Pick a From / To date range or toggle individual dates below to slice the entire Grid & Chart:
Manual Price Override Audit & Vendor Rebate Recovery
Real-time audit across active Sales Invoices, Purchasing POs, Warehouse Inventory & Accounts Payable streams.
Invoice lines where counter or outside sales reps manually overrode standard customer matrix pricing without SPA backing.
Active Purchase Order receipts (Status R) and Open Inbound POs (Status Y) tracked automatically against vendor volume rebate gates.
Highest-volume Product Buy Lines across permitted branches — click below to audit SKU-level pricing & overrides.
Interactive "What-If" Margin & Override Recovery Simulator
Model the bottom-line EBITDA impact of curbing manual price overrides and capturing vendor SPA rebates.
Top Customer Accounts & Price Override Share
Click Slice SKUs on any account to inspect line-item pricing and margin.
| Customer Account | Assigned Rep | Primary Buy Line | Invoice Lines | Sales Volume | 1-Click Action |
|---|---|---|---|---|---|
| C-101 • Great Lakes Mechanical Contractors | M-VANCE (Marcus Vance) | Commercial Valves | 40 Lines | $461,800.00 | |
| C-102 • Prairie State Plumbing & Heating | S-JENK (Sarah Jenkins) | Copper Tube | 40 Lines | $467,480.00 |
Automated Monday 7:00 AM Push Digests
Every Monday at 7:00 AM, each Sales Rep, Branch Manager, and Purchasing Buyer receives a personalized RLS-filtered digest:
Unlimited-User License Savings & Payback Calculator
Legacy BI vendors charge per seat plus $10k+ add-ons for Financials & Rebates. Built By Data includes Unlimited RLS Users across every Branch.
Executive Sales & Margin Performance Command Center
Real-time KPI Cards, Speedometer Dials, Interactive Charts, Custom Data Grids, and Scorecards across your permitted ERP streams.
3-Statement Financials (P&L, Balance Sheet, Cash Flow) + 12-Month Budget & Rolling Forecast
Controller-grade hierarchical statements with true Fav/Unfav variance accounting, Cash Conversion Cycle (DSO/DIO/DPO), ABL covenants, live 12-month Rolling Forecast, and GL voucher drill-through.
| GL Account / P&L Line Item | Actual | Approved Budget | Rolling Forecast | Budget Var ($) | Fav / Unfav | Prior Year | YoY % | % Net Sales |
|---|
| GL Asset Account | Current Period | Prior Period | Change ($) |
|---|
| GL Liability / Equity Account | Current Period | Prior Period | Change ($) |
|---|
| Cash Flow Activity | Current Period | Plan / Forecast | Variance ($) |
|---|
EBITDA-to-Net-Cash Bridge (Waterfall)
Shows exactly where Operating Profit went across A/R, Inventory, A/P, CapEx & Revolver Debt
=Drivers!M1 • =Headcount!M5
Monthly Revenue & EBITDA Trajectory: Closed Actuals vs. Budget vs. Live Formula Forecast
Updates instantaneously in 0ms as you edit formulas, working lines, or driver sheets above
🧪 CFO Sensitivity & Cash Levers
Drag any lever to stress-test EBITDA, Breakeven & Cash Flow
Complete ERP Chart of Accounts reconciled across Balance Sheet & Profit and Loss. Click any Category badge to reassign in Map Accounts.
| GL Account | Account Description | Class | Assigned Category (Group) | Debit ($) | Credit ($) | Net Signed ($) |
|---|
1. Statement Waterfall Blueprint
Profit and LossClick any Category Bucket Card to target it, rename inline, or adjust KPI bridge equations — live dollar totals update in 0ms.
2. ERP Chart of Accounts Router
⚡ 0ms Instant Re-Rollup 0 SuspenseFilter by GL prefix chip, check accounts, and route them into any Category Bucket in one click.
| ✓ | GL Account | ERP Ledger Description | Live Balance | Destination Category Bucket |
|---|
Vendor Volume Rebates & Special Pricing Agreement (SPA) Contract Manager
Enter new Rebate Tiers or Customer SPAs via the Contract Wizard, Bulk CSV/Excel Import, or Automated ERP Table Sync.
