This will allow you to easily and quickly check the company’s progress towards achieving its strategic goals and objectives. You can save your search to templates for repeat usage and decide on which user-defined fields and objects should be included and displayed in the search results.Īnalytics with predefined key performance indicators can help you improve your cash balance visibility and sales performance dramatically. It includes many links to corresponding documents and master data. This function is a comprehensive search engine that looks at your data and gives you the option to filter and narrow down on your searches. Sometimes the arrows lead to linked documents, such as a base document or a journal entry. It enables you to drill down to more details about a transaction without having to perform a search or traverse a top-down menu structure. The orange link arrow in SAP Business One allows you to display a master data record or the details of master data settings, such as tax codes or payment terms. It searches transactions as well as master data, such as G/L accounts and business partners.ĭrill-down Functionality – Orange Arrow Navigation It allows you to find real-time information about your business quickly and easily by linking master data elements to transactions.
Sap business one kpi full#
Drag & Relateĭrag & Relate is an interactive tool that provides full visibility into the company’s operations and helps in the understanding of key relationships and transactions within the business. SAP Business One features several intuitive tools such as the ability to drag and relate and drill down data, as well as to use search assistance and workflow-based alerts. From there, you can click on the number to get a report/list of documents detailing your activities. It can count the number of activities that you created or are assigned to.
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You can include as many dashboards as you want in your cockpit. There are 2 dashboards in SAP Business One, namely the pervasive dashboard and the advanced dashboard. Dashboards are visualised reports that graphically depict the business’ performance for purchasing, sales, inventory and financial activity.It shows the overall amount, the target for the selected period and the trend compared to a previous period. Key performance indicator (KPI) widget allows you to create KPIs that describe different aspects of your company and its status.
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You can change the arrangement or choose additional widgets for the cockpit.Ī pre-configured cockpit for SAP Business One will contain the following widgets: The cockpit gives you the ability to choose the type of widgets that you want in your cockpit. It allows you to view open documents and major reports, use links to frequently used windows, evaluate the company’s status in terms of revenue, experiences and inventory, as well as to do a complete data search within SAP Business One with a click of the button.
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The cockpit is the control centre of SAP Business One, where it allows full control and visibility into the business. Features of the Business Intelligence Module Cockpit In this article, we aim to offer insights into SAP Business One Version 9.3’s Business Intelligence module and help you understand how this solution can help your business drive a more efficient decision-making process. With SAP Business One, you can gather data from multiple sources and generate timely and accurate reports based on company-wide data. SAP Business One is an Enterprise Resource Planning (ERP) solution that is specially designed for SMEs to help them run smoother and with higher efficiency.