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Roveel

Powerful dashboard reporting tool for Sage

Reporting & Forecasting

Bring Your Data To Life
Mobile Access
Custom Dashboard Design Service
Save Hours
Unlimited Users - One Price
Quick & Easy Setup
Drill-Down Functionality
Filter Tool
Instantly Share
Advanced Date Comparisons
Sales
Cash
Credit Control
Purchases
Profit and Loss
Balance Sheet

Bring Your Data To Life

Easily access your ready-to-go dashboards for your entire business

Any Report You Want

No limits, no manual spreadsheets.
All in one easy-to-use, cloud-based dashboard.
Get the insights your business needs, exactly the way you want them.
With Roveel, you can create any report you need from your Sage Accounting, Sage 50, or Sage 200 data.
Whether it’s sales analysis, cash flow, P&L, stock reports, or customer insights, Roveel turns your raw Sage data into custom, actionable reports in minutes.

Mobile Access

Out of the box dashboards that transform your Sage reporting into insightful graphs and charts. Get instant visibility over how your business is really performing with Roveel’s prebuilt visualisations. No need for clunky excel spreadsheets or extensive worksheets, Roveel instantly extracts your Sage data in a format that displays what is most important to you in your business.

Access on any Device

Sage Accounting
Sage 50
Sage 200
data and make informed business decisions on the go.
Access your Roveel dashboards and reports anytime, anywhere, on desktop, tablet, or mobile. Stay connected to your:

Custom Dashboard Design Service

Roveel offers a bespoke dashboard design service which is tailored to your requirements. For a one-off fee starting from £500, the team will create a bespoke dashboard to meet your needs. Examples include powerful Sales Order dashboards, Project analysis, Departmental summaries, KPI dashboards, Cash reporting and many more. If the data is stored in Sage, we can help you interpret the numbers and drill into the detail.

If the data is stored in Sage, we can help you interpret the numbers and drill into the detail.
Sales Order Dashboards
Cash reporting and many more.
KPI dashboards
Departmental Summaries
Project Analysis

Save Hours

Saves 100's of hours with Roveel

Save hundreds of hours annually, make faster decisions, and streamline business reporting.

Fast Setup: Get connected and exploring data within an hour.
Automated Reports: Eliminates repetitive manual exports and spreadsheet work.
Interactive Dashboards: Drill down from high-level metrics to individual transactions instantly.
Cloud Access: Teams can view up-to-date reports anywhere, reducing delays and back-and-forth.
Error Reduction: Automation ensures accurate, consistent reporting without human mistakes.
Customisable Dashboards: Pre-built or tailored dashboards show only the insights you need.

Unlimited Users - One Price

One simple price starting from £15 per month - for your whole business ~ unlimited users!

Great value for growing businesses - this pricing model makes it easy to bring on new team members without worrying about extra software costs.
Simple, predictable pricing - one flat monthly cost, no surprises. Whether you have ten users or a hundred, you don’t pay more.
All-in access for your whole team - every user in your company can log in, view dashboards and generate reports, no extra charges per seat.
Starting from just £25/month: that’s all you need to get full access with unlimited users on Sage Accounting or Sage 50.

Quick & Easy Setup

Takes just 5 minutes to setup. You will be able to explore your business using Roveel typically within the hour.

Data ready within the hour: Once connected, Roveel imports your accounting data and builds interactive dashboards, so you’re typically exploring your business insights within the first hour.
No training required: The platform is designed for business users of all technical levels. There’s no steep learning curve or IT support needed to get started.
Plug-and-play integration: Roveel connects directly with Sage 50, Sage Accounting and other Sage platforms. Simply sign up, link your account, and you’re ready to go - no coding, no complex configurations.
Full setup in ~5 minutes: From account creation to integration, the initial setup can be completed in around five minutes.

Drill-Down Functionality

Click and interact with any of the graphs and drill into the numbers to instantly uncover the answers to those all important questions

Faster decisions: spend less time searching and more time acting
Uncover answers instantly: no more exporting or manual digging
Follow the trail: click through to transactional detail in just a couple of steps
See what’s driving performance: customers, products, dates, regions… the insights are right there
From high-level KPIs to the smallest detail, Roveel connects the dots so you can understand why your numbers are changing, not just what they show.

