The Financial View: Know Your Clients Before They Know You

Every company in ReVend OS carries a financial summary: total revenue, total deals, and open orders. These numbers update automatically as settlements are approved, invoices are paid, and orders are completed. You don't calculate them. They calculate themselves.

Why this matters

When a client calls and says "we'd like to discuss our pricing," it helps to know that they've sent you €340,000 worth of equipment this year. It also helps to know that their last three settlements took 47 days to approve, and that they currently have two open orders that haven't been collected yet.

This isn't business intelligence. It's common sense. But you'd be surprised how many ITADs negotiate pricing without knowing what the client is actually worth to them. Or, more dangerously, how many clients negotiate pricing knowing exactly what they're worth to you.

What you see on the company card

Total revenue: Lifetime revenue from this company. Across all contracts, all settlements, all invoices. The number that tells you whether this relationship is worth the effort.

Total deals: How many completed transactions. A company with high revenue and few deals is sending you large batches. A company with moderate revenue and many deals is sending you a steady stream. Both are valuable. Both need different treatment.

Open orders: Active inbound and outbound orders. If this number is high, either the client is very active or something is stuck in your pipeline. The company detail page tells you which.

No separate analytics tool

You don't need to export data to a BI tool to answer "how much is this client worth?" The answer is right there on the company card. In the list view, you can sort by revenue to see your most valuable clients at the top. In the detail view, you can see the trend. No pivot tables. No VLOOKUP. No "let me check the spreadsheet and get back to you."

Your spreadsheet had a good run. Thirty years, give or take. It's time.