Sage 500 ERP Business Intelligence
Business Insights Dashboard
See a real–time snapshot view of your vital business operations in one convenient dashboard. Leverage key performance indicators such as current sales, customers, financial data, and more. Business Insights Dashboard uses .NET and web browser technology to put up–to–date company metrics, ad–hoc inquiry, analysis, and competitive intelligence at your fingertips.
- Consolidates critical personal, corporate, and external information
- Puts industry news and competitive intelligence at your fingertips
- Provides single–click access to analytical and collaborative tools
- Offers summaries and detailed views of Sage 500 ERP sales, product, and customer analyses
- Security privileges restrict access to predefined individuals or groups
- Define and track key performance indicators (KPIs) for your business
- Full access to Business Insights Explorer Views for ad–hoc inquiry and transaction drill–down
Sage 500 Business Insights Dashboard Data Sheet
Business Insights Analyzer
Gain insights into your business and make informed decisions quickly, decisively, and confidently. Business Insights Analyzer is an intuitive, easy–to–use analytics tool that serves up reports in many formats, filters, groups, sorts, and organizes your data in the way most appropriate to your task at hand.
- View critical real-time information about your business in summary or detail, including budget analysis, sales history, purchase history, project profitability, and production analysis
- Quickly add or remove columns to view cash account history, customer sales history, salesperson history, vendor history, inventory history, inventory transaction history, and resource utilization
- Group, sort, and filter the data as needed
- Create on-the-fly sums, averages, counts, or minimum/maximum
- Create and save multiple customized configurations
- View your data in grid, pivot table, or chart formats
- Create customized, interactive charts and pivot tables for your data
- Extend capabilities by adding additional SQL views
- Export data to Excel, Word, or an XML dataset
- Launch a wizard to create a report based on the data in the view
Sage 500 Business Insights Analyzer Data Sheet
Business Insights Explorer
Optimize daily decision making in the most critical areas of your business. Business Insights Explorer brings ad hoc inquiry, drill–down and drill–around analysis up to a whole new level. Turn your data into knowledge that you can act on by using powerful sorting, grouping, and filtering capabilities that you personalize to your specific needs and role within your company.
- Intuitive grid–based view of key entity and transaction–level data
- Easily drill–down and drill–around into original records and change views for at–your–fingertips access to invoices and transactions
- Quickly preview key information about a specific entity, such as a customer and related transaction information including invoices and orders, in a single view
- Save time with search capabilities that let you quickly find records you’re looking for
- Conveniently edit data by launching Sage 500 tasks from the Business Insights Explorer screen
- Flexible options let you sort, group, reorganize, and rename column within the grid, as well as save and share personalized views
- Effortlessly export your data to pre–defined Word templates, Excel, Access, or XML files
Sage 500 Business Insights Explorer Data Sheet
Sage MAS 500 Alerts
Send e–mail notifications to you and your specified personnel when something significant happens in your business. Solving problems before they start can satisfy your customers far more consistently. Integrated into critical Sage 500 modules, Alerts shifts your focus using early warning signals that announce critical events in your Sage 500 system, including credit holds, inventory thresholds, priority client transactions, urgency levels, and more.
- Monitor date- and time-sensitive events
- Stay automatically informed regarding credit holds, inventory thresholds, sales ratios, urgency levels, and priority client transactions
- Customize Alerts to fit your company’s needs
- Merge data into e-mail messages
- Keep employees informed for better decision making
- Improve customer service and build customer loyalty.
- Provide responses to changing business conditions 24-hours-a-day, seven-days-a-week.
BizInsight Reporting and Analytics
BizInsight™ is a business reporting and analytics solution that provides real-time access to your business data from Microsoft® Office Excel®. It delivers simple, yet powerful capabilities to anyone who uses spreadsheets to gather and analyze business information. BizInsight makes it easy for users to expand business insight by allowing them to get immediate answers to questions without the usual challenges of gathering and refreshing the source data.
Real Time Excel® Reporting and Business Intelligence
BizInsight™ creates a real-time connection to your business data from across systems which give users the assurance that they are working with data that is both secure and accurate. BizInsight’s™ unique ability to provide dynamic, multi-dimensional drill down to detailed information based on what the user is exploring provides a level of business insight not found with other reporting tools.
