Dashboard Spotlight: Cash Flow Projection Focus: Projecting Excess Cash and/or Cash Shortages The Cash Flow Projection report is one of the favorite dashboards – if not the favorite – of CFOs and their accounting teams. With just a glance, [...]
The SMB Analytics Wire – March 2025 Sales Analysis – A Manager’s Daily Snapshot Sales Managers are a hard lot to please; when asked ‘what report do you most reply on?”, their answer reveals a [...]
2025 Events, Demos, and Webinars! We have hit the ground running in 2025 empowering data heroes with lightning-fast reporting! Where we've been... First Quarter, 2025 Acumatica Summit 2025 SWK Sales Kickoff Meeting of the Minds (90 Minds) Where [...]
Revolutionizing Business Reporting: How AI & ML are Transforming ERP and CRM Insights Regardless of whether you call it “machine learning”, “natural language querying”, or plain old “AI”, artificial intelligence has become less of a promise and more of a [...]
Sales Analysis - A Manager's Daily Snapshot Sales Managers are a hard lot to please; when asked ‘what report do you most reply on?”, their answer reveals a surprising lack of consensus: “Total sales revenues” “Gross profit by salesperson” [...]
The SMB Analytics Wire – December 2024 The Hidden Costs of ‘Workaround Reporting’: 6 Signs Your Business Analytics Need a Makeover It’s New Year’s Resolution time – and chances are you’ve got some items you’d [...]
2024 Events, Demos, and Webinars! We love getting to meet up with clients and businesses at conferences, webinars and everywhere in between! It is more important than ever that executives and managers have access to clean data and [...]
The Hidden Costs of ‘Workaround Reporting’: 6 Signs Your Business Analytics Need a Makeover It’s New Year’s Resolution time – and chances are you’ve got some items you’d like to fix in the coming year: wobbly stairs, a messy [...]
DataSelf ‘360’ Dashboard: Serving Executives Bites of Business Insight Unlike employees whose work focuses on a specific department – sales, purchasing, manufacturing, or distribution – executives need more. Like a hungry customer at an all-you-can-eat buffet, executives need to [...]
Tableau...Salesforce... & Dreamforce: The Future is Bright The recent Dreamforce ’24 conference was bound to be a bellwether for the Tableau user community. Acquired by Salesforce in August of 2019, concern over the future of Tableau was growing, in [...]
