Empower Yourself with Sage 100 Intelligence Reporting
You have financial reports that explain what’s going on in your business. But, do they tell you the whole story? Do you know what your top 5 selling products are and if they are also your top 5 profitable products? Do you know which of your vendors enable you to be more profitable? Did you know that Sage Intelligence includes standard reports that you can run today so that you can see the valuable information just mentioned?
Chances are that you don’t currently have reports that give you this kind of information, quickly. You may know some of it off the top of your head but you may also doubt its accuracy. This could lead to more questions about the rest of your information, such as; is your information up-to-date or did it take so long to gather and verify that it is now obsolete? Questions like this are important to ask yourself if you are trying to grow or improve your business. If you are using the desktop version of Sage100, Sage100c, or Sage100cloud, you already have access to Sage Intelligence Reporting. Simply open your Report Manager and run the standard reports available to you through Sage Intelligence. The following are examples of questions that can be answered by using Sage Intelligence.
How can I stay on top of my financial trends?
As soon as you run the Financial Trend Analysis report, you’ll be able to find, track, and analyze financial trends within your business. This report further enables you to track trends at a glance across two years’ worth of financial data. What’s more, you’ll feel like a financial pro with an immediate and intuitive analysis of these trends by being able to drill down to the source transaction for each balance.
What if I want to see detailed transactions from my General Ledger?
Save time with a report that gives you comprehensive details across all General Ledger transactions with the General Ledger Transaction Detail Report. This report provides you with the ability to filter by account category for viewing specific portions of your General Ledger. You will also enjoy a flexible analysis of the General Ledger at a transactional level, using the graphical drag-and-drop functionality of a PivotTable to cater to any combination of views you choose.
My sales managers need to see numbers by salesperson. How can I help them?
Ok, let’s talk about your sales and how to gain complete visibility. Give selling power back to your sales team by allowing them to access the Customer Sales report on demand. Get up-to-date information immediately, instead of relying on the finance or IT department, or manually collating and updating reports in Excel. This allows you and your sales team to analyze buying behaviors, identify up and cross-selling opportunities, and spend more time chasing prospects.
I would like to format my financial reports different to Sage 100. How can I do that?
The Financial Report Designer gives you all the flexibility you need to view your Financials in a pre-built format. Or, using the functionality of the Task Pane and the Layout Generator take full control of all design aspects of your financial reporting layouts. The Report Designer uses the powerful in-memory engine which enables the report to run efficiently, saving and re-using your templates just the way you need them.
I’m happy with my financials but I need to determine profitability across my suppliers and products.
There are additional, standard reports you can run from Report Manager like the Vendor Purchase report and the Inventory report. All will give you further insights into your business. Sage Intelligence also has many additional and free reports available on our website. Go to https://www.sageintelligence.com/report-utility/sage-100/ where you will find additional financial and non-financial reports, including a few dashboards. View your top 5 sales reps by new customer, outstanding amount and by gross profit using the Sales Analysis Dashboard. Or, dig into your financial status with the Solvency and Profitability report which allows you to slice between profitability ratios, return on equity and solvency ratios for an entire year.
There are reports available from Sage Intelligence to help you make sense of your data and empower you to make better, smarter business decisions. Contact us to find out more and visit Sage Intelligence at www.SageIntelligence.com. Want to get a quick rundown of how to make the most of your Sage Intelligence solution? View quick lessons and tutorial videos on our Learning Portal.
If you are using Sage 100, you already have access to Sage Intelligence Reporting. Join our webinar to lean more.