ERP Analysis

ERP files to revenue and operational intelligence.

Almonte ERP Analysis turns ERP, RAS, order, invoice, inventory, product, account, pricing, route, and finance exports into account-level analysis, sales priorities, margin insights, product movement reports, dashboards, and executive-ready recommendations.

Input ERP exports. Output decisions.

  • Account, order, invoice, and product performance analysis
  • Margin, discount, pricing, and promotion review
  • Inventory-aware sales and reorder recommendations
  • Route, territory, customer, and rep performance insights
  • Executive summaries and activation-ready action files
ERP exports RAS files Invoices Orders Inventory Accounts Products / SKUs Pricing CSV / Excel
Almonte ERP Analysis Clean, compare, score, recommend
Account priorities SKU velocity Margin leakage Route insights Sales actions Forecasts Reports

Operational data, usable output

Built for companies with valuable ERP data but limited analysis capacity.

ERP systems hold the daily truth of the business: who bought what, when they bought it, what moved, what stalled, where margin changed, which accounts are slipping, and where inventory or pricing affects revenue. ERP Analysis turns those exports into clear business action.

Invoices into account trends Orders into sales priorities Inventory into smarter actions Product files into SKU velocity Pricing into margin insight Routes into territory recommendations

How it works

From ERP exports to decision-ready analysis

01

Start with exports

Use CSV, Excel, system reports, or scoped exports from ERP, RAS, accounting, inventory, sales order, or route accounting systems.

02

Analyze the business activity

Clean records, join accounts, compare trends, calculate velocity, review margin, detect risk, rank opportunities, and identify changes.

03

Deliver useful outputs

Receive dashboards, reports, account lists, sales action files, product insights, margin memos, forecasts, and executive summaries.

Analysis modules

Focused ERP analysis products

Each module can be delivered alone or combined into a larger ERP intelligence workflow.

Account Analysis

Find account growth, decline, reorder risk, white space, and customer-level sales opportunities.

Outputs

Account priority list, reorder risk file, growth opportunity report, executive summary.

Sales & Revenue Analysis

Analyze order history, invoices, rep performance, territory trends, pipeline signals, and revenue changes.

Outputs

Revenue trend report, sales action file, rep/territory dashboard, forecast memo.

Product & SKU Analysis

See product velocity, brand/category performance, slow movement, product mix, and promotion opportunities.

Outputs

SKU velocity dashboard, product mix report, promotion recommendation file.

Margin & Pricing Analysis

Review pricing, discounts, promotions, margin shifts, leakage, and account-level profitability signals.

Outputs

Margin leakage report, pricing memo, discount review, account profitability summary.

Inventory-Aware Sales Analysis

Connect product movement and inventory availability to sales recommendations, stockout impact, and promotion planning.

Outputs

Inventory-aware campaign list, out-of-stock impact report, reorder recommendation file.

Distribution & Route Analysis

Analyze route, territory, delivery, account coverage, and regional performance to find operational growth opportunities.

Outputs

Route performance report, territory map, coverage dashboard, regional diagnosis memo.

Example outputs

ERP analysis that ends in usable business artifacts.

Account growth opportunity list Account decline report Sales priority file SKU velocity dashboard Product mix recommendation Margin leakage report Discount analysis memo Route performance dashboard Territory opportunity map Sales rep action list Inventory-aware campaign list Out-of-stock impact report Reorder risk file Accounts receivable risk file Executive summary report CSV activation file

Data inputs

ERP data the workflow can use

Direct integrations can be scoped during workflow setup. File-based analysis can start with CSV, Excel, or system-generated reports.

ERP exports RAS exports Encompass exports NetSuite exports Microsoft Dynamics exports SAP Business One exports Sage exports Acumatica exports QuickBooks exports Odoo exports Invoices Order history Account master files Product/SKU files Inventory files Pricing files Discount files Promotion files Route files Territory files Accounts receivable files Excel files CSV files

Data handling

Designed with privacy-conscious workflow planning.

ERP analysis can involve account, sales, finance, inventory, pricing, invoice, and operational records. Workflows can be scoped around controlled intake, limited access, output-only delivery, and business-specific retention requirements.

ERP exports to clear business action

Turn ERP files into analysis your team can use.

Send the files you have and the business question you need answered. Almonte Technology can scope an ERP analysis workflow around your data.

Workflow request

Request an ERP Analysis Workflow

This placeholder captures the information needed to scope the workflow. File intake is handled during setup.

File intake placeholder File intake is available during workflow setup.
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