Description
Business Intelligence comes as standard as part of the Sage 200 Suite giving you a unified and integrated view of important data.
Sage 200 Business Intelligence Datasheet
Business Intelligence comes as standard as part of the Sage 200 Suite giving you a unifed and integrated view
of important data, with complete management dashboards, and analysis. Sage 200 Business Intelligence helps
you to make better and faster business decisions by analysing metrics and KPIs that are not easily measured in
a non BI environment. It helps you to embrace strategic planning for business growth, by identifying key trends
and patterns in your data and gain a better understanding of your business, transforming data into actionable
information. You are more responsive and can support future planning with the ability to identify opportunities
to increase revenue or to reduce costs.
Feature Explanation Benefts
Pre-de?ned data cubes Sage 200 BI comes with powerful pre-de?ned data
cubes enabling a 360 degree view of your data.
Sage 200 BI has 5 ?nancial data cubes, 8 commercial
data cubes and 3 Project Accounting cubes enabling
quick access to all your ?nancial and commercial data.
Reporting and
analytics within the
familiar environment of
Microsoft™ Excel™
Sage 200 BI brings business data into the familiar
Microsoft Excel environment allowing quick analysis
of company data from many different angles.
Furthermore, because the data is now in Microsoft
Excel, you can make full use of existing functionality
and add your own calculations or bring data in from
other sources.
The features of Excel, such as ease of formatting
(layout and printing), calculations and macros can all
be used to enhance the reports created using Sage
200 BI.
Pre-de?ned reports out of
the box
Sage 200 BI is supplied with pre de?ned reports
allowing you to analyse and understand ?nancial
information within your Sage 200 solution. Pro?t
& Loss by cost centre and department, Sales by
Customer by Month, Stock Valuation last 3 months,
Trend In Overdue orders and Stock Movements by
Product Group - and many more.
Key reports are provided out of the box to save time,
by removing the need to create reports from scratch
and making information more easily accessible.
Easy to understand
terminology and usage
Sage 200 BI uses easy to understand business
language rather than technical or complex terminology.
No knowledge of the Sage 200 tables is required to
use Sage 200 BI.
Sage 200 BI can be used and understood by all
customers regardless of their technical ability as there
is no technical knowledge or pre-requisites required to
use BI.
Make faster, better
informed and con?dent
decisions
Sage 200 BI is an easy to use product that allows
quick access to Sage 200 data. Multi dimensional
analysis means that data can be easily viewed from
different angles. For example sales by region, customer
and month
Sage 200 BI provides quick and easy access to
your data. The report ?elds can be easily changed
in seconds to allow quick and easy reporting and
analysis.
Save essential time on
reporting
Sage 200 BI provides a superior alternative to complex
spreadsheet reporting with dynamic reports easy to
create, from easy to access data that is automatically
refreshed.
Provides you with one version of the truth and reduces
the need for complex time consuming spreadsheets
which require manual intervention and manipulation.
Uses reliable Microsoft
SQL Server Analysis
Services
SQL Server Analysis Services is a market leading
OLAP technology. The Sage 200 BI solution is
therefore built on a reliable and robust platform. Having
a server based solution also ensures that the BI data
can be accessed by all users.
Sage 200 BI is built using market leading Microsoft
technology.
Report Wizard The Report Wizard allows you to change the report
layout to meet your business requirements. For
example if customers were shown on the rows of the
report, but you wish to see products, the wizard will
allow this change to be made easily.
The report wizard is a powerful editing tool which
provides ?exibility and ease of use by enabling you to
extract the information you require and display it the
way you want.
Drill across Drill down through increasing levels of detail for more
detailed analysis. For example look at an overview for
the current year and then drill to look at the data by
month and then at a daily level.
Allows you to easily go from a summary report to
detailed analysis on speci?c items in the report.
Feature Explanation Benefts
Drill To Detail Allows you to show the underlying values that make up
the totals that are shown in a report.
Provides you with the ability to analyse to a
transactional level to allow further detailed analysis of
your data
Change the report
parameters
Enables multi-dimensional analysis, by selecting a
different slice of the data. For example you can view
sales ?gures for Customer A and then change the
customer report parameter to be viewing ?gures for
Customer B within seconds.
Enables you to quickly ?ick between data by changing
the report to get a different view of your data and a
better insight of your business.
