SaperaBI is a Business Intelligence module that brings your Sapera data together in ready-made, interactive reports, so you can analyse your business across sales, finance, inventory, purchasing and time — without building the reports yourself.
Unlike the printouts you know, the reports are interactive: you can click down into the numbers (drill-down), filter instantly and change perspective as you go — e.g. from total revenue down to the individual product, customer or department — without producing a new printout.
Data refreshes automatically after each synchronisation. When data was last refreshed is shown on the Home page.
The report is divided into tabs. Here are all the pages, grouped by purpose — each has its own guide.
Start
Home — welcome, the key figures and shortcuts to every page.
Needs attention — automatic alerts about what you should act on now.
Sales
Sales dashboard — sales overview with the key figures and charts.
Sales overview / Sales / Sales details — sales from overview down to the individual line.
Finance
Management report — combined view of the key figures.
Balance & Profit/Loss — the accounting balance sheet and result.
Receivables & payables (posted) — balances for customers and suppliers.
Receivable vouchers / Payable vouchers / Ledger entries — the vouchers behind the balances (opened by drilling down).
Cash flow forecast — a projection of liquidity.
Working capital — capital tied up in operations: DSO, DIO, DPO and the cash conversion cycle.
Inventory & purchasing
Inventory overview / Inventory / Inventory details — inventory value and movements from overview to item.
Inventory & purchasing — inventory seen together with purchasing.
Inventory ageing — how old the inventory is.
Inventory status — dead stock and items that need action.
Work in progress — status of ongoing orders and tasks.
Analysis
ABC products / ABC customers — which products and customers drive your contribution margin (Pareto).
Margin bridge — why your contribution margin changed since last year (volume, mix, price).
Customer analysis — customer profitability.
Supplier analysis — suppliers seen across the board.
Supplier scorecard — one supplier at a time: purchasing, profitability, tied-up capital and delivery.
Time
Time statistics / Time statistics details — registered time per employee etc.
If you're unsure about a term or abbreviation, look it up in the Glossary — terms and abbreviations in SaperaBI.
