Track sales goals and business data to monitor progress toward company objectives. Input and analyze sales figures, set targets, and review performance metrics. Sync with program resources and access coaching tools.
View account details, transactions, and statements. Check check images and manage bill payments. Transfer funds between accounts and external banks. Monitor and process ACH and check exceptions. Deposit checks remotely via .
Track competitor pricing and inventory levels. Analyze profitability with ROI, profit margin, and break-even calculations. Monitor fee structures and adjust strategies based on real-time data. Export insights and share reports directly.