– Visualize: data, trends, anomalies and opportunities:
any combination of metrics that are captured in your existing ERP and accounting systems: product, sales and business data, general ledger, financial statements, tax reporting, expense management, key performance indicators.
– Real-time, user-specific access to customized dashboards, charts and analysis.
– Quick and simple implementation with your existing business software.
Custom BI Reporting and Dashboards
– Real-time business performance dashboards
– Automate repetitive reports – daily, weekly, monthly tasks in Excel
– Align all company reporting in a single solution
– Dashboard Examples:
o Financial performance – Visualize: Revenue / EBITDA by product/division, Balance Sheet Metrics (Cash, A/R, A/P, DSO, DPO), Actual-Budget.
o Revenue and Profitability by Division/ Geography/ Other – Visualize: Revenue, GP, GM%, Monthly Revenue YoY comparison, GM trend YoY comparison.
o Sales analysis – Visualize: sales by customer type/ segment/ product/ region, variance of target sales to actual, win/loss%
o Expense management by categories – Visualize: expenses by division/ category, YoY expense trends
o Key performance indicators – Visualize: KPIs unique to the business goals
o Sales and pipeline dashboard – Visualize: pipeline by bus dev stage, YoY variance, pipeline by customer type/ segment/ product/ region.