512.892.8990 info@121-business.com
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.
Sales Rep Commission Report-Paid Invoices

Sales Rep Commission Report-Paid Invoices

Want a report that calculates Sales Rep commissions on “paid” invoices?  Spending way too much time cutting, pasting, editing via Excel to get there? This new, ready-to-install, stock Sage 50 Business Intelligence Report can be added to your system today.

Details. This report presents sales $’s and/or gross profit $’s, along with a calculated commission for each sales rep for any starting and ending date.  This stock report pulls invoices based on payment date. 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 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). Please note: This report is for your own business use and is not for resale.

Sales Commissions on Paid Invoices

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 Business Intelligence Stock Reports.

 

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

Sales Rep Commission Report-Billed Invoices

Sales Rep Commission Report-Billed Invoices

Want a report that calculates Sales Rep commissions for you? This new, ready-to-install, stock Sage 50 Business Intelligence Report can be added to your system today.

 

 

Details. This report presents sales $’s and/or gross profit $’s, along with a calculated commission for each sales rep for any starting and ending date.  This stock report pulls invoices based on invoice date. 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 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). 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 Business Intelligence Stock Reports.

 

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

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
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.