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ANALYTICS

Real-time. Not end-of-month.

Dashboards built on the data your business already runs on. Sales, ops, finance, and leadership all looking at the same numbers, updated live. No more waiting for the BI team to rebuild last month's report.

Ohanafy · Analytics
Live
Q3 · Gulf Coast
Updated 12s ago
Revenue
$4.86M
+14%
Forecast
+17%
vs prior
Strategy
3x
time freed
Revenue · 12 weeks
Trailing
Beer
68k cs
Wine
22k cs
Spirits
14k cs
By the numbers
+14%
increase in close rates
3x
more time on strategy
+17%
forecast accuracy
Capabilities

Decisions on data, not feelings.

Interactive dashboards

Drag, drill, drink coffee, repeat.

Reslice by territory, brand, segment, week, anything. Drill from quarterly summary to a single delivery without leaving the page or pinging an analyst.

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Dashboard · Q3 revenue
Drilling
RevenueVolumeMarginMixBy territory ▾
Revenue · weekly
$4.86M+14%
By territory
  • Gulf Coast$1.84M
  • Pensacola$1.62M
  • Mobile$1.40M
Visits
318
Avg ticket
$2,180
Margin
31.4%
Days open
11
Scheduled reporting

The right number in the right inbox automatically.

Pre-built reports for sales leadership, ops managers, and the CFO. Sent on the cadence you set. No more 'can you re-pull last week's numbers?' on a Monday morning.

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Schedules · Active
4 running
Auto-delivered reports
4 schedules · 54 recipients
New schedule
  • Mon
    Sales weekly
    Mon 7:00 AM
    Sales leadership · 8 recipients
    Next · in 2 days
  • Daily
    Ops daily flash
    Daily 6:30 AM
    Ops managers · 14 recipients
    Next · tomorrow
  • Mon
    CFO board pack
    Mon · monthly
    Finance · 4 recipients
    Next · in 9 days
  • Fri
    Territory deep-dive
    Fri 4:00 PM
    Reps · 28 recipients
    Next · in 4 days
Role-based views

CEO sees what a CEO needs. Reps see what reps need.

Same data model, different lenses. The dashboard adapts to who's logged in. Cuts the noise without forking your data.

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Same data · 3 lenses
Role-aware
CEO view
L. Maisel · Gulf
  • Revenue YTD
    $48.6M
  • EBITDA
    11.2%
  • Forecast Q4
    +8%
Sales view
M. Alvarez · Rep
  • Pipeline
    $121k
  • On target
    87%
  • Visits
    14 wk
Ops view
K. Nguyen · Mgr
  • Fill rate
    98.6%
  • Routes
    18
  • Inventory
    528 cs
KPI tracking

Set, watch, alert.

Define the KPI, the threshold, and the recipient. The system watches around the clock and pings the right person when a number drifts off plan.

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KPI tracker · Q3
Watching 12
Active KPIs
12 watched · 2 alerts open
  • Q3 revenue
    Target · $5.0M
    $4.86M
    On plan
  • Forecast accuracy
    Target · +15%
    +17%
    On plan
  • Close rate
    Target · +10%
    +14%
    On plan
  • Pacifico depletions
    Target · +0%
    −4%
    Watch
  • Aged AR > 60d
    Target · $2.0k
    $3.2k
    Off plan
Alert triggered · 9 min ago
Aged AR > 60d crossed $3,000, notified A. Soto, K. Nguyen.
Cross-platform integration

Combine Ohanafy data with anything else you have.

Pipe in NIQ, IRI, your supplier portals, or whatever sits in your warehouse. Native connectors and SQL access mean the analytics layer isn't the bottleneck.

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Sources · Combined
Joined live
Connected sources · 4
  • Ohanafy · Salesforce
    Native
    12.4M rows
    Synced
  • NIQ · scan data
    Connector
    4.8M rows
    Synced
  • Snowflake · finance
    Warehouse
    2.1M rows
    Synced
  • S3 · supplier feeds
    Files
    180k rows
    Synced
Sources
Dashboard
User permissions

Trust the dashboard, control the access.

Row-level, field-level, dashboard-level. The CEO sees consolidated. The territory manager sees their territory. Audit trail built in.

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Permissions · Row + field level
Audited
CEO · L. Maisel
  • Consolidated revenueFull
  • EBITDA · all territoriesFull
  • Rep-level commissionsRead
Sales mgr · K. Nguyen
  • Mobile territory · revenueFull
  • Other territories · revenueNone
  • Rep commissions · own teamRead
Rep · M. Alvarez
  • Own pipeline · accountsFull
  • Own commissionsRead
  • Other reps' pipelineNone
Gulf Distributing operations team
Built for beverage. Live with operators across the country.
Gulf Distributing operations team
Integrations

Plays nice with the systems you already run.

Salesforce
Tableau
Power BI
Snowflake

Make decisions on data, not feelings.

Book a 30-minute demo. We'll show you Analytics running on real beverage data.