Business Intelligence
See the business the way your top performers already do
A deeper analytics layer on top of CrikSales reporting: multi-year trends, concentration analysis, real cross-sell pairs, and sales data that's automatically scoped to who's allowed to see it.
This builds on customer analytics & retention, product & SKU analytics, territory & geography, and the report library — the same reporting engine, with the depth larger, multi-rep sales organizations tend to ask for.
What's in the deeper layer
Three-year trend dashboards
Rolling three-year revenue, order, and average-order-value trends, with month-to-date and year-to-date always compared to the same period last year.
Pareto & concentration analysis
Top-10 SKU and customer breakdowns that show how much of the business rides on a short list — and how exposed that makes you.
Products bought together
Real cross-sell pairs pulled from actual order history, not a guess — a starting point for bundle and rep-outreach decisions.
Ship-to based geographic attribution
Revenue mapped to where product actually ships, not a dealer's billing address, with markets that have gone quiet flagged as churned.
Sales-rep scoped analytics
A rep's analytics automatically scope to their own book of customers. Vendor-wide visibility is a permission you grant, not a default.
Segment snapshot history
Saved customer and product segments keep a performance history, so you can see how a segment trended over the last 1, 3, 6, 12, or 24 months — not just where it stands today.
Built for more than one rep
Every rep sees their own numbers — nothing more, by default
Once a team has more than one sales rep, "who can see whose numbers" stops being a nice-to-have. A rep's dashboards, segments, and reports are automatically scoped to their own customers and invoices. Giving a rep visibility into the whole book is a deliberate permission, not something that happens by accident because two reps share a report.
Management keeps the full picture across every rep and territory, exactly as before.
Available on the Sales Force tier
This layer builds on what Sales Force already includes
Segmentation, at-risk accounts, and advanced reporting ship with the Sales Force package. Ask your account rep which pieces of this deeper analytics layer are enabled for your account.
See pricing & plans