Filter Tool

Use Roveel's filter bar to instantly split down specific individual or multiple customers and products.

Apply and adjust filters instantly - no complex setup
Perfect for quick comparisons and deep analysis
See insights update in real time as you refine your view
Target individual or multiple customers and products with ease

Instantly Share

Quickly share your data with your colleagues (must be registered Roveel users). The share function will send across all filters applied so the recipient see's what you have seen.

Fast, secure collaboration across teams and departments
Make insight-sharing effortless and keep your whole business on the same page.
Keep everyone aligned: decisions stay consistent and informed
Send your filtered view: all applied filters are included, so they see precisely what you see
No exporting or screenshots: share live, interactive dashboards

Advanced Date Comparisons

Roveel's versatile date picker and filter tools provide an easy way to navigate through the data. Instantly populate the dashboards using the criteria you need to see.

Compare periods effortlessly: week-on-week, month-on-month, year-on-year
Custom date ranges: select any timeframe to uncover trends and patterns
Real-time updates: dashboards refresh instantly as you adjust dates
Spot insights fast: quickly understand performance, seasonality, and growth
Roveel puts the power of time-based analysis at your fingertips, helping you make smarter, data-driven decisions.

Sales

Customer, Products and Product Categories by Total, Increasing and Decreasing Sales, Individual Products and Customers’ Sales & Information

Customer, Product & Category Sales: view totals and trends at every level
Increasing & Decreasing Sales: quickly spot what’s performing and what’s slowing down
Individual Product & Customer Details: drill down to see specific transactions and insights
Interactive dashboards: filter, sort, and explore sales data in real time
Make informed decisions faster by seeing exactly where your revenue is coming from and where opportunities lie.

Cash

Total Cash Analysis, Cash Balance Comparisons, Monthly Cash in and out.

Stay in control of your finances with clear, actionable cash insights delivered directly through your dashboards.
Interactive dashboards: drill down into transactions to uncover the story behind the numbers
Monthly Cash In & Out: track inflows and outflows to understand financial health
Total Cash Analysis: get an overview of your business’s liquidity in real time
Cash Balance Comparisons: instantly compare balances across periods to spot trends

Credit Control

Credit Balance, Sales and Receipts Over Time Comparison, Debtor Days

Credit Balances: see exactly how much each customer owes
Take control of your credit, reduce risk, and improve cash flow with Roveel’s powerful credit control tools.
Interactive dashboards: drill down to individual customers for detailed insights
Debtor Days Analysis: track how quickly customers are paying
Sales & Receipts Over Time: compare inflows and outflows to spot trends

Purchases

Change in Spend, Cost of Sales, Overheads Analysis

Change in Spend: track how your purchase costs evolve over time
Gain full visibility of your business expenditures and make smarter purchasing decisions with Roveel.
Cost of Sales Analysis: see the direct impact of purchases on your margins
Overheads Analysis: monitor and manage indirect costs efficiently
Interactive dashboards: drill down into suppliers, products, or categories for detailed insights

Profit and Loss

Quickly analyse your Profit and Loss account across any date range and analyse by department. Right click and drill into the transactions of any number on the Profit and Loss.

Flexible date ranges: analyse profit and loss over any period
Quickly gain clarity on your business performance and make informed decisions with Roveel’s powerful Profit and Loss tools.
Interactive dashboards: visualise trends and spot issues instantly
Drill into transactions: right-click any number to see the underlying details
Department-level insights: break down performance by department or cost centre

Balance Sheet

Drill into your Balance Sheet, filter by Department, drill into the underlying transactions and export to CSV.

Gain complete clarity and confidence in your financials with Roveel’s Balance Sheet tools.
Interactive dashboards: navigate and explore your Balance Sheet quickly
Export to CSV: easily share or manipulate your data outside Roveel
Filter by Department: analyse balances for specific parts of your business
Drill into any item: see the underlying transactions behind each figure