Catching Up with Cavallo

Data-driven solutions for low margins and inefficiencies–this AI-powered innovation allows distributors to take control of every order and has earned Cavallo’s Order Intelligence the 2024 Top Startup & Tech Award.

Partner Spotlight

We’re thrilled to recognize Velosio as Cavallo’s highest-performing partner for Q3 2024! Velosio is a trusted, award-winning Microsoft and NetSuite partner that has been helping companies modernize and drive smarter decisions for over 30 years.

What’s New

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Segmentation Support by Custom Fields
Users can unlock profit insights using new or existing custom fields as segments and grid columns, allowing data to be contextualized for their business.

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New Margin Variance Analysis Top 5 Screen
Users can leverage a new 500-foot view to reduce time-to-insight by proactively guiding busy users to the most significant sources of margin leakage.

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Segmentation per Store or Address
Customer Analytics can now segment by Store or Address, allowing specific measurement and discovery of margin performance. This is particularly valuable for users servicing customers with multiple purchasing locations (e.g., big-box stores, school districts, etc.).

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Square Integration
We are excited to partner with Square to provide users with mobile card reader support and instant, secure payment links.

Mark Your Calendars

January 26, 2025
Tradeshow: Acumatica Summit
Las Vegas, NV
Register Now

April 7, 2025
Tradeshow: Directions NA
Las Vegas, NV
Register Now

August 18, 2025
Tradeshow: ELAVATE’25
Grand Rapids, MI

Cavallo’s ELAVATE conference is an annual highlight. Don’t miss out on a premium sponsorship slot–Cavallo Partners get an early look at the 2025 Sponsorship Prospectus to start making selections.

To secure your sponsorship, contact Elizabeth Morse, Event Manager at elizabeth.morse@cavallo.com. We can’t wait to see everyone in Grand Rapids, MI, from August 18 – 20, 2025.

Missed a webinar? Visit our archive for recordings of all virtual events.

Employee Spotlight

SENIOR PRODUCT MANAGER
Nate DeWinkle
With 15+ years in data and analytics, Nate is dedicated to helping customers transform data into action. Nate is currently focused on developing Ava–the AI profit scientist within Profit Analytics–to be the ultimate partner in maximizing profit through flawless orders.

Quarterly Recap

TRADESHOW
Community Summit NA 2024
We brought our Order Intelligence platform to San Antonio this past October! Our team had a blast showcasing the power of AI to generate flawless orders that maximize profits for Microsoft Dynamics GP and 365 Business Central users. We also got to announce our newest integration with Microsoft Dynamics 365 F&O!

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