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Sage Intelligence provides you with several standard reports that are displayed under the Standard Reports page as soon as you open the application. They provide you with necessary, ready-to-use value right off the bat. To ensure that you always have an original instance of these reports, they cannot be edited or deleted in their original […]
Being able to save your reports to PDF provides a convenient way to view and share them. Sage Intelligence provides two common ways that you can do this. These include; distributing a report as a PDF using the Distribution Options in Excel once a report has run out, and using the Generate Output File field […]
The Business Snapshot Dashboard – Profit and Loss statement provides a visual summary of how your business is doing with regards to generating sales, managing expenses and creating profits. In other words, whether your business has made or lost money in the period under review. This can also help determine trends for future business decisions. […]
The Analysis of Aged Creditors report will help you to effectively manage who you owe money to. As a business owner, you’ll need to know how much money you’re expected to pay your suppliers within your credit terms, and which payments you can potentially push out to help manage your cash flow more appropriately. Looking […]
It’s important for any business owner to know exactly who owes them cash, how much, and when they can expect to receive it from their overdue customers. This is what the Analysis of Aged Debtors report provides. Looking at this Dashboard, the first thing you’ll see is that your Debtors Days are 46.99 and, in the […]
We all know that cash flow is such an essential ingredient to the survival and success of any business. If you ever encounter cash flow problems at some stage of your business’s life, it could be a serious obstacle to your progress. Which is why it always pays to keep a close eye on what […]
Most successful businesses use a Sales Trend Analysis to report on and predict sales performance. As a small business, knowledge of this information is power! Being able to view and track Sales Trends year-on-year, as well as sales per sales representative, means that you’re kept up to date and empowered to use this information to […]
Have you ever used the VLOOKUP formula with the approximate match in Excel? By using this formula, you’re able to extract the correct trade discount percentage based on the quantity of a specific item purchased. In this tip, we demonstrate how to set this up. If TRUE or 1 is specified in the Range_lookup argument text […]
Do you need to future-proof your business? The Excel Forecast sheet may be the right tool for you! The Forecast sheet allows you to take your historical business data (sales, cash flow, etc.) and create more accurate forecasts for the future. You are welcome to download the workbook to practice! 1. To create a Forecast […]
Ever pictured the most popular business reporting and analytics tools as superheroes, fighting to defend businesses against pesky misinformation? Well, our in-house business intelligence specialist, Nigel Naicker, has. Here’s his creative account of how two well-known heroes, Excel and Power BI, can unite and use their superpowers together to defeat misinformation for good! The city […]
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