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2 See, learn, and d mre at Dwnlad Case Studies Schedule A Dem Cntact Us US Headquarters 4885 Greencraig Ln San Dieg, CA Office: (888) inf@halbi.cm APAC Headquarters Level 4, 3 City Rad Auckland City PO Bx 7253, Wellesley St. Auckland, New Zealand Office: inf-apac@halbi.cm The features described in this dcument represent Hal Business Intelligence AX augmentatin capabilities. All dashbards and metrics shwn herein have been created with Hal Business Intelligence, but d nt necessarily represent ut-f-the-bx functinality. The functins listed herein are subject t the requirements f the client, and may r may nt require custmizatin during the implementatin prcess Hal Business Intelligence
3 Sales and Revenue See what, when, and where yur custmers buy Custmer Insights and Analysis (Discunts, Margins, Purchase Histry) Sales Rep Perfrmance (Territries, Cmmissins, Actual vs. Budget) Prduct Trends (Pricing and Cst Trends by Prduct Grups and SKU) 2014 Hal Business Intelligence
4 AX Sales/Revenue Deliverables Custmer Analysis Grss Revenue and Net Sales by Perid, MTD, QTD, YTD Year ver Year Analysis - Net Sales Variance and Variance % Tp 20 Custmers, Current Year t Last Year Margin and Margin % % f Ttal Revenue vs. Margin Sales Discunts and Cmmissins Open Orders Crss Sell Analysis f Prducts Custmer Analytics by Gegraphy, Custmer Dimensins, Custmer Grup, Custmer Segments Prduct Analysis Pricing and Cst Trends by Prduct Grups and SKU Tp xx Prducts by Revenue and Margin Slw mving prduct Sales Discunts, Cmmissins and Taxes Open Order Quantity Prduct Sales Trends ver Time % f Ttal Cntributin t Grss Revenue, Net Sales, Margin, and Margin % Prduct COGS Analytics Prduct Analytics by Item Grups, Item Dimensins, Primary Vendrs, Prductin Grups, Prductin Pls Drill Thrugh Capabilities Drill t transactin level detail fr revenue, including all prduct details, custmer details, sales rder numbers, invice numbers, and ther transactin infrmatin Sales Rep Analysis Tp Sales Reps by Revenue and Margin YTD, QTD, Mnth, Year % f Ttal Sales Rep Cntributin t Grss Revenue, Net Sales, Margin, and Margin % Sales Discunts Given by Custmer and Prduct Sales Discunt Trends by Sales Rep Cmmissins by Custmer and Prduct Prduct Sales Analysis COGS Overall Cmpany Analysis Grss Revenue, Net Sales and Margin, Year ver Year, Variance and Variance % t Prir Years, T Budget and Frecast End f Year Sales Prjectins Sales and Margin Trends by Cmpany 2014 Hal Business Intelligence
5 Inventry Increase efficiency and imprve prfitability Track Inbund and Outbund Inventry and Warehuse Activities Becme an In-Stck, On-Time, Everything-is-where-it-shuld-be Cmpany Ensure Sufficient Supplies and Reduce Over-Capacity Spt Slw Mving Inventry Befre it Becmes a Prblem 2014 Hal Business Intelligence
6 AX Inventry Deliverables Finished Gd Stck Analysis Inventry Mvement Trends in Quantity and Currency Beginning and Ending Inventry Balances in Quantity and Currency Average Inventry in Quantity and Currency Fill Rate based upn Shipments and Order Quantities Inventry Turnver Days On Hand Open Orders Raw Material Cst Trends Raw Material Usage Trends On-time Shipments Back Order Rate Stck Lcatin Analysis Stck n Hand fr Finished Gds & Raw Materials acrss Multiple Warehuses, Facilities and Lcatins Drill Thrugh Capabilities Drill dwn t transactin level detail fr inventry mvements including all prduct details, transactin types, transactin vucher ID s and transactin invices 2014 Hal Business Intelligence
7 Accunts Receivable See hw custmer risk and expenditures have changed ver time Enhance the Invice t Cllectin Prcess Optimize Cllectins Return n Investment Imprve Accunts Receivable Recvery and Custmer Retentin 2014 Hal Business Intelligence
