For CEOs and managing directors
One view of the business, from lead to cash
Forecast, margins and collections come from the same records sales, the warehouse and finance work in. The numbers are current whenever you open the dashboard.
Where it gets stuck today
- Every team brings a different number to the meeting.
- The forecast is built in a spreadsheet from what reps say.
- You learn about a bad margin after the order has shipped.
What changes with SalesOS
A forecast from real deals
Weighted value, stages and close dates come straight from the pipeline.
Margin before signature
Discounts over the threshold go through approval, and estimated cost sits next to price.
Collections per customer, up to date
Invoices, due dates and balances are visible on every customer.
Controlled access for every role
Teams see what they need, you see everything.
Up and running in 2–4 weeks
We start with the process that costs you most today. The timeline depends on how ready your data and access are, and custom development gets its own plan.
Week 1
Agree what success means and get your data ready
Deliverable: agreed scope, data map and acceptance criteria.
Week 2
Build the first workflow your team can put to work
Deliverable: validated pilot workflow and trained key users.
Week 3
Put SalesOS to work alongside your team
Deliverable: acceptance checklist and resolved or explicitly accepted blockers.
Week 4
Launch with confidence and a plan for what comes next
Deliverable: documented acceptance and a plan for the next phase.
Common questions
Where do the dashboard numbers come from?
From the same records the teams work in: deals, quotes, orders and invoices. There is no separate export.
Can we track targets by team?
Yes. Targets are set per company, team and rep, and progress is calculated from the pipeline.
How quickly do we see results?
The first process goes live in 2–4 weeks if data and access are ready. From then on, the numbers are current.
What happens to our ERP?
It stays where it is. SalesOS covers the commercial side and connects to accounting and the ERP.
See the dashboard on your own data
We'll bring an example from your field and show what the first four weeks would look like.
- You pick the time right after the form
- You talk to someone who has rolled SalesOS out
- You leave with a plan, even if we don't continue