Back office

The back office,
without the lag.

Inspection reports written at month-end. Margin discovered at QBR. Lost deals reconstructed from memory. The back office runs behind because nothing's live until someone reconciles it. Rama keeps the answers current — so the question "is the business healthy?" has an answer this morning, not next Friday.

Live

GP at line, quote, order, and customer level

manual inspection reports written

Inspection reports

Reports written
from PO data.
Automatically.

The inspection form opens already built — PO data filled in, customer criteria loaded, photo slots prepared. The inspector confirms the checks instead of assembling the document from scratch.

Inspection report — PO #8821 · auto-generated

PO data in

PO number#8821

CustomerAcme Eng.

PartLM358DR

Quantity2,500

Date code2347

Lot codeA4-882X

Report compiled

Visual inspectionPass

Date code checkPass

Lot traceabilityPass

RoHS confirmedPass

Photos attached4 files

Customer criteriaAcme v3 ✓

Half the form, already filled

PO number, customer, part, quantity, date code, lot code — extracted from the PO and dropped into the right fields before anyone opens the report. The inspector confirms, doesn't transcribe.

Customer rules, remembered

Each buyer's inspection requirements — which checks, which photos, which sign-offs — stored once and applied automatically on every shipment to that customer. No template library to maintain, no forgotten clauses.

Photos in the right slot

Inspection photos uploaded at the bench tag to the right line item and land in the right section of the report. No dragging files between folders and Word docs.

One PDF, shipment-ready

The compiled report exits as a single document in the customer's expected format — lot traceability, compliance flags, sign-off block. Goes straight onto the shipment paperwork without another round of editing.

Live financials

Finance, live.
Not at month-end.

Margins decided last quarter. AR aging discovered at credit review. A concentration problem realised after the big account stopped calling. Finance always lags the moment that matters — because the numbers were never live. Rama keeps them live.

GP cascade — Quote #4821, Acme Engineering

LevelGP%MarginRevenue

Line avg

+34%

$17,640

This quote

+28%

$42,200

This order

+24%

$89,400

Customer YTD

+19%

$312,000

↘

Margin drift alert — Acme Engineering.Customer GP% has declined 4.2pts over the last 6 months. Review pricing before next quote goes out.

Margin without the wait

Line GP at the moment a rep prices a line. Quote GP before it sends. Customer GP refreshing as orders close. The number you would have got from finance on Friday, live every day in between.

The trend tells you first

When a customer's GP drifts down over quarters, Rama flags it before the next quote goes out. The pricing conversation happens before another bad year compounds — not after.

AR next to the quote

Outstanding receivables surfaced inside the customer view at quote time. Reps see what's owed before pricing the next deal — credit risk becomes a sales decision, not a finance afterthought.

Concentration, in plain sight

Which customers carry the revenue. Which carry the margin. Which carry the AR. The 80/20 view that usually arrives as a year-end slide, available the morning one account changes its behaviour.

Loss analysis

The repair list.
By the dollar.

Every quarter loses some deals. Most leadership teams find out from memory at QBR, with no dollar attached. Rama categorises every loss at the moment it dies and totals the damage by reason — so the repair list is sitting on Monday's desk, not reconstructed at the end of Q4.

Lost-deal reasons — last 90 days · with fix owner

ReasonVolumeValueFix owner

Price

$142k

GP / Pricing

Lead time

$98k

Procurement

MOQ

$61k

Sourcing

Compliance

$34k

Ops

Stock

$22k

Purchasing

Captured at the kill

Every lost deal categorised the moment it dies — the rep tags it, the system doesn't lose it. No reconstructed reasons at QBR from memory and Slack.

Sliced any way leadership asks

Loss totals by rep, by customer, by deal stage, by quarter. The question 'where are we losing the most?' has an answer in 10 seconds, not a custom report 10 days later.

A repair list, not a feeling

Every loss reason maps to the team that owns the fix. Price losses go to GP and pricing. Lead-time losses go to procurement. MOQ losses go to sourcing. Leadership stops debating which problem to solve — the dollars decide.

Ready to increase revenue per employee at your company?

Stop leaving money on the table. Join our customers who use Rama to turn lost revenue into dollars in their pockets.

Increase Revenue

The back office,without the lag.

Reports writtenfrom PO data.Automatically.

Finance, live.Not at month-end.

The repair list.By the dollar.

Ready to increase revenue per employee at your company?

The back office,
without the lag.

Reports written
from PO data.
Automatically.

Finance, live.
Not at month-end.

The repair list.
By the dollar.