Our Sage Reporting Dashboards

Replacing individual, siloed reporting practices with a centralised reporting dashboard for Sage allows your users to self-serve their own information in a secure environment.

With everyone in the business looking at the same data, your customers can maintain a single version of the truth, with users’ access rights restricted to what they need to see and edit.

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If you’d like a personal whistle-stop tour of the dashboards, you can arrange a one-to-one demonstration of the product with one of our Sage Channel Account Managers or your Sage business partner. This environment gives you the opportunity to see exactly how the dashboard can work for Sage reporting within your business.

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Our Sage Reporting Dashboards

How do we integrate with Sage?

Panintelligence for Sage comes pre-configured, out of the box. When you purchase the software, you can access a pre-built library of charts, so you don’t have to build everything from scratch. This allows you to integrate and start reporting as soon as possible.

The software also has an existing data connection to Sage 200, Sage CRM, and Sage 50. Often, the toughest aspect of setting up new dashboards comes in establishing the connections themselves, but with Pi for Sage, we do the legwork for you.

Our Sage reporting dashboard can also connect to other systems you use within your business, so everyone can get their hands on the information they need.

How is Pi for Sage different to Excel reporting?

Growing companies often reach a point where Excel can no longer handle all their data and reporting requirements. These businesses often move to scalable software, which removes reliance on formulas and gets rid of the industry of Excel reporting that often exists when stakeholders in your business can’t get the data they need quickly.

It becomes more time-consuming to build reports in Excel as businesses grow. The more data you have, the more potential there is for error. With Panintelligence, everyone is reading the same live data; start trusting the data you’re viewing. You’ll never face the issue where your spreadsheets don’t add up.

With everyone in the business looking at the same live data, there is no need to extract data to manipulate it in Excel, or chase people for reports. Everyone who requires access can self-serve their own data with ease.

How is Pi for Sage different to Excel reporting?

Why choose Pi for Sage?

Our software isn’t just for the Finance Team. All areas of the business from operations to sales are increasingly asking for more information to be able to make quick decisions and do their jobs effectively. Pi for Sage is intuitive, and empowers users of all technical abilities to self-serve their own data.

Our software eliminates the difficulties of reporting on Sage data and when you’re planning this can remove a major headache. In Pi for Sage, it’s easy to spot trends and drill down into the underlying data, and because our software is so easy to use, anyone in your business from the CEO to the sales team can explore data easily through the intuitive user interface.

Having more visibility of your data means that missed opportunities are no longer spotted too late, and it’s easier to identify new business wins.

Connect to multiple companies in Sage 200

Connect to multiple companies in Sage 200

Everyone uses the same live information

Everyone uses the same live information

Don't rely on formulas and remove the room for human error

Don't rely on formulas and remove the room for human error

Automate report creation and schedule to share with the team

Automate report creation and schedule to share with the team

View bespoke tables in Sage

View bespoke tables in Sage

Monitor and target your business with KPIs

Monitor and target your business with KPIs

Connect to other databases you use

Connect to other databases you use

Trigger email reports and share information wherever you are

Trigger email reports and share information wherever you are

Get live data which is completely up to date and instantly available

Get live data which is completely up to date and instantly available

Sage Reporting Dashboard: Key Features

Our Panintelligence for Sage dashboards have many features and benefits aimed at helping companies make reporting easier within their businesses.

Data Visualisation

One of the key features of Pi for Sage is its data visualisation capabilities. Lift your data out of tables and transform it into charts, graphs, and other manageable formats. When data is displayed in these formats, it becomes much easier to interpret information, leading to better decision-making and reduced reporting times.

KPI Alerts

The dashboard allows you to set KPIs, define thresholds in your data and then anybody in your business can get an automated alert which informs you if you hit your pre-defined targets, or track too far under.

As the data is shown in real-time, users can place a high degree of trust in what they see, allowing for business decisions to be made instantly.

 

FAQs

It’s only natural for prospective customers to have questions about our Sage reporting dashboard – around integrations, connectors, data, and the Sage reports themselves. We’ve listed some of our frequently asked questions below to help you out.

We do not extract data into cubes, we look directly at your source data. We don't move data.

No, we can view all your environment. We don't want to change the way you work, but data in our dashboards becomes more visible and encourages clean data entry going forward.

Yes, you can lock down what users can and can't see.

We connect to your data using our highly secure API, and users’ access can be restricted to view and edit specific information. 

You can connect to any data in Sage 200 including bespoke fields. You can also connect to multiple companies in Sage 200, as well as other databases within your business such as warehousing or stock systems.

Yes, users can access the dashboard wherever they are, without needing a Sage licence.

How do businesses use the dashboard?

Our business model revolves around selling our Pi for Sage dashboard to Sage software resellers whose customers are from many different sectors and include manufacturers, retailers, service providers to name but a few.

They use the dashboard in many different ways. Getting visibility of data can change and enhance performance and give teams the data they need to do their jobs better. Often customers have our dashboards up on big screens around their offices, containing data that’s relevant to particular teams. This keeps teams on track and gives the whole business a holistic view of performance.

Team meetings are better when everyone can share the same view of the data. Dashboards allow data to be shared easily and as the data shown is in real-time and is connected to all databases in the business, it contains everything that’s required, right at the user’s fingertips.

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Sage Reports: Drift vs. Not Bought Analysis

Two of the charts that come out of the box for Panintelligence for Sage are ideal for any business that holds or sells stock, whether it’s B2B or B2C. the Drift and Not Bought Analysis charts are designed to protect revenues and spot opportunities to increase revenues.

Drift Analysis

This chart type allows the user to filter by customer, displaying all the products they’ve ordered in the past, and what they’ve most recently ordered from you.

You can directly compare sales performance, month on month, of each product, ultimately being able to see which of your customers require encouragement to sell your products regularly.

Not Bought Analysis

The dashboard allows you to filter by analysis codes in Sage 200, and see which of your stock items aren’t selling. You can then take action and direct your Sales Team to sell these items, to make room for new stock for next season.

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Key benefits of our Pi for Sage Dashboard

Trust your data like never before

Trust your data like never before

Pi for Sage shows real-time data which hasn’t been manipulated in Excel. It’s a single version of the truth for the whole business.

Use the dashboard on tablet and mobile

Use the dashboard on tablet and mobile

Enable your workers to access the data they need when in the field, without needing additional Sage licences.

Store all your data in one place

Store all your data in one place

Connect to multiple companies in Sage 200 and other databases within your business.

Plug straight into Sage 200

Plug straight into Sage 200

The data connection comes pre-installed, so you can get started straight away.

Sage 200 resources

Pi for Sage 200 Factsheet
Pi for Sage 200 Factsheet
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Why choose Panintelligence for Sage 200?
Why choose Panintelligence for Sage 200?
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Join a close partner community

Join a close partner community

Want to know more about Panintelligence for Sage?

If you’re a software reseller who’s interested in exploring how you can sell Pi for Sage into your customer base, please enquire for more information or to arrange a one-to-one demo.