Know Where Every Dollar Came From - and Where It Went.
Running a profitable cabinet or millwork business means more than generating revenue. It means knowing which builder programs are making money, which product lines are costing you more than you're charging, and whether your cash position can support the shop growth you're planning. Seradex consolidates your sales activity, production costs, and financial performance into one unified view - so leadership makes decisions based on facts, not the feeling that things are going well.
Why Sales & Financial Reporting Is Critical?
Sales feeds the shop, but reporting tells you whether you kept what you earned. When revenue, job cost, and cash live in different systems, leadership debates versions of the truth while margin leaks on underperforming lines. Seradex unifies sales activity with production and accounting data so you see profitability by customer, program, and product as it happens - not only after the books close.
Financial Intelligence for Cabinet & Millwork Manufacturers
Real-Time Sales Dashboards
Track orders by customer, product line, sales rep, and delivery date - live. See your revenue pipeline, monitor builder program performance, and identify your highest-value accounts at a glance. Know before month-end whether you're on track.
Financial Performance Analytics
Revenue tells part of the story. Gross margin by job, overhead absorption rate, labour cost as a percentage of revenue, and EBITDA contribution by product category tells the rest. Seradex gives you the complete financial picture of your operation, not just the top line
Automated Reporting
Eliminate the manual consolidation of data from spreadsheets, production logs, and accounting systems. Seradex generates accurate sales and financial reports on demand or on schedule - weekly P&L by product line, monthly job profitability summary, quarterly builder account review - with data that's always current.
Customizable Metrics & KPIs
Track the financial metrics that your leadership team uses to manage the business: average revenue per cabinet unit, gross margin by door style or species, job profitability ranked by customer, or cash flow forecast by month. Configure the views that matter to you.
ERP-Wide Data Integration
Sales reporting in Seradex connects to every other module: job costing feeds actual cost into sales records, inventory costs reflect real landed material pricing, and production scheduling aligns delivery commitments with actual capacity. Your financial picture is never disconnected from operational reality.
The Reporting Your Leadership Team Actually Needs
Role views - Owner / President
- Total revenue vs. prior period
- Gross margin by business segment
- Top 10 customers by profitability (not just revenue)
- Cash position and AR aging
Role views - Sales Manager
- Quotes outstanding and win/loss rate
- Revenue by customer and product type
- Builder program performance YTD
- New business pipeline value
Role views - Controller / CFO
- Job cost variance by period
- Labour and overhead absorption analysis
- Inventory valuation and carrying cost
- AP aging and purchase order commitments
Reporting by role - closing line
Every view is role-based, current, and connected to the same underlying data - so there's one version of the truth across your organization.
Frequently Asked Questions
Answers to common questions to help you better understand our solutions and processes.
Can we analyze profitability by individual builder account or customer?
Yes. Seradex tracks revenue, cost, and gross margin for every customer, allowing you to rank your accounts by true profitability and adjust your business development accordingly.
Does financial reporting integrate with our accounting software (QuickBooks, Sage, etc.)?
Yes. Seradex connects to major accounting platforms, ensuring that job costs, invoices, and financial summaries flow into your accounting system without duplicate entry.
Can we run reports by time period - weekly, monthly, quarterly?
Yes. Reports can be configured for any time period, run on demand, or scheduled for automatic delivery to stakeholders.
Will this help us understand which product lines to grow vs. phase out?
Absolutely. Margin analysis by product line, door style, species, or customer segment gives you the evidence-based insight to make strategic decisions about where to focus your sales and production capacity.
The Business Impact of Real Financial Visibility
What unified sales and financial reporting typically improves:
- Manual reporting time reduced - 50% less time on report preparation
- Margin visibility improved - 10% higher overall profitability from pricing decisions
- Forecasting accuracy - better resource allocation and capacity planning
- Cash flow management - fewer surprises, better supplier and payroll planning
ARE YOU READY?
Grow Revenue. Protect Margin. Lead with Clarity.
Seradex gives your leadership team the financial intelligence to make decisions that compound - not ones you're second-guessing at month-end.