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Financial and Revenue Intelligence Toolkit

By Zuar, Inc.

Understand your business performance with this finance & revenue toolkit.

No Ratings
Free  

Never requires payment

Industries
Horizontal Product
Financial Services
Business Need
Analytics
Sales Intelligence
Dashboards & Reports
Requires
Tableau
Compatible With
Tableau
Tableau Server
Tableau Cloud

Zuar’s Toolkit for Financial and Revenue Intelligence enables you to understand your overall business performance, how and where your business is growing this year, what strategic growth could look like in the future, and impact to your business.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Tableau
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau
Tableau Server
Tableau Cloud
Additional Requirements
Requires active Tableau Subscription.

App Details

Version
Financial and Revenue Intelligence Toolkit
Listed On
09/06/2023
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Zuar built this toolkit from their experience with CPG and Retail customers. Connect with them to learn more about their industry-specific services. -- Required Data Attributes -- Strategic Forecast Summary: Order detail, detail for the last 12 months + Opportunity detail for the next 12 months • Date (date) • Customer (string) • Account Manager (string) • Channel (string) • Region (string) • Order ID (string) • Record Type (Order or Opportunity) (string) • Days Since Last Order (int) • Sales Total (from Orders) (currency) • Sales Forecasted (from Opportunities) (currency) YTD Growth Watch: Order detail, starting from the beginning of the prior year. • Date (date) • Customer (string) • Channel (string) • Account Manager (string) • Region (string) • Product Line (string) • Product Name (string) • Sales Total (Dollars) Inventory Planning • Product Line (string) • Product Name (string) • Product ID (string) • Quantity on Hand (int) • Price (currency) • Stock Par Max (Units) (int) • Stock Par Min (Units) (int) • Date (date) • Item Quantity Forecasted (Units) (int) • Replenish Quantity Expected (Units) (int)

Need help?

Zuar, Inc.

Austin, TX USA

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