Turn your sales and finance into actionable data

Your business figures, without building spreadsheets

Analytics brings together the sales, finance and client data you already generate in PLAY /Platform: opportunities, projects, quotes, invoices and satisfaction surveys. There's nothing to export and no tables to cross-reference by hand. The figures come from the same projects and invoices the team works with.

A sales dashboard that fits you

The Sales dashboard has three views: the year to date, month-by-month finances and month-by-month sales. Among other things, it shows you:

• Invoicing for the year and what's still left to invoice.
• Current pipeline and a closing forecast, based on the win rate over the last six months.
• Payments received, bookings created and bookings validated per person.
• Funnel movements and pipeline movements by team.
• Meetings created and their status, and new opportunities.

Add, hide and reorder the widgets: each person keeps their own dashboard. Filter by year, quarter or month and by owner, and break down by client tier, revenue type, opportunity source or team.

From the figure to the detail in one click

Every number can be opened. Click a month's invoicing and you see which invoices make it up, without leaving the dashboard. From there you can jump to the full list if you need to work on it.

On the Pro plan, set targets per person, per quarter or per business line, and compare each widget with its target.

Projects and opportunities, in a single table

«Opportunities and projects» puts the whole sales and production cycle in one table: what's in negotiation, what was lost, what's in progress and what's still to be collected. For each project you see how many days it has been in its status, the deliveries, contracted and incurred costs, the amount invoiced and the estimated, contracted and final gross margin. So you know which productions are profitable before you close them.

Filter by creation, close, start or end date, or by when a project moved into a status. Save the views you use most.

Overdue invoices, without chasing them by hand

A dedicated view shows the total overdue, how many accounts are affected, the largest debtor and the average days late. Debt is grouped by age (0–30, 31–60, 61–90 and over 90 days), so you know who to call first.

Every client, with their numbers

The accounts list gives one row per client with their invoicing, their win rate by count and in euros, the average deal size, the NPS and the open pipeline. Each figure shows how much it has changed since the previous period. The same appears in each account's analytics tab.

The NPS comes from a short survey the client receives at the end of each project: «How likely are you to recommend us?».

Spot at-risk clients in time

On the Pro plan, account health classifies each client as healthy, neutral, at risk or lost, and is recalculated every day. You see how it changes month by month, which clients you've won back and how it relates to NPS. Portfolio evolution shows the overall health of your portfolio, its make-up and the win rate by cohort.

Export what you see

Export any table to Excel or CSV with the period, filters and columns you have on screen. If the file is large, it arrives by email.

Ask KAMI

KAMI, the AI assistant, answers with the same figures as the dashboard: «How much have we invoiced this quarter?» or «How's the pipeline looking?».

Only for your team

Analytics is built for production companies and agencies, and only the internal team can see it. Clients and external collaborators don't have access.