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 […]
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Home Business Intelligence Page 4
Know your numbers with the Business Snapshot Dashboard
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. […]
Track your creditors with the Analysis of Aged Creditors report
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 […]
Collect your cash with the Analysis of Aged Debtors report
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 […]
Get a picture of your business’s health with the Financial Hygiene Dashboard
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 […]
Understand your customers with a Sales Trend Analysis report
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 […]
How to create more accurate forecasts with Excel
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 […]
Heroes unite: How Excel and Power BI can defeat misinformation together
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 […]
What’s the big SO WHAT of business intelligence?
More and more companies are calling for the necessity of business intelligence (BI) and reporting. It’s fast becoming the it word in business, and regularly features in the discussions of many business circles. However, there seems to be a gap in understanding why we need BI. What’s the point of having BI? What’s the big […]
Learn how to quickly save your Excel management pack as a PDF
Do you have an Excel management pack with multiple worksheets and would like to save it as a PDF for convenient viewing and sharing? In this tip, I’m going to show you how easy this is to do. You have three options for this, but before continuing, there are a few things to take note […]
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