One view of revenue across every place you take money

The problem

Money comes in through a point-of-sale system, online payments, invoices and maybe a marketplace or two. Each has its own report, and none of them agree on the total.

What SI does

SI pulls sales from each source, maps them to common categories (location, product or service line, channel), removes double-counting such as an invoice also recorded as a card payment, and keeps one table and a simple dashboard current. It notes where sources disagree.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Brewery with a taproom

  Taproom sales, distributor invoices and online merchandise sales appear together by week and by product.

• Music lessons studio

  Lesson payments, recital ticket sales and instrument rentals are combined, with family accounts paid by both card and check de-duplicated.

• Retailer with an online store

  In-store sales, online orders and a marketplace channel are combined by product category so slow lines are visible across all three.

What it takes to set up

Read access or regular exports from each source and an agreed set of categories. Setup is often one to two weeks.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Combine sales from these sources [exports or connections] for [period]. Map each to these categories [location, line, channel]. Remove double-counted payments by matching [invoice number, amount and date]. Build one table and a simple chart by [week]. List any discrepancies between sources. Pause and show me before sending, submitting, posting or changing anything.