For CFOs, controllers and finance teams

For CFOs, controllers and finance teams

The AI data analyst for finance teams

Sylus is a self-learning AI data analyst for finance teams. Connect your ERP and accounting systems, ask questions in plain English, and get answers, reports and dashboards in minutes.

Finance answers without the spreadsheet work

Finance answers without the spreadsheet work

Ask, don’t export.

Stop exporting reports and stitching spreadsheets together. Ask about cash, receivables, margin or spend and get the answer in seconds.

Every number you can check.

Every answer shows the SQL query behind it, so you can see exactly how a figure was calculated before it goes into a board pack.

One view across entities and currencies.

Combine companies, branches and currencies, including AED and SAR, into group-level numbers without consolidating by hand.

Create entire dashboards with a single prompt

Create entire dashboards with a single prompt

Describe what you want to track and let Sylus generate a custom dashboard for you in minutes.

Sales Dashboard

Build me a sales dashboard

Reasoned for 1 minute

Sales Dashboard

Version 1

Here’s your sales dashboard for the last 12 months, covering revenue, orders, products, territories and rep performance. A few things stood out:

Revenue up 48%: $48.8M in total sales over the last 12 months, peaking at $5.1M in October

Southwest leads: your top territory at $10.5M, nearly double the prior 12 months

Bikes drive sales: 86% of revenue, with 91% of orders placed online

Want me to break any of this down by region, rep or product?

Follow up...

Our AI may make mistakes. Check important info.

Dashboard

File

Sales Dashboard

Revenue, orders, products, territories and rep performance for the last 12 months.

Total Revenue

Last 12 months

•

What were total sales for the last 12 months?

$48,814,611.81

48%

from the previous period

Average Order Value

Last 12 months

•

What is our average order value for the last 12 months?

$613.32

12%

from the previous period

Sales by Category

Last 12 months

•

What were total sales by product category?

Bikes
Components
Clothing
Accessories
Total$48.8MCategory

Sales by Country

Last 12 months

•

Where are our orders coming from?

Top countries
United States$26.4m
Canada$6.8m
Australia$6m
United Kingdom$5m
France$4.8m
Germany$3.8m

Average Daily Sales by Sales Rep

Last 12 months

•

What were average daily sales for each sales rep?

Avg Sales Per Day
04k8k12k11.6k11.1k10.2k8.6k8.5k6.8k6.2k6.1k4.6k4k3.9k3.8k3.4k3.3k6.6kLinda Mitche…Jae PakMichael Blyt…Jillian Cars…Ranjit Varke…Shu ItoJosé SaraivaTsvi ReiterRachel ValdezTete Mensa-A…David Campbe…Garrett Varg…Pamela Ansma…Lynn TsofliasSales RepAvg Sales Per Day

Monthly Revenue and Order Volume

Last 12 months

•

What was our monthly revenue and order volume over the last 12 months?

Monthly Revenue
Monthly Orders
Monthly RevenueMonthly Orders
02m4m6m05001k1.5k2k2.5kAugSepOctNovDecJanFebMarAprMayJunJulMonth

Monthly Sales by Category

Last 12 months

•

How did sales for each category trend month over month?

Accessories
Clothing
Components
Bikes
01m2m3m4m5mAugSepOctNovDecJanFebMarAprMayJunJulMonth

E-commerce Funnel

Last 12 months

•

How do online shoppers convert from visit to purchase?

Sessions612.5k100%Product Views257.2k42%Add to Cart64.3k25%Checkout31.2k48.5%Purchases17.8k57.2%

Online vs Offline Orders

Last 12 months

•

How many orders came in online vs offline each month?

Online Orders
Offline Orders
05001k1.5k2k2.5kJanFebMarAprMayJunJulAugSepOctNovDecMonth

Top 10 Products by Sales

Last 12 months

•

Which products generated the most sales?

