AI · Business Intelligence
Profit by product, customer, branch and campaign, from one set of data
Because marketing, sales, stock costs and finance share one database, KztOne can connect them: which campaign produced which orders, at what margin, from which branch.
- Included in
- Scale and above
- Status
- Available now
- Module
- AI
- Trial
- Included in the 7-day trial
Profitability everywhere
Margin per product using cost prices from receipts; per customer including discounts and returns; per branch and per channel.
- Product margin from real costs
- Customer profitability and lifetime value
- Branch and channel comparison
Marketing to revenue
Attribute orders to the campaign, source or channel that produced the customer and compare spend with revenue and margin.
- Campaign attribution
- Cost per acquisition and return on spend
- Channel mix over time
Trends and benchmarks
Growth rates, seasonality, retention and churn, with anonymous benchmarks against similar businesses on KztOne where enough data exists.
- Retention and churn curves
- Seasonality
- Anonymised peer benchmarks
What you get
- Cross-module truth
- Marketing, sales and cost in one analysis.
- Better pricing
- See which products and customers actually make money.
- Direction
- Trends show where the business is going.
Questions
- Is BI different from custom reports?
- Custom reports answer specific questions from one data source. BI combines sources: marketing spend, orders, costs and payments, with trend and attribution models.
- Can I export BI data?
- Yes. Every BI view exports to Excel, and the API exposes the underlying records.
- Does BI use AI credits?
- The analyses run without credits. Asking the assistant to explain or explore them uses credits.
- Which KztOne plan includes business intelligence?
- Business Intelligence is included in the Scale plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Custom Reports
Build sales, stock, finance and customer reports with filters, groupings and date ranges. Save them, schedule delivery and export to Excel. Growth and above.
AI Forecasting
Forecast revenue, cash position and stock needs from your real orders, invoices and movements. Confidence ranges and plain explanations. Business plan up.
Dashboard & Analytics
See sales, cash flow, stock, overdue invoices and open tasks on one real-time dashboard. Every KPI links to its records. Try KztOne free for 7 days.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.