Sort, Filter and subtotal
functionality
Allows the data to be manipulated making it easy to
view and analyse. For example you can create a Top
10 report to see your 10 best customers or sort the
data based on sales value.
These additional features provide additional ?exibility
allowing you to create the reports you require to suit
your business needs.
Conditional Formatting Allows you to highlight anomalies in your data by
colour coding the data based on the criteria you
specify.
Provides a very quick and easy method of spotting
exceptions within a report thus saving you valuable
time.
Dynamic Charts Dynamic charts can be created using any chart type
within Excel based on the data in a report to show a
graphical view of the data. The chart is automatically
updated when the report is changed.
Easily add charts to reports to give a graphical
representation of the data - ideal for presentations and
reporting.
Ad-hoc analysis via
Report Layout Panel
Sage 200 BI allows you to create reports however
you require by specifying the ?elds required on the
rows and columns in a report. Slice and dice the data,
drill up, down, across and back to the underlying
transactions as required.
Provides full ?exibility to create reports which can
be con?gured and designed speci?cally for your
requirements.
Flexible layout options to
produce formal reports
Layout all forms of reports exactly as required within
Microsoft Excel. Insert new rows and columns into the
reports, and format the reports using Excel knowledge.
You can also build dashboard reports with multiple
linked queries and charts.
Produce professional and aesthetic reports and
dashboards quickly and easily – ideal for use in
presentations.
Report Sets Sage 200 BI allows you to create report packs to
create static reports which can be distributed via
e-mail or saved to a server. A report pack automatically
generates the reports you specify. For example you
may create a Top 10 Customer report for January, but
want to see the same report for each month. All you
need to do is set up the parameters for the report pack
and then run it.
Automating the creation of multiple reports to create
report packs and save time on reporting.
Link reports Enables synchronisation between reports within a
workbook as common dimensions can be linked. This
means that when the dimension changes in one report
it is automatically changed in any linked reports.
Allows you to create a dashboard of a number of
reports that can all be linked and updated together.
Insert user de?ned rows
and columns into reports
Add additional rows or columns in a report to add
additional calculations using Excel formulae to meet
reporting needs
Increasing ?exibility to utilise Excel functionality within a
Sage BI report.
Named Sets Group speci?c items to place on reports which can
be saved and also used in other reports. For example,
if you want to split customers into regional groups,
create a list of customers for each region and this can
then be easily used when creating subsequent reports
or when analysing existing reports. Other examples
include creating a set for the last 6 months to quickly
be able to show data for each of the previous 6
months.
Save time and improve reporting by creating sets
speci?c to the business.
Calculated Members Allows you to de?ne additional calculations based
on existing data within a report. For example if two
values were 'Number of Items' and 'Number of Items
Settled', a calculation could be created to determine
the percentage of items that have been settled.
Extend reports by creating additional calculations as
required
Sage 200 Business Intelligence includes fve fnancial data cubes and eight commercial data cubes. A cube is a
set of data which uses pre-calculated measures and dimensions enabling multi-dimensional analysis. The table
below is designed to show what analysis you can achieve:
Sage 200 Financials Data Cubes
Data Cube: Enables Analysis of: By: Out of box reports Example scenario
Sales Cube Sales Invoices
and Credits values
Settlement days
Customer
Posted Accounting
Period
Transaction Date
Sales Dashboard Average Days
to Pay Overdue Settlements by
Invoice Month Total Bad Debt
This Year Inactive Customers
Top Customers Worst Paying
Customers
Easily review the performance
of the business in terms of sales
e.g. spot areas of growth, review
performance on prior year.
