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Release Notes Evolve Suite Dashboards

Updated over a week ago

We are very excited to introduce the Evolve Suite Model that represents a unified data intelligence layer across all Evolve Suite modules, designed to unlock cross-module insights that demonstrate the competitive advantage of an integrated ERP platform versus disparate point solutions.


The core objective is to create integrated Dashboards and Insights that allow our users from operational teams to executives to query and analyse data across the entire suite, revealing insights impossible to achieve with standalone products.

What makes it different

  • Unified schema: All modules write to a common data structure.

  • Real-time sync: Changes in one module instantly reflect everywhere.

  • Cross-module joins: Query across Financials, Expense, ProspectCRM, Business Health.


As we continue expanding the Suite Data Model, you'll see more cross-module insights and dashboards revealing patterns invisible in point solutions, deeper integration with Copilot for natural language queries, predictive analytics that learn from your patterns and provide proactive recommendations.

Analytics Customer Dashboard

This powerful new Analytics Customer Dashboard within the Evolve Suite brings together customer insights from Access Financials, Business Health, and ProspectCRM modules, providing a comprehensive 360-degree view of your customer relationships, credit risk, and sales performance.


The Customer Dashboard consolidates data across multiple Evolve Suite modules to deliver actionable insights about your customer portfolio. Whether you're monitoring credit risk, tracking sales performance, or analysing payment behaviour, everything you need is now available in one centralised location.

For more information on getting started and the key features, please refer to our Analytics Customer Dashboard article.

Analytics Supplier Dashboard

The Unified Supplier Dashboard – a game-changing analytics experience that brings together supplier data from Financials and Expense modules into one comprehensive view. This is the Evolve Suite advantage in action.


Many insights in the Supplier Dashboard offer interactive drilldown functionality, allowing you to click on charts or pie insights to access detailed underlying data. This enables you to move seamlessly from high-level overview to transaction-level detail.


Your new dashboard provides 360-degree supplier intelligence through multiple integrated insights.

For more information on getting started and the key features, please refer to our Analytics Supplier Dashboard article.

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