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BI Training Videos
Dashboards & Visualisations
Inventory
Jobs
Profit & Loss
Purchases
Sales
BI 101 – Getting started with Business Intelligence
BI 201 – Introduction to Analyse Reports
BI 203 – Using Pivot Reports
Accounts Receivable by Sales Rep
Sales (All Types) by Customer
Sales (All Types) by GL Account
Sales (Item) Customer Sales by Ship to Address
Sales (Item) Customers by Item
Sales (Item) Items by Customer
Sales (Item) Margin by Customer
Sales (Item) Monthly Sales by Customer
Sales (Item) Top 10 Customers
Sales (Item) Top 10 Items
Sales (Item) YOY All Items
Sales (Item) YOY Top 5 Customer (V)
Sales (Service) Top 10 Customers
Sales in Foreign Currency by Customer
Salesperson Performance
Accounts Payable Payments Due
P&L Actual vs Budget
P&L Monthly
P&L Monthly Level 1 Actuals vs Budgets
P&L Summary
P&L Comparison to Last Month
P&L Comparison to Last Year
Job P&L (GL Account) by Job
Job P&L (GL Account) by Month
Job Profit by Month
Job Profit By Quarter
Job Profit Comparison drill Job Levels
Job Profit Comparison by Job then GL Account
Job Profit by Customer
Inventory On Hand
Inventory by Location
Inventory Cover by Supplier
Item Purchase History
State Map and Table Dashboard
Accounts Payable Dashboard
Accounts Receivable Dashboard
Customer Margins Dashboard
Customer Snapshot Dashboard
Profit Margin Analysis Dashboard
Sales Motion Top Customers Dashboard
Sales Timeline Dashboard
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