Functional Suites
One Intelligence Platform. Every Function. All Unified.
Powered By PoV + CoreAI Technology
Tailored to Every Function
PerformanceIQ 365 is built on a single, unified intelligence engine powered by Point of Inception Visibility and CoreAI Technology. This platform becomes exponentially more powerful when applied across your entire enterprise. While the technology remains consistent, the application adapts perfectly to each of your eight functional domains. Finance gains precision in revenue and cash flow monitoring. Operations sees efficiency and utilization in real-time. Supply Chain achieves end-to-end visibility, while Sales and Marketing track pipeline velocity and campaign impact with per-second accuracy.
The true strength, however, lies in unification. Because every function operates from the same single source of truth, collaboration becomes seamless. Finance, Operations, and FP&A can finally align on cost and performance using identical, real-time data. You can configure permissions and views that break down silos, enabling cross-functional teams to see the complete picture. This isn’t just eight separate tools, it’s one intelligent platform that brings clarity, speed, and unified insight to every corner of your organization.
Functional Suites
Quick access to all Functional Suites. Select a suite below to jump directly to its section.
The PerformanceIQ 365 Finance Functional Suite eliminates the lag between transaction and recognition, giving you a live per-second view of revenue health, expense variance, and profitability.
Recommended Extension Suite: Financial Intelligence
The Treasury Functional Suite delivers live per-second visibility into global cash positions, FX exposure, and payment flows across your entire enterprise.
Recommended Extension Suite: Financial Intelligence, Payments Orchestration
The Controllership Functional Suite monitors your accounting processes, internal controls, and intercompany transactions in real-time, catching control failures and compliance issues before they become audit findings.
Recommended Extension Suite: Financial Intelligence
The FP&A Functional Suite eliminates the gap between plan and reality by continuously monitoring budget variances, forecast accuracy, and rolling projections.
Recommended Extension Suite: Financial Intelligence
The Operations Functional Suite monitors productivity, resource utilization, and process efficiency across your entire operation, surfacing bottlenecks and inefficiencies the moment they occur.
Recommended Extension Suite: Financial Intelligence
The Supply Chain Functional Suite delivers end-to-end visibility into inventory levels, supplier performance, and delivery schedules in real-time.
Recommended Extension Suite: Supply Chain
The Sales Functional Suite monitors pipeline velocity, win rates, and sales activity in real-time, revealing at-risk deals and execution gaps before they impact revenue.
Recommended Extension Suite: Customer Insights
The Marketing Functional Suite delivers live visibility into campaign performance, customer engagement, and marketing ROI across all channels and initiatives.
Recommended Extension Suite: Customer Insights
Finance Functional Suite
Revenue is the lifeblood of the enterprise, and precision is its currency. The PerformanceIQ 365 Finance Functional Suite eliminates the lag between transactions and recognition, giving you a live per-second view of revenue health, expense variances, and profitability. It empowers your team to move from month-end firefighting to live strategic guidance, ensuring every financial decision is based on the reality of right now.
Surprises You Can Eliminate
Examples of what you can detect before it impacts the close:
- Revenue timing misalignments caught mid-cycle
- Expense overruns flagged before budget depletion
- Unexpected profit margin erosion by product line
- Cash flow variances identified prior to reporting
Metrics You Can Monitor
Examples of key performance indicators you can track live:
- Real-time Revenue Recognized vs. Booked
- Live Gross Margin Trends by Region/SKU
- Daily Days Sales Outstanding (DSO) Status
- Instant Budget vs. Actuals Variance %
Recommended Extension Suites
Power up this functional solution with the Financial Intelligence Extension Suite to gain:
- Real-Time Financial Reporting
- Automated Reconciliation
- Advanced Variance Analysis
- Multi-Entity Consolidation
- Profitability Analytics
Treasury Functional Suite
Liquidity management should never require guesswork. The Treasury Functional Suite delivers live per-second visibility into global cash positions, FX exposure, and payment flows across your entire enterprise. By centralizing banking relationships and automating cash management workflows, you gain the control and confidence needed to optimize working capital and mitigate financial risk before it materializes.
