Halo Business Intelligence

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Transcription:

Halo Business Intelligence Designed for EXO Business

MYOB EXO SERIOUS REPORTING AND ANALYTICS Traditional business intelligence solutions are costly, require many months to implement, and are difficult to modify as business requirements change. In contrast, Halo BI s EXO is designed to seamlessly integrate with MYOB EXO and additionally embrace any other data source your company has to deliver a single, complete view of up-to-date data, enabling all people to ask and answer their own questions using a common set of numbers. Over a decade of R&D and cutting edge data visualisation has gone into developing an interface that effectively will match how the user thinks about their business, making it instinctively easy to use. Halo BI is all about visualising data, its context, relationships, trends and variances - this is what business users are ultimately looking for in their business data. Designed for rapid deployment and cost efficiency, Halo BI for EXO includes four pre-built analysis modules empowering you to ask and answer your own questions about Revenue, Stock, Financials or Purchases quickly and easily without requiring IT.

Halo BI for EXO - Sales/Revenue Reporting Deliverables Customer Analysis Gross Revenue and Net Sales by Period, MTD, QTD, YTD Year over Year Analysis - Net Sales Variance and Variance % Top 20 Customers, Current Year to Last Year Margin and Margin % % of Total Revenue vs. Margin Sales Discounts Cross Sell Analysis of Products Customer Analytics by Geography, Customer Dimensions, Customer Group, Customer Segments Product Analysis Pricing and Cost Trends by Product Groups and SKU Top xx Products by Revenue and Margin Slow moving product Sales Discounts Quantity Sold Product Sales Trends over Time % of Total Contribution to Gross Revenue, Net Sales, Margin, and Margin % Product COGS Analytics Product Analytics by Item Groups, Item Dimensions, Primary Vendors, Production Groups, Production Pools Drill Through Capabilities Drill to transaction level detail for revenue, including all product details, customer details, sales order numbers, invoice numbers, and other transaction information Sales Rep Analysis Top Sales Reps by Revenue and Margin YTD, QTD, Month, Year % of Total Sales Rep Contribution to Gross Revenue, Net Sales, Margin, and Margin % Sales Discounts Given by Customer and Product Sales Discount Trends by Sales Rep Product Sales Analysis COGS Overall Company Analysis Gross Revenue, Net Sales and Margin, Year over Year, Variance and Variance % to Prior Years, To Budget and Forecast Sales and Margin Trends by Company

Halo BI for EXO - Inventory Reporting Deliverables Finished Good Stock Analysis Inventory Movements in Quantity Trends Inventory Movements in Currency Trends Beginning Inventory Balances in Quantity Beginning Inventory Balances in Currency Ending Inventory Balances in Quantity Ending Inventory Balances in Currency Average Inventory in Quantity Average Inventory in Currency Inventory Turns Raw Material Stock Analysis Inventory Movements in Quantity Inventory Movements in Currency Beginning Inventory Balances in Quantity Beginning Inventory Balances in Currency Ending Inventory Balances in Quantity Ending Inventory Balances in Currency Average Inventory in Quantity Average Inventory in Currency Stock Location Analysis Stock on Hand for Finished Goods and Raw Materials across company Drill Through Capabilities Drill to transaction level detail for inventory movements including all product details, transaction types

Halo BI for EXO - Financials Reporting Deliverables Overall Enterprise Financials Consolidated Income Statements Consolidated Balance Sheets Revenue Analysis COGS Analysis Expense Analysis Asset Analysis Liability Analysis Actuals to Budget and Forecast, MTD, YTD Achievement Percent to Budget Company and Business Unit Financials Business Unit/Company Income Statements Business Unit/Company Balance Sheets Business Unit/Company P&L Analysis Business Unit/Company Asset Analysis Business Unit/Company Liability Analysis Business Unit/Company Budgets and Forecasts to Actuals, MTD, YTD Departmental/Cost Centre Financial Analysis Expense Trends by Department and/or Cost Centre Expense Analysis, Year over Year, YTD, MTD, and to Budget End of Year Projections for Expenses and Revenue Chart of Account Management Allow financial analysts to build multiple hierarchical reporting structures through Halo Rays Hierarchy Builder Drill Through Capabilities Drill to transaction GL transactions including all account details, dates, transaction information

Halo BI for EXO - Purchases Reporting Deliverables Purchases Analysis Purchase Order Cost Purchase Order Quantity Outstanding Cost Outstanding Quantity Purchases by Product Group Purchases by Supplier Top xx Purchased Items Overall Company Analysis Analyse purchasing patterns by suppliers or products at a consolidated or company level Drill Through Capabilities Drill to transaction level detail for purchase orders including product details, suppliers, quantities and values purchased

Halo BI for EXO - Financial Report Writer Structured Financial Statements Easy-to-use Financial Report writer Financial reporting based on Account Codes or Report Codes Allows row styles formatting and subtotal calculations

Contact Us: For more information, contact: Level 1, 110 George Street Parramatta, NSW 2150 Australia 02 8005 0135 info-apac@halobi.com Level 3, 110 Symonds Street Auckland 1010 New Zealand 09 379 9099 info-apac@halobi.com Contact us at supportapac@halobi.com if you want to know more about how we can help you create better business reporting for MYOB EXO @Halo_BI #HolisticBI

@Halo_BI #HolisticBI