Data Access · Ownership & Control

Your data doesn't live in our basement.

Stop waiting for "data exports" or monthly reports from your software vendor. TradePath gives you direct, real-time access to your business data so you can use it in the tools you already master.

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Data Layer

Connect to Power BI

Open Power BI Desktop, select our secure connector, and your live brokerage data is ready for analysis. We provide a starter dashboard to get you moving fast.

Direct access, zero gatekeepers

Secure line to your P&L.
No developer required.

We provide two professional-grade connection methods, both secured by bank-grade isolation protocols. You choose the one that fits your team's technical workflow.

For Analytics Pros

Direct Desktop Access

Perfect for owners or analysts using Tableau or Power BI Desktop. You get a direct, secure line to your brokerage data that stays live 24/7.

AccessRead-only, secure connection
PrivacyStrictly siloed ERP environment
ControlRotate your own access credentials anytime
SecurityEncrypted in transit and at rest
ReliabilityContinuous backups and point-in-time recovery

For Everyday Reporting

Live Spreadsheet Sync

Ideal for managers who prefer working in Excel or custom internal tools. Pull live order and commission data directly into your workbooks.

Ease of UseWorks with Excel Power Query
FormattingReturns clean, organized tables
FilteringGet exactly the data you need
SpeedReal-time updates with one click
ScaleHandles your entire historical volume

Structured for humans

Professional Data Views

Our data layer is designed for business reporting, not developers. Every table comes pre-joined with familiar names.

Orders & Pipeline

Every order with full detail, from initial receipt to final status.

Order Number · Manufacturer · Retailer · Ship-To Location · Sales Rep · Order Date · Status · Total Value · Item Count

Order Line Details

Line-by-line item detail, including quantities and pricing.

Order Number · Line Item # · SKU · Product Name · Unit Type · Quantity · Unit Price · Subtotal · Allowances · Net

Commission Ledger

Real-time tracking of earned, invoiced, and paid commissions.

Order Number · Manufacturer · Rate Applied · Matching Rule · Net Sales · Commission Amount · Current Status · Date Earned

Invoices & Collections

Your billing history with live payment tracking.

Invoice Number · Manufacturer · Invoice Date · Due Date · Total Amount · Paid · Balance · Days Outstanding

Aging Snapshots

Instant view of your current accounts receivable buckets.

Manufacturer · Invoice Number · Current · 30 Days · 60 Days · 90+ Days · Total Balance

Team Performance

Sales rep productivity and commission tracking.

Rep Name · Month/Period · Order Count · Total Sales · Commission Earned · Commission Paid

vs. the usual

Direct Access vs. "CSV Exports"

	CSV Export Only	Typical Software	TradePath HQ
Time from question to answer	Hours	Days	Seconds
Real-time data availability	Never (Stale)	Sometimes	Live
Manual cleanup required	High (Every time)	Moderate	None (Automated)
Data Privacy & Governance	Low (Shared files)	Moderate	Bank-Grade Isolation
Works with Power BI / Tableau	Manual Import	Yes	Yes, First-Class
Works with Excel	Manual Import	Manual Import	Yes, Direct Sync

Bring your BI tool to a demo.

We'll connect Tableau or Power BI to a sandbox ERP during the call. You'll drag fields onto a canvas before the end of the meeting.