--- title: "SaperaBI – Business Intelligence" description: "SaperaBI brings your Sapera data together in ready-made, interactive Power BI reports (add-on module)." url: https://support.sapera.io/en/articles/693-saperabi-business-intelligence collection: "SaperaBI" updated: 2026-10-09 language: en alternates: [da] --- # SaperaBI – Business Intelligence SaperaBI brings your Sapera data together in ready-made, interactive Power BI reports (add-on module). 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. ## Interactive instead of fixed printouts 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. ## How to use the report - 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. ## What you can see - 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. ## Report pages 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](https://support.sapera.io/en/articles/703.md) — welcome, this year's key figures and shortcut buttons to the 12 most used pages. - [Needs attention](https://support.sapera.io/en/articles/704.md) — automatic alerts about what you should act on now. **Sales** - [Store dashboard](https://support.sapera.io/en/articles/750.md) — sales for the day, week, month and year per shop, compared with last year. - [Sales dashboard](https://support.sapera.io/en/articles/705.md) — sales overview with the key figures and charts. - [Sales overview](https://support.sapera.io/en/articles/706.md) / [Sales](https://support.sapera.io/en/articles/707.md) / [Sales details](https://support.sapera.io/en/articles/708.md) — sales from overview down to the individual product, salesperson or category. - [Quote pipeline](https://support.sapera.io/en/articles/751.md) — open, won and lost quotes, conversion rate and quotes that need follow-up. - [Quote details](https://support.sapera.io/en/articles/752.md) — the lines on a single quote (opened via drill-through). - [Work in progress](https://support.sapera.io/en/articles/723.md) — sales orders in progress that have not yet been invoiced. **Analysis** - [Margin bridge](https://support.sapera.io/en/articles/726.md) — why your contribution margin changed since last year (volume, mix, price). - [ABC products](https://support.sapera.io/en/articles/724.md) / [ABC customers](https://support.sapera.io/en/articles/725.md) — which products and customers drive your contribution margin (Pareto). - [Customer analysis](https://support.sapera.io/en/articles/727.md) — customer profitability. - [Supplier analysis](https://support.sapera.io/en/articles/728.md) — suppliers seen across the board. - [Supplier scorecard](https://support.sapera.io/en/articles/729.md) — one supplier at a time: purchasing, profitability, tied-up capital and delivery. **Inventory & purchasing** - [Inventory overview](https://support.sapera.io/en/articles/717.md) / [Inventory](https://support.sapera.io/en/articles/718.md) — inventory value and movements from overview to item. - [Inventory details](https://support.sapera.io/en/articles/719.md) — the inventory lines behind a figure (opened via drill-through). - [Inventory & purchasing](https://support.sapera.io/en/articles/720.md) — inventory seen together with purchasing. - [Inventory ageing](https://support.sapera.io/en/articles/721.md) — how old the inventory is. - [Inventory status](https://support.sapera.io/en/articles/722.md) — dead stock and items that need action. - [Price analysis](https://support.sapera.io/en/articles/755.md) — your purchase price compared with what other Sapera customers pay for the same item. **Finance** - [Management report](https://support.sapera.io/en/articles/709.md) — combined view of the key figures. - [Balance & Profit/Loss](https://support.sapera.io/en/articles/710.md) — the accounting balance sheet and result. - [Receivables & payables (posted)](https://support.sapera.io/en/articles/711.md) — balances for customers and suppliers. - [Working capital](https://support.sapera.io/en/articles/716.md) — capital tied up in operations: DSO, DIO, DPO and the cash conversion cycle. - [Cash flow forecast](https://support.sapera.io/en/articles/715.md) — a projection of liquidity. - [Receivable vouchers](https://support.sapera.io/en/articles/712.md) / [Payable vouchers](https://support.sapera.io/en/articles/713.md) / [Ledger entries](https://support.sapera.io/en/articles/714.md) / [Inventory vouchers](https://support.sapera.io/en/articles/756.md) — the vouchers behind the balances and inventory figures (opened via drill-through). **Time & tasks** - [Time statistics](https://support.sapera.io/en/articles/730.md) / [Time statistics details](https://support.sapera.io/en/articles/731.md) — registered time per employee, customer and hour product. - [Timesheet](https://support.sapera.io/en/articles/754.md) — each employee's registrations day by day, split by pay type. - [Tasks](https://support.sapera.io/en/articles/753.md) — 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](https://support.sapera.io/en/articles/757.md) — from sales revenue to posted revenue, with the difference per month and per voucher. - [Inventory value: booked vs. stock](https://support.sapera.io/en/articles/758.md) — the posted inventory value against the stock's own value, split by cause. - [Reconciliation per day](https://support.sapera.io/en/articles/759.md) — stock and ledger vouchers that belong together, day by day. - [Inventory value vs FIFO](https://support.sapera.io/en/articles/760.md) — inventory value per product compared with a FIFO valuation, e.g. because of negative stock. - [Difference per day](https://support.sapera.io/en/articles/761.md) — when the difference between inventory value and FIFO arose. - [FIFO detail (vouchers)](https://support.sapera.io/en/articles/762.md) — the stock movements behind the difference for one product (opened via drill-through). ## Related - [Glossary — terms and abbreviations in SaperaBI](https://support.sapera.io/en/articles/732.md) - [Home](https://support.sapera.io/en/articles/703.md)