Steer on today’s figures, not on last month’s
Wired to your real data
The dashboard reads straight from your production database. Everything shows live: no export, no re-entry, no gap between the screen and reality.
About ten tables from day one
Revenue over 30, 90, 180 and 360 days, open quotes, quotes about to expire, orders: the base set covers immediate commercial steering.
Alerts that lead to action
Some tables flag situations that need handling, such as delivery notes not yet invoiced. One click on the row opens the document directly in Wallify.
Filterable, and exportable to PDF
Filter by period, by customer or by item type, then export the result to PDF instantly, for a board meeting or for your accountant.
The base dashboard
Screens dense with useful information, readable at a glance, built to be checked every morning.
A few ideas for tables we can set up for you
Beyond the base set, we extend your screen with tables that fit your trade. Here is a sample of what has already been built for other SMEs.
Revenue and margins
Revenue by month and by region · customer revenue over 12 months · comparison with the previous year · top 10 drops in customer revenue over 6 months · revenue by account manager, by delivery method, by item family · margin by customer
Open orders and sales activity
Share of open customer orders · top 25 open amounts · quote win ratio over 12 months · quotes about to expire · most recently created customers · weekly creation volume by origin
Alerts and points of attention
Total overdue by customer beyond 5 days · total overdue by due date · delivery notes not invoiced · orders undelivered for more than 3 months · Peppol documents whose response failed
What the module costs
Module based on Metabase technology, whose licence is spread across all deployments. Amounts excl. VAT, additional modules not included.
Switch on the dashboardsWallify fits into your ecosystem
Peppol, Horus, Falco, Companyweb, AI assistants… Wallify exchanges data with the market’s services and platforms.
The other Wallify modules
Wallify is assembled module by module, according to what your business needs.
Ready to steer on up-to-date figures?
Let’s talk about your indicators and build the dashboard you are missing.