8 AX Accunts Receivable Deliverables Overall Cmpany AR Status Aging Analysis (30,60,90 days) Past Due Analysis Cllectin Trends Average Days t Pay Average Days Open Credit Limit and % Over Credit Limit Custmer Receivable and Payment Analysis Custmer Aging Analysis Custmer Average Days t Pay Custmer Average Days Open Custmer Payment Trends Custmer Payment Methds Links t and frm Custmer Open Orders fr credit extensin and credit hlds Custmer Analytics by Gegraphy, Dimensin, Grup and Segment Other Analytical Features Payments by Payment Methd Receivables by Due Date Clsed Receivables Receivables by Transactin Date Alerting features thrugh Reprt Publisher Receive alerts when custmers have exceeded their credit limits r are past due Drill Thrugh Capabilities Drill dwn t transactin level detail fr custmer transactins including all custmer details, transactin type, transactin vucher ID s and transactin invices 2014 Hal Business Intelligence
9 Accunts Payable Understand cash flw, trade credit and liabilities at a glance Better Gauge the Financial Health f yur Organizatin Take Effective Cntrl f the Vendr Payment Systems by Enhancing Visibility and Cntrl Maintain Gd Standings with yur Business Netwrk 2014 Hal Business Intelligence
10 AX Accunts Payable Deliverables Overall Cmpany AP Status Accunts Payable Status and Balances Accunts Payable Aging Open AP Payment Trends and Status Vendr AP Analysis Payments Due t Suppliers and Vendrs Vendr Payment Histry and Trends Vendr Aging Analysis Vendr Payment Terms Vendr Analytics by Department, Netwrk, Channel and Vendr Grup Business Unit and Departmental AP Analysis Other Analytical Features Payables by Business Unit and/r Department Aging Analysis by Business Unit and/r Department Days Sales Open (DSO) Payments by Payment Methd AP Trends by Due Date AP Trends by Transactin Date AP Trends By Clse Date AP Trends by Dcument Date Alerting features thrugh Reprt Publisher Receive alerts when departments have exceeded spending credit limits r are past due n payments Drill Thrugh Capabilities Drill dwn t transactin level detail fr vendr transactins including all vendr details, dates, vuchers IDs and invice data 2014 Hal Business Intelligence
11 Financials Mnitr Cmpany Perfrmance frm a General Ledger Perspective Leverage Finance as a Catalyst fr Driving Perfrmance Visualize Cst, Quality, and Timeliness Perfrmance Mnitr the P&L, Balance Sheet and Cash Flw by Cmpany, Department and/r Cst Center 2014 Hal Business Intelligence
12 AX Financials Deliverables Overall Enterprise Financials Cnslidated Incme Statements Cnslidated Balance Sheets Currency Cnversins Revenue Analysis COGS Analysis Expense Analysis Asset and Liability Analysis Actual vs. Budget and Frecast, MTD, YTD Achievement Percent t Budget End f Year Prjectins Cmpany and Business Unit Financials Business Unit/Cmpany Incme Statements Business Unit/Cmpany Balance Sheets Business Unit/Cmpany P&L Analysis Business Unit/Cmpany Asset Analysis Business Unit/Cmpany Liability Analysis Business Unit/Cmpany Budgets and Frecasts MTD and YTD Departmental/Cst Center Financial Analysis Expense Trends by Department and/r Cst Center Expense Analysis, Year ver Year, YTD, MTD, and t Budget End f Year Prjectins fr Expenses and Revenues Chart f Accunt Management Allw financial analysts t build multiple hierarchical reprting structures thugh Hal Rays Hierarchy Builder Budgeting & Planning Analysis Drill Thrugh Capabilities Wrkgrup data cllectin and data entry f Budgets and Frecasts Pre-ppulate budget and frecast frm histric data Bttm-up, Tp-dwn Data Entry int Cubes Cube Data Entry by Value r %, equal allcatin, equal increment, weighted allcatin and weighted increment What-if Analysis Variance Analysis fr Actual vs. Budgets vs. Frecasts Budgeting and Frecasting Histries and Cmparisns Rlling Frecasts Drill t transactin GL transactins including all accunt details, dates, transactin infrmatin 2014 Hal Business Intelligence
13 CRM Opprtunities Easily track leads, pprtunities, accunts, and sales Reduce Csts and Increase Prfitability Organize and Autmate Business Prcesses Nurture Custmer Satisfactin and Lyalty in the Sales, Marketing, and Custmer Service Fields
14 AX CRM Deliverables Opprtunity & Accunt Analysis Cunt f Open Opprtunities Estimated Revenue Revenue Frecasts and Prjectins based upn Actual Estimates Open Opprtunity/Accunt Revenue by: Prduct Lead Surce Prbability f Cnversin Gegraphy Segment Campaign Status Opprtunity & Accunt Win Rate Analysis Days Open Days t Clse Estimated and Actual Revenue Opprtunity Win Rate Revenue Frecasts and Prjectins based upn Actual and Estimates Emplyee Opprtunity Analysis Drill Thrugh Capabilities Drill dwn t transactin level detail fr pprtunities, including all pprtunity details, sales unit details, emplyee infrmatin and ther transactin infrmatin Cunts f Opprtunities by Emplyee Opprtunity Win Rate acrss Emplyees and t Qutas Days t Clse Trends and Rates Estimated t Actual Revenue t Qutas 2014 Hal Business Intelligence
