Get insight into operational and financial performance across all business functions.
“Because all our data is in a single place, our reports now tell us the complete story”
- Brad Jolly, Elite Storage
Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page. Any predefined or custom report can be used within the dashboard.
Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization.
KPIs - Key Performance Indicators give you a snap shot of where things stand, including comparisons from one period to another (e.g. sales this year vs last). Fully customizable KPIs canbe easily added to any dashboard to improve decision-making and increase business agility.
Score Cards - Are a great way to set visual grades against target ranges. For example, you might consider $90-100K per month as a green light, and anything under $50K a red light.
Automatically schedule dashboard report portlets and saved searches to be emailed out for yourself, customers, and vendors. These messages use your own email templates and can be scheduled on a daily, weekly, and monthly basis.
Saved Searches - With BizAutomation’s advanced filtering and search, you can build comprehensive lists from all your business objects. For example, say you regularly need to see organizations in California with an employee range of 50-100 in a particular industry. The combinations, and variations of saved searches are virtually endless.
All BizAutomation reports can be exported to Excel and or saved to “My Reports” which work similar to “Bookmarks” on your browser, allowing you to re-run filters at the click of a button, without having to search for and set the criteria over and over.
Predefined Reports - BizAutomation comes with a complete set of predefined reports for a variety of insights from all the departments the suite helps you manage.
Custom Reports - Using BizAutomation’s custom report designer, users can custom define their own criteria against the different objects in the system and their relationships to one another (tables, columns, and data from database). Different grouping and filtering tools are provided in order to build tabular, summarized, Matrix, KPI, and Score Card reports.