Surprises You Can Eliminate
Early warning signals you can catch before they impact liquidity:
- Unexpected liquidity crunches
- Idle cash is going undetected
- FX exposure risks
- Payment default risks
- Hedging inefficiencies
- Cross-border settlement delays
Metrics You Can Monitor
Key performance indicators updated live across your treasury operations:
- Available liquidity position
- Cash on hand by region
- FX exposure %
- Payment counterparty risk score
- Interest rate sensitivity
- Settlement timing
Recommended Extension Suites
Optimize your treasury operations with the Financial Intelligence and Payments Orchestration Extension Suites for AI-powered automation and precision:
Financial Intelligence Extension Suite: Treasury Automation, Cash Flow Optimization, FX Hedging Management
Payments Orchestration Extension Suite: Multi-Channel Payment Processing, Real-Time Payment Tracking, Liquidity Optimization, Multi-Bank Connectivity, Payment Exception Management
Controllership Functional Suite
Confidence in your close depends on continuous control and visibility into compliance. The Controllership Functional Suite monitors your accounting processes, internal controls, and intercompany transactions in real-time, identifying control failures and compliance issues before they become audit findings. With instant visibility into your close cycle, you transform month-end from crisis management into a smooth, auditable process.
Surprises You Can Eliminate
Potential audit issues you can identify and resolve before external review:
- Undetected accounting errors
- Control failures at close
- Compliance violations
- Audit exceptions
- Intercompany imbalances
- Journal entry anomalies
Metrics You Can Monitor
Key control and compliance indicators are tracked continuously live per-second:
- Close cycle time
- Reconciliation exceptions
- Failed control tests
- Audit adjustments
- Journal entry variance
- Internal balance sheet health
Recommended Extension Suites
Embed AI-powered controls and compliance automation into your close process with the Financial Intelligence Extension Suite:
- Automated Journal Entry Processing
- Tax Compliance Automation
- Audit Trail & Controls Monitoring
- SOX Compliance Dashboards
- Intercompany Settlement Automation
FP&A Functional Suite
Agility starts with awareness. The FP&A Functional Suite eliminates the gap between plan and reality by continuously monitoring budget variances, forecast accuracy, and rolling projections. Instead of discovering variances weeks after the fact, your team sees them the moment they emerge, enabling dynamic reforecasting and proactive resource allocation that keeps strategic goals on track.
Surprises You Can Eliminate
Forecast deviations you can correct before they compound:
- Budget overruns mid-cycle
- Revenue shortfalls vs. forecast
- Headcount cost variances
- CapEx spending anomalies
- Profitability erosion by unit
- Scenario modeling blind spots
Metrics You Can Monitor
Planning indicators updated live against your models:
- Budget vs. Actuals variance
- Rolling forecast accuracy
- Run-rate vs. Plan
- OpEx burn rate
- CapEx utilization %
- Headcount variance
Recommended Extension Suites
Enhance your planning with predictive AI capabilities using our Financial Intelligence Extension Suite:
- Predictive Reforecasting
- Scenario Modeling & Stress Testing
- Variance Root Cause Analysis
- Driver-Based Planning Automation
- Automated Management Reporting
Operations Functional Suite
Operational excellence demands real-time visibility into execution and performance. The Operations Functional Suite monitors productivity, resource utilization, and process efficiency across your entire operation, surfacing bottlenecks and inefficiencies the moment they occur. By combining live performance data with predictive analytics, you can optimize workflows, reduce waste, and maintain consistent delivery standards every single day.
