Real-time visibility for leaders who need to make decisions fast
Stop building reports from disconnected systems. Phantom connects sales, inventory, purchasing, and finance so you can track KPIs, profitability, and execution in one place—then act with approvals and workflows.
KPIs that match reality
Dashboards powered by live orders, fulfillment, AR, and inventory—no spreadsheet stitching.
- ✓Revenue, margin, AR aging
- ✓Fill rate & backorders
- ✓Pipeline and conversion
Approvals & control
Keep teams moving while protecting margins and policy—discounts, POs, and credit holds.
- ✓Discount & margin approvals
- ✓Large PO approvals
- ✓Credit and risk controls
AI-assisted insight
Ask questions like a leader and get answers—fast. Identify risks before they become escalations.
- ✓Churn/at-risk accounts
- ✓Stockout & vendor risk
- ✓Margin leakage detection
Lead with a single source of truth
Leadership decisions get expensive when they’re based on stale reports. Phantom aligns your operational reality with financial outcomes, so “what’s happening” and “what it means” are always connected.
- ✓See execution across teams (sales → ops → finance)
- ✓Spot bottlenecks and fix them early
- ✓Approve critical actions without slowing work
- ✓Measure what matters with live data
Leadership outcomes
- ✓Clear KPI alignment across departments
- ✓Earlier risk detection (stockouts, AR, churn)
- ✓Fewer margin leaks and policy violations
- ✓More predictable cash flow
- ✓Reduced reporting overhead
Executive dashboards
- ✓Revenue and gross margin trends
- ✓Top customers, products, regions
- ✓Orders, fulfillment, and backlog
- ✓AR aging and collections velocity
Drill-down from KPI → cause
- ✓Margin dips: customer/SKU breakdown
- ✓Late shipments: warehouse and carrier visibility
- ✓Stockouts: inbound and reorder signal
- ✓Slow collections: customer-level aging
Core KPIs leaders track
- ✓Gross margin by customer / SKU
- ✓Fill rate, backorders, order accuracy
- ✓Inventory turnover and aging
- ✓AR aging and DSO (optional)
Sales KPIs without guesswork
- ✓Pipeline and stage conversion
- ✓Quote-to-order conversion
- ✓Average order value and frequency
- ✓Retention signals from reorder patterns
Profitability visibility
- ✓Margin by customer, category, and SKU
- ✓Discount impact and price overrides
- ✓Freight/shipping cost tracking (optional)
- ✓Returns impact on profitability
Prevent margin leakage
- ✓Approval rules for discounts
- ✓Contract pricing enforcement
- ✓Audit trail for pricing changes
- ✓Alert on unprofitable accounts (optional)
Approvals that don’t slow the business
- ✓Discount and margin approvals
- ✓Large purchasing approvals
- ✓Credit hold overrides
- ✓Role-based approval routing
Decision-ready context
- ✓Customer lifetime value signals (optional)
- ✓Account payment history and risk
- ✓Inventory impact of large orders
- ✓Margin impact before approval
Planning with operational inputs
- ✓Demand signals from pipeline + orders
- ✓Inventory coverage and inbound visibility
- ✓Vendor lead-time tracking
- ✓Capacity constraints (optional)
Continuous improvement
- ✓Root-cause analysis for delays
- ✓Identify bottlenecks in fulfillment
- ✓Reduce returns and repeat issues
- ✓Improve forecast accuracy over time
Risk alerts (optional)
- ✓Stockout risks and inbound delays
- ✓AR overdue escalation alerts
- ✓Churn-risk accounts (ordering drop-off)
- ✓Margin anomalies and override spikes
Cross-team coordination
- ✓Alerts route to the right owner
- ✓Shared notes and resolution history
- ✓Escalation tags and accountability
- ✓Audit-ready timeline (optional)
Ask better questions
- ✓“Which customers are trending down?”
- ✓“What will stock out in 14 days?”
- ✓“Where are we leaking margin?”
- ✓“Which vendors are late most often?”
Executive summaries (optional)
- ✓Weekly performance recap
- ✓Top risks and recommended actions
- ✓Account summaries before key meetings
- ✓Ops + finance signals in one view
Executive-level controls
- ✓Role-based visibility for sensitive KPIs
- ✓Approval permissions and audit trails
- ✓Limit exports by role (optional)
- ✓Separation-of-duties support
Audit-ready reporting
- ✓Change history and traceability
- ✓Policy enforcement logging
- ✓Operational + financial linkage
- ✓Security posture overview
Management and leadership questions
Are dashboards real-time?
Yes—dashboards are powered by live operational and financial data inside the platform.
Can leadership approve discounts and large purchases?
Yes—configure approval workflows for discounts, POs, and credit holds with full context.
Can we track margin by customer and SKU?
Yes—track profitability by customer, product, category, and time period (optional enhancements available).
Do you support AI-based insights?
Yes—use optional AI assistance to surface risks, summarize performance, and answer executive questions faster.