Magenta Insights

Start your week by opening a single workspace where sales, finance, and operations see the same numbers. Connect your accounting or ERP in minutes—Tally, Busy, or SAP—and Magenta Insights pulls clean, usable data without manual imports. Set targets for revenue, margins, and collections, then pin the right metrics to role-based dashboards on web or mobile (iOS and Android). Managers get a high-level view; reps and analysts see only what they need. Use the built-in KPI tracker to spot gaps early, and jump from a chart straight into the underlying invoices, items, or customers.

To grow existing accounts, use the attachment-opportunity finder. Pick a product or category, and Magenta Insights surfaces customers who bought A but not B, ranks them by potential, and generates a call list with last purchase date, frequency, and value. Create quick bundles, plan discounts, and assign tasks to reps. After each call or visit, log outcomes and watch the list update automatically. Export a list for email or WhatsApp outreach, or trigger a micro-campaign from within the app. Track lifted attachment rates and incremental margin on your dashboard so you can double down on what works.

Tighten collections with a practical, daily workflow. Open receivables aging, filter by risk or overdue days, and queue follow-ups. Magenta Insights schedules automated reminders that reference invoice numbers, due dates, and outstanding amounts, then records delivery and response. Add notes from calls, set next actions, and escalate accounts that miss commitments. View cash expected this week versus month-to-date, and compare promised-to-actual receipts to tune your approach. The system highlights chronic delays, suggests the next best action, and summarizes collector performance so you can coach the team and accelerate cash.

Protect margins with clear, drillable profitability. See landed cost by SKU, customer, and region, including freight and duties, then trace a margin waterfall from list price to net. Before sending a quote, run a quick what-if: adjust discount, freight mode, or minimum order size and see instant impact on gross profit. Need a one-off answer? Fire an ad hoc query or spin up a custom report to test a pricing rule, validate a rebate, or compare vendor options. Benchmark branches and teams, set targets, and use trend views to align on strategy in weekly reviews. Turn those insights into action by assigning owners and due dates so improvements actually stick.