Welcome!Sage User Group Meeting

June 2013

Agenda

• Introductions• Business Insights

– Dashboard– Explorer

• Tips and Tricks• Notes of interest• Q&A

About BCS Prosoft

• 27+ years experience with Sage Software• 1,500 Clients in all 50 states, Canada, and

Mexico• Offices in San Antonio, Houston, Denver, and

Honolulu• Award winning partners with:

What is “Business Intelligence”

strategies, processes, technologies to analyze and transform raw data into actionable predictive information

Business Insights Dashboard

• Snapshot view of critical business data• Quick and easy access through Sage business desktop or

Internet Explorer• Graphical format• Drill Down Capabilities• Links to Multiple detail report options• Customizable

Setting up Sage 100 Dashboard Options & Wizard

Business Insights Dashboard Demo

Company Logo can be included on page

With permission, users can modify format of their dashboard

Business Insights Explorer

• Easily organize, analyze/query Sage data• Actionable data view• Predefined views of commonly used data• Drill down /around capabilities• Role-based access to critical system information• Access related Sage tasks• Export data to a variety of output types• Increases productivity for inquiry, reporting and analysis• Released with version 4.2

Business Insights Explorer Demonstration

Navigation Pane

Data View Grid

Preview Pane

Other Intelligence Tools

Knowledgesync Workflow & Alerts

Biznet Reporting/Dashboard Tools

New from Sage – Inventory Advisor

Inventory Advisor

Tips and TricksEstimated Cash Flow Analysis

Tips and TricksUpdate Journals from Preview

Tips and TricksCustomer Last Purchase History

Tips and TricksMy Tasks

Name that…

PoemPublished 1888Ernest Thayer“And somewhere men are laughing, and somewhere

children shout”“But there is no joy in Mudville; mighty Casey has

struck out”Casey at the Bat

Famous…???

TV Mom of Theodore and WallyJune Cleaver

Actress, played Ruth Martin (Lassie) & Maureen Robinson (Lost in Space)

June LockhartMusician, grammy winner, wife of Johnny

June Carter Cash

Mark Your Calendars!

Everyone is welcome to attend one of our User Group Meetings. The next meetings are as scheduled.• Houston — September 10• San Antonio — September 11• Denver — September 12• Web — September 18www.bcsprosoft.com/events for more information

Questions – Thanks for coming!

www.BCSprosoft.com