REPORTS & DASHBOARDS

Answers you can open down to the line.

A report catalogue, dashboards for each role and plain-English questions, all limited to what each person may see.

REPORT CATALOGUE

Ready-made reports, with the lines behind every number.

Each report has its own inputs, a grid and a chart. Filter, group by dragging a column, pivot, total, export to Excel, and open the lines behind any number.

The Payee balances report: a grid of payees with earned, held back, released and recovered amounts, and a chart of what is still owed
Payee balances: earned, held back, released and recovered for each payee, with what is still owed charted beside it.

Screens from the RevexOne application, shown with invented test data. Layout may differ in the current release.

ReportAreaStatus
Invoices receivedSales data inAvailable
Invoice look-upSales data inAvailable
Invoice impactSales to plansAvailable
Customer coverageCoverageAvailable
Plans by employeePlans and peopleAvailable
Team plansPlans and peopleAvailable
Payee balancesEarnings and payAvailable
Ledger linesEarnings and payAvailable

DASHBOARDS AND QUESTIONS

Each role starts on its own dashboard.

Role dashboards

Available

Admins see period close, approvals, plans and data health; sellers start on My Pay.

Ask RevexOne

Available

Ask in plain English; answers come from the same reports, within your own access.

Charts proposed by agents

Available

An agent can propose a chart for a dashboard; a person adds it.

Statements as PDF

Available

Each payee’s statement, with every line explained.

Change history

Available

Every change to plans, data and amounts, with who made it, when and why, on its own page.

Saved and shared views

Planned

Save a report’s settings, share them with approval and schedule delivery.

Industry report packs

Planned

Default reports for each industry version.

WHO SEES WHAT

Pay stays private by default.

Pay columns stay blank unless the person has the right to see them. Managers see their direct reports’ targets and earnings; everyone sees their own.

NEXT STEP

See your own numbers this way.

Bring a period of your data and we will show it in these reports.