Identify which customers spend
the most, which ones have
stopped buying and spot late
payment trends
Purchase Cube Purchase Invoices and
Credits values
Settlement days
Supplier
Posted Accounting
Period Transaction
Date
Top Suppliers Inactive Suppliers Easily identify which suppliers you
are spending the most with and
which ones you have stopped
buying from
Aged Debt
Cube
Outstanding sales
invoices, grouped by
ageing period
Customer
‘As at’ dates in the
past or today
Outstanding Sales Invoices by
Transaction Date
Outstanding Sales Invoices by
Due Date
Monitor how the age of debt is
increasing or decreasing period
to period. Identify customers who
regularly have overdue invoices
Aged Credit
Cube
Outstanding purchase
invoices, grouped by
ageing period
Supplier
‘As at’ dates in the
past or today
None - create user de?ned report. Payments control staff can
identify who has been waiting for
payment the longest at different
times of the year
Finance Cube Nominal Ledger
movements, balances
and budgets
Nominal Account
Cost Centre
Department
Accounting Period
Financial Statement
Balance Sheet
Analysis Trial
Balance Analysis
P&L Analysis P&L by
Cost Centre Analysis
P&L by Dept
Analysis Nominal
Code Trend Analysis
Cumulative Budget
Accruals Accounts with Variance
Exceptions
Monitor how the business is
performing against budget period
by period, easily identifying
variances and trends. An MD
can see how the worth of the
company has changed year to
year. You can quickly drill down
into the detail of each cost
Centre, department and nominal
account
Sage 200 Commercials Data Cubes
Data Cube: Enables Analysis of: By: Out of box reports Example scenario
SOP invoice
credits
Sold quantity and value
Returned quantity and
value
Estimated and realised
pro?t on sales
Product
Customer
Stock Location
Selling unit or Stock
unit
Invoice Date
Accounting Period
Trading Period
Most Pro?table Customers
Sales by Product
Sales by Customer by Month
Top 20 Selling Products
20 Least Pro?table Products
Identifying trends in product lines,
which are most popular, which
are not selling, seasonal trends
etc.
Which items are being returned
more than usual
POP invoice
credits
Purchased quantity
and value
Returned quantity and
value
Product
Supplier
Location
Buying unit or Stock
unit
Invoice Date
Accounting Period
Trading Period
Credits from Suppliers by Product
Most Used Suppliers
Purchasing Trends
Identify which products you
purchase the most and
associated suppliers to negotiate
terms or ?nd cheaper, alternative
suppliers.
Identify which product lines are
being returned on a regular basis
Stock
Movement
Stock quantities and
values moved in and
out of stock
Pro?t on issued stock
Product
Stock Location
Movement Type
Movement Date
Accounting Period
Trading period
Stock Movements by Product
Group
Stock Consumption
YTD Issued Stock Pro?tability
Average Cost of Stock Added
Find which stock items are the
most pro?table. Identify stock that
is used the most. See seasonal
trends in stock movements
Sales Order
Book
Un-invoiced orders
Un-despatched orders
Orders due or overdue
for delivery
Product
Customer
Stock Location
Selling unit or Stock
unit
Promised Delivery Date
‘As at’ dates in the
past or today
Order Book Status Year to Date
Trend in Overdue Orders
Orders for Future Delivery
Identifying seasonal trends in
outstanding orders.
Finding locations where orders
are regularly overdue for delivery
Sales
Despatches
Quantity and value
despatched
Number of days to
despatch and overdue
despatches
Product
Customer
Location
Selling unit or Stock
unit
Time to Despatch
Longest Despatch Times by
Product Group
Value of Overdue Despatches
Monitor pro?ciency of warehouse
despatch process to meet
customer delivery requirements
Purchases
Supply
Quantity and value
received
Number of days to
receive and overdue
deliveries
Product
Supplier
Location
Buying unit or Stock
unit
Time to Receive
Longest Delivery Time by Supplier
Average Value of Deliveries
Delve into data to investigate late
deliveries of stock and supplier
performance against deadlines
Stock Levels
*This cube
allows a true
retrospective
stock valuation
Quantity and value of
stock held
Quantity allocated and
on purchase order
Quantity awaiting
allocation to Sales
Orders
Age of stock held
Product
Location
‘As at’ dates in the
past or today
Stock Quantity at Last 4 Weeks
Stock Valuation Last 3 Months
Stock Shortages compared with
Last Year
Overstocked Products
Average Age of Stock over time
Identify changes in stock
valuation over time
Evaluate stock levels at different
locations
Monitor the time stock has spent
on the shelf
Stock
Discrepancies
Quantity of discrepancy
Value of discrepancy
Type of discrepancy
(over/under)
Highest Value of Lost Stock
Discrepancies by Month
Identify if discrepancies in stock
are re-occurring. Which locations
have the worst stock losses
Sage 200 Project Accounting Data Cubes
Data cube: Enables analysis of: By: Out of the box reports Example scenario
Project costs,
revenues and
Pro?tability
Costs and revenue
transactions linked with
the various types of
project item.
