business insights explorer tips & tricks | q1 2015 sage 100 erp user group
TRANSCRIPT
Sage 100 ERP(formerly MAS 90/200)User Group Meeting
March 2015
Agenda
• Introductions• Business Insights
– Dashboard– Explorer
• Tips and Tricks• Notes of interest• Q&A
What is “Business Intelligence”
strategies, processes, technologies to analyze and transform raw data into actionable predictive information
Business Insights Dashboard
• Snapshot view of critical business data• Quick and easy access through Sage business desktop• Graphical format• Drill Down Capabilities• Links to Multiple detail report options• Customizable
Setting up Sage 100 Dashboard Options & Wizard
Business Insights Dashboard Demo
Company Logo can be included on page
With permission, users can modify format of their dashboard
Business Insights Explorer
• Easily organize, analyze/query Sage data• Actionable data view• Predefined views of commonly used data• Drill down /around capabilities• Role-based access to critical system information• Access related Sage tasks• Export data to a variety of output types• Increases productivity for inquiry, reporting and analysis• Released with version 4.2
Business Insights Explorer Demonstration
Data View Grid
Preview Pane
Navigation Pane
Other Intelligence Tools
Knowledgesync Workflow & Alerts
Biznet Reporting/Dashboard Tools
New from Sage – Inventory Advisor
Tips and TricksPosting in Summary or Detail
Tips and TricksEstimated Cash Flow Analysis
Tips and TricksUpdate Journals from Preview
Tips and TricksCustomer Last Purchase History
Tips and TricksDiscount by Line Item
Mark Your Calendars!
Next UGM: June
Sage Summit – July 27 – 30 in New Orleans
Let’s Keep Talkin
Let us help you with you Sage 100 consulting and training needs.
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