Collex Business Intelligence Platform

Collex Business Intelligence Platform – Your Company’s #1 Digital Finance Expert

Developed in partnership with management consultants, strategy advisors, and finance and accounting experts, the Collex Business Intelligence Platform delivers effective reporting, analysis, and business process management tailored to your finance, sales, and operational workflows.
Main Features:

• Business intelligence and reporting functionality
• PDF report generation
• Two-way data integration with ERP, accounting, and sales systems
• Data updates from multiple sources
• Trend analysis and forecasting
• User authorization (by module and by data visibility)
• Cloud-based infrastructure
• Dual-layer secure online access and usage
• Tablet and mobile compatibility
• Fully customizable reporting system

Financial Intelligence

Gain deep insights into your company’s financial health, performance, and risks with advanced reports and analytics:

• Balance sheet, income statement, ratio analysis, and detailed ledger reporting
• Customer Risk Management
• In-depth, multi-dimensional breakdown analysis of sales data
• Accounts receivable aging, collection effectiveness, and related performance indicators
• Reporting and tracking by region, customer category, sales personnel, and customizable segments
• Monthly and yearly projections for all reports and performance indicators

Commercial and Operational Performance

Stay on top of your company’s commercial activities and operational workflows with real-time reporting and process tracking tailored to your industry:

• Production performance monitoring
• Stock movements and warehouse-level inventory tracking
• Inventory aging analysis
• Order intake and tracking
• Short- and long-term balance analyses of sales, production, and supply

Field and Order Management

Implement streamlined workflows and reporting systems to analyze, manage, and track diverse customer orders across online and physical platforms:
Comprehensive analysis and tracking of every step in the order lifecycle — from the very first input to the final delivery.

• Order entry and capture
• Order process management
• Handling of order intake, warehouse checks, procurement, approvals, and ERP system transfers
• Dispatch notes, invoicing, and delivery tracking
• Activity reporting by sales personnel and region
• Field staff feedback and activity reports

Retail Sales and Inventory Data Management

Analyze and report your sales and inventory performance across national chain supermarkets (such as Migros, Carrefour) and online retail platforms (Trendyol, Hepsiburada, Getir, İstegelsin) within the fast-moving consumer goods (FMCG) sector.

• Consolidated, single-screen reporting of all key account customers’ sales and inventory performance, aligned with your company’s product categories, definitions, and strategic priorities — reported by quantity, value, and unit price
• Stock-out, overstock, and delisting tracking, alerts, and reporting by company, region, city, and store level
• Campaign effectiveness and efficiency analysis

Marketplace Order Management

Streamline the bulk transfer of orders received from marketplaces — whether via web services or various file formats — directly into your ERP system.

• Automatic account creation (customer profile setup) for new clients
• Tracking orders from existing customers within their accounts, allowing you to monitor marketplace dependency levels
• Automated product order transfers

With a fully customizable business intelligence reporting and analytics system, take your financial data tracking to the next level. Boost your business’s efficiency, profitability, and save valuable time — contact us today to learn more.