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Business analytics for wholesale and distribution.
Wholesale distributors live in QuickBooks, an order management spreadsheet, and a shipping CSV. Drop those exports into DashViz and it turns them into one dashboard tracking customer concentration, SKU-level margin, A/R aging, and order trends.
Common metrics for wholesale
- Customer concentration (top customers as % of revenue)
- Margin by SKU and product line
- Order frequency and average order value
- A/R aging by customer
- Days sales outstanding (DSO)
- Order fulfillment time
- Sales by channel (direct, broker, marketplace)
What DashViz does for wholesale businesses
DashViz works for wholesale the same way it works for every other business: connect data, get dashboards, ask questions, set alerts.
- Connect your data — DashViz auto-generates a dashboard with the metrics that match.
- Ask questions in plain English — DashViz answers from your connected data.
- Set alerts on the metrics that matter — get notified by email or SMS.
- Combine data sources — pull a single view across your accounting, sales, and operations data.
Common data sources for wholesale
- QuickBooks (P&L, A/R, A/P)
- CSV order exports from order management systems
- Stripe (B2B payment automation)
- Spreadsheet customer / SKU lists
Related DashViz data-source pages
Example questions wholesale owners ask DashViz
- "Which customers represent more than 10% of revenue this quarter?"
- "Which SKUs have the lowest margin and highest volume?"
- "What's my DSO trend by customer segment?"
- "Which broker drove the most revenue last month?"
- "How does fulfillment time correlate with customer churn?"
Common questions about wholesale analytics
What metrics should wholesale businesses track?
Wholesale businesses commonly track Customer concentration (top customers as % of revenue), Margin by SKU and product line, Order frequency and average order value, A/R aging by customer. DashViz can also surface other metrics when the connected data supports them.
Can DashViz answer wholesale questions in plain English?
Yes. For example, a wholesale operator can ask "Which customers represent more than 10% of revenue this quarter?" and DashViz will answer from the connected data with a metric, table, chart, or short explanation.
What data sources matter for wholesale analytics?
Common sources include QuickBooks (P&L, A/R, A/P), CSV order exports from order management systems, Stripe (B2B payment automation), Spreadsheet customer / SKU lists. Whatever lives in spreadsheets you can upload today; native SaaS integrations are included on Pro.
Is DashViz only for e-commerce?
No. DashViz is vertical-neutral business intelligence for SMBs. The wholesale page highlights one lens, but the same product works across retail, services, hospitality, SaaS, wholesale, manufacturing, and other business models.
Why DashViz beats spreadsheets for wholesale
Wholesale distributors run quarterly customer-concentration reviews to spot revenue risk. Building that report from QuickBooks invoices and order logs takes hours every quarter. Drop your QuickBooks and order exports into DashViz once a quarter and it surfaces customer concentration automatically, with alerts when any single customer crosses a concentration threshold.
Try DashViz on your wholesale data.
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