Charles Fox
Articles
-
Analyse Sales & Margins
The Analyse Sales YOY Workbook allows you to overview your Sales Performance for the trailing 12 months and 3 months. The workbook analyses Sales Volumes and Margins across the following 4 tabs. ...
-
BI Connector : Install & Use
Introduction The BI Connector is a program that is installed on your local server or PC and allows you to connect a variety of accounting company files with BI4Cloud. The connector can connect many...
-
Sales Performance by Supplier
The Supplier Performance Workbook allows you to focus on how much each Supplier contributes to your Total Sales and Margins and how that is changing over time. Use to Benchmark Suppliers, identify...
-
Account Alignment
Account Alignment When combining several company files together the Chart of Accounts in each company may have name and account number differences between the companies. Inconsistent accounts a...
-
Sales and Inventory Analytics
Inventory Sales Business Sales - Understand your Margins Which Customers have stopped buying Track Inventory against past Sales History Inventory Cover How Business Intelligence can drive CRM U...
-
BI Connector : Advanced Database option
The BI Connector can be used to synchronise MS-SQL and other databases and not just standard MYOB company datafile. Currently the applications that are supported are 1. MYOB EXO 2. SAP Business...
-
My BI reports are missing data
Data is not Refreshing Check the Last Extract date and time, this should refresh every night.If your Last Extract is not up to date - Go through this Checklist Incorrect filters Check any fil...
-
Sales Budgets - Setup
Watch this quick overview video Sales Budgeting for Item Sales is a sub-system of BI4Cloud and it enables an organisation to benchmark actual sales performance against preset budgets or targets....
-
BI Connector : Install Troubleshooting
Sometimes things can go wrong when initially installing the BI Connector because of your servers setup.. Here are some points you need to investigate. No WebSite Access Forgot BI Password Install ...
-
Sales Budget - Bulk Entry
Feature SynopsisSales Budgets can be entered directly into the screen into cells for the Budget Levels you have defined. If the Budget Levels are SalesPerson, Customer and Item you expand the Sales...