Marketing, customers, projects and the books in one system, so you know what every marketing dollar actually brought back.
An illustrative General ERP revenue screen for a sample group of three companies, reported in US dollars. Use the company and period controls to change the figures. Rows in Recent payments can be focused to show how that payment was traced from its source to the bank.
Overview / Revenue · USD
September 2026
Marketing spend
$18,400
412 leads
Cost per booked lead
$98.92
186 booked
Collected cash
$84,750
88% of invoiced
Return on collected cash
3.6×
on $18,400 spend
Lead to cash
Recent payments
| Customer | Item | Came from | Amount | Status |
|---|---|---|---|---|
| Alder Logistics | Service contract | Search ads | $1,284.00 | Paid |
| Keller Werke GmbH | Implementation | Events | $3,900.00 | Paid |
| Brennan & Sons | Support plan | Partners | $189.00 | Due Oct 5 |
| Whitfield Studio | Annual renewal | $425.00 | 12 days late |
01
Every marketing dollar is traced to the cash it brought in, not to the leads it produced.
Illustrative return by channel for September, all companies: search ads $8,600 spend, 78 booked, $36,120 collected, 3.2 times; email $1,200, 31, $9,840, 7.2 times; partners $3,700, 30, $22,010, 4.9 times; events $4,900, 34, $11,760, 1.4 times; referrals 13 booked, $5,020 collected; all channels $18,400, 186, $84,750, 3.6 times.
02
When revenue misses plan, you see what moved it and by how much, in plain words.
September came in $7,840 under plan. Here’s why.
03
Payments are checked against what was agreed, so a missed or wrong amount surfaces on its own.
Illustrative lease schedule for a warehouse, Unit 4: August 1 rent $3,450.00 matched; September 1 rent $3,450.00 matched; October 1 rent with a 3% step-up is $3,553.50 but $3,450.00 was paid, $103.50 short.
From one location to many companies, countries and currencies.
The front desk sees the schedule, finance sees the books, and pay stays private. The controls a large company expects are there from the first day. Hover or focus a module name for an example.
From the first campaign to a repeat customer who pays on time.
01
Example: a customer who never agreed to texts gets the review request by email instead.
02
Example: the first inquiry, every reply, the booked meeting and the signed order sit on one customer record.
03
Example: a customer checks an order, signs the change and pays the invoice without calling you.
04
Example: a three-year contract paid up front shows as revenue month by month, not all on day one.
Illustrative customer record for Okafor Group at Sample Co. UK: referred by an existing customer on September 3, agreed to emails and texts the same day, meeting booked on September 4 for September 8, order won on September 8 for $2,960.00, paid on September 19.
The books, the cash, the stock, the projects and the people.
05
Example: the UK and German companies keep their books in pounds and euros, and the group results show all three in dollars.
06
Example: Monday morning shows the cash in every bank account across all three companies, in one currency.
07
Example: a purchase over the approval limit waits for sign-off before the order goes out.
08
Example: a project shows budget, committed and actual by phase, so an overrun shows up while there is still time to act.
09
Example: a machine due for service appears on the schedule before it breaks down.
10
Example: approved hours flow to payroll and to the project they were worked on.
11
Example: open a payment and the signed contract that set its amount is one click away.
12
Example: ask why September came in under plan and get the answer with links to the records behind it.
Illustrative schedule for Tuesday, September 16: 8:00 AM onboarding at Alder Logistics, done; 10:30 AM support visit at Lindqvist Group, done; 1:00 PM equipment delivery to Keller Werke, on site.
Month-end with a name on every task and nothing left unexplained.
13
Example: on day three of the close you can see which tasks are signed off and who has the rest.
Illustrative September close checklist, 11 of 12 tasks done: bank and cards reconciled, signed off by finance; transfers between companies matched, signed off by finance; revenue against plan explained, signed off; receivables review still open.
Every report and filing comes from numbers already approved.
14
Example: a late invoice is approved and the board pack and the quarterly filing both show the new revenue figure.
15
Example: each control shows who tested it, when, and the evidence they attached.
Illustrative third-quarter revenue for all companies: a late invoice dated September 30 for $360 is approved, the source figure moves from $271,520 to $271,880, and the board pack, the quarterly filing and the sustainability report each update to $271,880.
Plans built on the same numbers you close with.
16
Example: change how many large orders you expect to win and watch fourth-quarter revenue and cash move with it.
Illustrative monthly revenue for all companies: actual July $86,920, August $88,650, September $96,310, totalling $271,880 for the third quarter; base forecast October $101,500, November $104,000, December $106,500, totalling $312,000 for the fourth quarter.
General ERP isn’t available yet. Join the waitlist and we’ll email you product updates. We don’t ask for a phone number.
We handle your details under our privacy notice.
Form not loading? Email hello@generalerp.com and we’ll add you.