Description
Available with a choice of payment to help you more easily manage cash flow and get started straight away, our solution is designed with our customers in mind, its easy, simple and quick to use.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
............................................................................................................................................................
Sage 200 Business Intelligence Datasheet
Business Intelligence provides you with full business wide
analytics to enable you to make fast, informed desicions,
complete with management dashboards.
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.
Available with a choice of payment to help you more easily
manage cash ?ow and get started straight away, our solution
is designed with our customers in mind, it’s easy, simple and
quick to use. Sage 200 has an intuitive, modern interface, easy
navigation, toolbars and search to make sure you can get to the
information you need quickly and easily.
We’ve also provided tools to make extracting and interpreting
information easy, in a format you know how to use – Excel™.
Description Explanation Beneft
General
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. Use pivot, charts, run deeper analysis
and re-upload data in one click.
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.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
Description Explanation Beneft
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.
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.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
Description Explanation Beneft
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 Datasheet
Business Intelligence
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Sage 200 Business Intelligence includes ?ve ?nancial data cubes and eight commercial data cubes. A cube is a set of data which uses
pre-calculated measures and dimensions enabling multidimensional 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, ba
ances 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.
SOP invoice
credits
• Sold quantity and
value
• Returned quantity
and value
• Estimated and
realised pro?t on
sales
• Product
• Customer
• Stock Location
• Selling 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.
Sage 200 Datasheet
Business Intelligence
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Sage 200 Financials Data Cubes
Data Cube: Enables analysis of: By: Out of box reports Example scenario
POP invoice
credits
• Purchased quantity
and value
• Returned quantity
and value
• Product
• Supplier
• Location
• Buy 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 or Stock unit
• Promised Delivery
Date
• ‘As at’ dates in the
past or today
• Order Book Status YTD
• 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 or Stock unit
• Time to Despatch
• Longest Despatch Time
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
• Buy 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 PO
• 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 to 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 Datasheet
Business Intelligence
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Sage 200 Project Accounting Data Cubes
Data Cube: Enables analysis of: By: Out of 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 % of
total costs
• Project costs by item
and resource this Year
• Gross pro?t by project
this year and last
• Most pro?table projects
• 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 9988
Fax 0845 245 0297
www.sage.co.uk
© Sage (UK) Limited 2015
For more information call 0845 111 99 88
or visit www.sage.co.uk/sage-200
doc_420474801.pdf
Available with a choice of payment to help you more easily manage cash flow and get started straight away, our solution is designed with our customers in mind, its easy, simple and quick to use.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
............................................................................................................................................................
Sage 200 Business Intelligence Datasheet
Business Intelligence provides you with full business wide
analytics to enable you to make fast, informed desicions,
complete with management dashboards.
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.
Available with a choice of payment to help you more easily
manage cash ?ow and get started straight away, our solution
is designed with our customers in mind, it’s easy, simple and
quick to use. Sage 200 has an intuitive, modern interface, easy
navigation, toolbars and search to make sure you can get to the
information you need quickly and easily.
We’ve also provided tools to make extracting and interpreting
information easy, in a format you know how to use – Excel™.
Description Explanation Beneft
General
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. Use pivot, charts, run deeper analysis
and re-upload data in one click.
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.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
Description Explanation Beneft
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.
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.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
Description Explanation Beneft
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 Datasheet
Business Intelligence
............................................................................................................................................................
Sage 200 Business Intelligence includes ?ve ?nancial data cubes and eight commercial data cubes. A cube is a set of data which uses
pre-calculated measures and dimensions enabling multidimensional 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, ba
ances 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.
SOP invoice
credits
• Sold quantity and
value
• Returned quantity
and value
• Estimated and
realised pro?t on
sales
• Product
• Customer
• Stock Location
• Selling 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.
Sage 200 Datasheet
Business Intelligence
............................................................................................................................................................
Sage 200 Financials Data Cubes
Data Cube: Enables analysis of: By: Out of box reports Example scenario
POP invoice
credits
• Purchased quantity
and value
• Returned quantity
and value
• Product
• Supplier
• Location
• Buy 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 or Stock unit
• Promised Delivery
Date
• ‘As at’ dates in the
past or today
• Order Book Status YTD
• 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 or Stock unit
• Time to Despatch
• Longest Despatch Time
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
• Buy 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 PO
• 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 to 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 Datasheet
Business Intelligence
............................................................................................................................................................
Sage 200 Project Accounting Data Cubes
Data Cube: Enables analysis of: By: Out of 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 % of
total costs
• Project costs by item
and resource this Year
• Gross pro?t by project
this year and last
• Most pro?table projects
• 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 9988
Fax 0845 245 0297
www.sage.co.uk
© Sage (UK) Limited 2015
For more information call 0845 111 99 88
or visit www.sage.co.uk/sage-200
doc_420474801.pdf