31 March, 2020
Version 3009: new demo account capability and new tiles.
Feature: platform demo account
The Demo Account a platform environment that can be used to demonstrate features to a small business users, bank employees, and other stakeholders and relevant parties.
The demo account is designed to look and feel like a standard platform account. Although not actually connected to business or banking apps, the demo account features what seems to be current* data.
The Demo Account enables you to demonstrate platform features such as:
- Account log in
- TrackR, complete with select tiles featuring current* data
- The ability to add and remove Tiles
- Demonstrate the connection journey for available apps.
*Data is artificially generated to look current although not connected to apps or bank apps.
Feature: new tiles
Product performance tile
Now powered by Intuit QuickBooks
Product performance is a useful metric that informs businesses which products are selling well and those performing poorly. The Product Performance Tile lists users’ top-performing products by overall revenue (sales) and gross profit.
Tracking product performance means users are better equipped to better manage their stock and to make informed decisions around product.
This tile is powered by:
- Intuit QuickBooks
- Xero
- Vend
- Shopify
- Unleashed
Stock on hand tile
Now powered by Intuit QuickBooks
Stock on hand is a metric used to determine how quickly a business utilises the average inventory available at its disposal. The Stock on Hand Tile enables users to track stock levels in near real-time.
The tile provides an overview of inventory – what's in stock, what's running low – so SMBs can act as necessary to maintain effective stock levels. Stock management also helps users to avoid funds being tied up in excess stock or popular products being out of stock.
This tile is powered by:
- Intuit QuickBooks
- Xero
- Vend
- Shopify
- Unleashed