The award-winning Corelytics Financial Dashboard helps you monitor the vital signs of the community of businesses you care for.
Monitor. Diagnose. Adapt.
Your constituents will spend less than an hour a month analyzing their business health by connecting to data they already have.
You can monitor the overall health of the group and add value-added services or insights.
for advisors & leaders
Spot problems and opportunities within your client base -- whether a channel of partners, suppliers, or peer groups, Corelytics is the only financial dashboard that uses predictive analytics that consolidates and ties to industry benchmarks and intelligence.
for business owners
Business intelligence isn't just for big companies. The Corelytics Financial Dashboard connects to QuickBooks or other leading accounting system to give owners and their team visual business intelligence at a glance. Use Corelytics on your own for a quick, intelligent health analysis each month. No data entry required.
GET A DEMO
Find a consultant or advisor to monitor financial challenges and opportunities while you’re busy working in your business. Our Advisors have streamlined their client relationships with the dashboard for monthly, budget-friendly interactions to monitor and keep you on track. Many Advisors work virtually with clients.
Learn management best practices
Pulse: Understanding the Vital Signs of your Business.
Now on Amazon and used as curriculum at the University of Washington iSchool.
We make industries smarter. Since the Corelytics Dashboard anonymously aggregates industry data, benchmarks are available for you to compare within your industry and get custom intelligence on the metrics you care about most. The resulting averages also make for an interesting story about the performance and market behavior in a particular industry. Some of these industries are reflected here.
Audio visual | Information Technology| Agriculture & Food| Professional Services & Legal| Medical & Dental Clinics | Construction | Retail| Insurance ...and many more coming to our growing list.
We are always seeking relationships with advisors and industry leaders to help add more reports to the industry. If you are an association or industry thought-leader, please contact us for a discussion about how we can get you a fresh analysis for your area.