Business Intelligence (BI) Reporting
Financial reports, fiscal reports, commercial reports and management reports.
Solution by business need
Reporting and management visibility
For managers to make the right decisions, data needs to be up to date and come from a single source. Factorbooks provides this visibility through customizable KPI and dashboards on the home screen, module-specific report and analysis screens, and the Business Intelligence (BI) Reporting module.
Who it is for: General managers, business owners and department managers
From challenge to solution
Typical challenges and the modules and features Factorbooks uses to address them.
Challenge
Management reports are compiled from different files every month.
Factorbooks approach
Financial, fiscal, commercial and management reports are in the Business Intelligence (BI) Reporting module, included in all packages.
Benefit
Reports are drawn from data on the same platform.
Challenge
Managers cannot see critical indicators at a glance.
Factorbooks approach
Customized KPI and dashboard with alerts in Workspace Management.
Benefit
Each user tracks the indicators that fit their role.
Challenge
Department reports are disconnected from each other.
Factorbooks approach
Each of the sales, purchasing, inventory, shipment, CRM and supplier modules has report and analysis screens.
Benefit
Department reports and management reports use the same data source.
Featured capabilities
- Financial ReportsBusiness Intelligence (BI) Reporting · Included in all packages
- Management ReportsBusiness Intelligence (BI) Reporting · Included in all packages
- Commercial ReportsBusiness Intelligence (BI) Reporting · Included in all packages
- Customized KPI & DashboardWorkspace Management · Included in all packages
- AlertsWorkspace Management · Included in all packages
- Sales Reporting & AnalyticsSales Management · Included in all packages
Related modules
Workspace Management
KPI dashboard, pending approvals, alerts, user, role and multi-company management.
Cash Management
Forward-looking cash visibility with a cash flow forecast.
Sales Management
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Other solutions
Financial visibility and cash flow
Bring bank, cash, current accounts, loans and cheques/promissory notes together in one place; see your forecast cash flow in advance.
Sales and customer processes
Connect the sales process from lead to quotation, and from order to invoice and shipment.
Purchasing and procurement processes
Keep purchasing under control from purchase request to quotation evaluation, and from order to goods receipt.
See Factorbooks with your own processes
In a live demo we walk through your priority processes together and clarify the package and module scope that fits your needs.