Project
Project group
Project item
Transaction Type
Resource
Time Period
Costs by project and group in last
6 months
Project revenue as percentage of
total costs
Project costs by item and
resource this Year
Gross pro?t by project this year
and last
Most pro?table projects (Net)
Billable status of project costs
incurred this year
Project pro?tability analysis
Compare project costs year on
year and at project level
Identify pro?tability of individual
projects and compare based on
resources used
Identify how quickly revenue is
received by project and identify
reasons e.g. project manager
Project
Resource
Utilisation
Usage of different
resources, whether
individual persons or
groups.
Comparison of
applicable cost and
charge rates.
Time periods per
project, Project groups
or items
Resource status
Hours posted by project and
accounting period
Resource cost and charge value
this year
Chargeable hours by resource -
this year and last
Project groups using most
resources this year
Project resource analysis
Identify where resources are
spent by activity e.g. plumbing
Identify whether the use of
resources varies from project to
project
Find out what the average cost
of resources is per hour and
whether it varies by region or time
of year
Analyse where overtime is paid
and whether there are any
patterns to this
Project
Budgets v
Actuals
Project budgets
and the actual cost
and revenue totals
associated with them.
Time Period
Project
Project Groups or
Items
Resource
Revenue budget v actuals by
project
Cost budgets v actuals by project
structure this year
Projects exceeding cost budget
any period this year
Projects below revenue budget at
the latest period
Cost budget v actuals for project
items by project
Project budget analysis
Identify which projects exceeded
their cost budget at the end of
last month
Compare actuals with current/
previous budget, month by
month, last year
Compare proportion of project
completed against budgeted/
actual revenue
Identify the cumulative variance
for projects, analysed using an
additional information ?eld e.g.
region
Sage (UK) Limited,
North Park,
Newcastle upon Tyne,
NE13 9AA
Tel 0845 111 99 88
Fax 0845 245 0297
www.sage.co.uk
© Sage (UK) Limited 2010 06/10 05376CM
For more information call
0845 111 99 88 or visit
www.sage.co.uk/sage200suite
doc_726063114.pdf
Business Intelligence comes as standard as part of the Sage 200 Suite giving you a unified and integrated view of important data.
Sage 200 Business Intelligence Datasheet
Business Intelligence comes as standard as part of the Sage 200 Suite giving you a unifed and integrated view
of important data, with complete management dashboards, and analysis. Sage 200 Business Intelligence helps
you to make better and faster business decisions by analysing metrics and KPIs that are not easily measured in
a non BI environment. It helps you to embrace strategic planning for business growth, by identifying key trends
and patterns in your data and gain a better understanding of your business, transforming data into actionable
information. You are more responsive and can support future planning with the ability to identify opportunities
to increase revenue or to reduce costs.
Feature Explanation Benefts
Pre-de?ned data cubes Sage 200 BI comes with powerful pre-de?ned data
cubes enabling a 360 degree view of your data.
Sage 200 BI has 5 ?nancial data cubes, 8 commercial
data cubes and 3 Project Accounting cubes enabling
quick access to all your ?nancial and commercial data.
Reporting and
analytics within the
familiar environment of
Microsoft™ Excel™
Sage 200 BI brings business data into the familiar
Microsoft Excel environment allowing quick analysis
of company data from many different angles.
Furthermore, because the data is now in Microsoft
Excel, you can make full use of existing functionality
and add your own calculations or bring data in from
other sources.
The features of Excel, such as ease of formatting
(layout and printing), calculations and macros can all
be used to enhance the reports created using Sage
200 BI.
Pre-de?ned reports out of
the box
Sage 200 BI is supplied with pre de?ned reports
allowing you to analyse and understand ?nancial
information within your Sage 200 solution. Pro?t
& Loss by cost centre and department, Sales by
Customer by Month, Stock Valuation last 3 months,
Trend In Overdue orders and Stock Movements by
Product Group - and many more.
Key reports are provided out of the box to save time,
by removing the need to create reports from scratch
and making information more easily accessible.
Easy to understand
terminology and usage
Sage 200 BI uses easy to understand business
language rather than technical or complex terminology.
No knowledge of the Sage 200 tables is required to
use Sage 200 BI.
