AccountMate 7 for SQL and Express: BI

AccountMate
Software
Corporation

AccountMate Business Intelligence provides
you dynamic insight on your business by providing real-time analysis and reporting capabilities.

AccountMate Business Intelligence enables you to visually analyze your business data, track key performance indicators and distribute information throughout your organization, while providing an optimized platform for
management and operational reporting.

Immediately available upon installation, AccountMate Business Intelligence provides access to your business data through a number of predefined reports, objects, key performance indicators and queries.

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AccountMate 7 for SQL or Express
Business Intelligence

Reports

AccountMate Business Intelligence module provides dozens of the most commonly requested reports for Sales, Customer, Item, Vendor, Product Line and Salesperson Analysis to meet the information needs of well-managed companies. Along with the prepackaged reports, AccountMate Business Intelligence offers an optimized reporting platform for building custom reports and eliminates the programming commonly associated with custom reporting. The reports in AccountMate Business Intelligence include:

Products Purchased by Customer in a Period
Top Selling Product by Product Line in a Period
Top Salesperson in Current Calendar Year
Customer Sales, Cost, and Margin Year to Date versus Prior Year to Date

Report: Monthly Sales by Customer Class

Key Performance Indicators

AccountMate Business Intelligence comes with over 200 pre-defined Key Performance Indicators, such as:

Sales Amount in Current Calendar Year
Percentage of Total Contribution Margin
Cost of Sales in Prior Calendar Year
Percentage Change in Sales from Prior to Current Calendar Year
Inventory Turns

New indicators can be easily created and added to the library of existing metrics, extending the distribution of information throughout the organization.

Adaptability

AccountMate Business Intelligence comes packaged with mappings for AccountMate’s General Ledger, Accounts Payable, Accounts Receivable, Sales Order, Purchase Order and Inventory Control modules. Data from other modules or enhancements along with data from sources like Excel, Access and other databases can be easily incorporated and consolidated into AccountMate Business Intelligence for reporting on all of your enterprise data.

Queries

AccountMate Business Intelligence provides dynamic, ad-hoc query and analysis capabilities through its native On-Line Analytical Processes (OLAP) interface.

You can drill up, down and across business data, add charts and graphs, and apply filters to their data to answer business questions as they occur. Views of the data (queries) can be saved for future reference as either private, public or limited to a specific group of users.

AccountMate Business Intelligence comes prepackaged with a number of commonly requested queries for maximum out-of-the box functionality, such as:

Customer: Sales, Cost of Sales and Contribution Margin in a Period
Customer: Sales by Item and Product Line in a Period
Customer: Top Customers by Sales Year to Date
Salesperson: Monthly Sales in any Two Periods
Salesperson: Sales by Customer, Item and Product line in a Period
Salesperson: Top Salesperson in Current Calendar Year
Item: Sales by Customer and Salesperson in a Period
Product Line: Sales Amount by Month with Trend Line
Product Line: Participation in Sales in Current Calendar Year

Objects

AccountMate Business Intelligence’s unique object oriented solution allows you to create, modify and re-use filters, charts, graphs, summaries and formulas. AccountMate Business Intelligence comes packaged with a number of commonly used objects already defined including:

Charts and Graphs:

Sales Amount by Item
Inventory Quantity Ordered vs. Quantity Shipped
Salesperson Sales, Margin and Commission
Period to Date Sales, Cost and Margin

Filters:

Current Calendar Year to Date
Transaction Date Range
Product Line Description

Enterprise Version with SQL Server Compatibility

AccountMate Business Intelligence’s Enterprise version extends your reporting and data analysis capabilities onto a Microsoft SQL Server platform. With the Enterprise version, AccountMate customers are able to view their data in SQL Server through traditional multidimensional OLAP tools such as Crystal Analysis.

AccountMate Business Intelligence’s Enterprise version comes with two predefined cubes (Sales and Inventory) which can be modified to include new dimensions, measures or versions. New cubes can be easily built from scratch, allowing you to get needed information for effective decision making. AccountMate Business Intelligence requires no programming or programming skills to customize or build multidimensional cubes for OLAP reporting.

© 2008 AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, system requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or Authorized AccountMate Solution Provider for current information.