Tracy Fabian, pre-sales engineer

Company Financial Health: Not Just Revenue And Expenses

In today’s economy, it is imperative that organizations track the financial status and health of their company.  It is not enough to only track cash or revenue coming into the company; you also need to track what is leaving the company.  Just as important, if you are an organization with inventory, you need to be able to tell quickly how much money you have tied up in inventory and what products are moving the quickest vs. what products are sitting on the shelves.

KPI Online provides a collection of more than 15 pre-built Business Intelligence (BI) models via a Software as a Service (SaaS) platform to assist you in analyzing the financial status of your organization.  The full basic model includes dashboards and analytics to monitor and analyze Revenue, Expenses, Inventory, Accounts Payable and Accounts Receivable data.  Also included in the KPI Online service is a free database connector capable of connecting to the most popular ERP systems such as AccountMate, MS Dynamics NAV, SAP Business One, etc.

The main KPI Online dashboard provides an overall summary of your organization.  A 12-month trend graph depicting Expenses, Cost of Sales and Revenue allows you to view past trends for these key performance indicators.  By monitoring and analyzing past trends, you can begin to predict future trends.  Also included on the summary dashboard, is a mini Profit and Loss table where you can view metrics such as Revenue, Gross Profit, Gross Margin, Net Margin, Expenses, etc.  You also have a summary of Accounts Receivable and Accounts Payable data.

Outside of the main summary dashboard, there are 15 additional dashboards to assist you in further analyzing the financial status of your organization.  Dashboards such as the Sales Executive Analysis, Top 15 Customers, Expenses by Cost Center, Cost of Inventory and Best / Worst 25 Products all enable you to ensure the health and viability of your company is excellent in all areas.

KPI Online also provides drill-down capabilities allowing you to fully understand why your company is performing as it is.  In order to plan properly, Executives and Managers need to know more than just what the bottom line number is, they need to know how they number was obtained and how to improve upon that number. Dissecting the data and drilling down to various business levels provides this information.

Interested in learning more?  Sign up today for a free 30 minute webinar on the full basic financial model, register for a free 45-day trial or contact us directly at saas@bitam.com.

Webinar:  http://kpionline.bitam.com/kpi_eng/registerwebinar.php

45-day trial:  http://kpionline.bitam.com/fbm/main.php?action=register

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