This article will discuss your options for modern dashboard solutions you can utilize for upgrading your Sage 300 analytics experience with data visualizations.

This probably won’t be shocking news to you: dashboards are the #1 priority in the Business Intelligence (BI) software marketplace for CFOs, according to a recent Gartner study on Financial Executive International CFO Technology.  It made perfect sense to me.  In today’s business culture, professionals at all levels of your organization should have access to data analyses for richer, more informed decision-making.  Data visualizations are brains and beauty, delivering exactly that.
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This article will go into detail about the elements of investing in and implementing modern budgeting and forecasting solutions, with a focus on primary features and functionalities for Intacct.

I am sure there are people out there that enjoy budgeting, but I’ve just never met any.  It could be that the below par budgeting software that most budget managers are relying on is the explanation for the dread.   If your organization is a normal size, you likely can’t manage your company finances by manually building budgets in Excel because of their tiresome and simple nature, which can’t help you to tackle your modern business goals. Since you are digesting this article, you are likely in the market for a third party budgeting solution that integrates with the Intacct ERP system and that streamlines and powers your planning processes.  Today’s budgeting and planning solutions acknowledge the necessity of security without complicating or excluding collaboration in planning.  Working together to make plans to live within an organization’s means results in remaining competitive.
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After decades of providing a simple Excel-based report writer, F9 might be seeing a resurgence of sorts.  But before you rush out to snag this product to replace FRx or Management Reporter, let’s put it to a basic features test.

Originally released in the late 1980s, F9 was initially developed as a DOS add-in and was soon built for Microsoft Windows.  It is a simple Excel add-in financial report writer, and I have heard from a handful of partners that its popularity might be picking up lately.  If you go to their web site like I did, you will see that they position Excel’s popularity as their key sales pitch.  And they’re right on the money.
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Have you ever wondered what the cost is for your company’s web marketing efforts? In the following paragraphs we will look at an example where we analyze web site traffic and mix this data with the online marketing expenses tracked in the accounting system.
The first thing you would do is to download web site traffic data from your Web Analytics service provider. For example, this can be Google Analytics. If you plan to do this very often, you would connect to Google Analytics using a web service. If not, you can also download the data to e.g. an Excel file, and then import it to your data warehouse where you combine it with the general ledger data, where marketing expenses are tracked.
If you own BI360, you would typically use the BI360 data warehouse as the data store where you load the web statistics data and the general ledger data used in the examples in this blog.
Once you have the data in the data warehouse, you can use the BI360 report writer to create reports that combine the web statistics and marketing expenses to calculate metrics such as Average Marketing Costs per Web Visitor, and then display the result as a formatted report or a dashboard.

Web Statistics – Report

Referral Site Analysis

In organizations with many business units (or many products or projects or any other business dimension) it is desirable to create a report output where the first sheet is a summary (“consolidated”) sheet and then the next sheets may be divisional summaries and then eventually the subsidiary or department detail.

Make reports more efficient and take advantage of building your reports within Excel. Learn more about how to create a workbook like the one described above, including an automatically generated “Tree Menu” on the first sheet in the workbook to help users navigate to any report they want in a split second. In the example screenshot below you can see what it could look like when it finished. Example: If you click on the “DivA” hyperlink in the menu it will take you to the “DivA” worksheet.

Note: In this example we are going to simulate a Profit & Loss report that should be executed for a consolidated level, a division level (here: Div A and Div B) as well as a subsidiary level.

To access this document in its entirety, log in to the Customer Portal and download the white paper today!
Solver University> Whitepapers> Reporting> Multi-level Reporting Books with Tree Navigation- BI360 Whitepaper

Excel 2010 is coming with a whole lot of new BI features. Pretty awesome!
Check out a few new features in these videos…..
Excel 2010 Features