Turn Raw Sales Spreadsheets into Executive B2B Pre-Order Worksheets in Seconds.
The Territory Sales Intelligence Engine is a client-side commercial analytics dashboard designed for territory sales managers, manufacturers' representatives, and wholesale distributors. Ingest raw ERP exports (SAP, NetSuite, QuickBooks, or custom multi-tab workbooks) directly in your browser with zero installation and zero cloud exposure.
Core Capabilities:
Universal ERP Ingestion: Built-in column auto-detection and intelligent schema mapper handle unaligned field names, custom SKUs, QuickBooks report banners/subtotals, and flat transaction lists seamlessly.
Adaptive Pipeline Engine: The dashboard dynamically adjusts to your software. Drop in an ERP export to track live warehouse backorders and open queues, or drop in a QuickBooks file to automatically track historical invoices and warranty/credit returns.
Opportunity Detection: Automatically surfaces ghosted equipment (fading core catalog accounts), dormant consumables (>90-day restock timers), and category white-space opportunities.
Interactive Variant Expansion: Track territory adoption across colorways, sizes, and model families to pitch line expansions with real peer proof.
Global Catalog & Custom Rules: Build custom "Focus Item" trackers, import inventory lists to unlock account gaps, and save global mapping rules that automatically suggest modern replacements for discontinued SKUs.
1-Click Executive PDF Generation: Formats clean, print-ready "Strategic Pre-Order Worksheets" with custom opening memos, category spend doughnut charts, size distribution curves, and tailored equipment proposal cards.
100% Offline Data Privacy: Operates entirely within your local browser engine. No customer records, pricing tiers, or revenue metrics are ever transmitted to an external server or cloud database.
What’s Included in Your Download:
Territory_Sales_Intelligence.html — Standalone client-side application (opens locally in Chrome, Edge, Safari, or Brave).
Enterprise_ERP_MultiTab_Sample.xlsx — Full enterprise reference workbook demonstrating live pipeline tracking, 4-year churn watchlists, and open warehouse backorders.
QuickBooks_Sales_By_Customer_Sample.xlsx — Authentic full-year QuickBooks export demonstrating automated subtotal removal, credit memo tracking, and invoice logging.
QuickBooks_Inventory_Valuation_Sample.xlsx — Stock ledger export used to load the Master Catalog and unlock "Color Gap" and "White Space" analytics for QuickBooks users.
START_HERE.txt — Quick-start deployment manual and offline data privacy specifications.
Architecture by TechNexus
Turn Raw Sales Spreadsheets into Executive B2B Pre-Order Worksheets in Seconds.
The Territory Sales Intelligence Engine is a client-side commercial analytics dashboard designed for territory sales managers, manufacturers' representatives, and wholesale distributors. Ingest raw ERP exports (SAP, NetSuite, QuickBooks, or custom multi-tab workbooks) directly in your browser with zero installation and zero cloud exposure.
Core Capabilities:
Universal ERP Ingestion: Built-in column auto-detection and intelligent schema mapper handle unaligned field names, custom SKUs, QuickBooks report banners/subtotals, and flat transaction lists seamlessly.
Adaptive Pipeline Engine: The dashboard dynamically adjusts to your software. Drop in an ERP export to track live warehouse backorders and open queues, or drop in a QuickBooks file to automatically track historical invoices and warranty/credit returns.
Opportunity Detection: Automatically surfaces ghosted equipment (fading core catalog accounts), dormant consumables (>90-day restock timers), and category white-space opportunities.
Interactive Variant Expansion: Track territory adoption across colorways, sizes, and model families to pitch line expansions with real peer proof.
Global Catalog & Custom Rules: Build custom "Focus Item" trackers, import inventory lists to unlock account gaps, and save global mapping rules that automatically suggest modern replacements for discontinued SKUs.
1-Click Executive PDF Generation: Formats clean, print-ready "Strategic Pre-Order Worksheets" with custom opening memos, category spend doughnut charts, size distribution curves, and tailored equipment proposal cards.
100% Offline Data Privacy: Operates entirely within your local browser engine. No customer records, pricing tiers, or revenue metrics are ever transmitted to an external server or cloud database.
What’s Included in Your Download:
Territory_Sales_Intelligence.html — Standalone client-side application (opens locally in Chrome, Edge, Safari, or Brave).
Enterprise_ERP_MultiTab_Sample.xlsx — Full enterprise reference workbook demonstrating live pipeline tracking, 4-year churn watchlists, and open warehouse backorders.
QuickBooks_Sales_By_Customer_Sample.xlsx — Authentic full-year QuickBooks export demonstrating automated subtotal removal, credit memo tracking, and invoice logging.
QuickBooks_Inventory_Valuation_Sample.xlsx — Stock ledger export used to load the Master Catalog and unlock "Color Gap" and "White Space" analytics for QuickBooks users.
START_HERE.txt — Quick-start deployment manual and offline data privacy specifications.
Architecture by TechNexus
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