The Platform

Self-service BI, pre-built for the distribution day.

Data iQ is not a blank BI canvas. It ships with the ERP-driven dashboards distributors actually open every morning, and every figure drills down to the transaction that created it.

Revenue intelligence

See every customer's trend in one screen

Your whole customer base, ranked by value, with a rolling month-by-month matrix beside each account. No export, no spreadsheet rebuild.

  • Rolling 12-month revenue per account, refreshed nightly
  • Instant search across hundreds of accounts
  • Sort by any month to catch a sudden drop
  • Drill from a total down to the invoice behind it
Data iQ sales summary matrix listing customers with total sales and month-by-month revenue columns
Team performance

Change the lens, keep the numbers

Regroup the same model by rep, product, category or ship-via. Measures stay governed and consistent, so every team argues about actions, not definitions.

  • One click from customer view to rep, product or branch
  • Consistent measures across finance, sales and operations
  • Role-based access so reps only see their own book
  • Export or schedule any view to Excel, CSV or email
Data iQ sales summary grouped by invoice sales rep with monthly totals

Under the hood

Governed ERP model

One definition of margin, revenue and customer across every branch and system.

Scheduled refresh

Overnight or hourly read-only syncs from your ERP, with full audit history.

Role-based access

Reps see their book, managers see the branch, finance sees everything.

Export anywhere

Push any view to Excel, CSV or a scheduled email pack.