Business Intelligence and Reporting

Get instant visibility across your business, analyze and respond to market trends, and make better decisions. Sage 500 ERP includes a broad array of integrated business intelligence tools to create a comprehensive information management solution. Customizable report generation, inquiry, analysis, and dashboard applications work seamlessly with your Sage 500 ERP system to provide in the moment insights to every aspect of your business.

Business Intelligence and Reporting Modules:

Take control of your budget process and bring strategic insight to your distribution business planning. An enterprise-wide budgeting and planning application for distributors, Sage Budgeting and Planning shortens budgeting and planning cycles to create more effective and accurate budgets and forecasts and render a true performance analysis.

Through seamless integration with all enterprise data and General Ledger, Sage Budgeting and Planning encourages collaboration across all lines of business, ties budgeting to organizational performance and facilitates more informed warehouse and inventory management decisions.

Improve the flow of key information across all channels, such as business drivers and transaction data through templates, automatic dissemination and consolidation of the budget, central control over budget revisions, real-time integration of data sources, and built-in security mechanisms.

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Hone in on pertinent information, assess market changes and seize opportunities, and confidently make competitive business decisions. The Business Insights Dashboard keeps you in control by consolidating critical personal, corporate, and external information into one convenient and powerful dashboard. Access analytical and collaborative tools with a single click, leverage key performance indicators and move from reactive to proactive in every area of your business.

Using .NET and Web Browser technology, this customizable solution puts up-to-date company metrics, ad hoc inquiry, and competitive intelligence at your fingertips. Easily create new data views (Web Parts) to track almost any business scenario imaginable.

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Assess critical business intelligence quickly, minimize risks and make more strategic decisions. Business Insights Analyzer is an intuitive, easy-to-use analytics tool that provides important insights into your business data in a logical, comprehensive grid format. View real-time information in summary or detail, including budget analysis, sales history, purchase history, project profitability, and production analysis.

Powerful filtering, grouping, and sorting capabilities let you organize the way you want it to make the best decisions faster. Analyze each view using the included Excel pivot tables and charts; easily extend capabilities by adding additional SQL views.

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Turn data into knowledge that you can act on with powerful, personalized sorting, grouping, and filtering capabilities. Business Insights Explorer provides a 360-degree view of your business for instant, real-time access to the critical information that drives your most competitive decisions.

Flexible and user-friendly, the Business Insight Explorer inquiry and analysis application features a streamlined grid interface that spans multiple data elements in one view, including contacts, GL transactions, balances, payments, invoices, sales orders, purchase orders, work orders, projects, and many, many more. Change views for the same customer, drill down to the transaction level and access customer maintenance for edits. Launch familiar Sage 500 ERP tasks directly from within Business Insights Explorer and find the information you’re looking for without losing your place.

Proactively monitor your business, shorten business cycle times, and dramatically improve employee and customer communications and satisfaction with Sage 500 ERP Alerts. Designed to keep you and your employees informed of business developments in real time, Sage 500 ERP Alerts notifies you by email whenever something significant happens in your Sage 500 ERP database. Stay automatically informed about credit holds, inventory thresholds, sales ratios, urgency levels, and priority client and vendor transactions. Choose notifications from a series of predefined alerts, or customize them to your specific business needs.

  • Respond to changing business conditions 24/7
  • Monitor date- and time-sensitive events
  • Keep employees informed for better decision making
  • Improve customer service and build customer loyalty

 Watch a Recorded Webcast of Sage Alerts for Sage 500

Leverage familiar Microsoft Office productivity tools and watch your efficiency, business communications and customer service take off. A key component of Sage 500 ERP, Office powers up productivity by enabling you to create a wide range of highly customized documents including business letters, email, spreadsheets and more — without ever leaving Sage 500 ERP.

Access predefined, customizable templates to automatically or manually generate business communications that incorporate application data. Build stronger customer relationships through enhanced communications. Use Sage 500 ERP spreadsheets as budget analysis tools to transfer business data into Microsoft Excel, modify as desired, and then update the data directly in the ERP system.

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Take advantage of browser-based access to many of the reports in your Sage 500 ERP operational modules. Generate and view reports through Microsoft® Internet Explorer at the same high level of security as the standard output..

Create and customize meaningful, presentation-quality reports from your Sage 500 ERP data. Crystal Reports is a powerful WYSIWYG report writer that allows you to create meaningful business financial reporting and other reports quickly and easily. Use a wide range of standard reports straight out of the box or customize them to suit your needs with specific options, selection criteria and sort preferences.

Leverage the power of SQL Server to fine-tune reports for high performance — even when data volume is significant. Output reports to paper or to a Web page at your discretion.

Quickly and easily gain control and obtain the information you need for operations and strategic planning. Sage 500 ERP Intelligence and Reporting allows you to spend more time focusing on analysis and interpretation and less time pulling the data together. Analyze Sage 500 ERP data using the familiar look of Microsoft® Excel. Effortlessly create real-time, automated, and preformatted reports with up-to-date, accurate, and meaningful information.

Build your intelligence solution from four elements so it works the way you want. Report Manager allows you to create and edit new reports as well as to filter and aggregate data. A Report Viewer License provides you with the ability to view reports and drill-down into existing reports and templates. Report Designer expands upon the functionality of the Report Manager to provide simplified “drag and drop” report creation capabilities.

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 Sage 500 Financial Reporting (FRx Replacement) Options : Sage Intelligence, Renovo, Biznet

KnowledgeSync powered by Vineyardsoft Corporation, a Sage Endorsed Solution

Monitor and respond to critical business conditions with real-time alerts. KnowledgeSync for manufacturers is your invisible assistant, monitoring your business for events and conditions that require your awareness and immediate response. Identify the elements that are crucial to the success of your manufacturing business and trigger personalized alerts about any changes via email, fax, pager, cell phone and screen pop-up. Dynamically analyze data between multiple business functions (e.g., Accounting, Inventory, and CRM) and take the right action quickly.

ConnectPoint™ powered by Net@Work ECM

ConnectPoint is an integration tool designed to connect your Sage 500 ERP software with Microsoft SharePoint Document Management, allowing for interoperability between the two applications. Leveraging the inherent document management capabilities of SharePoint; invoices, credit memos, letters, routing slips and other related documents are captured, stored, and then routed according to customizable workflow approvals. ConnectPoint then pushes the appropriate information into Sage 500 ERP so it can be posted. With a click of a button. ConnectPoint enables Sage 500 ERP users to seamlessly access these documents directly from within the Sage ERP interface.

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 Recorded Webinar – Document Management for Sage 500 ERP

 

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