You’ve got departments hungry for insightful data. We’ve got easy-to-use solutions to feed every one of them. Wherever your company has a need, we’ve got a solution. Solutions that are easy to use and flexible enough to fit any organization. And to get started, the complete DataSelf BI solution comes with 2,000-plus must-have reports and KPIs predefined – how’s that as a starting point?
Sales Analysis
Tough times? Focus on smarter sales! See at a glance who’s buying what, where you’re making the most profit, which products or customers are declining or growing the most, which customers are no longer buying, and lots of other insights. The solution is so easy to use that sales people can slice and dice sales data on the fly. Our 500-plus report and KPI templates for sales analysis make it a cinch to form a tight fit, no matter how unusual your operations. It’s a managers’ dream.
Sales Commissions
Wouldn’t it be nice to just press a button and calculate the sales commissions? How about a progress report any time of the month? Our sales commission module smooths out the time consuming an data entry errors of elaborate commission structures. Best of all, salespeople can see their commissions pile up. That’s motivating!
Sales Forecasting / Projection
No crystal ball? Our sales forecasting module works better. Set the system to forecast any combination of sales parameters, such as salesperson, customer and product. Base your forecasts on a wide range of rules such as past sales, open sales orders, data from customer or salesperson expectations. Or mix them up. Just try that on a crystal ball.
Customer Loyalty
How many companies really do a good job managing customer loyalty? Understanding loyalty trends may not be simple or obvious. Our loyalty module tracks it for you by gross profitability, relationship profitability (non- COGS costs), advancing and declining customers, average sales declines, top decline, average amount per sale, number and type of transactions, size of transactions, and other metrics.
Receivables Analysis
Receivables analysis can provide you with critical insights into cash flow management, customer loyalty and how to prioritize sales when times are tough.
Inventory Analysis
Too many companies have lopsided inventory: too much of some items and too little of others. Or they make too many inventory transfers and spend too much dealing with them. Analyzing historical trends in detail can be a critical step toward big savings.
Inventory Projection
With inventory projection, you learn from your history and use the lessons to fine tune inventory for the future. Inventory projection can provide numbers based on several parameters, such as product, location, and any time granularity down to the day level.
Inventory Replenishment Planning
Inventory replenishment builds on inventory projection. It will not only forecast your inventory needs but also indicate from whom you should buy and when. Inventory replenishment can provide numbers based on several parameters, such as product, location, and any time granularity down to the day level.
Purchasing Analysis
To buy smart, you have to know your purchasing trends. But too often, sales-driven companies don’t track them. This module makes it easy.
Payables Analysis
Payables analysis is usually the ugly duckling of reporting. Who needs it? You do. Smart purchasing requires smart payables. This duckling may turn into a golden goose.
Job Costing / Project Costing
Managing people and projects is less a science than an art—but it starts with science. This module tracks your person-hours, overtime, utilization, actual vs. estimated hours and other metrics by worker, department, project and other parameters.
GL Analysis
Looking for comprehensive analysis of your GL accounts and segments? Our module excels at slicing, dicing and graphing GL data.
Budgeting
Budgeting expenses and sales is usually a time consuming and error prone process. DataSelf BI helps by automating several of the repetitive tasks. It provides easy historical and current analysis, and breaks down forecasts by periods and account segments at the click of a mouse. Flexible security limits managers to see and update only their own budget.
Financials (Balance Sheet and P&L)
Many financial reporting features built into accounting packages don’t tell you what you need to know. DataSelf BI Financials adds flexibility.
CRM Analysis
DataSelf BI combines the CRM data for a broader viewpoint. For instance, a rep can see sales history, tech-support history and open opportunities for a client on a single report. Or a tech support rep can prioritize cases based on the client history and open opportunities. This 360-degree view helps you make the most of your resources where it matters most.
Consolidation and Data Integration
Do you need to integrate data from several data sources for analysis? DataSelf BI can do it for you. You may have a multi-company environment or other business applications. DataSelf BI will provide you with a user-friendly and single place for all your reporting needs.
Multi-Currency
Feeling lonely? No wonder. Mid-size applications usually provide only limited support for multi-currency frameworks. DataSelf BI can significantly improve the reporting of your multi-currency environment.
The Uniqueness of Your Needs
This is all a great start! However, all modules can be adapted to your specific needs. On average, 70% to 100% of non-technical users can adapt report templates and KPIs without technical help—faster than it takes to eat a donut.