While looking at how to best use Power BI to help manage our own business here, we came across some information that we could interrogate that we had been asked to get out of Sage 50 Accounts in a report, but couldn’t.
In this particular instance, we were calculating how long it took for a Quote to be won, the difference in the date a Quote was created compared to the Sales Order date.
This showed to us that there was a whole other world of possibilities open to us, and of course the first thing we did was go back to our customers and offer them the new solution. The fact that we were only able to show the data outside of Sage actually worked in their favour; having to interrogate it in Excel meant that we could apply filters on the fly – simply changing an input box on the sheet allowed us to change the data we were displaying. This allowed us to either see if one particular customer was keeping us waiting, or if we did really well converting our quotes in a certain date range.
This is just one example that we can give, but if there is anything else that you think we can apply this to, go ahead a give us a call and let us see what we can do for you…
Arrange a quick face to face chat to see if we can improve the way your business works?