Closed does not mean collected
An agreement to buy and a payment received are different events. Keep collected cash visible when reviewing what the team sold during a period.
FOLLOW THE MONEY
See what you sold.
Know what you collected.
A strong sales week and a strong collection week can tell different stories. Bring sales performance, collected cash and refunds into the same review so you can see what each number represents.
Solo and Team start online. Calls are for custom Enterprise setup.
Sales performance and collected cashLIGHT MODE
A few familiar names from the Valeron community
LOOK PAST THE SURFACE
A sales total leaves part of the picture out.
A team can discuss closed sales while the owner is looking at money received. Put those measures alongside each other so the conversation starts with a shared understanding.
Refunds change the picture
Collections alone leave out money returned. Review refunds and net cash alongside the incoming amount before describing the financial result of the period.
Team totals hide the detail
A company total gives you the broad view. Rep and role filters help you inspect the performance behind it and ask more specific questions in your sales review.
SALES WITH PAYMENT CONTEXT
Review the result from both sides.
Look at offers, close rates and collected cash in your performance view. Use the same reporting scope to understand what you are comparing. When sales activity and collections differ, you have a concrete question to investigate with your team and connected source tools.
- Sales activity and conversion
- Cash collected by the available reporting view
- Rep, role and period filters
THE NUMBERS BEHIND THE WORKLIGHT MODE
THE COMPANY CASH VIEW
Keep refunds in the conversation.
Bring company cash into your management review, including collected cash, refunds and net cash. Use the figures to understand the period you are looking at and decide where to check the detail. Keep the distinction between selling and collecting visible as the team grows.
- Review collected cash
- Account for refunds in the view
- See net cash alongside the team picture
YOUR SALES FLOOR, CONNECTEDLIGHT MODE
FROM CONTEXT TO ACTION
A clearer next step
for your sales floor.
Review your payment setup
Connect supported payment and sales tools. Check which data is available so your team understands the basis of the cash figures.
Choose the period to assess
Review sales metrics, collections and refunds for your selected window. Keep the dates and scope clear when comparing the measures.
Ask about the difference
Use the view to guide a discussion about sales and collections, then check the relevant source records when you need transaction detail.
READY WHEN YOU ARE
Choose your plan.
Get started with Valeron.
Get Solo or Team online. For a custom rollout, check your fit for Enterprise setup.
FOR YOU
Solo
Your sales, call feedback and coaching in one personal workspace.
3-day free trial
Then $297/month
- 1 seat included
- Sales performance tracking
- Post-call analysis and coaching
FOR YOUR TEAM
Team
A shared workspace for your sales floor, with five seats to get started.
$497
per month · 5 seats included
- 5 seats included
- Shared performance and call insights
- Dedicated Slack channel
The 3-day Solo trial applies to monthly billing. Annual plans are billed yearly.
Need a custom rollout for your business? Discuss Enterprise setup
Tommy CondonValeron customer
“Our close rate went from the mid thirties to the high sixties in the first three weeks.”
One customer’s experience. Results vary.
BEFORE YOU TAKE A LOOK
A few things
worth knowing.
Start with the questions
your team is asking.
Is collected cash the same as total sales?
They are separate measures. Valeron lets you review sales performance alongside collected cash so you can keep that distinction clear in your team discussion.
Can I see refunds and net cash?
Yes. Collected cash, refunds and net cash are part of Valeron’s performance picture, based on the data available from your connected sources.
Which payment tools can I connect?
Valeron supports payment integrations including Stripe, Whop and Commas. Email [email protected] with questions about the information available for your workflow. Custom Enterprise rollouts start with the Enterprise fit check.
Can I review results by closer?
Use rep, role and date filters to focus the performance view. Available metrics depend on your workspace’s connected data. The page previews show illustrative demo values.
YOUR NEXT STEP
Make the cash part of the sales review.
See how Valeron puts activity, conversion and collected cash into a clearer picture of your team’s work.
Choose Solo or Team online. Need custom Enterprise setup? Check your fit.