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.
Most pages have a Regnskabsår (fiscal year) selector (default: Indeværende år, current year) and a free period selector. Both filter on the dates, and they work together.
Many pages have search fields and other filters, e.g. department, customer or category. The Ryd valg (clear selections) button resets all selections on the page.
Right-click a row or a figure and choose Drill through → the page you want to see the details behind the figure. The detail pages have a ← Tilbage (back) button that takes you back.
Some tables have an Åbn (open) link that opens that product or entry directly in Sapera.
You only see figures for the departments and shops you have access to in Sapera.
The report contains many pages. If you don't use an area — e.g. quotes or tasks — support can hide those pages so the tab bar only shows what you need.
The report is divided into tabs. Here are all the pages, grouped by purpose — each has its own guide. Pages marked *opened via drill-through* are not in the tab bar; you reach them by right-clicking a figure on another page.
Start
Home — welcome, this year's key figures and shortcut buttons to the 12 most used pages.
Needs attention — automatic alerts about what you should act on now.
Sales
Store dashboard — sales for the day, week, month and year per shop, compared with last year.
Sales dashboard — sales overview with the key figures and charts.
Sales overview / Sales / Sales details — sales from overview down to the individual product, salesperson or category.
Quote pipeline — open, won and lost quotes, conversion rate and quotes that need follow-up.
Quote details — the lines on a single quote (opened via drill-through).
Work in progress — sales orders in progress that have not yet been invoiced.
Analysis
Margin bridge — why your contribution margin changed since last year (volume, mix, price).
ABC products / ABC customers — which products and customers drive your contribution margin (Pareto).
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.
Inventory & purchasing
Inventory overview / Inventory — inventory value and movements from overview to item.
Inventory details — the inventory lines behind a figure (opened via drill-through).
Inventory & purchasing — inventory seen together with purchasing.
Inventory ageing — how old the inventory is.
Inventory status — dead stock and items that need action.
Price analysis — your purchase price compared with what other Sapera customers pay for the same item.
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.
Working capital — capital tied up in operations: DSO, DIO, DPO and the cash conversion cycle.
Cash flow forecast — a projection of liquidity.
Receivable vouchers / Payable vouchers / Ledger entries / Inventory vouchers — the vouchers behind the balances and inventory figures (opened via drill-through).
Time & tasks
Time statistics / Time statistics details — registered time per employee, customer and hour product.
Timesheet — each employee's registrations day by day, split by pay type.
Tasks — open, finished and overdue tasks per assignee, status and task type.
Reconciliation
The reconciliation pages are tools for finding errors in the setup — e.g. a product or category posted to the wrong account, or a voucher that was never posted. They compare sales and inventory with the accounts and show where and when the figures drifted apart.
Revenue: sales vs. bookkeeping — from sales revenue to posted revenue, with the difference per month and per voucher.
Inventory value: booked vs. stock — the posted inventory value against the stock's own value, split by cause.
Reconciliation per day — stock and ledger vouchers that belong together, day by day.
Inventory value vs FIFO — inventory value per product compared with a FIFO valuation, e.g. because of negative stock.
Difference per day — when the difference between inventory value and FIFO arose.
FIFO detail (vouchers) — the stock movements behind the difference for one product (opened via drill-through).
