SaperaBI is a Business Intelligence module that brings your Sapera data together in ready-made, interactive Power BI reports, so you can analyse your business across sales, finance, inventory, purchasing and time – without having to build the reports yourself.
Unlike the printouts you know, the reports are interactive: you can drill down into the figures, filter instantly and change perspective as you go – for example from total revenue down to the individual product, customer or department – without generating a new printout.
Management report – overall overview of the most important key figures.
Revenue and Sales – development in sales and revenue by product, customer, department and time.
Balance & Profit/Loss – the accounts' balance and result.
Debtors & creditors (booked) – balances for customers and suppliers.
Cash flow forecast – projection of liquidity.
Inventory and Inventory & purchasing – stock value, stock movements and purchasing.
Aged stock – age distribution of the stock.
Work in progress – status of ongoing orders and tasks.
Time statistics – registered time per employee, etc.
The data covers a broad slice of Sapera – including invoices, sales orders, quotes, POS sales and settlements, purchase orders, receipts and invoices, financial entries, budgets, open items, stock movements and age, and time registration – enriched with dimensions such as customers, suppliers, products and variants, categories, accounts, account groups, departments, employees and dates.
SaperaBI is an add-on module. If you are interested in getting started, please feel free to contact our sales department.