512.892.8990 info@121-business.com
New Sales Analysis Capability for Sage 50 US

New Sales Analysis Capability for Sage 50 US

Sales Comparative Period Reporting

If you work with Sage 50 US and use A/R, sooner or later you’ll probably want to compare sales today to sales from another period. The data is all there, but no core A/R report allows a meaningful comparison of sales from one time period to another. To get any such reporting, a user would be faced with running multiple reports, dropping them into Excel, then performing a number of time consuming, tedious and error prone steps to get there.

 

Sage Intelligence Offers an Option

Fortunately, Sage Intelligence offers a time saving opportunity.  We’ve just added another stock report to our SI library to address this issue. Our reasonably priced stock reports are a great way to add valuable functionality to your current Sage 50 US system. The report below presents Sales $ by Item ID, but the same comparison reporting is also available by Customer, Sales Rep, Item Type and more. Percentage changes from one period to another are also included to help you stay on top of sales trends as they occur.

Sales Comparative Reporting-Current, Prior, 12 Month Rolling
Sales Analysis Comparatives

Have Another Reporting Need?

Need a different report from your Sage 50 US data? Email us a sample of the type of reporting you’d like to have. We offer a free consultation to discuss this or any other reporting need you may have.

Suzy Payne Rabb
Your Live, Online Guide to Sage 50 Success
Sage 50 Certified Consultant
Sage 50 Certified Intelligence Report Developer
BBA/Accounting
512.892.8990
suzy@121-business.com
www.121-business.com

 

Join my professional network at Linkedin and follow me on Twitter.

 

Extend Sage 50 US Reporting Capability with Sage Intelligence

Extend Sage 50 US Reporting Capability with Sage Intelligence

Sage Intelligence for Sage 50 US-Job Analysis by Supervisor

 

We can appreciate that not all businesses report on data in the same way. We also know
that creating the perfect report can take hours, if not days, to complete. With Sage 50
Intelligence Reporting, you get customizable Microsoft® Excel®-based business reports,
updated straight from your Sage 50 software, so you can access the information you need
to make swift, confident decisions. No manual exporting, consolidating, or cutting and
pasting data. No broken formulas to fix. No need to reformat the same report month after
month.

You get the latest information when you want it, presented in a way that makes sense for your business. And, best of all, you get it in Excel which means you can edit it, analyze it and send it far and wide in a program you already know how to use.

Sage 50 Intelligence Reporting is a simple and easy to use reporting solution that is built
into your Sage 50 software and designed with the needs of small and midsized businesses
in mind.

Critical information made visible

Intelligence Reporting gives you customized reports, on-demand, without having to
manually update any spreadsheets. It pulls real-time information directly from Sage 50—
and even other databases—into any report template you have previously saved. Drill down for more
detail, slice and dice your data to find the answers you want, and make informed business
decisions with confidence.

Spreadsheet-based reporting at your fingertips

Who doesn’t love quick ROI? Intelligence Reporting is ready to launch from within your
Sage 50 solution. It’s Microsoft® Excel®-based, so the tools and features may already
feel familiar and intuitive, and it comes with powerful and useful standard reports you can
produce right away.

The flexibility of customization—without the frustration

Intelligence Reporting comes standard with financial, sales, inventory and purchasing
reports. In addition, you or your accountant can custom-design almost any report you
need, in the familiar interface of Microsoft Excel giving you total control over your reporting
process. Every customization you make can be saved for future use, sparing you time and
effort.

Flexible financial reporting

You can take control of financial reporting with the Report Designer, which speeds up
the building of financial reports. User-friendly features help reduce the learning curve, like
intuitive drag-and-drop tools that make it simple to design financial reports.

Improved efficiencies

Intelligence Reporting automates the reporting process to streamline your efforts, resulting
in greater efficiency. Not only can you run reports at the click of a button, you can also
schedule them to run at the most optimum time of day, for example during off-peak hours,
and then automatically distribute them in the required format to those who need to see
them.

Insight across your business

To stay competitive, you need more than simple general ledger reporting. Intelligence
Reporting gives you the information you need from across your entire business, allowing
you to combine information from multiple sources (including your accounting, CRM, and
payroll databases) to deliver a 360-degree view of your company. Graphical dashboards
provide a visual overview of your company’s key performance indicators (KPIs), while
drilldown capabilities give you further insight into the numbers. And of course you can
use Excel’s analysis tools to filter, sort and analyze data. With better insight, you can track
performance and easily identify trends to aid decision making.

