DevPhase 1 — Financial Core

Reports

Phase 1 · Week 13–16

Full BI layer across both businesses. Filterable by company, date range, device, product type, and customer/facility.

Planned features
Build order based on Phase 1 scope v6.0.
  • ☐Margin by job type, customer, device, facility
  • ☐Revenue + margin trend (weekly, monthly, trailing 12mo)
  • ☐Quote conversion: drafts saved vs. jobs won, margin on won quotes
  • ☐Top customers by revenue and by margin
  • ☐Per-piece margin + postage % (Pelipost)
  • ☐Contract rate viability per DOC facility
  • ☐Combined business view: revenue split, margin comparison
  • ☐CSV export for all major views