This dashboard is an example of accounts receivable analytics. First, it uses bucket analysis to show the company’s receivable position and the age mix of outstanding balances. It also highlights which clients owe the most and which customers need close monitoring based on past payment behavior.
Next, the cash flow section estimates cash collections from receivables and tracks the cash-to-cash cycle time. Finally, the dashboard compares performance over time and reports trends in days sales outstanding (DSO).
This dashboard monitors invoice and revenue performance from all angles. First, the top band shows total revenue by year. Next, the chart on the left shows each rep’s contribution to total revenue.
To view a specific year, click the year in the top band. Then, the numbers will recalculate across all other sections of the report. In addition, every chart on the dashboard is clickable. As a result, you can filter the other charts using the built-in filtering tools. This provides a full 360-degree view of sales.
A startup pharmaceutical company struggled to identify doctors and healthcare professionals who had authority to prescribe its medications. These prescribers operated across several states.
However, the company could provide product samples only in states where prescribers legally held prescribing rights. If the company failed to comply, it faced significant financial penalties.
At the same time, the prescriber data lacked structure. It did not clearly show the states where the company could sell products or distribute samples. As a result, sales and compliance teams lacked visibility.
GainOps cleaned and structured the data to solve this issue. In addition, the team designed dashboards that allowed the startup to quickly verify where it could sell products and distribute samples.
Because of these improvements, the startup increased sales while reducing compliance risk.
Various teams calculated month-end sales commissions manually. Different systems stored the required data, which created silos instead of a unified enterprise view. As a result, commission calculations took longer and produced significant errors.
The company previously attempted to fix the process. However, the team that built the original system had already left, which stalled progress. Consequently, sales partners grew increasingly frustrated due to repeated calculation mistakes.
GainOps redesigned and streamlined the entire commission process. The solution reduced calculation time and eliminated errors. In addition, the business recovered its investment quickly.
By correcting major mistakes - such as paying full commission amounts to each rep and partner - the company properly divided commissions between the appropriate parties. As a result, the organization improved accuracy, restored trust, and increased overall efficiency.
A motor manufacturer wanted to compete with China, but it took too long to complete sales. Motors are complex, and each customer has markedly different requirements for the right solution. Sales operations costs were also high. GainOps designed and implemented a solution that gave the manufacturer an edge over competitors. As a result, the team shortened manufacturing durations and manufactured only the components needed, which optimized inventory.
Banks must comply with the new Current Expected Credit Losses (CECL) accounting standard. It requires banks to estimate expected losses over the life of loans. GainOps designed and deployed a comprehensive solution. It included automated data collection and integration, an interactive front end, and reports. The solution let bank officers select loans for analysis. They could group loans by criteria and method. They could also generate reports that describe credit loss risks. As a result, audits became easy and quick. The bank sharply reduced operational costs and even increased revenues.
A large cable manufacturer could not determine the profitability of its sales representatives. The data needed for the calculation was spread across multiple platforms. Credit and debit notes were in spreadsheets. Orders were in a web-based system. Invoices were in a homegrown ERP system. As a result, profitability calculations were slow and difficult.
GainOps fixed this by redesigning the data model and storage. We automated the data collection process across all sources. We then built dashboards that show each sales rep’s profitability clearly, accurately, and in detail.
A capital goods manufacturer needed to combine as many as seven ERP systems when creating a new business unit. GainOps managed the data design and migration portions of this very complex project. The resulting system easily passed a required Department of Defense audit.
An international food and beverage company expanded quickly through acquisitions. However, this growth created a patchwork of disconnected systems and loosely shared knowledge for managing the field sales team. Different regions followed different tools and processes. As a result, leadership lacked a consistent view of performance across markets.
In addition, the company relied heavily on individual sales managers for key customer and territory knowledge. When attrition occurred, the business lost leverage, context, and critical information. Consequently, new team members took longer to ramp up, and the company lost momentum in key accounts.
GainOps helped bring structure to sales force management. First, we identified the most important metrics needed to run a high-performing field team. These included activity levels, coverage, call effectiveness, pipeline progress, conversion rates, and revenue contribution. Next, we designed a solution to capture and measure these metrics consistently across regions.
Furthermore, we created clear dashboards that gave leadership and managers a single source of truth. This improved accountability and supported coaching with real data. As a result, sales teams focused on the right actions, improved execution, and strengthened territory coverage.
Ultimately, the company reduced dependency on individual knowledge, improved sales governance, and increased overall sales performance.
The company generated leads, but it did not track them consistently. As a result, different representatives contacted the same customers and prospects about the same topic. This created a poor customer experience and increased churn.
In addition, leadership lacked visibility into lead ownership and follow-up. The team could not see what channel partners did with assigned leads. Consequently, the business lost control of the pipeline and missed handoff steps.
These gaps also increased customer acquisition cost (CAC). Sales and partner teams duplicated outreach. Marketing spend produced less return because the company could not measure lead outcomes by source.
GainOps implemented a structured lead tracking process and a single source of truth for lead status. First, we defined clear stages and ownership rules. Next, we added reporting that showed lead activity, partner follow-up, and conversion results. We also built dashboards that highlighted duplicate outreach and stalled leads.
As a result, the business improved coordination across teams and partners. It reduced duplicate contact and strengthened the customer experience. Ultimately, the company gained the insights needed to lower churn and reduce CAC.