Role-based security to protect your data

Security controls give you the ability to set access to information based on the user’s role,
so you can protect the integrity of sensitive or confidential data.

Check out our Sage Intelligence Stock Report Library or email info@121-business.com and attach a sample of the report you want to build.

 

 

 

 

 

 

 

Sage 50 Intelligence Reporting, Business Intelligence, Crystal Reports, Sage Intelligence, Peachtree Custom Reports, Peachtree Custom Reporting, Sage 50 Customer Reporting
©2014 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated
entities. All other trademarks are the property of their respective owners. 03/06/2014

Job Analysis by Supervisor

Job Analysis by Supervisor

Announcing a new way to quickly and accurately analyze the productivity of your Job Supervisors without pouring over stacks and stacks of reports!  Just one glance and you can easily see who is generating the most revenue, gross profit, best gross margin % and so much more!

Click here for a PDF of the full report.

Sage Intelligence for Sage 50 US-Job Analysis by Supervisor

 Details. The Job Analysis by Supervisor report allows the user to analyze jobs completed within any specified time period. This report gives management incredible insight on jobs that were finished in any given month, quarter, year or other time period. Of course, this analysis shows Job Revenue, Labor Cost, Job Cost, Gross Profit and GP% by Supervisor. But it also presents some valuable KPIs that provide far more insight on supervisor productivity. Here are the fields presented for each supervisor.

    • Revenue
    • Job Count
    • Labor Hours
    • Est Hours
    • Job Cost
    • Gross Profit
    • Gross Profit %
    • Billing per Labor Hr
    • GP$ per Labor Hr
    • Billing per Labor $
    • GP $ per Labor $

A job analysis like this would require hours of Sage 50 and Excel work. With Sage Intelligence, you can have it on demand in just a few moments.

Report Filter

Any Starting and Ending Job Completion Date

Excel Filter

Job Type

What You Get.  You will receive a locked Sage Intelligence 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 Sage Intelligence basics (up to a two hour online session provided with each BI report purchase, a $200 value).

(Please note: This report is not available in the core Sage 50 product or via any standard Sage 50 Intelligence report template. This report is for your own business use and is not for resale.)

Click here for a PDF of the full report.

See other Sage 50 Intelligence Stock Reports.

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

 

Sales Dashboard

Sales Dashboard

Do you or others need to get a handle on company sales, without wading through a stack of reports? This Sales Dashboard may be the answer.  This new, ready-to-install, stock Sage 50 Intelligence Report can be added to your system today.

 

Details. This report presents key sales info for any time period. Many variations are possible.

(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 Sage Intelligence 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 Sage Intelligence report purchase, a $190 value). Please note: This report is for your own business use and is not for resale.

Click here for a PDF of the full reportEmail 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 Intelligence Stock Reports.

 

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

Getting Started Guide for Sage 50 Intelligence Reporting

Getting Started Guide for Sage 50 Intelligence Reporting

From the “Sage 50 Insider”, August 2013
 

Download this quick reference guide to get up and running quickly with Sage 50 Intelligence Reporting. The guide contains installation and how-to videos, online training, a link to the Sage Intelligence Community, and many other free resources.

Download the Getting Started Guide Now

 

Suzy Payne Rabb
Sage 50 Certified Consultant
Xero Certified Advisor
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.
Why Use Sage Intelligence and Not Just Excel?

Why Use Sage Intelligence and Not Just Excel?

From “Why Use Sage Intelligence and Not Just Excel?” by Loren Taljard

Microsoft Excel is the universal language of business and accountants and most decision-makers in small to mid-sized businesses use ‘the king of spreadsheets’ in some way for reporting. In fact, research analyst Gartner has conceded that “Excel is still the number one reporting tool”[1]. Why then, would you want or need to use Sage Intelligence, a Business Intelligence (BI) tool, and not just Excel for your business reporting?

Let’s begin by answering this question with some more questions: Can you say with conviction that you have a clear view of your company’s performance? Do you have visibility of MTD and YTD sales year on year? Can you see, whenever you want to, how your profitability or cash flow is tracking? How about top 5 customers, expenses, or salespeople?

Click here for more from “From “Why Use Sage Intelligence and Not Just Excel?” by Loren Taljard

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.