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Real-Time Insights That Power Better Decisions

GoldFinch ERP gives inventory-driven companies the reporting and analytics tools they need—right inside Salesforce—to track performance, control costs, and fuel smarter, faster decision-making. 

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You Can’t Manage What You Can’t Measure. 

Disconnected spreadsheets, outdated exports, and limited visibility hold growing businesses back. Whether you’re tracking financials, inventory levels, project margins, or manufacturing output, your teams need accurate, real-time insights across the board. 

GoldFinch ERP Reporting delivers powerful dashboards and drill-down analytics natively in Salesforce—so every department has the answers they need, when they need them. 

Product Capabilities 

Financial Reporting & Analytics 

Control financial health and track performance across departments 

Real-time Balance Sheet, P&L, and Trial Balance
Drill-down to transaction-level detail 
Multi-dimensional reporting (by class, location, department, etc.) 
Budget vs. Actuals with variance analysis 
Audit trails and approval history  
Supports consolidated, intercompany, and multi-currency financials 

Inventory & Demand Reporting 

Understand what’s on hand, what’s on order, and what’s at risk

Inventory valuation by item, lot, warehouse, or location 
Reorder and safety stock alerts 
Lot aging, expiry, and traceability reporting
Forecast vs. actual demand performance 
Inventory turnover and slow-mover analysis 

Manufacturing & Work Order Analytics

Measure output, efficiency, and cost control 

Work-in-progress (WIP) tracking by job, item, or department 
Yield and scrap reporting 
Standard vs. actual costing variance reports 
Resource utilization and machine time tracking 
Batch costing, co-product and by-product cost allocations 

Project & Job Costing Insights  

Track profitability from project start to finish 

Project budget vs. actuals by task, resource, or category 
Revenue recognition and billing progress 
Labor, materials, subcontractor, and overhead cost tracking 
Gantt charts and WIP summaries 
Project profitability and margin analysis 

Procurement & AP Visibility 

Monitor spend, vendor performance, and cash flow 

Purchase order status and vendor delivery metrics 
3-way match audit trails  
AP aging reports and cash requirements  
Vendor spend by category, location, or job

Sales, AR, and Revenue Dashboards 

Stay ahead of collections and revenue goals 

Sales order pipeline and fulfillment reporting 
AR aging, credit limit alerts, and overdue tracking 
Dunning and collections effectiveness  
Deferred revenue and billing status tracking  

Operational Dashboards 

Surface live insights for every role 

Customizable dashboards by department or user 
Mobile-optimized views for shop floor, warehouse, or field teams 
Drill-down reports for supervisors and executives  
Track KPIs like cycle times, lead times, and backlog 

Reporting Built Into the Platform You Already Use 

Unlike third-party BI tools or bolt-on analytics apps, GoldFinch Reporting is fully native to Salesforce—which means: 

Instant access to live operational data across departments
Unified permissions and role-based visibility  
No manual exports, syncing, or middleware  
Build, schedule, and share reports directly from your ERP   

Whether you’re a CFO, Ops Director, or Inventory Planner, GoldFinch gives you the visibility you need—without leaving the Salesforce platform.  

Total Visibility 

GoldFinch Reporting works across every ERP module, including:  

Accounting & Finance 
Inventory & Purchasing  
Manufacturing & Project Management 
Demand Planning 
CRM & Customer Contracts  

No more data silos. No more blind spots. Just total visibility, from quote to cash.  

Ready to Report with Confidence?

See how GoldFinch ERP Reporting gives your team the tools to make faster, smarter decisions—right inside Salesforce.

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100% Salesforce Native ERP With Built-In Analytics and Expert Support 

100% Salesforce Native  
Used by inventory-driven organizations across industries 
Built-in dashboards and customizable report builder  
Implementation support and training from ERP experts 
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