Sage 200 BI can be used and understood by all
customers regardless of their technical ability as there
is no technical knowledge or pre-requisites required to
use BI.
Make faster, better
informed and con?dent
decisions
Sage 200 BI is an easy to use product that allows
quick access to Sage 200 data. Multi dimensional
analysis means that data can be easily viewed from
different angles. For example sales by region, customer
and month
Sage 200 BI provides quick and easy access to
your data. The report ?elds can be easily changed
in seconds to allow quick and easy reporting and
analysis.
Save essential time on
reporting
Sage 200 BI provides a superior alternative to complex
spreadsheet reporting with dynamic reports easy to
create, from easy to access data that is automatically
refreshed.
Provides you with one version of the truth and reduces
the need for complex time consuming spreadsheets
which require manual intervention and manipulation.
Uses reliable Microsoft
SQL Server Analysis
Services
SQL Server Analysis Services is a market leading
OLAP technology. The Sage 200 BI solution is
therefore built on a reliable and robust platform. Having
a server based solution also ensures that the BI data
can be accessed by all users.
Sage 200 BI is built using market leading Microsoft
technology.
Report Wizard The Report Wizard allows you to change the report
layout to meet your business requirements. For
example if customers were shown on the rows of the
report, but you wish to see products, the wizard will
allow this change to be made easily.
The report wizard is a powerful editing tool which
provides ?exibility and ease of use by enabling you to
extract the information you require and display it the
way you want.
Drill across Drill down through increasing levels of detail for more
detailed analysis. For example look at an overview for
the current year and then drill to look at the data by
month and then at a daily level.
Allows you to easily go from a summary report to
detailed analysis on speci?c items in the report.
Feature Explanation Benefts
Drill To Detail Allows you to show the underlying values that make up
the totals that are shown in a report.
Provides you with the ability to analyse to a
transactional level to allow further detailed analysis of
your data
Change the report
parameters
Enables multi-dimensional analysis, by selecting a
different slice of the data. For example you can view
sales ?gures for Customer A and then change the
customer report parameter to be viewing ?gures for
Customer B within seconds.
Enables you to quickly ?ick between data by changing
the report to get a different view of your data and a
better insight of your business.
Sort, Filter and subtotal
functionality
Allows the data to be manipulated making it easy to
view and analyse. For example you can create a Top
10 report to see your 10 best customers or sort the
data based on sales value.
These additional features provide additional ?exibility
allowing you to create the reports you require to suit
your business needs.
Conditional Formatting Allows you to highlight anomalies in your data by
colour coding the data based on the criteria you
specify.
Provides a very quick and easy method of spotting
exceptions within a report thus saving you valuable
time.
Dynamic Charts Dynamic charts can be created using any chart type
within Excel based on the data in a report to show a
graphical view of the data. The chart is automatically
updated when the report is changed.
Easily add charts to reports to give a graphical
representation of the data - ideal for presentations and
reporting.
Ad-hoc analysis via
Report Layout Panel
Sage 200 BI allows you to create reports however
you require by specifying the ?elds required on the
rows and columns in a report. Slice and dice the data,
drill up, down, across and back to the underlying
transactions as required.
Provides full ?exibility to create reports which can
be con?gured and designed speci?cally for your
requirements.
Flexible layout options to
produce formal reports
Layout all forms of reports exactly as required within
Microsoft Excel. Insert new rows and columns into the
reports, and format the reports using Excel knowledge.
You can also build dashboard reports with multiple
linked queries and charts.
Produce professional and aesthetic reports and
dashboards quickly and easily – ideal for use in
presentations.
Report Sets Sage 200 BI allows you to create report packs to
create static reports which can be distributed via
e-mail or saved to a server. A report pack automatically
generates the reports you specify. For example you
may create a Top 10 Customer report for January, but
want to see the same report for each month. All you
need to do is set up the parameters for the report pack
and then run it.
Automating the creation of multiple reports to create
report packs and save time on reporting.
Link reports Enables synchronisation between reports within a
workbook as common dimensions can be linked. This
means that when the dimension changes in one report
it is automatically changed in any linked reports.
Allows you to create a dashboard of a number of
reports that can all be linked and updated together.
Insert user de?ned rows
and columns into reports
Add additional rows or columns in a report to add
additional calculations using Excel formulae to meet
reporting needs
Increasing ?exibility to utilise Excel functionality within a
Sage BI report.