Surprises You Can Eliminate
Operational disruptions you can identify and resolve before they cascade:
- Production delays and downtime
- Capacity utilization drops
- Resource allocation inefficiencies
- Quality defect spikes
- Equipment maintenance surprises
- Labor productivity variances
Metrics You Can Monitor
Operational KPIs are measured and updated continuously across your facilities:
- Production output vs. target
- Equipment utilization %
- Labor productivity rate
- Quality metrics and defect rate
- Resource availability
- Process cycle time
Recommended Extension Suites
Optimize operations with intelligent automation and predictive insights utilizing the Financial Intelligence Extension Suite:
- Performance Management
- Process Efficiency Analytics
- Resource Utilization Optimization
Supply Chain Functional Suite
Supply chain disruptions cascade throughout your entire business. The Supply Chain Functional Suite delivers end-to-end visibility into inventory levels, supplier performance, and delivery schedules in real-time. By catching delays, bottlenecks, and quality issues before they impact fulfillment, you maintain reliable delivery commitments, minimize excess inventory, and optimize working capital across your network.
Surprises You Can Eliminate
Supply chain disruptions you can detect and mitigate before escalation:
- Supplier delivery delays
- Inventory stockouts
- Quality defect surges
- Demand forecast misalignment
- Logistics network bottlenecks
- Inventory aging and obsolescence
Metrics You Can Monitor
Supply chain KPIs tracked live across your network and partners:
- On-time delivery %
- Inventory turnover rate
- Supplier quality score
- Demand vs. forecast variance
- Lead time performance
- Inventory days on hand
Recommended Extension Suites
Enhance supply chain visibility with intelligent planning and automation using INSTANT’s Supply Chain Extension Suite:
- Demand Planning & Forecasting
- Supplier Performance Monitoring
- Inventory Optimization
- Logistics Network Analytics
- Quality & Compliance Tracking
Sales Functional Suite
Sales momentum depends on visibility into pipeline health and deal progression. The Sales Functional Suite monitors pipeline velocity, win rates, and sales activity in real-time, revealing at-risk deals and execution gaps before they impact revenue. By combining live deal intelligence with predictive win/loss analytics, your sales team can focus resources on high-probability opportunities and adjust strategy on the fly to consistently meet quotas.
Surprises You Can Eliminate
Sales risks you can identify and address before they threaten quota:
- Pipeline slippage and delayed closes
- Declining win rate trends
- Sales activity shortfalls
- Deal size compression
- Rep performance gaps
- Forecast accuracy misses
Metrics You Can Monitor
Sales KPIs tracked live against targets and trends:
- Pipeline value vs. quota
- Deal win rate %
- Sales activity volume
- Average deal size
- Sales rep quota attainment
- Forecast accuracy variance
Recommended Extension Suites
Accelerate sales success with predictive intelligence and insights by implementing the Customer Insights Extension Suite:
- Pipeline Health Analytics
- Win/Loss Prediction & Analysis
- Sales Activity Monitoring
- Opportunity Scoring
- Rep Performance Benchmarking
Marketing Functional Suite
Marketing impact hinges on understanding what’s working in real-time. The Marketing Functional Suite delivers live visibility into campaign performance, customer engagement, and marketing ROI across all channels and initiatives. By continuously monitoring campaign metrics and customer response patterns, you can optimize spend, scale successful programs instantly, and pivot underperforming campaigns before budget is wasted.
Surprises You Can Eliminate
Marketing performance issues you can catch and correct before they drain budget:
- Campaign underperformance trends
- Customer engagement drops
- Channel ROI deterioration
- Lead quality declining
- Attribution model misalignment
- Audience targeting inefficiencies
Metrics You Can Monitor
Marketing KPIs tracked live across all campaigns and channels:
- Campaign cost per acquisition
- Customer engagement rate
- Channel ROI %
- Lead conversion rate
- Marketing funnel health
- Customer acquisition cost trend
Recommended Extension Suites
Amplify marketing success with customer insights and intelligence with IQ 365 Customer Insights Extension Suite:
- Campaign Performance Analytics
- Customer Engagement Tracking
- Attribution & Channel Analytics
- Audience Segmentation & Targeting
- Marketing ROI & Forecasting