Crossing any tier threshold retroactively applies that higher % to 100% of eligible purchases back to Dollar $1.00:
Upload multi-bracket vendor rebate spreadsheets or deviated-cost SPA files — supports both RETRO_DOLLAR_ONE and STEPPED_MARGINAL rules.
If your team already maintains SPAs or vendor brackets inside your ERP, bbd-sync extracts those contract tables automatically on every 15-minute sync cycle.
SPA.CONTRACTS, REBATE.MATRIX, VENDOR.CREDITSp21_view_rebate_hdr, p21_view_rebate_line, p21_spapdreb (Vendor Brackets), pdsc (Customer SPAs)Step-by-step comparison of Tier Qualification Gate Vol vs. Net Payout Vol, Stepped Marginal vs. Retroactive Dollar-One, and Next Cliff Unlock Bonus.
📋 Multi-Level Rebate & SPA Audit Ledger (Click Any Row to Inspect Math or Slice SKUs)
Handles Retroactive Back-to-Dollar-One, Stepped Marginal Brackets, YoY Growth Kickers, Buy-Line Rate Splits & SPA Anti-Double-Dip Rules.
| Contract # | Calculation Engine | Vendor / Manufacturer | Multi-Tier Bracket Ladder | Gate Vol ($) | Payout Vol ($) | Unlocked Rate | Earned Rebate ($) | Audit / Slice |
|---|
How to provision a new customer for Financial Statements: 1) Sync ERP GL Postings + COA Master → 2) Map GL Columns, Fiscal Start & Upload COA CSV below → 3) Route GL Accounts to Standard Statement Buckets in COA Architect (0ms).
Extract GL_Postings (Account, Branch, Date, Debit, Credit) + GL_Chart_Of_Accounts (Account, Name, Type) + optional GL_Budget from ERP SQL/CSV.
Assign ERP GL codes to the 4 Standard Statements (Income Statement, Balance Sheet, Cash Flow, Trial Balance) — unmapped accounts auto-land in 9999-SUSP.
Attach lookup files (like Branch Listing.csv, Customer Master, Vendor Master, or Territory Roll-Ups) to enrich any Dimension key (e.g., Price Branch = BR_I) with Properties (City, State, Zip, Address, Phone) and Master Roll-Up Dimensions.
Handles Automotive Performance/Repair Kits, Food & Beverage Recipes (with Trim/Yield Loss % & Catch-Weight), Wholesale Trim Packs, and Light Manufacturing Multi-Level BOMs—preventing distorted 100% / -100% header-vs-component margins!
Normalizes Buy UOM (e.g., Master Case / Subprimal / Drum) vs. Stock & Sell UOM (Each / Lb / Oz / Billed Hr / Foot) so Unit Cost & Qty analytics reconcile across industries.
Eliminates building cubes from scratch: each .bbdpack pre-wires ERP Column Synonym Auto-Matching, Dimensions & Xrefs, Industry fx Formulas, Kit/BOM Roll-Up Mode, and Rebate/Allowance Rules—so onboarding only touches the 5–10% customer-specific columns!
🏢 Customer Tenant Directory & Provisioning Console
Manage every customer workspace, monitor live VantageBridge™ sync receipts, add new customers, and launch directly into any tenant environment.
| Customer Name | Tenant Portal | ERP / Data Source | Package | Sync & Data Status | Actions |
|---|
VantageBridge™ Universal ETL Pipeline Scheduler & Extraction Hub (.vantagesync.json)
Customers never need legacy third-party sync utilities. VantageBridge™ provides pre-engineered .vantagesync.json ETL extraction pipelines that push SQL queries, flat-file extract rules, and 15-minute schedules straight from VantageBI™ Cloud to our lightweight vantagebridge-agent.ps1 Edge Agent or direct Cloud APIs.
vantagebridge-agent.ps1 authenticates using their Company Sync Password and pushes compressed ERP extracts straight to their isolated <company>.builtbydataanalytics.com/app portal.
For on-prem ERPs (Epicor Eclipse C:\VantageBridge\Extracts\*.csv, Prophet 21, BisTrack, Eagle, Dynamics GP, Sage 100/300). Runs via Windows Task Scheduler with outbound HTTPS TLS 1.3 only (zero inbound firewall ports).