Total Sales
0500k1m1.5m2m2.5mMount…Mount…Mount…Mount…Mount…Mount…Road-…Touri…Road-…Touri…Product Name

Monthly Sales by Top Reps

Last 12 months

•

How did our top 5 reps perform each month?

Ranjit Varkey Chudukatil
Michael Blythe
Linda Mitchell
Jillian Carson
Jae Pak
0200k400k600k800kAugSepOctNovDecJanFebMarAprMayJunJulMonth

Add content

Sylus sales dashboard with revenue, order value, category and country charts
Sylus sales dashboard with revenue, order value, category and country charts

Stop waiting on reports. Just ask.

Stop waiting on reports. Just ask.

Generate any report in seconds, then schedule it to land in your inbox daily, weekly or monthly.

Sales Rep Performance Analysis

why do top sales reps perform better than bottom reps

Reasoned for 1 minutes

Sales Rep Analysis - Top vs Bottom Performers

Version 1

I created a report to assess your top vs bottom performing sales reps.

The clearest differentiator between the two was targeting daily cyclists instead of less frequent cyclists. Top performers consistently prioritize this "daily cyclists" segment and daily cyclists spend 2.3x more than less frequent cyclists.

If you see something interesting, let me know. I can drill down or explore whatever might be meaningful.

Follow up...

Our AI may make mistakes. Check important info.

Report

File

Sales Rep Analysis - Top vs Bottom Performers

Aug 11, 2025

•

Created by Sylus

Top quartile reps generate $17.3M annually vs bottom quartile at $5.9M - a $11.4M performance difference. Targeting daily cyclists instead of less frequent cyclists appears to be the clearest differentiator between top-performing and bottom-performing reps. Some key findings are:

Daily Cycling" customers represent a $114,391 average annual value vs $46,564-$59,198 for other segments (like hobbyists)

Top performers capture 51% of this daily cyclist segment vs 27.5% for bottom performers

Top performers achieve 75%+ revenue from existing customers

Top Performers Close 3.5x More Revenue

2024 performance data shows a dramatic gap between our top and bottom sales representatives. Linda Mitchell leads with $4.23M in revenue, while Lynn Tsoflias generated only $1.19M—a 3.5X difference.

Total Sales by Sales Rep

Last 12 months

•

What were total sales for each sales reps from the last 12 months?

Total Sales
01m2m3m4m5mLin…Jae…Mic…Jil…Ran…Shu…Jos…Tsv…Rac…Tet…Dav…Gar…Pam…Lyn…Sales Rep

Top Performers Have a Higher Customer Count

Top quartile reps serve an average of 52.5 customers annually while bottom quartile representatives serve an average of 22.8 customers annually. Top performers have a 130% larger customer base compared to bottom performers, with a 950% difference between Jillian Carson (highest, 57 customers) and Pamela Ansman-Wolfe (lowest, 6 customers).

Customer Count by Sales Rep

Last 12 months

•

How many unique customers did each sales rep close?

Sales Rep
0204060575551473329236Jillian Carson (Top Quartil…Michael Blythe (Top Quartil…Jae Pak (Top Quartile)Linda Mitchell (Top Quartil…Lynn Tsoflias (Bottom Quart…Garrett Vargas (Bottom Quar…David Campbell (Bottom Quar…Pamela Ansman-Wolfe (Bottom…Customer Count

Top Performers Focus on Existing Customers

Top quartile reps derive 74.5-78.4% of revenue from existing customers, while bottom quartile reps show significant variance (0-74% existing customer focus). A focus on existing customers does correlate with sustained high performance. This suggests that relationship building and account expansion are more profitable than constant prospecting.

New vs Existing Customer Orders by Sales Rep

Last 12 months

•

What percentage of orders from the last 12 months were with new vs existing customers, broken down by sales rep?

