and revenue history in one profile, with visibility set by sales rep and team.
Commission Engine
Define plans and tiers, attribute revenue to reps, handle draws, adjustments and unallocated sales, and run commission monthly with every result reproducible.
Statements, Simulator & Close
Issue clear commission statements, let reps model "what if" earnings in the simulator, handle queries, and close the month with a full audit trail for payroll.
Who it's for
Sales leaders, finance teams and business owners who want to understand revenue by customer and pay sales commission accurately without a spreadsheet war every month-end.
Why it's built this way
In most businesses, revenue analysis and sales commission live in separate spreadsheets, maintained by different people, and they rarely agree. That leads to disputes, delayed payroll and a sales team that doesn't trust the numbers. Sales Insights Pro was built so that a single imported revenue set drives the analysis, the CRM view and the commission calculation. Every commission figure can be traced back to the invoice lines that produced it, and the month is formally closed before it goes to payroll.
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