Reporting & Analytics
Unlock real-time analytics with Money Tree and LOU
Money Tree Analytics & LOU Reporting
Money Tree and LOU Reporting work together to turn raw data into actionable insights. Use Money Tree to uncover trends, compare business performance, and identify opportunities. Use LOU reports for operational and financial data details.
Business Insights at a Glance
Make data backed decisions quickly. See how your business is performing without digging through spreadsheets.
Spot trends and opportunities, view revenue, gross profit, top SKUs, and department performance all in one place.
Money Tree easily compares products, employees, and locations to recognize wins and uncover training opportunities.
Order & Operations Tracking
Access detailed data across every part of your business. Weather reviewing your inventory, pulling reports for accounting, or improving the customer experience.
Improve purchasing and pricing decisions by reviewing your inventory value, top-selling products, and current stock levels.
Manage cash flow by tracking what you owe and what’s owed to you with AR/AP Aging Reports.
Monitor profitability and financial position with Income Statements and Balance Sheets.
Track transactions with the General Ledger, Customer Register, & Vendor Register.
All reports are exportable to make sharing with accountants and stakeholders easy.
Gain deeper visibility into customer activity and order pipelines.
Easily manage Customer Deposits and view Purchase Order Waitlists to identify which customers are waiting on inventory.
Re-engage inactive accounts by monitoring Non-Purchasing Customers.
See all pending orders at a glance with the Open Order Summary.
Review invoice history, outstanding balances, and purchase patterns to improve collections, boost customer service, and uncover new sales opportunities.
Order & Operations Tracking
Access detailed data across every part of your business. Weather reviewing your inventory, pulling reports for accounting, or improving the customer experience.
Improve purchasing and pricing decisions by reviewing your inventory value, top-selling products, and current stock levels.
Manage cash flow by tracking what you owe and what’s owed to you with AR/AP Aging Reports.
Monitor profitability and financial position with Income Statements and Balance Sheets.
Track transactions with the General Ledger, Customer Register, & Vendor Register.
All reports are exportable to make sharing with accountants and stakeholders easy.
Gain deeper visibility into customer activity and order pipelines.
Easily manage Customer Deposits and view Purchase Order Waitlists to identify which customers are waiting on inventory.
Re-engage inactive accounts by monitoring Non-Purchasing Customers.
See all pending orders at a glance with the Open Order Summary.
Review invoice history, outstanding balances, and purchase patterns to improve collections, boost customer service, and uncover new sales opportunities.
Customizable, Export-Ready Tools
Simplify reporting and analytics with flexible tools so you can focus on growth.
Adjust data views before exporting.
Quickly export data to Excel, CSV, or PDF.
Click into any row to see further details into selected SKU's, locations, staff, etc.
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