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Sales

Customer 360

Every order, invoice, payment, and open item for a customer — one screen.

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1, not 3
Systems to check
order, AR, and margin data live in the same platform

Account reps walking into a renewal or a collections call usually have to check three systems to answer basic questions: what did they order, what do they owe, and what is the margin on this account. TrackElan’s Customer 360 view rolls up order history, open AR, delivery status, and margin trend on one screen, sourced from the live transactional data — not a data warehouse refresh from last week.

Because it draws from the same document chain as sales, delivery, and AR, the view is always current, and drilling into any line takes the user straight to the source document.

What's included

Capabilities

Consolidated order, delivery, invoice, and payment history per customer
Live AR aging and credit exposure on the same screen
Margin trend and top-product breakdown per account
Drill-down from summary to source document in one click
Account team notes and activity history
Exportable to pivot for account planning and QBRs
Why buy

Why teams buy Customer 360

Prep for a renewal or collections call in one screen instead of three logins

Give account owners real margin visibility, not just revenue

Replace a bolted-on customer-success dashboard with data that is already live

No separate BI license required to get the 360 view

Cost & time comparison

How Sales stacks up

Directional estimates based on typical mid-market rollouts. TrackElan cost index is normalized to 1.0; SAP/Oracle figures reflect license, implementation-partner, and BI add-on costs common at this deployment size.

Typical time to go live (weeks)
TrackElan2w
SAP32w
Oracle28w
Spreadsheets / Legacy2w
Relative total cost (index, TrackElan = 1.0)
TrackElan1×
SAP4.4×
Oracle3.9×
Spreadsheets / Legacy2.1×
CapabilityTrackElanSAPOracleSpreadsheets / Legacy
Native sales in the base licenseExtra module/SKUExtra module/SKU
Reporting & pivots includedSeparate BI licenseSeparate BI licenseManual only
Typical go-live2–4 weeks9–12+ months8–10+ monthsN/A
Implementation partner required
Data stays reconciled automatically
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Ready to see customer 360 in your own data?

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