Unified Growth Suite (UGS)
Purpose & Scope
UGS is Centric’s data‑driven growth layer that unifies CRM, reporting, and KPIs. It consolidates operational data (sales, inventory, fulfillment, finance, HR) and surfaces actionable insights and playbooks for acquisition, retention, and expansion.
Who Uses This
Executives, sales/marketing leads, operations heads, finance leadership, and store managers.
Key Capabilities
- Dashboards: Cross‑module live dashboards for revenue, margin, stock health, on‑time delivery, AR aging, and workforce metrics.
- CRM & Pipeline: Leads, opportunities, stages, tasks, proposals, and goals.
- Segmentation: Customer cohorts by RFM (recency/frequency/monetary), region, and channel.
- Campaigns: Email/SMS hooks (templates, A/B targets) via integrated providers.
- Exports: CSV/Excel/PDF; scheduled reports to stakeholders.
- Governance: Row‑level filters by region/store; role‑based widget access.
Data Model & Core Entities
- Dashboard (widgets, filters, schedule)
- Lead/Account/Opportunity, Task, Goal/Target, Report
End‑to‑End Workflows
- Sales Funnel: Capture lead → qualify → pipeline stages → proposal → won/lost → auto‑create customer.
- Growth Dashboard: Configure board → add widgets (sales, margins, OTD, AR aging) → schedule a weekly executive report.
- Cohort Campaign: Build RFM cohort → export or trigger SMS/email via integration → track uplift.
Configuration
- KPI definitions (e.g., OTD = on‑time deliveries ÷ total deliveries).
- Access policies by role/region; SSO optional.
- Report schedules and recipients.
Integrations
- POS/Accounting/Warehouse/Logistics/HR: Unified data feed for metrics.
- Messaging: SMS/email providers for campaign execution.
Reports & KPIs
Revenue, gross margin, AR aging, stock coverage days, fill rate, OTD, return ratio, headcount vs. sales, labor cost %.
Tips & Edge Cases
- Lock KPI definitions in a data dictionary to avoid cross‑team ambiguity.
- Use goal boards for sales teams (monthly targets, cover ratios, win rates).