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Investigate past business performance to gain insight and drive business planning with the Analytics Module.

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This module is designed to make it easy for the casual user to explore their company data. Detailed or summary reports on many key aspects of a business are straightforward to create.

Most data can be converted to elegant 3-D colored graphs to better show the relationships and trends from the reports.

After you have taken the time to specify the rules and conditions for a report, you can then name and save the report so it can be reused in the future. Customer, supplier, inventory, and general ledger account data make up the key reporting areas. Even lot and serial numbered information can be retrieved.

Discover who your best customers are and how much they have contributed to your bottom line over the years. Find out who is costing you more money than they are contributing to your revenues. Answer the questions about which products are sold the most and which make you the most profit.

Know who your best suppliers are and view that information to see your company’s purchasing trends. Use that data when negotiating purchasing discounts and terms.

Examine the movement of items in inventory. See how many were received and how many were issued over time. Know what items have the most value in inventory.

Track the trends of individual general ledger accounts by weeks, months or even years. Use that information to see the direction of sales or expenses and act to encourage the sales or hold down the expenses.

Track lot and serial numbered items to their source, current disposition in inventory, or to whom they were sold.

Archiving plays a major part in this module. It allows you to periodically reduce the size of your company data by moving it to an archived company that is fully functional.

Archiving company data has a fundamentally different role than backing up company data. Archiving accrues data while backing up is a snapshot of data.

Backing up your data gives you a static copy of that data as of the date the backup was performed. Archiving data provides a dynamic environment that allows you to add additional data to an archived company as time passes. This is a key distinction that permits the full use of analytics and allows you to data mine years and years of valuable company records.

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Last modified June 24, 2013