Home
/
Integrations
/
Encompass
// INTEGRATION

Encompass + Drivepoint:wholesale truth from your distributor data

Connect Encompass and your distributor sell-through, warehouse inventory, and deductions flow into a live financial model, alongside your books and every retail channel.

KeHE
Encompass
KeHE
UNFI
Drivepoint SmartModel
synced daily
Actual
Forecast
Trend
Net revenue
$1.24M
$1.31M
▲ 5.6%
COGS
$412K
$405K
Contribution margin
38.2%
39.4%
Operating expenses
$318K
$322K
EBITDA
$156K
$189K

Distributor reports usually live in a folder of exports nobody reconciles. Drivepoint lands Encompass data next to your books and retail channels, so wholesale velocity, deductions, and cash timing live in one plan.

B
sync tools: data moved, job done
Drivepoint
one model that answers what-ifs
// WHAT SYNCS

What syncs from Encompass

Distribution truth: what's selling through, what's sitting in DCs, and what the deductions actually were.

Sync frequency
On the distributor's publishing cadence, typically weekly
Setup
Connect your Encompass reporting credentials once.
Access
Read-only
Data object
What it powers
Distributor sell-through
Cases and dollars shipped to retailers, by product
Warehouse inventory
Positions at distributor DCs, so you see the whole pipeline
Deductions & chargebacks
Trade spend truth reconciled into the wholesale P&L
Fill rates & orders
Order and fulfillment signals that protect distribution
// ONCE CONNECTED

What you can do once Encompass is connected

wholesale forecasting

Wholesale forecasting

Distributor order history becomes a driver-based forecast, so production planning covers the wholesale pipeline without guessing.

trade spend

Trade spend that ties out

Encompass deductions and chargebacks reconcile into the model, so trade spend is a managed line item instead of a quarterly surprise.

pipeline inventory

Pipeline inventory visibility

See inventory at distributor DCs next to your own warehouse and retail on-hand, so the whole supply chain reads in one view.

cash planning

Cash planning on real terms

Encompass payment timing and deduction patterns flow into the 13-week cash view, so a big wholesale month doesn't surprise your runway.

// HOW IT WORKS

How it works

01

Connect

One click and a login. OAuth handles the credentials; no API keys, no CSV uploads, no developers.

02

Model

Data lands in your SmartModel in Excel, mapped and normalized, next to every other system you run.

03

Decide

Run scenarios, build reports, and track daily pacing against the plan. The model updates as actuals land.

We don't force you out of Excel; we make it smarter.

6.7%
average EBITDA margin improvement in year one
75%
of customers increase EBITDA in year one
$200K
saved per year vs. hiring the equivalent finance team
// FAQ

Encompass integration questions, answered.

Does Drivepoint integrate with Encompass?

Yes. Drivepoint pulls Encompass sell-through, inventory, and deduction data through the distributor's reporting feed.

+

What data does Drivepoint pull from Encompass?

Distributor sell-through, DC inventory positions, deductions and chargebacks, and order signals. Enough to forecast wholesale and reconcile trade spend.

+

How do I connect Encompass to Drivepoint?

Provide your Encompass reporting credentials once and the sync runs on the distributor's cadence from then on.

+

Can I see deductions in my P&L?

Yes. Deductions and chargebacks reconcile into the wholesale P&L next to your GL, so channel margin reflects what you actually got paid.

+

Can I forecast distributor orders with this data?

Yes. Sell-through and order history become forecast drivers, so production and cash planning run ahead of the next PO.

+

Do I need a developer to set this up?

No. The connection uses the distributor's standard reporting access.

+

See what Drivepoint looks likeconnected to your Encompass data.

Book a demo and see how quickly Drivepoint gets your complete financial model up and running — connected to your data, built for your channels, ready for your next big decision. Whether you're planning a retail launch, preparing for a raise, or replacing a spreadsheet that only one person can touch.

Book a demo