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WiiFlo

Close the month with numbers everyone agrees on

Define “net sales” once, and every report, dashboard and answer uses the same rule.

What were net sales in September?
September net sales were $2.19M, leaving out test, cancelled and transfer invoices, per the Net sales definition.
Net sales
$2.19M
▼ 3.1%
Returns
$41.8K
▼ 0.4%

How it works

  1. 01

    Write your definitions once

    Net sales, active customers, gross margin, in your own terms.

  2. 02

    WiiFlo applies them everywhere

    A query that skips a rule is sent back before you see it.

  3. 03

    Report with confidence

    Every figure links to the query behind it.

What you get

  • No more arguments about whose number is right
  • Every figure traceable to its query
  • The month-end report built and sent on the 1st

Perfect for: Finance leads and controllers who own the monthly numbers.

Features used

Business rules and metric definitionsScheduled reportsPDF, PowerPoint and Excel export

Works with

ExcelSQL ServerBigQuery

More use cases

See all
Sales

Know where every rep stands

See who is ahead, who is behind and why, without waiting for the weekly report.

Leadership

Send the Monday sales report automatically

The report everyone reads on Monday, refreshed and in their inbox before they arrive.

Operations

Get alerted when a branch slips

Know the morning a location falls behind, not at month-end.