Drag and Drop Report Creation
With BizInsight™, you can create drag and drop reports, utilize reporting templates and create fully integrated reports from existing spreadsheets all within Excel™.
Dynamic Multi-Dimensional analysis sets empower end users with the ability to get answers to business questions immediately.
BizInsight Reporting and Analytics Data Sheet
Infosol Businsess Intelligence Dashboards and Tools
Xcelsius
The best data visualization and dashboard graphics product on the market enabling you to quickly create amazing interactive dashboards that can be published and used within commodity formats like PDF, Word, Powerpoint and Outlook, show powerful trending and “What If?” scenarios and connect to live data sources.
Xcelcius Dashboarding Data Sheet
SAP BusinessObjects Edge Series
The Edge Series is a feature rich bundle of the best and most effective Business Intelligence (BI) tools packaged and priced to fit the needs and budgets of both small and medium businesses. SAP BusinessObjects Edge Series brings BI to everyone by providing an affordable entry point into the world of analyzing your data to identify issues, trends and patterns to help you make better and more effective business decisions.
SAP BusinessObjects Edge Series Data Sheet
Sage 500 ERP Office
Harness the power of automation to build stronger, more lasting customer relationships through enhanced communications. With the Office module, you can use predefined, customizable templates to help you automatically (or manually) generate business communications that incorporate application data.
- New customer welcome letter
- Inactive customer letter
- Accounts receivable 30–day and 120–day dunning letters
- Tax exemption letter
- Customer thank you letter
- Customer on hold e–mail
- Customer change in credit limit e–mail
- Customer exceeded credit limit e–mail
- Problem with vendor account balance e–mail
- Budget planning analysis spreadsheet
- Salesperson sales history analysis spreadsheet
- Customer sales history analysis spreadsheet
- Edit commissions spreadsheet
- Customer class history analysis spreadsheet
- PO matching analysis spreadsheet
- Standard journal entry spreadsheet
- Transaction journal entry spreadsheet
Web Reports
Generate and view any report found within Sage MAS 500 operational modules over Microsoft Internet Explorer with the same high level of security as any module's standard output.
This module provides browser-based access to many of the reports found in your Sage MAS 500 operational modules. Reports can be generated and viewed through Microsoft Internet Explorer at the same high level of security as with any module's standard output.
Crystal Reports
Format and print a wide variety of standard reports with Crystal Reports®. This powerful report writer is used throughout Sage MAS 500 for formatting and printing reports. The core reporting functionality for each module of Sage MAS 500 includes a wide variety of standard reports. You can customize each report with specific option choices, and sort preferences and selection criteria. By leveraging the power of SQL Server, reports are tuned for high performance—even when data volume is significant. Reports can be output to paper or to a Web page at your discretion.
- “Experts” wizards easily guide the reporting process from start to finish
- Sub–reporting capabilities incorporate multi–format tables
- Specify special conditions allowing one report to produce several outcomes
- Present summary information in a single cell, replacing columnar report formats
- Form–style reporting supports greater precision print capabilities on pre–printed forms
- Mail merge capabilities
Alerts and Workflow
KnowledgeSync monitors and responds to critical business conditions across your entire organization – Finance, Sales, Manufacturing and beyond – by automatically identifying elements that are crucial to the success of your business.
- Experience enterprise–wide solutions featuring award–winning scalability, flexibility, and dependability
- Trigger personalized alerts about any business conditions via e–mail, fax, pager, cell phone, screen pop, and Web browser
- Automate the delivery of forms, documents, and reports to clients and staff
- Execute workflow to deliver invoices and purchase orders, and schedule intelligent follow–ups
- Monitor and auto–respond to the content of incoming e–mail messages and Web form submissions
- Dynamically analyze data between multiple business functions (e.g., Accounting & CRM)
Document Managment
doc–link™ software is an integrated document management system (IDMS) that interfaces with your business system, bringing control to your existing workflow and effectively eliminating paper.
- Electronically route and approve Accounts Payable invoices
- Approved invoices are linked to Accounts Payable transaction screens
- Purchase orders and checks with supporting documentation are routed for approval
- Route reports and forms via e–mail or fax (e.g., Accounts Receivable invoices)
- Roles Security is fully enforced for document access
