Unlock your 
Upsales data and analyze in any reporting tool
Pipeline, orders and activity from Upsales - reported next to the invoices they actually became.
Why Enhanza
Your Upsales data, without the export dance
Upsales knows what your sales team sold. Your accounting system knows what was invoiced and paid. Neither can answer the question a management team actually asks - which customers, campaigns and reps produce profitable revenue.
Enhanza syncs companies, orders, agreements, activities and marketing engagement into the same place as your ledger, so pipeline and realised revenue finally sit in one model.
- Pipeline to paid
- Orders and order stages sync alongside invoices from your accounting system - no more reconciling CRM revenue against the books by hand.
- Recurring revenue
- Subscriptions and agreements come across in full, so ARR and churn are calculated from source data rather than a spreadsheet.
- Activity that explains the numbers
- Calls, appointments and activities land next to the deals, so you can see what selling motion produced the result.
Data
What we sync
Every table below is synced and refreshed automatically, queryable from Enhanza or your own BI tool. Nothing stays locked inside Upsales.
Sales
- Orders
- Order stages
- Subscriptions & agreements
- Products
- Campaigns
CRM
- Companies
- Contacts
- Leads
- Activities
- Appointments
- Phone calls
Marketing
- Emails
- Forms
- Website visits
Reference data
- Users
The reports your management
team actually asks for.
Your numbers, your structure
Group accounts, projects and cost centres into the structure your management team thinks in - not the one your ERP came with. Arrange it once, and every report follows.
Turn questions into insights
Ask the questions management actually has - profitability by customer, cost trends, performance per entity - and get the report back without waiting for a specialist or turning it into a big project.
Cut your BI cost
Get the reporting you need without an enterprise BI licence for every user.
Everyone on the same page
Share the reports with the board or your owners, so everyone has the same data.
Leverage our pre-built insights
Our team has already built the KPIs and reports most companies need. Start from those instead of a blank page, or just use them as they are.
Ask questions, get instant insights
Turn natural language questions into comprehensive business insights with visualizations in seconds.
Get more value from the data
you already have.
Data you can build on
We bring your business data together and quality-check it, whether it comes from one system or several. One place where all the figures agree.
One standard to rule them all
The same figures mean the same thing in every system and every company. Compare across periods, departments or separate entities easily.
Excel still welcome
Keep working in the tools you know and love. We make sure the data behind them is accurate, structured and up to date.
No more manual exports
We automatically refresh your data, so your reports are ready and up to date whenever you need them.
Enhanza Data Vault
Rest easy knowing your data is in safe hands. Protecting your data is our top priority.