Business Intelligence

Business Intelligence For Your Brokerage

Tap into your data with at-a-glance, out-of-the-box reports for executives and managers alike.

Tap into your data with at-a-glance, out-of-the-box reports for executives and managers alike.

CRM and Sales Pipeline Performance

Revenue & Accounting, Profit & Loss, Missing Supplier Payments

Sales Reporting (by Agent, by Commodity and more).

Create customized KPI's and Dashboards with DIY (Do-It-Yourself) tools.

Provide full custom export capabilities for advanced analysis.

Gain insight into the health of your core data assets with Diagnostic Dashboards.

Expand your data horizon by integrating third party data assets such as Weather, Property Info, etc.

Add value and differentiate your brokerage by offering BI insights to your clients through a white label portal.

Business Intelligence For Your Clients

Provide custom engagement portals for every client.

Enable client-specific insights on energy supply via utility/account/meter dashboards.

Show how historical performance affected usage and supply charges.

Compare client-specific sites, accounts, and meters for benchmarking and analysis.

Increase client engagement by providing innovative solutions that automates energy-related billing tasks.

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