Verticals > wholesale & resaleEnd-to-End BI & Planning Software for Modern Wholesale & Resale Businesses
The all-in-one, future-flexible BI solution for wholesale and resale businesses.
Eliminate slow reporting cycles, poor forecasting accuracy, inaccurate demand planning, stock outs, and excess inventory with live operational visibility that helps wholesale and resale businesses protect profitability in a market where demand is unpredictable. With BI capabilities, integrated planning, embedded AI-driven insights, and a centralized data warehouse, Naviloq brings together data from across your entire tech stack for faster, smarter decision making.
One unified platform for finance, supply chain, sales, marketing and more.
Naviloq planning and BI for wholesale businesses connects finance, supply chain, sales, marketing, e-commerce, and operations into one unified platform with 100+ system integrations. By consolidating purchasing, inventory, customer demand, margins, and sales performance into a shared operational view, teams can collaborate more effectively, respond faster to market changes, reduce risk, and improve decision-making.
Are these challenges hindering your growth?
You lack the ability to model ‘what- if’ scenarios before making key decisions.
Overreliance on spreadsheets and manual reporting to understand your sales, inventory, forecasting, and margins.
No structured demand planning process, making it difficult to align purchasing decision.
No clear, real-time view of what’s selling across products, customers, or channels.
Stockouts causing missed revenue or excess inventory tying up valuable cash.
Difficulty and lack of confidence forecasting due to inconsistent or incomplete data.
Pricing and discounts vary at a customer and account level, adding extra layers of complexity to margins.
Data spread across multiple systems like NetSuite, HubSpot, Salesforce, Shopify, with no single source of truth.
Reporting takes too long, meaning decisions are based on outdated information.
Model scenarios, spot opportunities, and identify risks with Naviloq’s AI insights
Built on a unified data platform and semantic layer, Naviloq embeds AI directly into your data foundation, ensuring every metric is consistently defined across the business, so AI insights are accurate, explainable, and trusted. Instead of just analyzing historical performance, Naviloq’s AI capabilities help you plan for demand, model scenarios, detect anomalies in data, and surface risks and opportunities in real time, turning complex wholesale data points into clear, actionable intelligence.
Stay on top of complex demand with smarter planning, vendor reporting, and instant insights
By delivering always-on reporting powered by connected systems like NetSuite, HubSpot, and Salesforce, Naviloq gives teams instant insight into sales performance, shifting demand patterns, spikes, and seasonality as they happen. By combining historical and real-time data, businesses can analyze trends over time, understand customer buying behaviour and therefore strengthen demand planning accuracy. Integrated vendor reporting also helps businesses understand how supplier performance impacts their ability to meet demand and overall operational performance.
Identify slow-moving, excess, and at-risk stock with unified inventory intelligence
Naviloq BI for wholesale provides unified inventory intelligence that connects data across the entire business, helping identify slow-moving, excess, and at-risk stock in real time. By surfacing the financial impact of overstock, dead stock, and stockouts on cash flow and profitability, Naviloq enables more proactive demand and inventory planning, improved fulfilment, and stronger service levels, shifting businesses from reactive stock management to confident, data-driven decision-making.
Protect margins with pricing, profitability, and commission tracking in Naviloq
Bringing clarity to pricing, discounting, and commission structures, Naviloq BI for wholesale centralizes all commercial data in one place. With full visibility into pricing performance, discounts, license agreements, vendor incentives, and resale commissions, businesses can accurately track profitability across every deal. This enables teams to understand true margin performance, eliminate pricing leakage, and make more informed decisions that protect and improve overall profitability.
Why choose Naviloq for wholesale and resale operations?
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Real-time Reporting
Immediate visibility into sales speed, margins, and inventory movements as transactions happen across channels.
Live alignment between ERP, warehouses, and sales systems so stock, revenue, and profitability are always up to date.
Continuous tracking of SKU performance across customers, regions, and product categories.
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Smoother Forecasting
Demand planning built around real wholesale buying patterns, seasonality, and customer order cycles.
Scenario planning to model the impact of bulk orders, promotions, supplier behaviour, and pricing.
Better purchasing decisions driven by linked demand signals, lead times, and stock availability.
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Collaboration Across Teams
Enables buying, sales, warehouse, and finance teams to work from shared KPIs like sell-through rate, margin, and stock turnover.
Makes performance visible across customers, product lines, and channels, not just finance dashboards.
No-code interface for access to insights so commercial and operational teams can self-serve data without relying on IT teams.
100+ integrations for unified planning ecosystems.
If you’re a CFO or financial decision maker and ready for an all-in-one BI solution for your software business, get in touch with our team today or book a Demo.
You can read more in our blog where we discuss specific industry pain points and detailed Naviloq solutions.
We’d love to hear from you!
Whether you have questions about Naviloq, would like a free demo, or would simply like to find out more about whether Naviloq would be a good fit for your business, please get in touch.
Reach out to our local sales teams or use the form to leave a contact request, and we’ll be in touch with you soon.