Info-Explorer

Data Sources & Processing

• Fed from your Sage 300 database, with background in-memory processing
• Include data from other SQL & ODBC databases, e.g. your CRM
• Incorporate user-defined calculations
• Work online or offline
• Export views to Microsoft Excel®, CSV or HTML
• Security options to protect your data

Slice & Dice Analysis

• Change dimensions (e.g. product, customer, region, period, employee) for clearer insight
• Dynamically control your view, filter your data, add and remove facts and dimensions
• Drill through to Sage 300 data entry screens for more information
• Roll up and consolidate to focus on high-level results

Presentation & Personalization

• Create and save multiple views, and convert to charts
• Create your own dashboards, highlighting exceptions and trends
• Apply your own formatting styles, e.g. 'traffic light' reporting
• Personalize, e.g. use custom styles to highlight amended data

Budgeting Features

The Writeback edition lets you use the same interface for analysis and budgeting:

• Budget beyond General Ledger level
• Build budgets bottom-up or top-down
• Insert a budget total and let Info-Explorer populate the build-up
• Adjust budgets using multiple spread methods
• Maintain multiple budget versions
• Write budget data back to your Sage 300 database
• Combine actual and budget data for forecasting

Use Case Examples

• Analyze sales by customer, salesperson or item
• Compare sales for a given period with budget, then pull in specific regions, employees or products to better understand the data
• Calculate commissions - (see our Protect-A-Bed case study)
• Budget by project code
• Insert a budget total and let Info-Explorer populate the build-up
• Compare sales for a customer to their cases in CRM