Real Data.
Clear Dashboards.
Smarter Decisions.
Live dashboards that show what's driving your sales and margin, built on your ERP or CRM and running in about 30 days. Then we extend to finance, operations and any team you need, on Power BI, Microsoft Fabric or Azure.
- No AI-generated numbers
- Fixed-price proposals
- US, UK & Canada
Sales performance
FY to date · refreshed daily
Net sales trend
Top customers
- Customer A$1.2M
- Customer B$940K
- Customer C$730K
- Customer D$530K
Built on the tools you already use
- Power BI
- Excel
- Microsoft Fabric
- Azure
- AWS
- Salesforce
- Snowflake
- SQL
What we do
Everything you need to see your numbers clearly
Business Intelligence is our core service. Everything else plugs into the same data model.
Beyond sales
Dashboards for every team
Most clients start with sales and margin, then add finance, operations and more on the same data model. If you track it in a spreadsheet today, we can build it to your requirements.
Sales & margin
- Sales KPIs
- Customer & product drivers
- Rep performance
Finance
- P&L and budget vs actual
- Cash flow
- Receivables & DSO
Operations
- Inventory & stock turns
- Orders & backlog
- On-time delivery
Purchasing
- Supplier spend
- Price changes
- Lead times
Marketing & CRM
- Pipeline & win rates
- Campaign return
- Lead sources
People & HR
- Headcount
- Overtime & labour cost
- Turnover
Executive
- Company scorecard
- Monthly board pack
- Plan vs actual
Why Mercorise
See exactly what moved your margin
Bridges break every change into price, volume, mix, cost and FX, so reviews stop being debates about whose spreadsheet is right.
Numbers you can defend
Every figure ties back to your ERP, CRM or official filings. We never use AI to invent or estimate numbers.
Live in about 30 days
A fixed scope and a fixed price. Your first dashboard is running in weeks, not quarters.
One partner, one data model
Dashboards, bridges and reports all run on the same model, so your numbers match everywhere.
Margin bridge
Last year vs this year, % points
How it works
From Excel exports to automated insight
- 01
Scope
Agree the sales and margin questions, KPIs and data sources. You get a fixed-price proposal.
- 02
Connect
Link your ERP, CRM or accounting system, plus public filings when you need competitor context.
- 03
Build & automate
Build the data model, dashboards and bridges, and automate the refresh. Live in about 30 days.
- 04
Manage & improve
Document the logic, train your team, and keep improving the dashboards month after month.
Low-risk start
Start with a 2-week pilot on your own data.
- A one-page sales & margin dashboard on your own ERP or CRM export
- Delivered in two weeks, so you see your real numbers before committing
- Pilot fee credited in full if you continue
20-minute call. No obligation.