Named Sets Group speci?c items to place on reports which can
be saved and also used in other reports. For example,
if you want to split customers into regional groups,
create a list of customers for each region and this can
then be easily used when creating subsequent reports
or when analysing existing reports. Other examples
include creating a set for the last 6 months to quickly
be able to show data for each of the previous 6
months.
Save time and improve reporting by creating sets
speci?c to the business.
Calculated Members Allows you to de?ne additional calculations based
on existing data within a report. For example if two
values were 'Number of Items' and 'Number of Items
Settled', a calculation could be created to determine
the percentage of items that have been settled.
Extend reports by creating additional calculations as
required
Sage 200 Business Intelligence includes fve fnancial data cubes and eight commercial data cubes. A cube is a
set of data which uses pre-calculated measures and dimensions enabling multi-dimensional analysis. The table
below is designed to show what analysis you can achieve:
Sage 200 Financials Data Cubes
Data Cube: Enables Analysis of: By: Out of box reports Example scenario
Sales Cube Sales Invoices
and Credits values
Settlement days
Customer
Posted Accounting
Period
Transaction Date
Sales Dashboard Average Days
to Pay Overdue Settlements by
Invoice Month Total Bad Debt
This Year Inactive Customers
Top Customers Worst Paying
Customers
Easily review the performance
of the business in terms of sales
e.g. spot areas of growth, review
performance on prior year.
Identify which customers spend
the most, which ones have
stopped buying and spot late
payment trends
Purchase Cube Purchase Invoices and
Credits values
Settlement days
Supplier
Posted Accounting
Period Transaction
Date
Top Suppliers Inactive Suppliers Easily identify which suppliers you
are spending the most with and
which ones you have stopped
buying from
Aged Debt
Cube
Outstanding sales
invoices, grouped by
ageing period
Customer
‘As at’ dates in the
past or today
Outstanding Sales Invoices by
Transaction Date
Outstanding Sales Invoices by
Due Date
Monitor how the age of debt is
increasing or decreasing period
to period. Identify customers who
regularly have overdue invoices
Aged Credit
Cube
Outstanding purchase
invoices, grouped by
ageing period
Supplier
‘As at’ dates in the
past or today
None - create user de?ned report. Payments control staff can
identify who has been waiting for
payment the longest at different
times of the year
Finance Cube Nominal Ledger
movements, balances
and budgets
Nominal Account
Cost Centre
Department
Accounting Period
Financial Statement
Balance Sheet
Analysis Trial
Balance Analysis
P&L Analysis P&L by
Cost Centre Analysis
P&L by Dept
Analysis Nominal
Code Trend Analysis
Cumulative Budget
Accruals Accounts with Variance
Exceptions
Monitor how the business is
performing against budget period
by period, easily identifying
variances and trends. An MD
can see how the worth of the
company has changed year to
year. You can quickly drill down
into the detail of each cost
Centre, department and nominal
account
Sage 200 Commercials Data Cubes
Data Cube: Enables Analysis of: By: Out of box reports Example scenario
SOP invoice
credits
Sold quantity and value
Returned quantity and
value
Estimated and realised
pro?t on sales
Product
Customer
Stock Location
Selling unit or Stock
unit
Invoice Date
Accounting Period
Trading Period
Most Pro?table Customers
Sales by Product
Sales by Customer by Month
Top 20 Selling Products
20 Least Pro?table Products
Identifying trends in product lines,
which are most popular, which
are not selling, seasonal trends
etc.
Which items are being returned
more than usual
POP invoice
credits
Purchased quantity
and value
Returned quantity and
value
Product
Supplier
Location
Buying unit or Stock
unit
Invoice Date
Accounting Period
Trading Period
Credits from Suppliers by Product
Most Used Suppliers
Purchasing Trends
Identify which products you
purchase the most and
associated suppliers to negotiate
terms or ?nd cheaper, alternative
suppliers.
