CoralTree for CEO

The CEO dilemma

As CEO, you’re at the helm of your business, but you’re too busy collecting reports from every far-flung corner of your organization to step back and see the big picture. That’s a real headache–and not the kind you want to deal with when company growth is at stake.

The solution

With CoralTree, you can skip the headache and see all the metrics that matter to you in a dashboard. CoralTree instantly visualizes the information you need to call the big shots.

Connect

Connect to any source of data, so you can see everything from cash balance to revenue growth rate to ROI all in one place.

Visualize

Want to see your revenue growth rate instantly? Of course you do - especially when you can visualize it in a way that’s intuitive and easy to understand.

Engage

Notice a drop in your operating margin? Touch base instantly with those who have the answers - without sending a single email.

Optimize

Make top-level decisions with confidence with insights that drive better business performance. CoralTree’s platform arms you with the information you need to successfully manage your business.

A solution for every role.

Get answers with CoralTree apps.

Sales: Track your sales pipeline

Like pro athletes sales reps need to track their performance in order to improve. But do you know where in your sales circle you are losing customers? Now you can. With that knowledge you can analyze your leads to make informed decisions to increase your revenue.

  • Design reporting dashboards to get an overview of your business
  • Get real-time reports and flow charts to dig deeper into the data and share them with anyone
  • Customize your sales cycle by configuring sales stages that perfectly fit your sales approach

Finance: Profit & Loss

They say you aren't really making money until you're making money in your sleep. But what if you're losing money in your sleep? How do you even know? Wake up to fresh reporting and real-time forecasting.

  • Compare your current income statement to any previous period
  • Track gross profit margin and operating margin on a daily basis
  • Share access to your latest business numbers with your team and your accountants

Cannabis Traceability

Your biggest competitors are usually the slowest. With key financial data right at your fingertips, you'll be better-informed to make decision in less time - so you can always stay ahead of the competition.

  • Get direct access to key information with dynamic and customizable dashboard
  • Easily compare financial reports with previous periods
  • Seize opportunities with key insights into competitive advantages

Learn more

Watch demo

See what CoralTree can do for you.

Fill out the form to get instant access to an exclusive video demo.