SMB by ProfitSee
DESCRIPTION
An award-winning, all-in-one visual financial reporting and forecasting software from proven financial experts. For small to mid-sized business owners, this software will help you gain CFO-level insights into the financials of your company.
Real-Time Dashboards
Instantly monitor your financial health. Quickly track your performance against plan. Find out what you need to know and instantly see the good news and the bad news.
Dynamic Budgeting
Building a budget can be a tedious task. It is the financial roadmap for your company. SMB instantly analyzes financials to recommend a budget. You can quickly adjust for things such as values, trends, seasonality, or mid-year changes in business strategy in any account.
Proactively Monitor Cashflow
Access a real-time Profit & Loss Statement color-coded against your budget. Track trends and performance within margins you dictate. Quickly identify problem areas and fix them before they get out of control.
Set And Monitor Key Performance Indicators
Define and reach your goals with SMB’s Key Performance Indicators (KPIs). Identify your KPIs, set your acceptable KPI range, and monitor with ease. Compare historically and instantly identify trends in each KPI. Receive instant alerts when you are outside your desired range. Improve efficiency in your business.
Sales Wizard
Make accurate sales and pricing decisions with SMB’s Sales Wizard. Understand the relationship between margin and cash flow – and how reducing or increasing your price points will affect your business.
Scenarios – Business Strategies Simplified
Scenarios allow you to instantly see how new business tactics and strategies affect cash flow, profitability, and the financial health of your company. What is the impact of marketing campaigns, new hires, new sales channels, etc.? Critical business decisions can happen in minutes, not weeks or months.