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 know, like Excel, Power BI, and Tableau. No gatekeepers. No delays.

Book a demo See what's available →

Connect to Power BI

Open Power BI Desktop, select our connector, and your live brokerage data is ready for analysis. We even provide a starter dashboard template.

Two Ways to Connect

Direct Desktop Access.
Live Spreadsheet Sync.

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

Business Data Ready for Use

Organized for Humans.

Our data layer is designed for business reporting, not developers. Every table comes pre-joined with names you recognize like manufacturer, retailer, and sales rep.

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

GS1 Categorization

Analyze performance by official GS1 segments and families.

Segment Name · Family Title
Class Description · Brick Code
Product Count · Total Sales
Market Penetration

vs. the usual

How we stack up against "data export" features.

Most brokerage tools ship a CSV export button and call it "BI." It's a slow, manual process that keeps you in the dark.

	CSV Export Only	Typical Software	TradePath HQ
Time from question to answer	Hours	Days	Seconds
Real-time data	Never (Stale)	Sometimes	Live
Manual work required	High (Every time)	Moderate	None (Automated)
Data Privacy	Low (Shared files)	Moderate	Bank-Grade Isolation
Works with Power BI	Manual Import	Yes	Yes, First-Class
Works with Excel	Manual Import	Manual Import	Yes, Direct Sync
Reliability	Human Error Prone	Vendor-Controlled	Built-in Accuracy

Bring your BI tool to a demo.

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

Book a demo →