Back to App
📈 Sales IQ

Sales IQ

Revenue analytics across customers, items, territories, and time periods - bookings, invoiced revenue, GM%, and customer-level trend views.

Reference
Metrics & Glossary
Bookings, invoiced revenue, GM%, book-to-bill ratio, and distributor metrics.
Open
Scenarios
Business Scenarios
Identify at-risk customers, analyze new vs. returning revenue, and track distributor sell-through.
Open

What Sales IQ covers

Sales IQ presents invoiced revenue and bookings data from all connected ERP systems, consolidated to master customer records so you're analyzing customer relationships - not just ERP account numbers. Key metrics include gross margin %, book-to-bill ratio, first-time visitor %, and eComm sales.

ℹ️
Gross Margin in Sales IQ is derived from sub-ledger (invoiced sales vs. standard cost). It is not a P&L or income statement figure.

Key metrics

  • Bookings - sales order intake (not yet invoiced).
  • Invoices / Revenue - invoiced amounts for the period.
  • GM% - gross margin percent on invoiced revenue.
  • Book-to-Bill Ratio - bookings ÷ invoiced revenue. Above 1.0 means backlog is growing.
  • First-Time Visitor % - share of revenue from customers with no prior-period activity.
  • Distributor % of Sales - portion of revenue flowing through distribution channel.