For cloud ERPs & warehouses (Acumatica OData, Oracle NetSuite SuiteQL, QuickBooks Online, BigQuery, Snowflake, SFTP / S3). Extracted directly from the cloud on a cron schedule with zero server install.
Instead of RDP'ing into a customer's Windows Server to edit SQL queries or change Task Scheduler times, vantagebridge-agent.ps1 pulls its .vantagesync.json manifest, SQL queries, and incremental watermarks straight from VantageBI™ Cloud.
| Target SQL Database | DataItem / Table Name | Extraction Type | Source File Path / SQL ODBC Query / Endpoint | Incremental Watermark | Last Sync Rows | Status |
|---|
Instant Ad-Hoc Flat File / CSV Upload (100% Lossless Browser OLAP Engine)
Drag and drop or select any CSV/TXT file exported from Epicor Eclipse (Sales, Purchasing, Inventory, AP), Prophet 21, Infor, NetSuite, Excel, or SQL. Our in-browser OLAP engine parses 100% of rows with exact dollar-and-cent reconciliation!
👥 Users, Territory State Roll-Ups & Custom Role Templates
Set up Territories (e.g. North, South, East, West → States/Branches) and Role Templates across VantageBI Standard (Sales, Purchasing, Inventory, AR, AP) and VantageBI Enterprise (+ Financial Statements, Budget & Forecast, Vendor Rebates) so provisioning a user only requires filling in their specific Branch(es) or Rep ID!
| User & Email | Role Template | Territory Roll-Up & Assigned Scope | 8 Permitted Databases & Suites (5 Standard Cubes + Fin + FP&A + Rebates) | Capabilities | Granular Security & Preview |
|---|
Configure Territory Geographic States & Branch Roll-Up
Every ERP Branch & Transaction located in the selected state(s) automatically rolls up into this Territory.
Branches below automatically inherit from your selected States (switch Basis above to add/override individual branches).
Configure Pre-Selected Restrictions & Prompted User Slots
Choose which variable piece(s) an admin fills in when assigning this Role to a user (e.g. for Branch Manager, check Managed Branch(es); for Outside Sales Rep, check Sales Rep / Buyer ID):
Sales Transactions — All Permitted Records
0 Lines • $0.00| Doc / Invoice # | Date | Branch & City/State | Customer / Vendor | Product / SKU | Buy / Price Line | Rep / Writer | Qty | Amount ($) | Cost ($) | GP $ | GM % | Status / Stream | Line CSV |
|---|
VantageStandard, Kronos, Custom DBs) • Save Views as Database Tables
All initial customer ERP & Xref tables live inside VantageStandard. Create additional databases (such as Kronos for timeclock imports) via VantageBridge™ or right here, join across databases, and save reusable Views (vw_*) directly inside any database as queryable tables.
🤖 VantageOps™ Private AI Builder & 1-Tap Concierge Queue
Customers submit plain-English build requests through Built By Data Concierge Engineering™ with zero chatbot gimmicks. Behind the curtain, VantageOps™ inspects column names & types only, drafts the exact fx Measure, ANSI SQL View, Executive Scorecard, or Financial Rule in milliseconds, runs a live $0.00 variance & zero-NaN audit, pings your Telegram for 1-tap mobile sign-off, and stamps every published deliverable with Principal Architect human accountability.
Customer Retention, Churn & Cross-Sell White-Space Radar
Automatically identifies accounts whose ordering velocity has dropped vs. prior baseline (Who Stopped Buying?) and compares every customer against peer category purchasing patterns to uncover exact Missing Product Line Gaps for immediate rep follow-up.
| Customer Account | Branch & Rep | Baseline $ | Current $ | Variance ($ / %) | GM % | Health Status | Follow-Up Action / CRM Note | Actions |
|---|
Scheduled Scorecard Subscriptions & Live Exception Alerts
Automate Daily, Weekly, or Monthly scorecard digests via Email, CSV, or Webhook/Teams — and monitor live threshold guardrails across Gross Margin %, Manual Price Overrides, Severe AR Aging, and Customer Churn.
📬 Recurring Scorecard & Report Subscriptions
Each recipient automatically receives only the branches, territories, or accounts permitted by their RLS profile.
🚨 Live Exception Guardrail Rules
Real-time threshold rules evaluated directly against your active company dataset.