% New Customer Orders
% Existing Customer Orders
0%20%40%60%80%100%21.6%78.4%22.7%77.3%23.4%76.6%25.5%74.5%26%74%29.8%70.2%50%50%100%Jillia…Michae…Jae Pa…Linda…David…Garret…Pamela…Lynn T…Sales Rep

Top Performers Focus on "Daily Cyclists"

Customers recorded as "Daily" cyclists represent the premium market segment, have a higher AOV, and make more frequent purchases. 51% of customers that have purchased from top performers are daily cyclists, vs only 27.5% from bottom performers. This is a 328% differential in segment capture.

% of Total Sales by Product Category

Last 12 months

•

What is the % breakdown of sales by product category for each sales representative?

Daily
Weekly
Monthly
Occasional
Performance Segment
0%20%40%60%80%100%Top PerformersBottom Performers

"Daily Cyclists" Spend 2.3x More

There is a $50,477 premium when selling to daily cyclists. Daily cyclists spend over 2.3x more than the rolling average ($88,758 vs $38,281). The ratio difference between daily and occasional cyclists is even more pronounced (272x more). Top performers strategically focus on the daily cyclist segment because of this.

Average Annual Spend by Cycling Frequency

Last 12 months

•

What is the average annual spend of customers grouped by their cycling frequency?

Average Annual Spend
025k50k75k100kDailyWeeklyMonthlyOccasionalCycling Frequency

Key Recommendations

1. Prioritize “Daily Cyclist” accounts. Route high-value daily cyclist leads to every rep and build targeting playbooks around them, since they spend 2.3x more than average.

2. Coach bottom-quartile reps on account expansion. Pair them with top performers to lift revenue from existing customers toward the 75% benchmark.

3. Set customer-count targets. Aim for 50+ active customers per rep each year, in line with the top-quartile average of 52.5.

4. Track progress weekly. Schedule this report to run every Monday so managers can spot gaps before they impact the quarter.

Conclusion

Top-performing sales reps outperform their bottom-performing counterparts by strategically targeting high-value "Daily Cyclist" customers, who spend 2.3x more than the average, and by focusing on existing customer relationships, which drive 74.5-78.4% of their revenue. This dual focus on premium segments and account expansion results in a 2.9x revenue gap and a 130% larger customer base compared to bottom performers, who capture only 27.5% of daily cyclists and show inconsistent prioritization of existing customers.

Sylus sales rep performance report showing top vs bottom performers
Sylus sales rep performance report showing top vs bottom performers

Who Sylus is for in finance

Who Sylus is for in finance

CFOs and finance directors who need numbers on cash, margin and spend without waiting for the month-end pack.

Financial controllers checking figures across entities, currencies and systems.

FP&A teams comparing actuals to budget and explaining the variances.

Credit control and receivables teams chasing overdue invoices and tracking collections.

Founders and CEOs of growing companies who want finance answers without building a data team.

Questions finance teams ask Sylus

Questions finance teams ask Sylus

Ask in plain English and get an answer, a chart or a full dashboard. A few examples:

Cash

“What is our cash position across all bank accounts today?”

Receivables

“Which customers have invoices more than 60 days overdue?”

Receivables

“What are total receivables by aging bucket?”

Payables

“Which bills are due in the next 14 days?”

Budget

“How do actual expenses compare to budget by department?”

Margin

“How did gross margin change month over month this year?”

Spend

“Which expense categories grew the most this quarter?”

Group reporting

“What was revenue by entity and currency across the group last quarter?”

Turn any question into a report that lands in your inbox or Slack daily, weekly or monthly, and get an alert when a metric spikes or drops.

Connects to your finance stack

Connects to your finance stack

Sylus connects with read-only access and never writes to your systems. Popular integrations for finance teams:

Security built for regulated and privacy-conscious teams

Security built for regulated and privacy-conscious teams

SOC 2 Type II audited and HIPAA compliant.

Your data stays in your own systems. Sylus reads your schema to understand your data and never copies your tables.

Encrypted connections, with SSL and pass-through OAuth to your systems.

Never used to train AI models, by Sylus or by our model partners.

Role-based permissions for each person or team, enforced on every query.

Self-hosted deployment available in select cases, including in your own air-gapped environment.

