Connect the commercial picture

Know what is selling, what is profitable and what needs attention.

DBS reporting uses the information created during quoting and ordering to improve visibility across sales, jobs and margins.

Management information without rebuilding it in spreadsheets.

  • Sales and profit analysis by date, consultant or product
  • Estimated and actual profit reporting
  • Sales conversion and referral reporting
  • Remake reporting
  • Drill-down from summaries to individual quotes
  • Excel export for further analysis and commissions
DBS management reporting dashboard

Accounting interfaces

Reduce duplicate entry between operations and accounts.

DBS supports integrations with Xero, MYOB, QuickBooks, Pipedrive, Lightspeed, TWC and ARES. The exact data flow depends on the selected systems and DBS configuration.

DBS and Xero data flow

Xero Xero logo

Send relevant transaction data from DBS to Xero through the configured interface.

MYOB MYOB logo

Reduce re-entry when passing customer and accounting information into supported MYOB workflows.

QuickBooks QuickBooks logo

Connect supported receivable and payable information with your accounting process.

Pipedrive Pipedrive logo

Connect supported sales and customer workflows.

Lightspeed Lightspeed logo

Connect supported retail and operational workflows.

TWC TWC

DBS integration available; the applicable data flow is configured for the implementation.

ARES ARES

DBS integration available; the applicable data flow is configured for the implementation.

All seven integrations are available. Data direction, fields, prerequisites and supported versions should be documented for each customer configuration.

See DBS with your workflow

Bring us your quoting and ordering challenges.

We will show you how DBS can work with your products, suppliers and team.

Book a personalised demo