15 Human Resurces Make sense f payrll, timesheets, and hiring paperwrk Get Immediate, Clear, and Cntrlled Visibility int the Inf yu Need Mst Track Emplyee Attritin, Turnver, Benefits and Salary in a Single View 2014 Hal Business Intelligence
16 AX Human Resurces Deliverables Emplyee Analytics EEOC- required reprting attributes Number f Terminatins and Ratis by Age Grup, Gender, Ethnicity, and ther Emplyee attributes Number f New Hires and Ratis by Age Grup, Gender, Ethnicity, etc Emplyee Headcunts and Ratis by Cmpensatin Range and Age Grup, Gender, Ethnicity, etc Emplyee Annual Cmpensatin by Age Grup, Gender and Ethnicity, etc Average Years f Service by Age Grup, Gender and Ethnicity, etc Emplyee Trends ver Time by Age Grup, Gender and Ethnicity, etc Emplyee Statistics by Payment Type and Pay Frequency Department Analytics Emplyee Headcunt by Department Terminatins by Department New Hires by Department Years f Services by Department Breakdwn f Emplyees in each Department by Age Grup, Gender, Ethnicity, etc Annual Cmpensatin Rates By Department Years f Service by Department Emplyee Manager Headcunts and Trends Departmental Turnver Rates Year ver Year Jb Psitin Analytics Emplyee Jb Psitins - 1 Emplyee may have mre than ne psitin, ne r mre Departments, and/r ne r mre Manager Terminatins by Jb Psitin New Hires by Jb Psitin Annual Cmpensatin by Jb Psitin Years Service by Jb Psitin Breakdwn f Emplyees by Jb Psitin by Age Grup, Gender, Ethnicity, etc. Turnver Rates Year ver Year, by Jb Psitin HR Drill Thrugh Capabilities Drill dwn t emplyee details, start dates, terminatin dates, department details, jb psitin, cmpensatin infrmatin, etc Hal Business Intelligence
17 Supplier Screcard See yur supplier s and buyer s perfrmance Imprve yur Supply Chain Management & Make Better Decisins at Each Stage f the Order Lifecycle Deliver Quality Prducts, On Time by leveraging Inventry, Order Status and Prduct Fulfillment Data 2014 Hal Business Intelligence
18 AX Supplier Screcard Deliverables Vendr Analytics Vendr Purchasing Trends in Quantity and Cst, Year ver Year Variance between Average Actual Prduct Cst and Average Standard Cst Actual t Standard Cst Trends by Vendr and Item On Time Delivery Metrics by Vendr/Item/Lcatin Number/Percent f Shipments Delivered On- Time vs. Late vs. Early Vendr On-Time Delivery Trends ver Time Prmised Date vs. Received Date Variance Analysis Days Late/Early Ship Cmplete Metrics Number/Percent f Shipments Delivered Cmplete and/r Accepted vs. Rejected Vendr Ship Cmplete Trends ver Time Supplier Screcard Dashbard Ranking Vendr Perfrmance by On Time Delivery, Ship Cmplete, and Average t Standard Cst Percent f Items by Vendr Over/Under Standard Cst Vendr/Prduct Dashbard highlighting Best Vendr Pricing and Best Vendr Delivery Statistics by Item Vendr Lead Time Cmparisns by Item Lcatin Analytics Vendr Delivery Statistics and Cmparisns Acrss Cmpany Lcatins Item Lead Time by Vendr/Item/Lcatin Item Accepted/Rejected Statistics by Lcatin Cst Analysis by Vendr/Item/Lcatin Raw Material/Purchased Item Analytics Supplier Screcard Drill Thrugh Capabilities Item Purchasing Trends in Quantity and Cst, Year ver Year Item-Vendr Cst Analysis Item Cst t Standard Cst Variance Percent Item Cst Trends ver Time Item Lead Time & Aging Analysis Drill dwn t Vendr Details, Lcatin Details, Item Details, Item Cst, Standard Cst, PO Date, Receipt Date, Prmise Date, Aging Details,, Item Lead Time, Quantity Ordered, Quantity Received, Quantity Rejected, Quantity Accepted, Quantity Received n Time & Quantity Received Early/Late 2014 Hal Business Intelligence
19 Learn mre abut Hal Business Intelligence, schedule a dem, r submit yur data fr a free POC! (888) halbi.cm inf@halbi.cm 2014 Hal Business Intelligence
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