Optimise insights and reporting efficiency with Sage 200 Power BI
Tailored exclusively for Sage 200 Professional customers, the Sage 200 Power BI reporting pack from CPiO, delivers five dynamic and personalised dashboards across Finance, Commercials and Stock. These include; Sales Analysis, Stock Management, Purchase Analysis, Creditor Analysis and Debtor Analysis. It offers seamless excel integration, where you can access the reports from any device and share your findings with others in your company. This is real time data that can help you improve your Sage 200 reporting, as well as uncover critical business insights and make better-informed business decisions this is the tool for you. Easy to set up and use, your Sage 200 users can quickly spot trends and drill into detail. Simple, monthly pricing gives you the flexibility you need in your business.
Sales Analysis
A powerful dashboard that provides you with customer insights and sales performance.
- Measure important sales metrics through real-time reports including revenue, margins and product performance.
- Identify trends, best-selling products and track sales targets.
- Monitor and analyse individual and team sales performance.
Stock Management
A vital dashboard that provides you with a real-time overview of your stock-related activities.
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Enables you to monitor key metrics such as current stock levels, product turnover rates and order fulfillment status.
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Highlight inventory trends, identify slow-moving or high-demand items and predict potential stockouts.
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Track supplier performance and create inventory management processes to optimise your inventory levels.
Purchase Analysis
An invaluable dashboard that helps you to gain a comprehensive understanding of your purchase activities.
- Offers insights into expenditure patterns, supplier performance and inventory management.
- Allows you to mitigate risks and make better informed decisions.
- Drill down for more detail to focus on opportunities within your supply chain.
Creditor Analysis
Helps you to better understand who you owe money to and how you can improve your supply chain flow.
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Visual analysis of overdue payments and trends.
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Prioritise payments and improve cash flow forecasting.
- Monitor your credit status to proactively address potential issues and minimise losses.
Debtor Analysis
A centralised dashboard that provides you with an overview of who owes you money.
- Provides real-time insights and total visibility of financial data including outstanding balances, overdue invoices and payment schedules so you can manage your cashflow more effectively.
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Ability to focus on effective budgeting and repayment strategies to make better informed decisions.
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Spot customer trends before they become a problem.
Benefits of Sage 200 Power BI from CPiO
Easy to understand data visualisation
No more deciphering spreadsheets and data look up. Drill down from top to bottom for dynamic reporting.
Make Sage 200 data available to all
Open up data insights to every team. No need to wait for heavy reports to be delivered to users.
Financial management
Interrogate and analyse your KPIs effortlessly to improve your financial position and make better informed decisions.
Analyse real-time data
Build data confidence with a view into business-critical Sage 200 data in one place, in real time with data updated a minimum of 8 times per day.
Simple to install, easy to adopt
Pre-built dashboards for plug and play access gets your users up and running in hours. Easy navigation and drill down builds user confidence fast.
Flexible per user model
Clear per user, per month pricing with no hidden extras for easy budgeting.
What does it cost?
CPiO has a specialist Power BI team available to discuss your requirements.
The cost is a 12 month contract, which is based on a named user, per month. It is £23.80 including the Power BI license.
Should you already have the Power BI license the cost is just £15 per user, per month.
What's next?
Customised reporting can be added to your package for further cost per user, per month. Our CPiO specialists can work with you to create bespoke reports and dashboards directly for your business.
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FAQs
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How do I connect my Sage 200 software with Sage 200 Power BI From CPiO?
CPiO will be responsible for connecting your Sage 200 data to the Sage 200 Power BI CPiO tenant, stored securely in the CPiO Cloud, giving your users easy access to their data dashboards.
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Is access to the Sage 200 Power BI from CPiO pack on named or consecutive licence basis?
Access to the CPiO pack is on a named user licence only. We regret that due to Microsoft licencing rules, we are unable to accept generic licence names such as Accounts or Administration.
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What is the price of Sage 200 Power BI from CPiO?
Sage 200 Power BI from CPiO is priced on a per named user, per month basis of £23.80 including the Power BI licence. Should you already have the Power BI licence the cost is just £15 per user, per month. If you require any changes to be made to the reports, these will be quoted separately and will be reflected in the monthly cost.
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Do I have to buy Power BI licences?
Yes, you will require as many Power BI licences as you want people to access the dashboards, all of which can be supplied by CPiO. Access to reports is on a named user licence only. If you already have Power BI licences then you will be able to use those to access the CPiO dashboards and purchase additional licence’s via CPiO.
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What is the contract term for Sage 200 Power BI From CPiO?
This is an annual contract (12 months) paid quarterly. You will be asked to pay for three months (the first quarter) upfront to cover the initial set up and connection to your data. You will then revert to a rolling contract, providing CPiO with at least 90 days’ notice should you wish to cancel.
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Can I choose which dashboards I want to take?
The standard package contains all five dashboards, designed to answer the most common questions asked by Sage 200 customers. As such you will have access to all five powerful dashboards, choosing to open those that are most relevant to you. If you have further or specific reporting needs, we will be happy to discuss the development of Power BI in your business.
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Can I customise the Sage 200 Power BI from CPiO dashboards?
Yes, Power BI is a very powerful tool that can be developed to fit the exact reporting needs of your organisation. CPiO has a specialist Power BI team available to discuss your requirements. We will work with you to accurately scope out your requirements, provide you with a quotation, deliver your solution and support it.
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