Identify which product lines are
being returned on a regular basis
Stock
Movement
Stock quantities and
values moved in and
out of stock
Pro?t on issued stock
Product
Stock Location
Movement Type
Movement Date
Accounting Period
Trading period
Stock Movements by Product
Group
Stock Consumption
YTD Issued Stock Pro?tability
Average Cost of Stock Added
Find which stock items are the
most pro?table. Identify stock that
is used the most. See seasonal
trends in stock movements
Sales Order
Book
Un-invoiced orders
Un-despatched orders
Orders due or overdue
for delivery
Product
Customer
Stock Location
Selling unit or Stock
unit
Promised Delivery Date
‘As at’ dates in the
past or today
Order Book Status Year to Date
Trend in Overdue Orders
Orders for Future Delivery
Identifying seasonal trends in
outstanding orders.
Finding locations where orders
are regularly overdue for delivery
Sales
Despatches
Quantity and value
despatched
Number of days to
despatch and overdue
despatches
Product
Customer
Location
Selling unit or Stock
unit
Time to Despatch
Longest Despatch Times by
Product Group
Value of Overdue Despatches
Monitor pro?ciency of warehouse
despatch process to meet
customer delivery requirements
Purchases
Supply
Quantity and value
received
Number of days to
receive and overdue
deliveries
Product
Supplier
Location
Buying unit or Stock
unit
Time to Receive
Longest Delivery Time by Supplier
Average Value of Deliveries
Delve into data to investigate late
deliveries of stock and supplier
performance against deadlines
Stock Levels
*This cube
allows a true
retrospective
stock valuation
Quantity and value of
stock held
Quantity allocated and
on purchase order
Quantity awaiting
allocation to Sales
Orders
Age of stock held
Product
Location
‘As at’ dates in the
past or today
Stock Quantity at Last 4 Weeks
Stock Valuation Last 3 Months
Stock Shortages compared with
Last Year
Overstocked Products
Average Age of Stock over time
Identify changes in stock
valuation over time
Evaluate stock levels at different
locations
Monitor the time stock has spent
on the shelf
Stock
Discrepancies
Quantity of discrepancy
Value of discrepancy
Type of discrepancy
(over/under)
Highest Value of Lost Stock
Discrepancies by Month
Identify if discrepancies in stock
are re-occurring. Which locations
have the worst stock losses
Sage 200 Project Accounting Data Cubes
Data cube: Enables analysis of: By: Out of the box reports Example scenario
Project costs,
revenues and
Pro?tability
Costs and revenue
transactions linked with
the various types of
project item.
Project
Project group
Project item
Transaction Type
Resource
Time Period
Costs by project and group in last
6 months
Project revenue as percentage of
total costs
Project costs by item and
resource this Year
Gross pro?t by project this year
and last
Most pro?table projects (Net)
Billable status of project costs
incurred this year
Project pro?tability analysis
Compare project costs year on
year and at project level
Identify pro?tability of individual
projects and compare based on
resources used
Identify how quickly revenue is
received by project and identify
reasons e.g. project manager
Project
Resource
Utilisation
Usage of different
resources, whether
individual persons or
groups.
Comparison of
applicable cost and
charge rates.
Time periods per
project, Project groups
or items
Resource status
Hours posted by project and
accounting period
Resource cost and charge value
this year
Chargeable hours by resource -
this year and last
Project groups using most
resources this year
Project resource analysis
Identify where resources are
spent by activity e.g. plumbing
Identify whether the use of
resources varies from project to
project
Find out what the average cost
of resources is per hour and
whether it varies by region or time
of year
Analyse where overtime is paid
and whether there are any
patterns to this
Project
Budgets v
Actuals
Project budgets
and the actual cost
and revenue totals
associated with them.
Time Period
Project
Project Groups or
Items
Resource
Revenue budget v actuals by
project
Cost budgets v actuals by project
structure this year
Projects exceeding cost budget
any period this year
Projects below revenue budget at
the latest period
Cost budget v actuals for project
items by project
Project budget analysis
Identify which projects exceeded
their cost budget at the end of
last month
Compare actuals with current/
previous budget, month by
month, last year
Compare proportion of project
completed against budgeted/
actual revenue
Identify the cumulative variance
for projects, analysed using an
additional information ?eld e.g.
region
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North Park,
Newcastle upon Tyne,
NE13 9AA
Tel 0845 111 99 88
Fax 0845 245 0297
www.sage.co.uk
© Sage (UK) Limited 2010 06/10 05376CM
For more information call
0845 111 99 88 or visit
www.sage.co.uk/sage200suite
doc_726063114.pdf