512.892.8990 info@121-business.com
Sage 50 How-to: Restrict Access to Customer Credit Card Information

Sage 50 How-to: Restrict Access to Customer Credit Card Information

From “Sage 50 How-to: Restrict Access to Customer Credit Card Information” and Sage 50 Insider, May 2013

In Sage 50 Accounting, customer credit card information is password protected through Sage Exchange. To add an extra layer of security for your customer credit card information, you can customize the access privileges of your Sage 50 user accounts so that only approved users can view the area on Maintain Customers/Prospects window that provides access to Sage Exchange.

Follow these steps to restrict this area from unapproved users:

More from “Sage 50 How-to: Restrict Access to Customer Credit Card Information” and Sage 50 Insider, May 2013

 

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990

 
Send email to suzy@121-business.com
Website: www.121-business.com
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What is a Performance Scorecard?

What is a Performance Scorecard?

From “Performance Scorecard” by Margaret Rouse and TechTarget

 

Performance scorecards are often said to be a visual answer to the question, “How are we doing?”

A performance scorecard is a visual representation of the progress over time of some entity, such as an enterprise, an employee or a business unit, toward some specified goal or goals. Performance scorecards are widely used in many industries throughout both the public and private sectors. The performance scorecard is an essential component of the balanced scorecard methodology.

Performance scorecards are also used independently of the balanced scorecard methodology to monitor the progress of any organizational goal. The integral concepts of scorecards are targets and key performance indicators (KPIs). KPIs are metrics used to evaluate factors that are crucial to the success of an organization; targets are specific goals for those indicators.

KPIs differ from one organization to another. Net revenue is a typical enterprise KPI; unemployment rate is a typical government KPI. In the scorecard, KPIs are represented by icons. For example, the vice president of manufacturing might be interested in such items as:

  • The number of units produced
  • The number items that fail quality control
  • The amount of byproduct generated
  • Inventory levels
  • Raw materials inventory levels
  • The current price of raw materials

Each KPI is typically displayed as a symbol indicating the health of that particular number. For example, the number of items failing quality control might be 50. If the company is making two million items a day, this is a low percentage and might be acceptable. If, on the other hand, the company is producing only 75 expensive products a day, 50 failed products probably indicate a serious issue that must be addressed. A KPI icon may use colored indicators (green/yellow/red), smiley faces, gauges, dials, and so forth. This way, at a glance, an individual can determine whether things are good for each particular KPI without having to see the exact number or translate a number into an indicator of overall health.

 

Here’s one example of a scorecard created in Microsoft PerformancePoint Server:

 

The performance scorecard is often confused with the dashboard. The main difference between the two is that a dashboard, like the dashboard of a car, indicates the status at a specific point in time; a scorecard, on the other hand, displays progress over time.

 More from “Performance Scorecard” by Margaret Rouse and TechTarget

 

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
Killer Keyboard Shortcuts in Excel

Killer Keyboard Shortcuts in Excel

From “Killer Keyboard Shortcuts in Excel” by Doug Thomas and Microsoft Business Hub

Microsoft Excel includes many features to help your small business be more effective and productive—by keeping key details and data within a few keyboard strokes. This episode gives you quick tips and tricks to help maximize your time—and your business. Learn how to swiftly navigate spreadsheets using shortcuts that allow you to manage, organize, and analyze important data. Take advantage of these guidelines today—helping you to more efficiently run your business. Here’s an outline of shortcuts to get started:

  • Ctrl + Y is a repeat of previous action—just repeats the last step you made.
  • Ctrl + arrow keys are used for navigation—allowing you to move around the spreadsheet, effortlessly.
  • Ctrl + G is “go to”—you can go to any random cell based upon desired specifications.

More from “Killer Keyboard Shortcuts in Excel” by Doug Thomas and Microsoft Business Hub

 

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
Performance Management Scorecards Straight from Sage 50 (Peachtree)

Performance Management Scorecards Straight from Sage 50 (Peachtree)

By Suzy Payne Rabb
 
Performance Management Scorecards

Sage 50 Scorecard, Sage 50 Dashboard, Business Intelligence

 

Stay on track with the key performance indicators that can mean more success for your business. We create custom scorecards to inform, motivate, challenge and incentivize managers to build more profit into your bottom line.

-Use the Metrics that Drive Your Particular Business
-Can Work with Your Existing Sage 50 Chart of Accounts
-Works with Versions 2012 and Beyond
-No More Excel Editing, Copying, Pasting to Get What You Need

Contact us for more information.

This scorecard produced directly from Sage 50 via Sage Intelligence reporting tool. Entire scorecard below.

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

Sales by Item, by Month

Sales by Item, by Month

Now you have a tool to truly analyze your sales levels by item–month by month for any time period.  This new, ready-to-install, stock Sage 50 Business Intelligence Report can be added to your system today.

Sage 50 Business Intelligence-Sales by Item, by Month

 

Details. This report presents sales $’s by month for any starting and ending date.  Many variations are possible.  Easily see changes in your sales levels by item over the past month, quarter, year or prior year.

(Please note: This report is not available in the core Sage 50 product or via any standard Sage 50 BI template.)

 

What You Get.  You will received a locked BI report, that you may copy, change and save to create a number of useful reports for your own business. We also include a one-to-one online session to install your report, show you how to run it, provide minor modifications and/or provide an overview of BI basics (up to a two hour online session provided with each BI report purchase, a $190 value). Many useful modifications are possible: Sales by Sales Rep, by Month, Sales by Customer by Month, etc.  Please note: This report is for your own business use and is not for resale.

Click here for a PDF of the full report. Email info@121-business.com for questions or to schedule installation. Report includes up to 2 hours for installation, minor modifications and basic BI skill building.

 

 

 

See other Sage 50 Business Intelligence Stock Reports.

 

Sage 50 Business Intelligence, Peachtree Business Intelligence, Sage 50 Reports, Peachtree Reports, Sage 50 Custom Reports