Business intelligence built on your ERP data.

Data iQ connects to the ERP you already run and turns AR aging, sales, customers, open orders and inventory into self-service dashboards your whole team can drill into. No SQL, no IT ticket, no rebuilt spreadsheet.

Data iQ sales summary matrix listing customers with total sales and month-by-month revenue columns
Performance visibility

Know who is selling, and what it is worth.

Pivot the same governed ERP model by rep, customer, product or category, then drill from a summary figure all the way to the transaction behind it.

  • Rank every rep on revenue and month-over-month movement
  • Drill from a rep total straight down to the invoice line
  • Spot accounts that stopped ordering before quarter end
  • Share the same numbers with finance, sales and ops
Data iQ sales summary grouped by invoice sales rep with monthly totals

Built for distribution, wholesale and manufacturing

01 // AR AGING

Automated Collections

Live visibility of outstanding balances straight from your ERP, with risk ranking and DSO tracking across every account.

02 // SALES ANALYTICS

Margin Optimization

Deep dive into territory performance, product mix, and individual sales rep profitability at the SKU level.

03 // CUSTOMER RELATIONS

Retention Logic

Identify declining accounts before they churn with activity-based early warning systems and purchase-frequency alerts.

04 // OPEN ORDERS

Backlog Management

Streamline order fulfillment and prioritize high-value shipping based on live warehouse availability.

05 // INVENTORY

Stock Equilibrium

Balance carrying costs against service levels with automated reorder points and dead-stock identification.

06 // DASHBOARDS

Executive Views

Consolidate multi-branch ERP data into a single source of truth for board-level reporting and daily operations.

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One platform, three very different mornings.

Finance

Shorten DSO with an aging view that ranks accounts by risk, not alphabetically, and track collection progress week over week.

Sales leadership

Compare rep, branch and product performance on margin instead of revenue, and see which accounts quietly stopped buying.

Operations

Balance stock against open orders, spot aged backlog early, and cut the capital sitting in dead inventory.

Trusted by data-driven distributors

We partner closely with a select group of wholesalers, connecting their centralized data so teams understand results and plan the next quarter with confidence.

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SKUs Tracked Daily
14k+

SKUs Tracked Daily

Avg Margin Increase
22%

Avg Margin Increase

System Uptime
99.9%

System Uptime

Annual GMV Analyzed
$2B+

Annual GMV Analyzed

Start with an audit of your current reporting.

Tell us what you run today and we will show you the Data iQ view of it.

Contact the team