Revenue reporting
Without Sanka
CRM and invoice actuals are reported separately
With Sanka
Unify deals, orders, invoices, and collections
Reports — from CRM pipeline to actual revenue, collections, and profit
Sanka reports the output of a CRM-native back-office workflow — pipeline, realized revenue, collections, margin, ARR, and inventory on the same axes.
WORKFLOW
Automate exception routing and approvals across teams
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams
Overview
Report revenue, billing, collections, and margin on one axis
Unify operational data
Report orders, invoices, cash, inventory, cost, and margin on the same axis.
Trace back to source
Move from report numbers back to transactions, invoices, payments, and inventory movements.
Reduce monthly rebuilds
Update reports from operational records instead of rebuilding spreadsheets.
Workflow
Report revenue, billing, collections, and margin on one axis
- 01Define axesSet customer, product, owner, department, period, and status axes.
- 02Collect operations dataBring in orders, invoices, collections, inventory, and cost.
- 03Review exceptionsCheck uninvoiced, unpaid, out-of-stock, and unapproved records.
- 04Refresh reportsGive management and operations the same source of truth.
Compare
Reports rebuilt in spreadsheets slow decision-making
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Revenue reporting | CRM and invoice actuals are reported separately | Unify deals, orders, invoices, and collections |
| Margin reporting | Costs are added manually later | Pull cost, variable spend, and margin from operations |
| Inventory reporting | Inventory, orders, and shipments do not reconcile | Track movements, allocation, and shipments |
| Monthly reporting | Reports are copied and rebuilt every month | Generate from current operational records |
Margin reporting
Without Sanka
Costs are added manually later
With Sanka
Pull cost, variable spend, and margin from operations
Inventory reporting
Without Sanka
Inventory, orders, and shipments do not reconcile
With Sanka
Track movements, allocation, and shipments
Monthly reporting
Without Sanka
Reports are copied and rebuilt every month
With Sanka
Generate from current operational records
Customer quotes
Sanka teams turn back-office work into governed operations.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
By implementing Sanka, we expect to connect reel racks with shop-floor inventory data so we can calculate requirements based on accurate stock.
FAQ
Frequently asked questions
How is this different from CRM reporting?
It includes orders, invoices, collections, inventory, and margin, not just deals.
Can users trace back to source data?
Yes. Metrics can link back to the underlying operational records.
Can monthly reporting be automated?
Yes. Recurring spreadsheet rebuilds can be replaced with current operational data.
Can reports be segmented?
Yes. Reports can be grouped by customer, product, owner, department, and period.