📈 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.
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Scenarios
Business Scenarios
Identify at-risk customers, analyze new vs. returning revenue, and track distributor sell-through.
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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.
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.