To answer a question, Sylus sends the question, the context needed to interpret it and the relevant query results to its AI model providers, currently OpenAI and Anthropic, which may process data in other countries, as described in our privacy policy. If your data must stay inside your own environment, Sylus offers self-hosted and air-gapped deployment in select cases.

From question to answer in minutes

From question to answer in minutes

01

Connect your data.

Connect your ERP, CRM, accounting, POS and e-commerce tools with one-click connectors. No data migration.

02

Ask in plain English.

Type a question and get an answer, chart or full dashboard in seconds. Ask follow-ups like you would ask an analyst.

03

Share and schedule.

Share dashboards by link or email, embed them, export to CSV or PDF, and schedule reports to email or Slack.

Using Power BI or Tableau today?

Using Power BI or Tableau today?

Power BI and Tableau are built for analysts who model data and design reports. Sylus is built for everyone else on the team.

Frequently asked questions

Frequently asked questions

What is an AI data analyst for finance teams?

An AI data analyst for finance teams lets anyone on the team ask about cash, receivables, spend and margin in plain English and get answers, reports and dashboards straight from the ERP and accounting systems. Sylus is a self-learning AI data analyst that does this and shows the SQL behind every number.

Which ERP and accounting systems does Sylus connect to?

Sylus connects to ERPs including Odoo, Microsoft Dynamics 365, SAP and Oracle NetSuite, to accounting tools including Zoho Books, Xero, QuickBooks Online and FreshBooks, and to Stripe, Excel and Google Sheets. See the full list on our integrations page.

Can we trust the numbers Sylus gives us?

Every answer shows the SQL query behind it, so your team can check exactly how each number was calculated. Sylus connects with read-only access and enforces role-based permissions on every query.

Can Sylus report across multiple entities and currencies?

Yes. Sylus can combine companies and branches across countries and report in AED, SAR and other currencies, so you see group-level numbers without consolidating spreadsheets by hand.

Is our financial data secure?

Sylus is SOC 2 Type II audited and HIPAA compliant, uses encrypted connections, and enforces role-based permissions on every query. Your data stays in your own systems and is never copied or used to train AI models.

How do we get started?

Book a 15-minute demo or request a call back. Most teams connect their first system in under 20 minutes, and you can start with a free 30-day proof of concept.

What is an AI data analyst for finance teams?

An AI data analyst for finance teams lets anyone on the team ask about cash, receivables, spend and margin in plain English and get answers, reports and dashboards straight from the ERP and accounting systems. Sylus is a self-learning AI data analyst that does this and shows the SQL behind every number.

Which ERP and accounting systems does Sylus connect to?

Sylus connects to ERPs including Odoo, Microsoft Dynamics 365, SAP and Oracle NetSuite, to accounting tools including Zoho Books, Xero, QuickBooks Online and FreshBooks, and to Stripe, Excel and Google Sheets. See the full list on our integrations page.

Can we trust the numbers Sylus gives us?

Every answer shows the SQL query behind it, so your team can check exactly how each number was calculated. Sylus connects with read-only access and enforces role-based permissions on every query.

Can Sylus report across multiple entities and currencies?

Yes. Sylus can combine companies and branches across countries and report in AED, SAR and other currencies, so you see group-level numbers without consolidating spreadsheets by hand.

Is our financial data secure?

Sylus is SOC 2 Type II audited and HIPAA compliant, uses encrypted connections, and enforces role-based permissions on every query. Your data stays in your own systems and is never copied or used to train AI models.

How do we get started?

Book a 15-minute demo or request a call back. Most teams connect their first system in under 20 minutes, and you can start with a free 30-day proof of concept.

See Sylus on your own data

See Sylus on your own data

Book a 15-minute demo or get a call back. No commitment. Just a quick conversation to see if Sylus fits your finance team.

See Sylus on your own data

Book a 15-minute demo or get a call back. No commitment. Just a quick conversation to see if Sylus fits your finance team.